Jonathan Wittlin is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Freestone Capital Management, LLC since 2023. His prior roles include positions at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. He holds Series 63 and Series 65 licenses. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory 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, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Meaghan Brassey is a CFP® professional with seven years of experience at Fiduciary Counselling, Inc. in Tacoma, WA, where she has worked continuously since 2015. Outside of her advisory role, she assists with financial recordkeeping for her husband’s self-employed novelist activities. Fiduciary Counselling, Inc. provides investment advisory and administrative services to a range of clients, including high-net-worth individuals, trusts, charitable organizations, and family entities. The firm employs written investment policy statements and model portfolios based on modern portfolio theory and offers integrated services such as accounting, tax, estate planning, and trust administration.

Thomas Petroff is an advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding Series 65 and Series 63 designations. He has one year of experience at LNW and twelve years prior experience at The Agnew Company. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm focuses on customized investment strategies that include strategic asset allocation, global diversification, and a core-satellite approach, with integrated services including financial and estate planning and coordination with other advisors.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.

Christopher Odem is a financial advisor at Freestone Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freestone since 2015. Outside of his advisory role, he serves as a trustee for the GR Family Trust. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments focused on managing downside risk.

Robert Skinner is a ChFC® credentialed financial advisor with 42 years of industry experience, currently with Prosperity Wealth Management, Inc. in Seattle, WA. His career includes roles at Fortune Financial Services, USAdvisors Wealth Management, Securities America, and Woodstone Financial Services. Outside of his advisory work, he volunteers with Mom's Demand Action/Everytown Survivor Network on gun safety and supports a nonprofit foundation that provides skating instruction and hockey equipment to youth in the Puget Sound area. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and utilizes a multi-method investment approach with ongoing portfolio supervision and third-party manager oversight.

Bryan Larsen is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Cetera and Lockton Retirement Services. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations. The firm also provides financial planning, retirement plan consulting, and multi-family office services.

Brian Hughes is a financial advisor at Waverly Advisors, LLC in Seattle, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Waverly Advisors, he worked at Pacific Portfolio Consulting, LLC for three years and PGA West for nineteen years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing around $29.9 billion in assets. The firm serves individuals, retirement plans, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private markets.

Robyn Sabin is a financial advisor at Freestone Capital Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Freestone since 2015. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles using a diversified approach that includes model portfolios, third-party sub-advisers, and alternative investments.

James Hughes is a financial advisor at Freestone Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Transcend Wealth Collective, Purshe Kaplan Sterling Investments, and as a consultant. Outside of his advisory role, he serves as trustee for an irrevocable family trust established by his mother. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in assets for nearly 2,800 clients. The firm offers discretionary and non-discretionary investment advisory services and employs a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Mari Nordstrom is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Freestone in 2023, she worked in various roles across hospitality and education sectors, including positions at Willmott's Ghost, Great State Burger, and Washington State University. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in regulatory assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, focusing on diversified portfolios that include internally managed models, third-party sub-advisers, and alternative investments, with an emphasis on managing downside risk.

James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex multi-entity financial needs.

Caleb Brown is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2013 to 2026. Outside of financial advising, Brown is a managing partner and handles bookkeeping for a non-financial services LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost diversified funds, supplemented by individual securities and other instruments, with ongoing portfolio oversight and tax-sensitive rebalancing.

Miguel Villahermosa is a financial advisor at Trek Financial with four years of industry experience and holds a Series 65 credential. His prior roles include positions at Bulwark Capital Management, Patriot Roofing, and Redeem Church. Outside of finance, he has worked as a professional singer since 1999. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical investment approaches, including the use of AI tools, and provides a wide range of model and alternative strategies along with direct indexing and tax-loss harvesting.

Mellany Lengeling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2018. Prior to joining Freestone, she worked at The Lyman Group and Pitchbook Data. She volunteers as NexGen Chair for the Financial Planning Association of Puget Sound, assisting with event planning and outreach. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Mark Dennie is a CFP® professional with 30 years of industry experience currently with Composition Wealth, LLC. He previously worked at Vinoble Group for six years and Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory role, Dennie is a licensed insurance agent. Composition Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities with investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and external managers, managing approximately $9.47 billion in discretionary assets as of year-end 2025.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.

Halle Shaeffer is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Johnson Investment Counsel and the University of Cincinnati, among other roles. Freestone Capital Management is a comprehensive wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and privately offered investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments, with a focus on downside risk and diversified portfolio construction.