William Ziehl Jr. is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

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.

Joyce Bloomquist is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management since 2024. Her prior experience includes roles at Apella Capital, LLC, Vestory LLC, Sagemark Wealth Management, LLC, and Pacific Asset Management, LLC. She is based in Seattle, WA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and legal services.

Debra Kuang is a CFP® professional with three years of industry experience. She is currently an advisor at Laird Norton Wetherby Wealth Management, LLC, where she has worked for two years. Prior to that, she was with Wetherby Asset Management for ten years. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic asset allocation approach with global diversification and a core-satellite investment structure, incorporating active managers, tax-aware strategies, and alternative investments.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Ethan Truong is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Brighton Jones LLC since 2022 and previously held roles at John L. Scott Real Estate and the University of Washington. Brighton Jones LLC serves high-net-worth individuals, families, retirement plan sponsors, and various entities, offering comprehensive wealth management services including personal CFO programs, family office services, investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and provides access to private investment opportunities and affiliated investment managers.

David Raney is a financial advisor at Empirical Wealth Management with 21 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Empirical Wealth Management in 2023, he worked at Charles Schwab for 19 years. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Steven Holdsworth is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Falcon Wealth Planning, First Pacific Financial, and Ramsey & Associates. He holds several securities licenses and maintains an insurance license in Washington state, though he is not authorized to sell insurance products or receive compensation from such sales. Savvy provides investment and financial planning services to individuals, trusts, businesses, retirement plan sponsors, and charitable organizations. The firm employs primarily index-based, long-term strategies supplemented by active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers and technology platforms to customize client investment plans.

Brian Reed is a CFP® with 12 years of experience in financial advising, currently with Empirical Wealth Management in Seattle, where he has worked since 2015. He holds a Series 65 license and has spent his entire financial advisory career at Empirical Financial Services LLC, doing business as Empirical Wealth Management. Empirical Wealth Management serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach with diversified model portfolios spanning 12–21 asset classes, and it offers comprehensive services including investment management, financial planning, tax preparation, and retirement plan consulting.

Ryan Mcaninch is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding a Series 66 designation with 14 years of industry experience. He has been with Becker Capital Management since 2016. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, foundations, pension plans, pooled funds, and nonprofit organizations. The firm’s investment approach combines bottom-up security selection with top-down portfolio construction, emphasizing asset quality, valuation, and risk management across various asset classes.

Kaleb Strawn is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously at Avier Wealth Advisors from 2017 to 2021. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and access to private-investment opportunities through its subsidiary Lenora Capital.

James Jones II is a financial advisor at Empirical Wealth Management in Seattle, WA, with nine years of industry experience. He holds the Series 65 designation and has been with Empirical Wealth Management since 2015. In addition to his advisory role, he manages Empirical Legal Services, LLP, operating as Secure Legacy Law Group, which provides estate planning legal services. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax preparation, and retirement-plan consulting.

Bangjie Yang is a financial advisor at Secure Asset Management, L.L.C. with one year of industry experience. Prior to joining the firm, Yang worked at Real Estate Transition Solutions and USI Insurance Services, and currently serves in the Army National Guard. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate business relationships.

Patrick Rodgers is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps since 2016. Badgley Phelps Wealth Managers delivers personalized wealth management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process emphasizing asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternatives, and offers both discretionary portfolio management and financial planning.

Robert Gentry is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He has been with Freestone Capital Management, LLC since 2017 and previously worked at Bank of America and Merrill from 2012 to 2017. Based in Seattle, WA, Gentry provides advisory services through a firm that manages approximately $11.49 billion in assets for nearly 2,800 clients. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.

Robert Thomas is a financial advisor at Empirical Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked in various roles including at King County Finance & Business Operations and Seattle University. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and investors in private pooled vehicles. The firm’s investment approach incorporates Modern Portfolio Theory with diversified model portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.