Julie Parisio Roy is a CFP® and CFA® with 27 years of industry experience. She has been with Badgley Phelps Wealth Managers since 2016, initially at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers before continuing with the firm in its current structure. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, fixed income, and alternatives, with regular account reviews and rebalancing.

Mari Nordstrom is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Freestone in 2023, she worked in various roles across hospitality and education sectors, including positions at Willmott's Ghost, Great State Burger, and Washington State University. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in regulatory assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, focusing on diversified portfolios that include internally managed models, third-party sub-advisers, and alternative investments, with an emphasis on managing downside risk.

Shenyan Gu is a CFP® and CFA® with four years of industry experience. She is currently an advisor at Brighton Jones LLC, where she has worked since 2022. Prior to joining Brighton Jones, she held positions at BlueShore Financial Credit Union and CIBC. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and business entities. The firm provides comprehensive wealth services, including family office solutions, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.

James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently at Laird Norton Wetherby Wealth Management, 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 manage complex multi-entity financial needs.

Shyanne Render is a CFP® professional with seven years of experience in financial advising, currently with Brighton Jones LLC since 2015. She is based in Seattle, WA. 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 using a Personal CFO model and family office solutions, including investment management, financial planning, and estate-planning support, with access to private-investment opportunities through its subsidiary Lenora Capital.

Gene Wong is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account and commission-based brokerage arrangements.

Edwin Sondgroth Jr. is a CFA® charterholder with 23 years of industry experience. He is currently with Badgley Phelps Wealth Managers in Seattle, where he has worked since 2021. His prior experience includes roles at Brighton Jones and D.A. Davidson & Co. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and alternative strategies.

Tassie Medlin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Her prior experience includes roles at Tunyo Inc., United Planners Financial Services, 5 Point Financial Group, and KMS Financial Services. She is also an affiliated insurance producer with Empirical Insurance, LLC, where she recommends life, disability, and long-term care insurance products to clients. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates affiliated businesses providing insurance, real estate brokerage, and estate-planning referral services.

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 has one year of industry experience and previously worked at NYLIFE Securities LLC and New York Life. He also spent 16 years at Comcast Technology Solutions prior to entering the financial advisory field. Clear Creek Financial Management serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a range of investment strategies supported by an in-house quantitative research team and offers services such as asset management, financial planning, and pension consulting.

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.