Graham Johnson is a financial advisor with Wedbush Securities Inc. holding a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors LLC and several other firms. His background includes roles outside finance, and he studied at the University of Arizona from 2021 to 2025. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services. The firm operates multiple managed account programs and provides a combination of brokerage, clearing, custodial, and capital markets services.

Michelle Decaire is a financial advisor at Badgley Phelps Wealth Managers with six years of industry experience. She has previously worked at Coldstream Wealth Management and held positions at Marriott Corp., Hyatt Corp., and Laris Architectural Products. In addition to her advisory role, Michelle provides occasional event and banquet services at major hotels in the Bellevue, WA area. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and multi-strategy portfolio construction approach, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Natalie Mackey is a Series 65 credentialed financial advisor with five years of industry experience. She has been with Badgley Phelps Wealth Managers since 2018, following prior work at A.E.G. Facilities and Little Caesars. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternative investments, and offers both discretionary and non-discretionary client relationships.

Robert Higueria is a financial advisor at Empirical Wealth Management in Seattle, WA, with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual Investment Services LLC, Wells Fargo, and Koenig Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios based on Modern Portfolio Theory and operates several affiliated businesses, including real estate brokerage and insurance subsidiaries.

Gavin Dayment is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and Washington Trust Bank. His background also includes roles at California Polytechnic State University and other organizations. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts by providing comprehensive wealth services such as financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management tailored to client needs.

Hinnah Daryani is a Certified Financial Planner® at Brighton Jones LLC with nine years of industry experience. She previously worked at The Vanguard Group, Inc. for seven years before joining Brighton Jones. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services, including family office programs, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and proprietary investment vehicles.

Brandon Beckner is a CFP® professional with nine years of industry experience, currently serving at Composition Wealth, LLC since 2024. His prior experience includes roles at EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Based in Seattle, WA, he has worked across multiple advisory firms during his career. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and other investment vehicles.

Austin Flora is a CFA® charterholder based in Seattle, WA, currently with Brighton Jones LLC. He has experience at Northern Trust, Signature Consultants, and Sanctuary Wealth, with a total of several years in the financial services industry. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including discretionary investment management, family office services, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers along with in-house tax preparation and legal resources for eligible clients.

Claire Alexander is a financial advisor at Brookwood Investment Group with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Raymond James Financial Services and Crux Wealth Advisors. Outside of her advisory role, she owns and operates Crux Insurance Agency, LLC, transacting fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and offers both discretionary and non-discretionary management approaches.

Michael Mcbride is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously operated McBride Financial Advisors for 36 years before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Sean Owen is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Composition Wealth, LLC, having previously held positions at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of advisory work, he is involved in Altarus Records. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using diversified mutual funds and ETFs, alongside individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets.

Christopher Certo is a CFP® with 10 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. His prior roles include positions at Lake Street Advisors, Charles Schwab, Wayfair, and Fidelity Brokerage Services. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing strategic asset allocation, global diversification, and a core-satellite approach with discretionary portfolio management supported by due diligence and tax-aware implementation.

Jackson Hartz is a Series 65-licensed financial advisor at Brighton Jones LLC in Seattle, WA, with two years of industry experience. His work history includes roles at Brighton Jones, OnBuoy SPC, Business Consulting Resources, and Wall Street Oasis. 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 provides comprehensive wealth services such as Personal Chief Financial Officer (PCFO) programs, family office services, discretionary investment management, tax preparation, real estate consulting, and access to private investments, taking a holistic, balance-sheet approach to client advice.

Jerome Mccarthy III is a CFP® and holds a Series 65 license, with 21 years of experience in financial advising. He has been with Brighton Jones LLC since 2003. 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.

Amanda Short is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at the University of Washington and Gregory Seahurst Swim Club. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with discretionary and non-discretionary advisory services, managed accounts, and financial planning. The firm’s investment approach emphasizes diversification and managing downside risk through a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments.

Christine Opp is a CFP®, CFA®, and Series 65-licensed financial advisor with 14 years of industry experience. She has worked at Freestone Capital Management, LLC since 2014. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 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.

Paul Ferguson is a financial advisor at American Independent Securities Group, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2007. Outside of his advisory role, he owns Ferguson and Associates, a marketing business focused on lifestyle magazine promotion, and is involved in health and dental insurance sales on a limited basis. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on either a discretionary or non-discretionary basis.

Steven Phelps is a CFA® and CIC credentialed advisor with 39 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016 and serves on the Board of Directors for C.D. Stimson Company, where he participates in the Budget and Audit Committee. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process focused on asset allocation and multi-strategy portfolio construction, offering a range of discretionary management and financial planning services.

Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.

Luke Roe is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at Lululemon, Northwestern Mutual, and Glendale Country Club. He has also worked in educational settings such as the University of Washington and Notre Dame High School. 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 provides comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and private investment opportunities, using a balance-sheet, holistic approach and a combination of discretionary and non-discretionary management strategies.