David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously worked at Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 licenses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies, utilizing a combination of internally managed strategies and third-party sub-advisers.

David Berdine is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fred Alger & Company, D.A. Davidson & Co., and Patrick Capital Markets. Berdine has been with Badgley Phelps since 2024. Badgley Phelps Wealth Managers provides wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and offers a range of equity, fixed income, balanced, and alternative investment options.

Alex Medin is a CFP® with 10 years of experience in the financial services industry. He is currently with Empirical Wealth Management and has previously worked at Fidelity and Morgan Stanley. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and legal services in-house.

Michael Schultz is a ChFC® with 22 years of experience in the financial services industry. He has been with Badgley Phelps Wealth Managers since 2016 and is currently based in Seattle, WA. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to a diverse client base including individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation approach and combines fundamental equity selection with diversified portfolio strategies, offering both discretionary and non-discretionary management services.

William Harder is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Clear Creek Financial Management, LLC since 2024, following an 11-year tenure at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, he assists with office and financial matters for a single-physician locum tenens practice run by his wife. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes, combined with regular portfolio review and rebalancing.

Chris Balka is a financial advisor at Sowell Management in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Sowell Management Services since 2017 and previously spent eight years at CONCERT Wealth Management, Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using multiple management styles and a range of investment vehicles including mutual funds, ETFs, and individual securities.

Lauren Wood is a CFP® with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She previously worked at Wetherby Asset Management for eight 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 emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach, including access to private funds and operational use of artificial intelligence.

Michael Whitehead is a CFP® professional with three years of industry experience, currently serving at Badgley Phelps Wealth Managers in Seattle, WA. His prior experience includes roles at Key Bank and service in the US Army Reserve. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach focused on asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Ronald Albahary is a CFA® charterholder with seven years of industry experience. He is currently with LNW, where he has worked since 2021, and previously held roles at firms including Threshold Group and RGA Ventures Inc. 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, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.

Michelle Rudd is a financial advisor at Summit Trail Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. She also serves in advisory roles for certain client trusts affiliated with her firm. Summit Trail Advisors serves a diverse client base, including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring portfolios to client-specific objectives.

Annika Jane Cruz is a financial advisor at Brighton Jones LLC based in Seattle, WA. She holds the Series 65 designation and began her professional career in 2025 after graduating from Seattle University. Prior to joining Brighton Jones, her background includes roles in education and recreational management. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various entities, offering comprehensive wealth services such as family office support, financial planning, investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and utilizes independent managers and private investment opportunities to meet client needs.

Jacob Koodrich is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers. His prior roles include positions at Build Asset Management and Brean Capital. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection with fixed income and liquid alternatives, while offering both discretionary and non-discretionary client services.

Kari Frink is a CFP® with 12 years of industry experience currently serving at LNW in Seattle, WA. Her prior roles include positions at Wells Fargo and Jordahl & Sliter Wealth Management Group, LLC. She is involved with LNW Wealth Management and Laird Norton Wealth Management through various transitions since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm’s approach emphasizes customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Alexander Bartos is a financial advisor at Empirical Wealth Management with 16 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Empirical Wealth Management in 2022, Bartos worked at Dimensional Fund Advisors for 12 years. He is also involved with the Laco Fire Department and Lifeguard Operations. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and retirement-plan consulting. The firm utilizes Modern Portfolio Theory to construct diversified portfolios across multiple asset classes and operates affiliated businesses in real estate, insurance, and estate planning.

Michael Gerke is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity, and is based in Seattle, WA. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, and provides both discretionary and non-discretionary client relationship management.

Mari Nakata is a CFP® and holds a Series 65 designation with five years of industry experience. She has been with Freestone Capital Management, LLC since 2018. Prior to her current role, she was affiliated with the University of Washington from 2014 to 2018. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Tyler Harvey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. He has been with Brighton Jones since 2016 in various roles. 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 offers comprehensive wealth services with a balance-sheet, holistic approach that includes discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

Abigail Wachter 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, she worked at Deloitte Tax LLP for seven years and has also held roles at Gonzaga Graduate School of Business and Seattle University Albers School of Business & Economics. Brighton Jones serves high-net-worth individuals, families, and various institutional clients with a holistic wealth management approach, offering comprehensive services such as personal CFO programs, discretionary investment management, tax preparation, and access to private investments.

Mc Kenzie Granston is a Certified Financial Planner (CFP®) at Freestone Capital Management, LLC with three years of industry experience. Prior to joining Freestone in 2020, Granston held roles at Getty Images, the Bill and Melinda Gates Investments Group, Nordstrom, and the University of Washington. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm combines internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

George Jarvis is a financial advisor at Waverly Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pacific Portfolio Consulting, LLC, Amazon Web Services, Outreach Corporation, Washington State University, and Sip Wine Bar. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of investment management and financial planning services, integrating traditional strategies with alternative and private-market allocations.