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.

Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Brighton Jones since 2015 across multiple periods, including his current tenure beginning in 2024. Brighton Jones LLC provides comprehensive wealth-management services to individuals, 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.

Justin Buller is a financial advisor at Empirical Wealth Management in Seattle, WA, with 20 years of industry experience. He holds a Series 65 designation and has worked at Empirical Wealth Management since 2021, following a 22-year tenure at Zevenbergen Capital Investments LLC and a two-year period at Puetz Golf Superstore. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm uses Modern Portfolio Theory to build diversified portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal service businesses.

Benjamin Andrew is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at LNW Wealth Management, LLC, Brighton Jones LLC, and WBC Financial. 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 strategic asset allocation, global diversification, and a core-satellite approach, offering integrated services including financial and estate planning and coordination with other advisors.

Shari Burns is a CFA® charterholder and holds a Series 65 license with 34 years of industry experience. She has been with United Capital Financial Advisors since 2012. Based in Seattle, WA, Burns has worked primarily within enterprise-level advisory firms. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client technology, and access to third-party managers.

Angelina Funtanilla is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney spanning over a decade. Outside of her advisory work, she contributes poetry to an online publication affiliated with a fitness and recreational company. 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 types. The firm provides both discretionary and non-discretionary managed accounts, clearing and custodial functions, and operates commodities and prime services businesses.

Catherine Humbert is a CFP® and CFA® with 22 years of industry experience. She has been with United Capital Financial Advisors since 2012. Humbert serves on the Investment Committee of the YWCA, providing oversight for the nonprofit’s investments. United Capital Financial Advisors offers national financial planning and discretionary investment management to individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios, including ESG and faith-based options, and provides technology and sub-advisory services to independent advisors through its FinLife Partners platform.

Jackson Mc Carthy is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. He has prior experience at Expeditors International of Washington and MassMutual Northwest, and has a background that includes time at the University of Washington and Skyline High School. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans with comprehensive wealth-management services. The firm utilizes a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Lauren Bowers is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she held positions at Schneider Electric, Tactile Inc., and several other companies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and a behavioral economics framework, incorporating both passive and active investment strategies.

Rory Shanks is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Brighton Jones, Rory attended Gonzaga University and has worked in various roles including with Mule Expedition Outfitters and Sano Cafe. Brighton Jones serves high-net-worth and ultra-high-net-worth families, individuals, retirement plan sponsors, and charitable organizations by providing comprehensive wealth services such as family office support, discretionary investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and offers access to private investment opportunities alongside its specialized Personal Chief Financial Officer program.

John Mell III is a CFP® and CFA® with 17 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2007 to 2023. He is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Blake Mckibbin is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes long-term strategies centered on low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.