Shannon Bene is a CFP® professional with 30 years of experience in the financial industry, currently serving at Empirical Wealth Management since 2021. Prior to joining Empirical, Bene held roles at E*TRADE and TD Ameritrade. Outside of financial advising, Bene owns and operates a bicycle repair business, occasionally buying and selling bicycles. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management and comprehensive financial services. The firm uses a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Nicholas Pursley is a CFP® and CFA® affiliated with Brighton Jones LLC in Seattle, WA, with seven years of industry experience. He has been with Brighton Jones since 2018 and previously worked at Verus from 2016 to 2018. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a holistic approach, combining discretionary and non-discretionary investment management and providing access to specialized resources such as private investment opportunities and in-house legal and tax services.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Kristal McMahan is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2014 and has worked at Bensler, LLC—DBA SCS—since 2020. Outside of her advisory role, she serves as Treasurer for Spokane Valley Licensing. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multifaceted investment approach combining tactical, strategic, and dynamic asset allocation, offering discretionary portfolio management, standalone planning, pension consulting, and participant education.

Kelsey Lichttenegger is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coldstream Wealth Management for seven years before joining Badgley Phelps in 2022. 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 strategies including equity, fixed income, balanced, and liquid alternatives.

Ethan Luxton is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, he worked at Umpqua Bank and held various roles including at Ace Hardware and United Parcel Service. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and foundations. The firm manages approximately $12.4 billion in assets and employs a team-based investment approach that includes diversified portfolios, tax-managed strategies, and access to alternative investments and third-party managers.

Jennifer Furness is a financial advisor with Moss Adams Wealth Advisors LLC in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Moss Adams Wealth Advisors since 2001 and Moss Adams Securities & Insurance LLC since 2004. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors.

Matthew Krows is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at SCS in Bellevue, WA. His prior roles include positions at LPL Financial LLC, Cashman Consulting, Kestra Financial, Highland Capital Brokerage, Investacorp Inc, and John Hancock. SCS advises individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach incorporating tactical, strategic, and dynamic asset allocation, and offers services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. 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 customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Austin Sweet is a CFP® and Series 66 holder with seven years of industry experience. He currently serves as a financial advisor at Mission Wealth Management, LP, joining the firm in 2026 after previous roles at Hightower Advisors, LLC and LPL Financial. Sweet also has involvement with the Reno Midtown Rotary Club. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers a tiered service model that includes wealth management, portfolio management, financial planning, and institutional retirement plan services, with an investment approach that integrates ETFs, mutual funds, individual securities, and alternative investments.

David Powers Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Coldstream Wealth Management in Bellevue, WA since 2014. Coldstream Wealth Management is a 100% employee- and director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers portfolio management, financial planning, family advisory, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Johan Strand is a CFA® charterholder based in Seattle, WA, with three years of industry experience. He has worked at Badgley Phelps Wealth Managers since 2023, following prior roles at JSRE and Swedbank Robur. 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 liquid alternative strategies.

Eric Linville is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he has been involved with Wild Salmon Seafood Market. Mutual Advisors, LLC manages approximately $6.75 billion across a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Victoria Fisher is a CFP® with 26 years of experience in the financial industry. She has worked at Evergreen Capital Management LLC since 2019, following roles at YIS Capital and Morgan Stanley. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests to meet client needs.

Frank Greekas is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. He previously worked at Pacific Portfolio Consulting, LLC and Dear Cleo, LLC, and has held positions at Washington State University, the City of Seattle, and Ballard High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Robert Thomas is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 credential with four years of industry experience. His work history includes multiple roles at Empirical Wealth Management and a prior position at Domo. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm employs a diversified investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

Ryan Bridge is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and two years of industry experience. His background includes roles at Chapman University and The Neiders Company. 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 offers comprehensive wealth services with a holistic, balance-sheet approach, including discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

William Holevoet is a financial advisor at Davidson Investment Advisors, Inc. in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davidson Investment Advisors since 2013. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis and offers strategies across equity and fixed income sectors, along with tax-related services and model portfolios for other advisers.

Justin Sandstrom is a financial advisor at Scs with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and LPL Financial LLC. His background includes roles outside finance at Heavy Restaurant Group and Bear Creek Country Club. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation, utilizing various investment vehicles and offering ERISA fiduciary services, alongside its education and wellness programs for plan participants.

Emily Kopp is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Badgley Phelps Wealth Managers and Coldstream Wealth Management. Freestone Capital Management is a wealth management firm managing 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, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.