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.

David Lamp is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Brian Mohoric is a financial advisor at Composition Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach. The firm manages roughly $9.5 billion on a discretionary basis through a multi-advisor platform that emphasizes diversified portfolios using low-cost mutual funds, ETFs, and individual securities.

Eric Ho is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a CFP® designation with five years of industry experience. His prior roles include positions at Axos Clearing and TD Ameritrade. 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 provides comprehensive wealth services including personal CFO programs, family office services, investment management, tax preparation, and access to private investment opportunities, using a holistic balance-sheet approach and both discretionary and non-discretionary management.

David Hooper is a financial advisor with Kingsview Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Kingsview Partners and Kingsview Wealth Management since 2019, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Hooper provides pro-bono financial planning for the Washington Physicians Health Program, a medical-focused nonprofit. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Alec Mc Keefry is a financial advisor with Wedbush Securities Inc. based in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Wedbush in 2021, he held positions at Massmutual Northwest, Tumble Creek Golf Club, and Suncadia Resort, and worked at Gonzaga University. Alec operates Nautics Wealth Management as a junior financial advisor, which is a DBA for his securities business through Wedbush. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering a wide range of brokerage and investment advisory services. The firm manages approximately $5.68 billion in assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

Tucker Kiracofe is a CFP® professional with experience at Badgley Phelps Wealth Managers and First Bank. He has worked in financial services since 2022 and has a background that includes roles at Virginia Tech University and in landscaping. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm utilizes a disciplined investment approach that combines fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Brian Morton II is a CFP® professional at Brighton Jones LLC with three years of industry experience. Prior to joining Brighton Jones in 2023, he worked at Evensky & Katz / Foldes Wealth Management and has held roles at Texas Tech University and Morgan Stanley. 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 and employs a balance-sheet, holistic approach that includes both discretionary and non-discretionary management, use of independent managers, and access to private investment opportunities.

Ryan Sprayberry is a CFP® affiliated with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He has held roles at LNW since 2021 and previously worked at WaFd Bank and the YMCA. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services that include financial and estate planning as well as trust services through its affiliates.

Brian Burgess is a CFP® professional with seven years of industry experience. He has worked at Brighton Jones LLC since 2017 and was previously with Laird Norton Wealth Management. He is based in Seattle, WA. Brighton Jones serves individuals, families, retirement plan sponsors, charitable organizations, business entities, and trusts by providing comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm uses a holistic approach with discretionary and non-discretionary management and offers client portals for continuous monitoring.

Courtney Hastings is a financial advisor at Freestone Capital Management, LLC with seven years of industry experience. She has held roles at KeyBank and spent a year in extended travel before joining Freestone Capital in 2018. Hastings holds a Series 65 designation. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, emphasizing diversification and downside risk management across a range of investment strategies.

Jennifer Doherty is a CFP® with 12 years of experience in the financial services industry. She has been with Freestone Capital Management, LLC since 2015. Doherty serves as president of the Anchorage Estate Planning Council, where she leads board and member meetings and promotes public awareness of estate planning. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles with an emphasis on diversification and downside risk management.