Kenneth Smith is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Empirical Wealth Management since 2006 and Empirical Financial Services since 2010. He is the CEO and head of the investment committee at Empirical Financial Services, a company focused on investment services in Washington. Outside of advisory work, he is an investor in rental properties through a private LLC. Empirical Wealth Management serves a broad range of clients, including high-net-worth individuals, trusts, and pension plans, offering fee-based investment management and financial planning grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses providing integrated real estate, insurance, and legal services, and manages alternative investment strategies through pooled vehicles.

Jordan Daskam is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wedbush Securities since 2018. Prior to his advisory role, he was employed by the Puyallup School District and Starbucks. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio strategies tailored to client objectives and risk tolerances.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Horter Investment Management for five years. Outside of his advisory role, he serves as Service Director at New Life Church in Renton and has operated an insurance brokerage focused on solutions for pre-retirees and retirees since 1986. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Cole Kenney 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 has professional experience including roles at Central Washington University and Northwest Grain Growers. Brighton Jones offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem that includes a private investment fund manager and a trust company.

Erik Lehr is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Empirical Wealth Management since 2012. Lehr serves as a board member of the Seattle Chapter of the CAIA Society and is treasurer of the board for FinAbility, a nonprofit focused on financially empowering survivors of domestic abuse. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses, providing in-house real estate, insurance, and estate-planning services, and manages alternative-strategy offerings and pooled investment vehicles for a range of clients.

Galen Camp is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Freestone Capital Management, LLC, where he has worked since 2022. His prior experience includes positions at Parcion Private Wealth Management, UBS Financial Services, and Merrill. He has also worked at the University of Washington and has briefly been involved in the hospitality industry. Freestone Capital Management 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 private funds using diversified portfolios constructed from internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Alexander Cannella is a financial advisor at Brighton Jones LLC based in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Brighton Jones since 2023. His prior experience includes various roles at the University of Arizona and positions in the service and parcel delivery industries. Brighton Jones provides 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 offers discretionary and non-discretionary portfolio management along with financial planning, tax preparation, real estate consulting, and family office administrative support.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Mark Umek is a CFP® professional with 20 years of industry experience, currently serving at Empirical Wealth Management since 2018. His prior roles include positions at Fisher Investments and Capital Financial Consultants Group, Inc. He is based in Seattle, WA. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans, employing investment strategies grounded in Modern Portfolio Theory with diversified portfolios across multiple asset classes. The firm also operates affiliated businesses in real estate, insurance, and estate planning, providing integrated services beyond traditional wealth management.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

David Baker is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LNW in Seattle, WA. His career includes roles at Laird Norton Wealth Management and LNW Wealth Management prior to his current position 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 emphasizes customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Christopher Somers is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at ICONIQ Capital, Bank of America, Merrill, and Lincoln Financial Advisors. Somers has also held academic roles at Graziadio Business School, Pepperdine University, and Saint Mary's College of California. Freestone Capital Management, LLC manages 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, 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 managing downside risk.

Matthew Doherty is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 65 and Series 63 registrations and 12 years of industry experience. He has worked at Brite USA, Rosefinch Investment Advisors, Lawson Wealth, The Leaders Group Inc, and BGAN Network. Doherty serves as a Senior Equity Partner at Rosefinch Investment Advisors, managing portfolios and client pensions in both the USA and the UK. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm employs a mix of third-party managed models, mutual funds, ETFs, equities, and fixed income, with a notable focus on U.K. pension-transfer services and collaboration with U.K. trustees and platforms.

Carl Lovsted IV is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior roles at firms including Sound Planning Group and New York Life Insurance Company. Outside of his advisory work, he manages two businesses focused on financial planning and retirement income strategies. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a variety of investment strategies, including proprietary models and third-party managers, and serves high-net-worth clients as well as institutions.

Justin Chang is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ameriprise, Kenworth Truck Company, and in the food service industry, including Secret Burger Kitchen and Bonchon First Hill. Freestone Capital Management is a comprehensive 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 private investment funds with a focus on diversified portfolios that integrate fundamental and quantitative analysis and emphasize downside risk management.

Colleen Baker is a CFP® and holds a Series 65 license, currently working with Brighton Jones LLC in Seattle, WA, with three years of industry experience. She previously worked at Delancey and has maintained an active real estate broker license used solely for referral purposes outside of her advisory work. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach that includes discretionary portfolio management and asset allocation across public and private investments. The firm operates multiple subsidiaries offering private investment management, trustee services, and legal support for certain clients.

Tania Hillin is a CFP® professional with three years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. Her prior experience includes roles at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones provides 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, offering discretionary investment management and access to both public and private investments, supported by an affiliated ecosystem that includes private investment funds, trust services, and legal offerings.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Salal Credit Union, Zillow Group, Citywide Home Loans, and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach, managing a diverse mix of public and private investments, and offers legal, trust, and private fund services through affiliated entities.