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 Series 65 credentialed advisor with three years of industry experience. She is currently with Brighton Jones LLC in Seattle, WA, having worked there since 2023 after five years at Delancey. Baker maintains an active real estate broker license to provide referral services to friends and family. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various entities with comprehensive wealth management services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and affiliated investment vehicles.

Tania Hillin is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior roles include positions at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and offers family office services, including discretionary investment management and private-investment opportunities through its subsidiary, Lenora Capital.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked at Salal Credit Union, Zillow Group, and Citywide Home Loans prior to joining Brighton Jones. 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, including a Personal Chief Financial Officer program, family office services, retirement plan advisory, discretionary investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

Alexander Cyrus is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Composition Wealth, LLC since 2021. Outside of his advisory role, he is involved in marketing and sales facilitation for hemp products through Circle C LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets.

Michael Wiesmann is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Evergreen Capital Management since 2005. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family-office relationships, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining fundamental and macroeconomic research with AI insights, and manages multiple private funds alongside its investment advisory services.

Mariel Mendelsohn is a financial advisor at LNW with five years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Northwestern Mutual. Mariel has been with Laird Norton Wetherby Wealth Management since 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex multi-entity financial needs through coordinated investment management and wealth planning. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, offering tailored solutions including tax-aware strategies and impact investing.

Joseph Riley is a Series 65-licensed advisor with Freestone Capital Management, LLC in Seattle, WA, where he has worked since 2022. He has one year of industry experience and previously held roles at Rudolph Fitness Center, Coastal Community Bank, Wonderbowl, Gonzaga University, and Bishop Blanchet High School. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a multi-manager approach that emphasizes diversification and downside risk management across various asset classes.

Kelsen Edwins is a CFP® with 9 years of industry experience, currently serving as an advisor at Moss Adams Wealth Advisors LLC since 2014. Based in Seattle, WA, he holds a Series 66 license. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. It employs a core-and-satellite investment approach based on written Investment Policy Statements and offers customized strategies along with both discretionary and non-discretionary portfolio management.

Estefani Morris is a CFP® and Series 65 licensed financial advisor with seven years of experience at Brighton Jones LLC in Seattle, WA. She previously worked at Cornerstone Advisors, Inc. from 2015 to 2019. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management when authorized. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal services through separate entities.

Jason Shull is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2012. He holds a Series 63 license and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, employing a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Bryce Leone is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Freestone Capital Management, LLC and previously held roles at Parametric Portfolio Associates and California State University, Chico. Outside of finance, he owns TEMPTATIONS.JP, a business that designs, sells, and ships bumper stickers. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients and managing $14.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with a Series 66 designation and one year of industry experience. Before joining Altitude, he held roles at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of financial advising, he is the cofounder and Chief Financial Officer of DAGR Tech, a company that develops custom firmware to enhance cybersecurity on home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing discretionary assets through a multi-team structure across numerous offices.

Andrew Erisman is a financial advisor with Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Freestone Capital Management since 2009. Freestone Capital Management 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, financial planning, and manages private pooled investment vehicles, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

William Shaw is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and National Asset Management. He is also involved in insurance sales as an insurance agent through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, third-party manager access, and proprietary asset allocation models.

Eileen Chun is a financial advisor at SCS in Bellevue, WA, with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, American General Life Insurance, and AIG Capital Services. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and pension plan advisory services.

Alexa Steffens is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 66 credential with two years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of her advisory role, Steffens is involved as a lacrosse coach at Eastside Catholic Middle School. Freestone Capital Management, LLC manages approximately $11.49 billion in 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, utilizing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Shan Zubair is a CFP® and holds a Series 65 license, with 17 years of industry experience. He has been with Empirical Wealth Management since 2010. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. Empirical Wealth Management employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Jerry Yoon is a financial advisor at Wedbush Securities Inc. with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Wedbush Securities in 2023, he worked at BNP Paribas, Deutsche Bank, and Citigroup. Wedbush Securities serves a diverse client base that includes 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, and prime services with both discretionary and non-discretionary managed account solutions.