Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Kelsey Lichttenegger is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coldstream Wealth Management for seven years before joining Badgley Phelps in 2022. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of strategies including equity, fixed income, balanced, and liquid alternatives.

Jennifer Furness is a financial advisor with Moss Adams Wealth Advisors LLC in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Moss Adams Wealth Advisors since 2001 and Moss Adams Securities & Insurance LLC since 2004. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Austin Sweet is a CFP® professional with seven years of industry experience, currently serving as an advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2026, he worked at Hightower Advisors, LLC for three years and held positions at LPL Financial and Waddell & Reed. He was also involved with the Reno Midtown Rotary Club. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs and including alternative investments and discretionary account management.

Johan Strand is a CFA® charterholder based in Seattle, WA, with three years of industry experience. He has worked at Badgley Phelps Wealth Managers since 2023, following prior roles at JSRE and Swedbank Robur. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and liquid alternative strategies.

Eric Linville is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he is involved with Wild Salmon Seafood Market. Mutual Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and institutional investors. The firm offers a range of advisory services and employs a mix of active and passive investment strategies with tools tailored to various account types.

Frank Greekas is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. He previously worked at Pacific Portfolio Consulting, LLC and Dear Cleo, LLC, and has held positions at Washington State University, the City of Seattle, and Ballard High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Robert Thomas is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Domo and multiple periods at Empirical Wealth Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and related services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and estate planning.

Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments, supported by affiliated entities providing private fund management, trust services, and legal support.

William Holevoet is a financial advisor at Davidson Investment Advisors, Inc. in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davidson Investment Advisors since 2013. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis and offers strategies across equity and fixed income sectors, along with tax-related services and model portfolios for other advisers.

Emily Kopp is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Badgley Phelps Wealth Managers and Coldstream Wealth Management. Freestone Capital Management is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Scott Fisher is a CFP® and CFA® with 37 years of industry experience. He is currently with Waverly Advisors, LLC and has held prior roles at Pacific Portfolio Consulting, NWCM, and Aon Hewitt Investment Consulting. Outside of his advisory work, Mr. Fisher is a partner in SEEK, a non-investment-related property management partnership. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, integrating traditional and alternative strategies, and provides financial planning, retirement consulting, and multi-family office services.

Adam Nelson is a CFP®, CFA®, and Series 66 credentialed financial advisor based in Seattle, WA, with 10 years of industry experience. He has worked at United Capital Financial Advisors since 2024, following seven years at BBJS Financial Advisors, six years at BNY Mellon, and one year at Edward Jones. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers extensive customization options and operates a broad affiliate network, supporting a variety of investment strategies and additional legal, trust, and lending services.

Mary Pieper is a financial advisor at Composition Wealth, LLC in Seattle, WA, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Unionview Wealth Partners and Wells Fargo Advisors. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments.

Cassandra Brown is a CFP® with 14 years of experience in the financial advisory industry. She is currently with LNW, having previously worked at Highland Private Wealth Management, Cetera Advisor Networks, and Terry R Cole. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policy statements and strategic asset allocation with global diversification and active manager due diligence. The firm also offers coordinated wealth planning involving outside professionals and access to private investment strategies through affiliated trust companies.

Lauren Snider is a financial advisor at Capital Analysts with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Lincoln Investment and Thrivent Financial. Outside of her advisory role, she manages social media marketing for a horse gear boutique called Buckskin Brand and is interested in taking over ownership of the business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors as well as institutions, offering portfolio management, custom and model portfolios, and retirement plan advice through a combination of discretionary and non-discretionary investment management.

Erik Morgan is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Freestone Capital Management since 2008. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments, with an emphasis on managing downside risk across multiple asset classes.

Emily Wood is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound for one year. Based in Seattle, WA, she serves clients through a multi-team structure. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, with a whole-balance-sheet approach for its Personal CFO clients.

Trevor Sharp is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Freestone since 2015. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.