Donald Wells is a financial advisor at Realta Investment Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at Titan Securities for 13 years before joining Realta in 2023. Outside of his advisory role, he has been a flight attendant for Alaska Airlines since 1990 and holds an insurance license, engaging in insurance sales on a limited basis. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a goal-oriented, risk-based investment approach using diversified asset allocation and offers multiple portfolio management options, including internally managed and third-party strategies.

Penny Bunch is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with LNW Wealth Management, LLC and its affiliated entities since 2014, currently serving 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 combines customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Jacqueline Prideaux is a CFP® with 11 years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. She has been with Brighton Jones since 2012, holding various roles within the firm over the years. Brighton Jones serves a broad range of clients including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services such as financial planning, discretionary investment management, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and provides clients with continuous portfolio monitoring and fiduciary advice.

Siddharth Parakh is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with Becker Capital Management since 2015. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs an integrated research and portfolio construction process within a value-oriented framework, offering a range of strategies across multi-asset, value equity, fixed income, impact/ESG, and private capital.

Jennifer Mccall is a CFP® with 19 years of industry experience, currently with Composition Wealth, LLC since 2025. Her prior experience includes roles at Mutual of America Securities LLC and Fidelity Brokerage Services LLC. She is a licensed insurance agent involved in insurance sales and implementation in Seattle, WA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including high-net-worth individuals and institutions. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with supplemental use of individual securities and other instruments, managing approximately $9.47 billion in discretionary assets as of December 2025.

Kevin Byrd is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Empirical Wealth Management and has prior experience at Directional Financial Services, Goldbloom Wealth Management, and the Olympic College Veteran Center. Byrd also served in the United States Army Reserve from 2016 to 2020. 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 based on Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Samuel Platcow is a financial advisor at Empirical Wealth Management in Seattle, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Goldbloom Wealth Management, Bankers Life, and Starbucks. He is also an affiliated insurance producer with Empirical Insurance, LLC, providing recommendations on life, disability, and long-term care insurance products. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning. The firm employs a diversified, Modern Portfolio Theory-based approach and offers affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Michael Kelly is a CFP®, CFA®, and Series 63-certified advisor at Empirical Wealth Management with 20 years of industry experience. He has been with Empirical Wealth Management since 2015. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm’s investment approach is grounded in Modern Portfolio Theory, employing diversified model portfolios across multiple asset classes and offering a range of services such as financial planning, tax preparation, and retirement-plan consulting.

Kate Donnelly is a CFP® and Series 65 licensed advisor with 13 years of industry experience. She currently works at LNW, having joined in 2021, and previously held roles at Tiedemann Advisors and Threshold Group. 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, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Rachel Kuhnert is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Portland, OR. Her prior roles include positions at UCLA, Ferguson Wellman Capital Management, and the Summa Group of Oppenheimer & Co. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services through a Personal CFO model and family office solutions. The firm integrates discretionary investment management with private-investment opportunities and family-office administrative support, distinguishing itself with affiliated private funds and legal service offerings.

Lauren Martin is a CFP® with 19 years of industry experience. She is currently with LNW, where she has worked since 2022, following prior roles at Wealthspire Advisors and Threshold Group, LLC. Lauren holds a Series 65 license and is based in Radnor, PA. 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.

Vanessa Howell is a financial advisor with Brighton Jones LLC, holding a Series 65 designation and seven years of industry experience. She has been with Brighton Jones since 2018 and previously worked at ATI Physical Therapy. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and other entities, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.

Lorne Enquist is a financial advisor at Empirical Wealth Management in Seattle, WA, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Empirical Financial Services, LLC, operating as Empirical Wealth Management, since 2011. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses an investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

John Steele is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. Prior to joining Freestone, he worked at Vanguard Advisers, Inc. and various entities within The Vanguard Group from 2022 to 2026. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Robert Senseney is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Wedbush Securities, he held various roles including positions at Alta Ski Area and Frito-Lay. Outside of his advisory work, he is involved with KSP LLC as owner and operator of a residential real estate management business. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm integrates broker-dealer, capital markets, custody, clearing, and prime services functions, supporting both commission-based and managed account approaches.

Kaycee Le Cong is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Brighton Jones LLC since 2007. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Monica Padineant is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LNW. She has worked with LNW Wealth Management since 2015, including its transition to Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on multi-entity financial needs through coordinated investment management, wealth planning, and collaboration with outside professionals. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, while also offering access to private investment strategies and affiliated trust companies.

Katherine Burgess is a financial advisor at Brighton Jones LLC with eight years of industry experience. She holds the CFP® designation and Series 65 license. Her prior work includes positions at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth management services through a holistic, balance-sheet approach that incorporates discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Kimberlee Hansen is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. She has been with Freestone since 2008 and holds a Series 63 designation. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. 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.

Carla Wigen is a financial advisor at LNW with seven years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Bank and LNW Wealth Management prior to her current role 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 combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy approach that emphasizes global diversification, active manager due diligence, and tax-aware decision making.