Shan Zubair is a CFP® and holds a Series 65 license, with 17 years of industry experience. He has been with Empirical Wealth Management since 2010. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. Empirical Wealth Management employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.

Jerry Yoon is a financial advisor at Wedbush Securities Inc. with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Wedbush Securities in 2023, he worked at BNP Paribas, Deutsche Bank, and Citigroup. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, and prime services with both discretionary and non-discretionary managed account solutions.

Eric Fridstein is a CFP®-certified financial advisor with eight years of industry experience, currently with Freestone Capital Management, LLC since 2020. Prior to joining Freestone, he worked at D.A. Davidson & Co. from 2017 to 2020 and pursued full-time education between 2013 and 2017. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments to construct diversified portfolios with a focus on downside risk.

Kirsten Wisdom is a financial advisor at Laird Norton Wetherby Wealth Management with a Series 65 credential and three years of industry experience. She has served as Secretary and Treasurer of Beck Ranch, Inc., a family farm in Idaho, overseeing financial and administrative duties. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and families, employing customized strategies that include strategic asset allocation, global diversification, and access to private investment funds.

Robert Mellon is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. He has been with Freestone Capital Management since 2008. Robert holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, with an investment approach emphasizing diversification and downside risk management across equities, fixed income, and private strategies.

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 license with three years of industry experience. Prior to joining Brighton Jones in 2022, she worked at Northwest Plan Services and the University of Washington. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Melanie Arena is a CFP® professional with 14 years of experience in financial advising. She has been with Brighton Jones LLC since 2011, including its predecessor entity, and is based in Seattle, WA. Brighton Jones LLC serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans with comprehensive wealth-management services. The firm employs a Personal CFO model and offers family office services, combining whole-balance-sheet planning with discretionary investment management and access to private-investment opportunities through its subsidiary, Lenora Capital.

Hilera Hardy is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson & Co. and Longshore Sailing School. Outside of her advisory role, she serves as Secretary for Chipt Insights Inc., a data aggregation and sales corporation. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers portfolio management, financial planning, and access to private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Parker Trelstad is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones in 2025, he worked at FP Transitions from 2020 to 2025. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including family office offerings, discretionary investment management, tax preparation, and access to private investments, using a holistic, balance-sheet approach to client advice.

Amanda Brueggeman is a financial advisor at Freestone Capital Management, LLC with eight years at the firm and four years of industry experience. She holds Series 65 and Series 66 designations. Her career includes a two-year family leave from 2016 to 2018. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with a focus on discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm uses a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to create diversified portfolios with an emphasis on downside risk.

Ardavan Tabrizian is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, he worked at the University of Oregon and Bay Club. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Corey Owen is a CFP® and ChFC® with 18 years of experience in the financial industry. He has worked at Kingsview Wealth Management since 2020 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he has ownership in a rental property on Mercer Island, WA. Kingsview Wealth Management is an SEC-registered firm managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and the Monarch ETFs.

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Composition Wealth, LLC and previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Ross Rubinstein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. His prior roles include positions at Brighton Jones LLC, Morgan Stanley, and UBS Financial Services. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in regulatory assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that incorporates model portfolios, third-party sub-advisers, and alternative investments.

Woodworth Anderson is a financial advisor at B. Riley Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation and National Asset Management, Inc. Anderson is also president of a private accounting firm, Woodworth Anderson Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm provides a broad range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Hi, I'm Kyle Wilke, CFP®, founder of Equi Financial Planning. I grew up in Southeast Asia, where my parents followed their passion for philanthropy to Thailand and worked in refugee camps in the years after the Vietnam War. Watching the difference compassion made shaped how I define wealth. I came to believe that the only way to truly feel wealthy is by enriching the lives of others. At Equi, we measure wealth two ways: your financial well-being, and the difference your money makes for your family, and your community. As a fee-only fiduciary, I don't sell products or earn commissions, I'm legally and ethically bound to put your interests first, every time. I do my best work with people driven by a genuine passion for what they do: • Early-career professionals building confident money habits from the ground up • Established professionals pursuing big goals around family legacy and charitable endeavors. • Families at a crossroads; navigating the emotional and financial complexity of moving themselves or a loved one into a new living arrangement Whether you need a one-time plan or a long-term partner, we start with your goals and values, not a product. Together we'll tackle the real questions: How do I make the most of my equity comp and benefits? When should I take Social Security? How do I retire with confidence? Can I invest in a way that's good for my returns and good for the world? And how do I leave a legacy that reflects what I care about? If money is a tool, let's make sure yours is building the life and the impact you actually want. I'd love to get acquainted. Reach out, and let's talk.

Jacob Ries Roncalli is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. He has worked at Brighton Jones since 2021 and has prior experience in education and sports camp roles. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm offers a holistic, balance-sheet approach with services including discretionary and non-discretionary investment management, tax preparation, family office programs, and access to private investment opportunities.

Georgina Owusu is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at the University of Arizona and Guidepoint Global LLC. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative strategies.

Elizabeth Norris is a CFP®-certified financial advisor at Brighton Jones LLC with six years of industry experience. She has worked at Brighton Jones since 2018, with a brief period at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University earlier in her career. Brighton Jones serves high-net-worth individuals, charitable organizations, and retirement plans with comprehensive wealth management services, including financial planning, investment management, family office support, and estate planning. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Prior to joining Brighton Jones, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, Graham has experience in the hospitality and real estate sectors, having worked at Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various institutional clients with comprehensive wealth management services, including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources to address client needs.