Patrick Rodgers is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps since 2016. Badgley Phelps Wealth Managers delivers personalized wealth management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process emphasizing asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternatives, and offers both discretionary portfolio management and financial planning.

Griffin Smith is a financial advisor with Scs in Bellevue, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2003 and has been with Bensler, LLC doing business as SCS since 2020. Scs advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical approaches to construct diversified portfolios and also provides financial planning, pension plan advisory, and insurance product sales.

Robert Gentry is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He has been with Freestone Capital Management, LLC since 2017 and previously worked at Bank of America and Merrill from 2012 to 2017. Based in Seattle, WA, Gentry provides advisory services through a firm that manages approximately $11.49 billion in assets for nearly 2,800 clients. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.

Robert Thomas is a financial advisor at Empirical Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked in various roles including at King County Finance & Business Operations and Seattle University. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and investors in private pooled vehicles. The firm’s investment approach incorporates Modern Portfolio Theory with diversified model portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Richard Graham is a financial advisor with Wedbush Securities Inc. in Issaquah, WA, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he serves as managing member of CR 194 LLC, an entity related to inherited real estate. 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 wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and prime services tied to commodities and derivatives.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Jeffrey Otis is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Evergreen since 2007. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm offers discretionary investment management, consulting, and financial planning, utilizing a Dynamic Asset Allocation approach and proprietary programs like Right Cycle Investing™ that incorporate fundamental, macroeconomic, and AI-informed research.

David Fain is a financial advisor with M Holdings Securities, Inc. based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with M Holdings Securities and its affiliated firm MCM since 2014. Outside of his advisory work, he serves on the Board of Directors for Kline Galland and is a member of the Seattle Children's Legacy Council, where he advises on charitable planning and outreach. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Alfredo Manzanarez is a financial advisor with Capital Analysts, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advising, he is part owner of Musically Minded, an early childhood music education business, where he assists with bookkeeping and operations, and he also owns Glacier Consulting, which helps business owners prepare for potential sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, offering custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Donald Wells is a financial advisor at Realta Investment Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at Titan Securities for 13 years before joining Realta in 2023. Outside of his advisory role, he has been a flight attendant for Alaska Airlines since 1990 and holds an insurance license, engaging in insurance sales on a limited basis. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a goal-oriented, risk-based investment approach using diversified asset allocation and offers multiple portfolio management options, including internally managed and third-party strategies.

Penny Bunch is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with LNW Wealth Management, LLC and its affiliated entities since 2014, currently serving 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 combines customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Jacqueline Prideaux is a CFP® with 11 years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. She has been with Brighton Jones since 2012, holding various roles within the firm over the years. Brighton Jones serves a broad range of clients including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services such as financial planning, discretionary investment management, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and provides clients with continuous portfolio monitoring and fiduciary advice.

Haleigh Thompson is a financial advisor at Northwest Asset Management with two years of industry experience. She holds a Series 65 designation and has previously worked at Investors Portfolio Services and Fortune Financial Services. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and other services, employing a fiduciary approach with portfolio diversification and periodic rebalancing.

Maizy Hall is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked in various roles across multiple industries, including positions at Killer Burger and Sushi Pure prior to joining Soltis. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm combines quantitative and qualitative manager selection methods and provides ongoing client communications and performance reviews.

Siddharth Parakh is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with Becker Capital Management since 2015. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs an integrated research and portfolio construction process within a value-oriented framework, offering a range of strategies across multi-asset, value equity, fixed income, impact/ESG, and private capital.

Jennifer Mccall is a CFP® with 19 years of industry experience, currently with Composition Wealth, LLC since 2025. Her prior experience includes roles at Mutual of America Securities LLC and Fidelity Brokerage Services LLC. She is a licensed insurance agent involved in insurance sales and implementation in Seattle, WA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including high-net-worth individuals and institutions. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with supplemental use of individual securities and other instruments, managing approximately $9.47 billion in discretionary assets as of December 2025.

Hoon Kang is a CFP® and ChFC® with 15 years of industry experience. He is currently with Advisory Solutions Group and has prior experience with Elliott Bay Advisors LLC, CS Planning Corp., and Cultivant LLC. Outside of his advisory work, he is involved in tax and accounting consulting and insurance through Elliott Bay Advisors LLC and Elliott Bay Insurance LLC. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms through a combination of financial planning, consulting, portfolio management, and turnkey business services. The firm uses a diversified investment approach that incorporates quantitative, momentum, and fundamental analyses, and provides both discretionary and non-discretionary portfolio management.

Kevin Byrd is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Empirical Wealth Management and has prior experience at Directional Financial Services, Goldbloom Wealth Management, and the Olympic College Veteran Center. Byrd also served in the United States Army Reserve from 2016 to 2020. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Samuel Platcow is a financial advisor at Empirical Wealth Management in Seattle, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Goldbloom Wealth Management, Bankers Life, and Starbucks. He is also an affiliated insurance producer with Empirical Insurance, LLC, providing recommendations on life, disability, and long-term care insurance products. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning. The firm employs a diversified, Modern Portfolio Theory-based approach and offers affiliated insurance, estate-planning referral, and residential real-estate brokerage services.