Michael Kelly is a CFP®, CFA®, and Series 63-certified advisor at Empirical Wealth Management with 20 years of industry experience. He has been with Empirical Wealth Management since 2015. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm’s investment approach is grounded in Modern Portfolio Theory, employing diversified model portfolios across multiple asset classes and offering a range of services such as financial planning, tax preparation, and retirement-plan consulting.

Jimmy Wu is a financial advisor at Mission Wealth Management, LP with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Financial Resources Group for 23 years before joining Mission Wealth Management in 2026. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients such as pension plans and endowments. The firm offers customized, long-term investment strategies through tiered service models and utilizes a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments.

Kate Donnelly is a CFP® and Series 65 licensed advisor with 13 years of industry experience. She currently works at LNW, having joined in 2021, and previously held roles at Tiedemann Advisors and Threshold Group. 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, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Rachel Kuhnert is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Portland, OR. Her prior roles include positions at UCLA, Ferguson Wellman Capital Management, and the Summa Group of Oppenheimer & Co. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services through a Personal CFO model and family office solutions. The firm integrates discretionary investment management with private-investment opportunities and family-office administrative support, distinguishing itself with affiliated private funds and legal service offerings.

Lauren Martin is a CFP® with 19 years of industry experience. She is currently with LNW, where she has worked since 2022, following prior roles at Wealthspire Advisors and Threshold Group, LLC. Lauren holds a Series 65 license and is based in Radnor, PA. 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.

Vanessa Howell is a financial advisor with Brighton Jones LLC, holding a Series 65 designation and seven years of industry experience. She has been with Brighton Jones since 2018 and previously worked at ATI Physical Therapy. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and other entities, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.

Lorne Enquist is a financial advisor at Empirical Wealth Management in Seattle, WA, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Empirical Financial Services, LLC, operating as Empirical Wealth Management, since 2011. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses an investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

John Steele is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. Prior to joining Freestone, he worked at Vanguard Advisers, Inc. and various entities within The Vanguard Group from 2022 to 2026. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Robert Senseney is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Wedbush Securities, he held various roles including positions at Alta Ski Area and Frito-Lay. Outside of his advisory work, he is involved with KSP LLC as owner and operator of a residential real estate management business. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm integrates broker-dealer, capital markets, custody, clearing, and prime services functions, supporting both commission-based and managed account approaches.

Kaycee Le Cong is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Brighton Jones LLC since 2007. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Christopher Loutsis is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of two nonprofit organizations focused on public benefits, Civil Liberty Training and Affordable Housing Services. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy with customizable model portfolios overseen by a central investment team, offering a range of services from asset management to employee financial wellness programs.

Michael Ivers is a financial advisor at SCS with nine years of industry experience. He has previously worked at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone financial planning, and pension consulting with education services. The firm’s investment approach incorporates tactical, strategic, and dynamic asset allocation using various analysis methods and a range of investment vehicles, and it operates a licensed insurance agency alongside its advisory services.

Monica Padineant is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LNW. She has worked with LNW Wealth Management since 2015, including its transition to Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on multi-entity financial needs through coordinated investment management, wealth planning, and collaboration with outside professionals. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, while also offering access to private investment strategies and affiliated trust companies.

Katherine Burgess is a financial advisor at Brighton Jones LLC with eight years of industry experience. She holds the CFP® designation and Series 65 license. Her prior work includes positions at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth management services through a holistic, balance-sheet approach that incorporates discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Kimberlee Hansen is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. She has been with Freestone since 2008 and holds a Series 63 designation. 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 investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Richard Lackey is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Carla Wigen is a financial advisor at LNW with seven years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Bank and LNW Wealth Management prior to her current role 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 combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy approach that emphasizes global diversification, active manager due diligence, and tax-aware decision making.

Venise Lee is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial. Outside of her advisory role, she is involved with BLISS Financial Wellness, a business related to her LPL activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Matthew Wigren is a CFP® with 16 years of industry experience. He is currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, and has previously worked at Alden Capital Management and Raymond James Financial Services. His career also includes eight years of experience at Lake Washington High School. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities.

David Lamp is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2011. He holds Series 63 and Series 65 licenses and 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—as well as 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.