Melanie Arena is a CFP® professional at Brighton Jones LLC in Seattle, WA, with 15 years of industry experience. She has been with Brighton Jones since 2011, including the firm's predecessor entity. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

Hilera Hardy is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson & Co. and Longshore Sailing School. Outside of her advisory role, she serves as Secretary for Chipt Insights Inc., a data aggregation and sales corporation. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers portfolio management, financial planning, and access to private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Parker Trelstad is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 credential and previously worked for FP Transitions for five years. 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 and manages a mix of public and private investments, supported by affiliated entities that offer private investment funds, trust services, and legal support.

Amanda Brueggeman is a financial advisor at Freestone Capital Management, LLC with eight years at the firm and a total of four years of industry experience. She holds the Series 65 and Series 66 designations. Her prior experience includes a brief tenure at Merrill in 2010 and a two-year family leave period from 2016 to 2018. Freestone Capital Management, LLC 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 private fund sponsorship, utilizing internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Vijay Kailash is a CFP®, CFA®, and Series 65-licensed financial advisor at Pure Financial Advisors, LLC with experience spanning several roles since 2017, including positions at PNC Financial Services and his own investment groups. He has been with Pure Financial Advisors since 2024. Prior to his advisory career, he worked at North Carolina State University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach guided by modern portfolio theory and incorporates tax-aware strategies, option strategies, and specialized sub-advisers within a multi-advisor platform.

Kimberly Ten Pas Bell is a Series 65-licensed financial advisor with Madison Avenue Securities, LLC in Kent, WA, with three years of industry experience. She is the owner of Navigating Financial Solutions, LLC, where she serves as president. Prior to her financial advisory career, she worked for nine years at the Federal Aviation Administration. Additionally, she owns a business in personal property management. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages about $2.0 billion across multiple advisor-managed models, third-party managers, and alternative investment vehicles.

Paul Glenn is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 65 and Series 63 licenses with 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other investment vehicles, and offers fiduciary retirement plan services with regular portfolio oversight.

Ardavan Tabrizian is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones in 2022, he worked at the University of Oregon and Bay Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office administrative support, along with access to affiliated private investment funds and trust services.

Corey Owen is a financial advisor at Kingsview Wealth Management, LLC in Seattle, WA, holding the CFP® and ChFC® designations with 19 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. Outside of advisory work, he has ownership in a rental property investment on Mercer Island, WA. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house investment strategies, third-party managers, and alternative investments.

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Composition Wealth, LLC and previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Suraj Joshi is a financial advisor with B. Riley Wealth Advisors, Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He previously worked at National Securities Corporation for 17 years before joining B. Riley Wealth Management and subsequently B. Riley Wealth Advisors. Joshi also owns two non-investment-related entities used primarily for tax purposes. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and financial planning services, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Ross Rubinstein is a CFP® with 12 years of industry experience, currently serving at Freestone Capital Management, LLC since 2021. His prior roles include positions at Brighton Jones LLC, Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. Freestone Capital Management, LLC is a wealth management firm with approximately $14.5 billion in assets under management, serving about 2,900 clients through a team of around 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a mix of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Woodworth Anderson is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and previously spent over three decades at National Securities Corporation and National Asset Management, Inc. Outside of his advisory role, he serves as president of Woodworth Anderson Inc., an accounting-related entity. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through about 173 advisors.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Wedbush in 2006, he worked at UBS Financial Services and Piper Sandler & Co. Outside of his advisory role, Ward is involved in small business consulting through his ownership of WARDDEN LLC and operates an automotive repair business, Northtown Auto Clinic. He also serves as a director for a nonprofit homeowners association in Federal Way. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital market services including discretionary portfolio management and institutional research, operating with dual registration as both an adviser and a broker-dealer.

William Ziehl Jr. is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. 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 uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

Hi, I'm Kyle Wilke, CFP®, founder of Equi Financial Planning. I grew up in Southeast Asia, where my parents followed their passion for philanthropy to Thailand and worked in refugee camps in the years after the Vietnam War. Watching the difference compassion made shaped how I define wealth. I came to believe that the only way to truly feel wealthy is by enriching the lives of others. At Equi, we measure wealth two ways: your financial well-being, and the difference your money makes for your family, and your community. As a fee-only fiduciary, I don't sell products or earn commissions, I'm legally and ethically bound to put your interests first, every time. I do my best work with people driven by a genuine passion for what they do: • Early-career professionals building confident money habits from the ground up • Established professionals pursuing big goals around family legacy and charitable endeavors. • Families at a crossroads; navigating the emotional and financial complexity of moving themselves or a loved one into a new living arrangement Whether you need a one-time plan or a long-term partner, we start with your goals and values, not a product. Together we'll tackle the real questions: How do I make the most of my equity comp and benefits? When should I take Social Security? How do I retire with confidence? Can I invest in a way that's good for my returns and good for the world? And how do I leave a legacy that reflects what I care about? If money is a tool, let's make sure yours is building the life and the impact you actually want. I'd love to get acquainted. Reach out, and let's talk.

Jacob Ries Roncalli is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His work history includes multiple roles at Brighton Jones since 2021 as well as earlier positions at Seattle University and Skyhawks Sports Camps. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands, employing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, and it integrates an affiliated ecosystem that includes private investment funds, fiduciary services, and legal offerings.

William Foley is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Gig Harbor, WA. Prior to joining Mission Wealth, he worked at Gonzaga University and had a brief period away from the industry. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, offering customized portfolio management with a range of investment vehicles and advisory arrangements.

Georgina Owusu is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at the University of Arizona and Guidepoint Global LLC. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. 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 strategies.

Elizabeth Norris is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Brighton Jones LLC since 2018, with a brief period away in 2019, and previously worked at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University. Brighton Jones LLC serves individual, high-net-worth, and family-office clients through a range of wealth management and financial planning services, including discretionary and non-discretionary portfolio management, tax preparation, and family office support. The firm employs a whole-balance-sheet approach for its Personal CFO clients and offers access to an affiliated ecosystem of investment, trust, and legal services.