Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Christian Blazona is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He has been with Brighton Jones since 2021. Outside of advisory work, he is involved with Orion Entertainment, where he has been active since 2019. 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 management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, employing a balance-sheet, holistic approach to client advice.

Scott Smallman is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Morgan Securities since 2006. Outside of his advisory role, Smallman serves as a soccer referee for local organizations in the Bellevue and Seattle areas. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and operates multiple business lines including wealth management, fixed income, commodities, securities lending, and capital markets, with approximately $5.68 billion in regulatory assets under management.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Samia Adlesh is a CFP® professional at Laird Norton Wetherby Wealth Management with two years of industry experience. Prior to joining LNW, she worked at PricewaterhouseCoopers from 2014 to 2018 and at Wetherby Asset Management from 2018 to 2023. LNW 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 that includes active managers, tax-aware implementation, and alternative investments.

Robert Carter is a CFA charterholder with 31 years of industry experience and has been with Freestone Capital Management, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Outside of his advisory role, he is a part-owner of a family property management company. 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, combining internally managed models, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Kari Maenhout is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes roles at Russell Investments and Cadence Wealth Management, LLC. She also provides due diligence services as an independent contractor to a financial institution in Seattle. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Nathaniel Barnard is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He currently works at LNW, where he has been since 2025, following seven years at LNW Wealth Management, LLC. His prior experience also includes roles at Utah SITFO and a period as a student in 2018. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation with global diversification, active manager due diligence, and coordination with outside professionals to address complex wealth needs.

Benjamin Hines is a financial advisor with Waverly Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Portfolio Consulting, LLC, PCF Management Services INC., and Valparaiso University. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and supports clients through institutional custodians, third-party platforms, and various planning tools.

Calvin Spranger is a CFA® charterholder with additional CIC, Series 63, and Series 65 credentials, and has 24 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity Badgley Phelps & Bell. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives.

James Ayres Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025, following a 21-year tenure at Pacific Portfolio Consulting, LLC. Based in Seattle, WA, Ayres holds Series 63 and Series 65 licenses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Meaghan Mckenzie is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has been with Wedbush Morgan Securities since 2003. Mckenzie also serves as Managing Director of Investments for Nautics Wealth Management, a wealth management DBA operating through Wedbush. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes and managed account solutions. The firm combines broker-dealer functions with clearing, custody, and prime services, including commodities and derivatives activities.

Blaine Thompson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. His prior experience includes roles at Unionview Wealth Partners and Kutscher, Benner, Barsness & Stevens, Inc. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, employing a primarily long-term, diversified investment approach that utilizes low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Jason Bremer is a CFA® charterholder with 22 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. United Capital employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary client technology and both internal and external research.

Brianna Thompson is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Brighton Jones in 2022, she worked briefly at Aero Precision LLC and Galuccis Catering Company, and spent several years as a full-time student. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through its Personal CFO model and Lenora Family Office, combining financial planning, discretionary investment management, and family-office administrative support.

Heather Michail is a financial advisor at Freestone Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Tschetter Group, and D.A. Davidson & Co. Freestone Capital Management is a wealth management firm serving approximately 2,900 individual and institutional clients, managing around $14.5 billion through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Zanthe Hanleybrown is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with less than one year of industry experience. Prior to joining Brighton Jones, Zanthe worked as a tutor and held roles in education and food service. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with comprehensive wealth services, including financial planning, discretionary investment management, and private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management supported by continuous monitoring and independent managers.

Wade Smith is a financial advisor at Cooper McManus with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KMS Financial Services, Inc. for 21 years. Wade is also involved as the owner of a business asset holding company. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach using fundamental analysis and a range of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and experience at firms including GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. He is based in Seattle, WA. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services through a balance-sheet, holistic approach that includes discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

Peter Wicklund is a CFP® and CFA® with 34 years of industry experience. He has been with Freestone Capital Management, LLC since 2008. The firm manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.