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 13 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, and nonprofit organizations. The firm employs a combined bottom-up and top-down investment approach and manages both registered mutual funds and private pooled vehicles.

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.

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.

David Fain is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with MCM and M Holdings Securities since 2014. Fain serves as a board member for Kline Galland and is a council member for Seattle Children's Legacy Council, where he advises on charitable planning and outreach activities. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of independent Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

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® professional with 18 years of experience in the financial services industry. She is currently with Composition Wealth, LLC and has previously worked at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Strategic Advisors, Inc., and Fidelity Brokerage Services LLC. Jennifer is also a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and may incorporate options, third-party managers, and alternative investments when appropriate.

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.