Elizabeth Parris is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill for a total of five years across two periods before joining WaFd Wealth in 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm offers financial planning, consulting, wealth management, and retirement plan services, utilizing a range of investment strategies and ongoing account monitoring.

Ralph White is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 11 years of industry experience, currently serving at Arrivity Financial Planning since 2017. His prior roles include positions at Blue Canoe Financial Planning, Inc. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk management. The firm emphasizes passively managed, low-cost index funds within globally diversified allocations and offers noncustodial, supportive implementation assistance.

Matthew Litzler is a CFP® with 19 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC since 2025. He previously worked at Pacific Portfolio Consulting, LLC for five years and Laird Norton Wealth Management for six years, all based in the Seattle, WA area. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary management integrating traditional equity and fixed-income strategies with alternative and private-market allocations, supporting clients with institutional custodians, third-party platforms, and various planning tools.

Michelle Walker is a CFA® charterholder affiliated with Threadline Wealth and holds a Series 63 license. She has been with Moss Adams Wealth Advisors LLC, operating as Threadline Wealth, since 2018. Prior to entering financial advisory, she worked in the restaurant industry. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a broad client base, including individuals, families, businesses, trusts, foundations, retirement plans, corporations, and tribal government enterprises. The firm uses a diversified, long-term investment approach that incorporates quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware indexing.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

Susanna Van Rooyen is a financial advisor at Root Financial Partners in Seattle, WA, with one year of industry experience. She holds the Series 65 designation and previously worked at Pathway Financial Advisors and Howard Center. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and offers educational programs through paid academies separate from advisory services.

Nayeli Sanchez is a CFP® professional with four years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC in Seattle, WA. Her prior roles include positions at Edelman Financial Engines and Viridian RIA LLC. Laird Norton Wetherby Wealth Management provides wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and a core-satellite approach that integrates active management, tax-aware implementation, and alternative investments.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 66 designation with three years of industry experience. He previously worked at Fidelity Investments and has diverse work history including roles outside the financial industry. Brighton Jones serves high-net-worth individuals, families, and various entities with comprehensive wealth management services, employing a holistic, balance-sheet approach and offering both discretionary and non-discretionary investment management.

Stephen Waltar is a financial advisor at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brokers Financial and Guide Advisors, Inc. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm he has operated since 2000. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a network model with access to third-party platforms and managers.

Randall Kim is a financial advisor at Merit Financial Advisors with 47 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, Inc., and Purshe Kaplan Sterling Investments. He also provides insurance advice as an agent. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on discretionary or non-discretionary bases.

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Northern Economics, Inc., and diverse positions in academia and brewing companies. Brighton Jones serves a range of clients including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as personal CFO programs, family office services, discretionary investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and provides access to private investment opportunities and affiliated investment managers.

Julie Hanson is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and TIAA-CREF. 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 offers discretionary portfolio management using asset-allocation models and selected third-party managers, with capabilities for portfolio customization including ESG and faith-based preferences.

Gary Furukawa is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Freestone Capital Management since 2008. Outside of his advisory role, Furukawa serves as managing member of several family investment companies and is a board member of a portfolio company affiliated with Freestone Advantage Partners. 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 models, third-party sub-advisers, and alternative investments with a focus on diversification and downside risk management across multiple asset classes.

Paul Murphy is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at ADP Inc., Transamerica Life Insurance Company, and LPL Financial LLC. Murphy provides investment advisory services through SCS, an independent investment advisor firm. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to construct diversified portfolios and offers both discretionary asset management and standalone financial planning services.

Jordan Travis is a Series 65-licensed financial advisor at Coldstream Wealth Management with four years of industry experience. He has worked at Coldstream since 2021 and previously at Balcom Investments and Trueform. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Joshua Meziere is a financial advisor with United Capital Financial Advisors in Seattle, WA, holding a Series 65 designation and 11 years of industry experience. He has worked at United Capital since 2018 and previously operated Meziere Advisors LLC, a health insurance agency, from 2014 to 2018. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm offers a range of investment options and operates a technology and practice platform, FinLife Partners, to support independent advisors.

Lindsay Farnsworth is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with Empirical Wealth Management since 2016. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and private pooled vehicle investors. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios across multiple asset classes and offers services including discretionary and non-discretionary investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Haley Droppelman 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, she worked at Fall City Floating and was involved with the YMCA and Soccer West. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, providing comprehensive wealth management services such as discretionary investment management, financial planning, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and offers client monitoring through digital portals and independent asset managers.

Cody Reaves is a CFP® and holds a Series 66 license, with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC and has previously been employed at Wells Fargo in various capacities. 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 policies, strategic asset allocation, global diversification, active manager due diligence, and coordination with outside professionals to address complex financial needs.