Samantha Kennedy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. Her prior experience includes roles at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, and Cambridge Management Inc. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven approach with diversified portfolios and ongoing oversight.

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.

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 financial advisor at Clear Creek Financial Management, LLC, holding a Series 65 designation with four years of industry experience. He has worked at Clear Creek since 2021 and previously spent five years at Alitheon, Inc. Clear Creek Financial Management serves a diverse client base, including individuals, trusts, pension and profit-sharing plans, corporations, and other investment advisers. The firm provides asset management, financial planning, pension consulting, and operates an in-house quantitative research business that develops algorithm-based investment models and offers consulting to other advisers.

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 at Clear Creek Financial Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at WileyBaird, Ameriprise Financial Services, and Waddell & Reed Inc. Outside of finance, he serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers asset management, financial planning, and consulting, utilizing a mix of fundamental, technical, and cyclical analysis alongside algorithm-driven research through its Helios Quantitative Research service.

Christopher Odem is a financial advisor at Freestone Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freestone since 2015. Outside of his advisory role, he serves as a trustee for the GR Family Trust. Freestone Capital Management 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, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments focused on managing downside risk.

Robert Skinner is a ChFC® credentialed financial advisor with 42 years of industry experience, currently with Prosperity Wealth Management, Inc. in Seattle, WA. His career includes roles at Fortune Financial Services, USAdvisors Wealth Management, Securities America, and Woodstone Financial Services. Outside of his advisory work, he volunteers with Mom's Demand Action/Everytown Survivor Network on gun safety and supports a nonprofit foundation that provides skating instruction and hockey equipment to youth in the Puget Sound area. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and utilizes a multi-method investment approach with ongoing portfolio supervision and third-party manager oversight.

Kevin Johnson is a financial advisor at Composition Wealth, LLC in Seattle, WA, with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Composition Wealth in 2026, he spent 37 years with Northwestern Mutual Investment Management. Johnson is a 100% owner of KMKM Enterprises, LLC, and a 44% owner of Bogey Enterprises, LLC. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans, managing approximately $9.5 billion on a discretionary basis. The firm employs a long-term, asset allocation-driven approach using diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and selective use of alternative investments, supported by fundamental and technical analysis and third-party management when appropriate.

Noah Arrick is a CFP®-credentialed financial advisor with four years of industry experience, currently with Brighton Jones LLC since 2022. He previously worked at Parcion Private Wealth and held positions at Snap! Raise and Elix Incubator. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various other clients, offering comprehensive wealth management services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

Curtis Pepin is a financial advisor with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Badgley Phelps Wealth Managers and its predecessor entity since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning for individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Marc Kamber is a financial advisor with Dana Investment Advisors Inc in Seattle, WA, holding 34 years of industry experience. He has been with Dana Investment Advisors since 1991. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and offering customized investment approaches through various platforms.

Stephanie Bruno is a CFP® with 21 years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2021. She previously worked at Dynamic Wealth Advisors for nine years. Bruno is president of the Board of Trustees for The Center For Active Living, a nonprofit organization, without compensation. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services through a tiered service model, emphasizing long-term investment strategies and incorporating alternative investments.

Erich Gebbie is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management in Seattle, WA. His prior experience includes roles at Financial Engines Advisors L.L.C. and W.E. Nightingale & Co Inc. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios and also provides access to affiliated real estate, insurance, and estate-planning services through in-house subsidiaries.

Richard Ruggieri is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Thrivent Investment Management, and Thrivent Financial. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers via the Envestnet platform and offers a mix of advisory assets under management and brokerage services.

Dustin Rue is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Empirical Wealth Management. He previously worked at E*TRADE Capital Management and E*TRADE Securities, where he spent six years. Rue is also an affiliated insurance producer with Empirical Insurance, providing insurance planning services to clients. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach, offering diversified model portfolios across multiple asset classes and managing alternative-strategy funds, with affiliated services in real estate, insurance, and estate planning.

Bryan Larsen is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Cetera and Lockton Retirement Services. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations. The firm also provides financial planning, retirement plan consulting, and multi-family office services.

Brian Hughes is a financial advisor at Waverly Advisors, LLC in Seattle, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Waverly Advisors, he worked at Pacific Portfolio Consulting, LLC for three years and PGA West for nineteen years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing around $29.9 billion in assets. The firm serves individuals, retirement plans, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private markets.

Robyn Sabin is a financial advisor at Freestone Capital Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Freestone since 2015. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles using a diversified approach that includes model portfolios, third-party sub-advisers, and alternative investments.

James Hughes is a financial advisor at Freestone Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Transcend Wealth Collective, Purshe Kaplan Sterling Investments, and as a consultant. Outside of his advisory role, he serves as trustee for an irrevocable family trust established by his mother. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in assets for nearly 2,800 clients. The firm offers discretionary and non-discretionary investment advisory services and employs a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.