Jenna Brazile is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with Freestone Capital Management, LLC since 2015. 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 advisory services, combining internally managed portfolios, third-party sub-advisers, and alternative investments, with an emphasis on diversification and downside risk management.

Matthew Loreen is a financial advisor at Northwest Asset Management with a Series 65 credential and four years of industry experience. His prior work includes roles at Mutual of Omaha, Foresters Financial, and the Carson Center for Student Success. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

Greer Smith is a financial advisor at Brighton Jones LLC with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Brighton Jones since 2012. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model and Lenora Family Office, combining whole-balance-sheet planning with discretionary management and private-investment opportunities.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analysis, offering a range of services through a large network of affiliated offices.

Jonathan Wittlin is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Freestone Capital Management, LLC since 2023. His prior roles include positions at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. He holds Series 63 and Series 65 licenses. 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, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Brian Johnson is a CFP® professional with 20 years of industry experience, currently serving at Composition Wealth, LLC since 2025. He has previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Johnson is a director and trustee for The Soule Foundation, a charitable organization involved in financial oversight and grant making. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, 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 other instruments.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, with 14 years of industry experience. He holds a Series 65 designation and has been with Brighton Jones since 2007. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm emphasizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Warn Willis is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Mutual Advisors, Willis worked at LPL Financial, LLC and KMS Financial Services, Inc. Outside of his advisory role, he manages the operations and finances of Willis Eckfeldt Asset Management, LLC and works as an independent insurance agent. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, ERISA plan advisory, and sub-advisory programs, employing both passive and active investment strategies tailored to client objectives.

Payton Chipley is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with four years of industry experience. He holds a Series 65 credential and previously worked at Arrian Investments, Inc. and Northwestern Mutual. Chipley also acts as an independent licensed insurance agent, providing life, accident, and health insurance products. Badgley Phelps Wealth Managers offers personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach featuring multi-strategy portfolio construction and provides tax, insurance, and credit/cash management solutions through affiliated and third-party providers.

Harrison Leu is a financial advisor at Brighton Jones LLC with a Series 65 designation and less than one year of industry experience. His prior work includes roles at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, business entities, trusts, charitable organizations, and retirement plan sponsors. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment Planning and NW Tax Planning. Additionally, he acts as an insurance agent for fixed life products such as fixed annuities and life insurance. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Andres Rivera Uribe is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. His work history includes multiple periods at Brighton Jones interrupted by full-time education and a role at Woodmark Waterfront Adventures. Brighton Jones serves a broad client base including high-net-worth individuals and families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a balance-sheet, holistic approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Dennis Chiu is a CFP® and Series 65 licensed advisor with Brighton Jones LLC, based in Seattle, WA. He has four years of industry experience, including roles at Weinstein & Riley, P.S., and completed work at Reef Kitchens. Brighton Jones serves a diverse client base including high-net-worth individuals, families, and retirement plan sponsors, offering comprehensive wealth management services such as financial planning, discretionary investment management, family office services, and tax preparation. The firm emphasizes a balance-sheet, holistic approach and utilizes independent managers and private investment opportunities.

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.

Thomas Petroff is an advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding Series 65 and Series 63 designations. He has one year of experience at LNW and twelve years prior experience at The Agnew Company. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm focuses on customized investment strategies that include strategic asset allocation, global diversification, and a core-satellite approach, with integrated services including financial and estate planning and coordination with other advisors.

Douglass Mccrae is a financial advisor at Northwest Asset Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he is involved in probate court assistance as a legal attorney. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm follows a fiduciary approach focused on customized portfolios using Modern Portfolio Theory and strategic asset allocation, offering a range of investment and consulting services.

J Crosby is a financial advisor at Brighton Jones LLC with seven years of industry experience and holds a Series 65 designation. Their career includes multiple roles at Brighton Jones and prior positions at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Lutheran University. 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 provides comprehensive wealth services, including its Personal Chief Financial Officer program, family office services, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet and holistic approach to client advice.

Evan Keech is a Series 65-registered financial advisor with Clear Creek Financial Management, LLC, where he has worked since 2021. He has five years of industry experience, including a five-year tenure at Alitheon, Inc. Outside of his advisory role, he is involved with Kaperra Capital, LLC, an entity that receives payment from Ascent. Clear Creek Financial Management serves individual and institutional clients, offering asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies and conducts regular portfolio reviews and rebalancing.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.

Kevin Wiley is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at WileyBaird and several financial services and insurance firms. Outside of his advisory role, Wiley serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research arm, employing a diverse investment approach with continuous portfolio supervision and multiple strategies.