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 21 years of experience in financial advising. She has been with United Capital Financial Advisors since 2012. Outside of her advisory role, she serves on the Investment Committee of the YWCA, a nonprofit organization. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, including ESG and faith-based options, supported by internal and external research and a proprietary client technology 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 roles include positions at RBC Capital Markets, Merrill Lynch, and Syverson, Strege & Company. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term and diversified investment approach, utilizing low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio management.

Christian Linares is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Brighton Jones LLC since 2018, working in various capacities within the firm. Prior to joining Brighton Jones, he worked at CRH Materials for one year. Brighton Jones LLC provides wealth management services to individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers a comprehensive range of services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet, holistic approach to client advice.

Cody Crawford is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2025, and has previous experience at several advisory firms including SPG Advisors LLC and Dynamic Income Strategies LLC. In addition to his advisory role, Crawford assists clients with income planning and insurance integration through his work with Retirement Wealth Pro. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

Helena Dempsey is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds a Series 65 designation and has prior experience at Amazon, The Brattle Group, and UCLA Anderson School of Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension plans, and pooled vehicle investors. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Benjamin Silber is a financial advisor at Freestone Capital Management, LLC with Series 65 credentials and two years of industry experience. He has held various roles in athletic organizations and private tennis clubs, including positions as an assistant tennis professional and pro shop attendee. Silber is based in Seattle, WA. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with 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.

Maximilian Arms is a CFP® and holds a Series 65 license, currently advising with Brighton Jones LLC in Seattle, WA. He has four years of industry experience, including roles at Brighton Jones, Freestone Capital Management, Corient Services, Medtronic, and Iheart Media. 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 through a balance-sheet, holistic approach that includes discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

Edward Doubleday is a financial advisor with Freestone Capital Management, LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has been with Freestone since 2013. Outside of his advisory role, Doubleday serves on the board of directors for InnerAsia Travel Group, a family company based in San Francisco. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm provides 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.

William Allen is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Vicus Capital, Inc. and Robert W. Baird & Co. Incorporated. Prior to his financial career, he served five years in the United States Army. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including 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 management.

Charles Pyle is a financial advisor at Empirical Wealth Management in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Empirical Wealth Management in 2023, he worked at Westmount Asset Management, LLC and Dimensional Fund Advisors Inc. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and various retirement plans, employing a diversified investment approach grounded in Modern Portfolio Theory. The firm also offers affiliated real estate, insurance, and legal services through its related businesses.

Kristen Bauer is a financial advisor at LNW with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior firms include Tiedemann Advisors and The Threshold Group, where she spent two decades. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.

Deanna O'neal is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 65 qualifications and three years of industry experience. She has worked previously with Transamerica Financial Advisors, Inc. and has been involved with KI Financial, LLC as a financial coach and educator, where she teaches money management and budgeting and assists clients with debt reduction and financial challenges. Vanderbilt Advisory Services serves a diverse clientele including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and integrates strategic asset allocation with fundamental and technical analysis, supported by a unique combination of advisory, plan administration, and brokerage services.

Gary Mitchell is a CFA® charterholder with 30 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. United Capital employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports its services with proprietary technology and research.

Ethan Broga is a CFP® with 24 years of experience in the financial industry. He has been with Empirical Financial Services since 2010. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs investment strategies based on Modern Portfolio Theory, using diversified model portfolios across multiple asset classes and offers a range of services including discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.