Courtney Hastings is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, with eight years of industry experience. She holds a Series 65 designation and has worked at Freestone since 2018. Prior to joining Freestone, Hastings worked at KeyBank and spent one year engaged in extended travel. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internal model portfolios, third-party sub-advisers, and alternative investments focused on downside risk.

Jennifer Doherty is a CFP® with 12 years of experience in the financial services industry. She has been with Freestone Capital Management, LLC since 2015. Doherty serves as president of the Anchorage Estate Planning Council, where she leads board and member meetings and promotes public awareness of estate planning. Freestone Capital Management, LLC manages 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, financial planning, and manages private pooled investment vehicles with an emphasis on diversification and downside risk management.

Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Steve Shelgren is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at WWR, Lincoln Investment Planning Inc., and his own firm, Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in ventures related to land ownership and water rights. Capital Analysts serves a range of clients including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Christian Blazona is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and four years of industry experience. He has been with Brighton Jones since 2021 and has prior involvement with Orion Entertainment and leadership roles in the Pi Kappa Phi Fraternity. Blazona's background includes community and organizational activities. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem that includes private investment funds, trust services, and legal services for certain clients.

Noura Alsheikh is a financial advisor at Northwest Asset Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Redfin Corp, and Kms Financial Services, Inc. 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 a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, using a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Scott Smallman is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 44 years of industry experience. His prior experience includes positions at Wedbush Morgan Securities, UBS Financial Services, and Piper Sandler & Co. Outside of finance, he is active as a soccer referee with the East King County Soccer Referees Association and Arbiter Sports. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and capital markets solutions.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Her career includes roles at Lincoln Investment Planning since 2012 and Valic Financial Advisors from 2003 to 2012, alongside ongoing insurance sales since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team using a proprietary fund screening process.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he is the sole owner of Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, and it offers a range of affiliated services including tax coordination and sub-advisory arrangements.

Robert Carter is a CFA charterholder with 31 years of industry experience and has been with Freestone Capital Management, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Outside of his advisory role, he is a part-owner of a family property management company. Freestone Capital Management, LLC manages 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, combining internally managed models, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Benjamin Murphy is a financial advisor at Range Advisory, LLC, based in Bellevue, WA, holding a Series 66 designation and with two years of industry experience. He previously worked at Baird and Albany Beck prior to joining Range Advisory. Range Advisory serves U.S. individual clients, including high‑net‑worth and ultra‑high‑net‑worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a model portfolio approach supported by AI tools and subscription-based compensation.

Kari Maenhout is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior work includes roles at Russell Investments and Cadence Wealth Management, LLC. She also provides due diligence services as an independent contractor for a financial institution focused on investment manager oversight. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both portfolio managers and third-party sub-advisors.

Nathaniel Barnard is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC (LNW) and previously spent seven years with LNW Wealth Management, LLC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and foundations. The firm offers integrated services including financial and estate planning, emphasizes strategic asset allocation and global diversification, and sponsors private funds that provide client access to alternative strategies.

Benjamin Hines is a financial advisor with Waverly Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Portfolio Consulting, LLC, PCF Management Services INC., and Valparaiso University. 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 supports clients through institutional custodians, third-party platforms, and various planning tools.

Calvin Spranger is a CFA® charterholder with additional CIC, Series 63, and Series 65 credentials, and has 24 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity Badgley Phelps & Bell. 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, ETF/model portfolios, fixed income, and liquid alternatives.

James Ayres Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025, following a 21-year tenure at Pacific Portfolio Consulting, LLC. Based in Seattle, WA, Ayres holds Series 63 and Series 65 licenses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Meaghan Mckenzie is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 34 years of industry experience. She has worked at Wedbush Morgan Securities since 2003 and previously at RBC Capital Markets from 1997 to 2003. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services.

Casey Elkins is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Foundations Investment Advisors LLC since 2021 and previously held roles at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. In addition to his advisory work, Elkins is involved in fixed insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a range of advisory and sub-advisory services through a large network of affiliated offices.

Jason Bremer is a CFA® charterholder with 22 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. United Capital employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary client technology and both internal and external research.