Ryan Ingram is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at MBSC Securities Corporation, BNY Mellon, and Charles Schwab. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, technology-driven reporting, and access to third-party managers and alternative investments.

Charles Brighton is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Brighton Jones since 2000. Mr. Brighton serves as a board member of Blueprint Capital REIT. Brighton Jones advises high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm provides comprehensive wealth-management services through a Personal CFO model and family office offerings, including investment management, financial planning, tax preparation, estate planning, and private-investment opportunities via its subsidiary Lenora Capital.

John Miller is a CFP® and holds a Series 65 license with eight years of experience in financial advising. He has been with Empirical Wealth Management since 2016, with a brief role at the University of Washington between 2014 and 2017. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified asset classes and offers a range of services such as investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Kenneth Lindquist is a financial advisor at Clear Creek Financial Management, LLC with Series 65 and Series 63 licenses. He joined the firm in 2026 and has prior experience at NYLIFE Securities LLC and New York Life, as well as a long tenure at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies and regular portfolio supervision.

Sophia Hampton is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Brighton Jones in 2019, she worked in roles outside the financial industry, including at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory work, she is a contracted Pilates instructor at Reformed Pilates. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as family office programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers and proprietary investment vehicles to support client needs.

Wendy Taylor is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. She holds a Series 65 designation and has been with the firm and its predecessors since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach includes disciplined asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives, with regular portfolio reviews and rebalancing.

Brayden West is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Washington Trust Bank and Northwestern Mutual. West has also been involved with Boise State University’s Outdoor Program and held a long-term role with Eastmont School District. Brighton Jones advises individuals, including high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model, combining financial planning, investment management, and family office services with access to private-investment opportunities via its subsidiary Lenora Capital.

Timothy Griffith is a financial advisor at Ascentis Independent Advisors, LLC in Seattle, WA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ORG Partners, LLC and WealthShield Partners, LLC, as well as Schmidt Financial Group, Inc. for two decades. Outside of his advisory role, he owns and manages a private farm on Whidbey Island, WA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Mellany Lengeling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2018. Prior to joining Freestone, she worked at The Lyman Group and Pitchbook Data. She volunteers as NexGen Chair for the Financial Planning Association of Puget Sound, assisting with event planning and outreach. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Wenwen Dong is a CFP®-designated financial advisor with eight years of industry experience, currently with Empirical Wealth Management. Her prior roles include positions at The Vanguard Group, Alaska Permanent Capital Management, and several other wealth management firms. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm offers a range of affiliated services including insurance, estate-planning referrals, and residential real estate brokerage.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Mark Dennie is a CFP® professional with 30 years of industry experience currently with Composition Wealth, LLC. He previously worked at Vinoble Group for six years and Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory role, Dennie is a licensed insurance agent. Composition Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities with investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and external managers, managing approximately $9.47 billion in discretionary assets as of year-end 2025.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and 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 emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.

Derrick Casey is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his financial advisory role, he is involved in a family business, Seattle Clinical Psychology, where he serves as CFO. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, emphasizing tailored investment advice through continuous supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Halle Shaeffer is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Johnson Investment Counsel and the University of Cincinnati, among other roles. Freestone Capital Management is a comprehensive wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and privately offered investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments, with a focus on downside risk and diversified portfolio construction.

Matthew Abrams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2016. Prior to joining Freestone, he worked at Wells Fargo Bank NA and Wells Fargo Advisors LLC. Freestone Capital Management, LLC is a wealth management firm managing 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, financial planning, and manages a family of private pooled investment vehicles with an investment approach focused on diversification and downside risk management across multiple asset classes.

Aaron Mcfarland is a CFP® professional with 20 years of experience affiliated with Threadline Wealth in Seattle, WA. He has worked with Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2005. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach, utilizing third-party managers, separately managed accounts, and tax-aware strategies tailored to client eligibility and risk profiles.

Matthew Camrud is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2014. He is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary, Lenora Capital.

Ketulkumar Trivedi is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. His prior roles include positions at Pacific Portfolio Consulting, LLC, D.A. Davidson & Co., RBC Royal Bank, and CIBC Bank. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.