Emily Wood is a financial advisor at Brighton Jones LLC in Seattle, WA, holding the CFP® and Series 65 designations with eight years of industry experience. She has been with Brighton Jones since 2017, following a prior role at the University of Puget Sound. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic balance-sheet approach and utilizes independent managers and proprietary resources to support client financial goals.

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.

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. 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 serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custodial, and prime services with managed account solutions.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. He has been associated with Horter Investment Management since 2017 and also serves as a Service Director at New Life Church in Renton, WA. Additionally, he operates Roadmap4Retirement, providing insurance-based solutions focused on pre-retirees and retirees. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios, provides alternative investment options, and offers a web-based platform to support independent advisers.

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 less than one year of industry experience. Prior to joining Brighton Jones, Kenney’s background includes roles in education and various organizations such as Central Washington University and the Columbia Basin Racquet Club. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include financial planning, investment management, family office services, and estate-planning support. The firm’s approach centers on a Personal CFO model and a family office offering, with investment options spanning mutual funds, ETFs, individual securities, private funds, and more.

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.

Brandon Zilles is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Moss Adams Wealth Advisors LLC since 2018 and previously was with Northwestern Mutual. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets and employs a core-and-satellite investment approach utilizing separately managed accounts, mutual funds, ETFs, and private investment funds.

Alexander Cannella is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles prior to joining Brighton Jones, including positions at the University of Arizona and Rocket Return Parcel Services. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include 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.

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®-designated financial advisor with 19 years of industry experience. He has worked at Empirical Wealth Management since 2018 and previously spent three years at Fisher Investments. Empirical Wealth Management serves a diverse range of clients, including high-net-worth individuals, trusts, estates, and institutional investors. The firm uses a Modern Portfolio Theory-based approach with diversified asset classes and offers a variety of services such as investment management, financial planning, tax preparation, and retirement-plan consulting.

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 licenses and 12 years of industry experience. He has worked at Brite USA for 11 years and currently serves in roles at Rosefinch Investment Advisors, Lawson Wealth, and The Leaders Group Inc. He acts as a senior equity partner at Rosefinch, managing client pension portfolios in both the USA and UK. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm specializes in customized portfolio management that incorporates third-party models, mutual funds, ETFs, and individual securities, with a notable focus on pension-transfer services tailored to U.K. nationals.

Carl Lovsted IV is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior experience at Sound Planning Group, NYLife Securities LLC, New York Life Insurance Company, and Hub International. Outside of his advisory role, Carl is involved in providing retirement income and insurance planning services through Agent Value Proposition and founded Lovsted Wealth, which offers financial planning and insurance services. CreativeOne Wealth, LLC delivers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Brett Gersack is a CFP® with 19 years of industry experience and has worked at Halbert Hargrove since 2015. He holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, using a committee-driven approach to build diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative strategies.