Richard Toban is a financial advisor with Realta Investment Advisors, Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with firms including Arete Wealth Advisors, LLC, Center Street Securities, Inc., and Ashira Financial LLC. Outside his advisory role, he is also engaged as a rabbi educator providing teaching and counseling. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and typically implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Brady Mcswain is a Series 65-licensed financial advisor at Empirical Wealth Management with one year of industry experience. Prior to joining Empirical, he worked in various roles including positions at Seattle University and the Oscar Lasko YMCA & Childcare Center. He has also been involved with Brother's Pizza & Pasta for six years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and financial planning grounded in Modern Portfolio Theory. The firm offers a range of services including tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning, and residential real-estate brokerage services.

Iyla Mitteco is a financial advisor at Freestone Capital Management, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Windawi & Associates, Inc. and Northwestern Mutual Investment Services LLC. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm employs a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

Chloe Chase is a financial advisor with Freestone Capital Management, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Freestone Capital Management in 2026, she worked at Morgan Stanley, JP Morgan Chase, First Republic Bank, and Washington Trust Bank. Freestone Capital Management, LLC 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.

Quinn Snell is a CFA® charterholder currently with Empirical Wealth Management in Seattle, WA. He has experience at firms including Parcion Private Wealth and SLC Management. Outside of his advisory role, he has worked as an insurance agent involved in multi-line insurance brokerage. Empirical Wealth Management serves a broad client base including high-net-worth individuals, trusts, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified asset class portfolios and offers a range of investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

Jake Riddell is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Empirical Wealth Management since 2024 and prior to that spent nine years at Fisher Investments. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm utilizes Modern Portfolio Theory with diversified model portfolios spanning 12–21 asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and in-house affiliated services in real estate, insurance, and estate planning.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. 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 and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

Simon Liu is a financial advisor with Empirical Wealth Management in Seattle, WA, holding a Series 65 designation and 17 years of industry experience. He has been with Empirical Financial Services, LLC, doing business as Empirical Wealth Management, since 2013. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, pensions, profit-sharing plans, and investors in its private pooled vehicle. The firm applies Modern Portfolio Theory across diversified asset classes and offers a range of investment management, financial planning, and affiliated insurance, estate-planning, and real estate services.

Daniel Neish is a CFP® professional with five years of experience in the financial services industry. He is currently with Brighton Jones LLC in Seattle, where he has worked since 2022. His prior experience includes roles at Trellis Advisors, Laird Norton Wealth Management, and other firms. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services that include financial planning, investment management, tax preparation, and family office services. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside its proprietary investment vehicles.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

Mitchell Steiner is a financial advisor at Badgley Phelps Wealth Managers with eight years of industry experience. He holds the Series 65 designation and has been with Badgley Phelps in various capacities since 2016. The firm provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. Badgley Phelps emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management alongside tax, insurance, and credit management solutions through affiliated and third-party providers.

Samuel Blank is a financial advisor at Brighton Jones LLC in Seattle, WA, holding CFP® and Series 65 credentials with four years of industry experience. His prior roles include positions at Cetera Investors and Slate Group Consulting. Outside of finance, his work history includes roles at Serendipity Cafe and Lounge and Ballard High School. 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 through a balance-sheet, holistic approach, including discretionary investment management, retirement plan advisory, tax preparation, real estate consulting, and access to private investment opportunities.

Brett Carolan is a CFP® with 25 years of industry experience and has been with Brighton Jones LLC since 2003. He is based in Seattle, WA, and holds Series 63 and Series 65 licenses. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Craig Hanson is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Composition Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Unionview Wealth Partners and Wells Fargo Advisors Financial Network. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, 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 stocks and bonds, and incorporates both fundamental and technical analysis in portfolio construction and monitoring.

Tyler Kim 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, he worked at Central Washington University and held roles in the hospitality sector. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm uses a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

James Callaghan is a financial advisor at Badgley Phelps Wealth Managers with 43 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps and its predecessor since 2016. Callaghan serves on the Board of Directors of Pacific Trust Company, where he is involved in corporate governance. 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 investment approach focused on asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives.

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.

John D'amelio is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Harbour Investments, Inc. and Koenig Financial Group, having previously worked at Greystone Financial & Estate Services, The Mather Group, LLC, and Soundmark Wealth Management, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.