William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Harve Menkens is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Pacific Portfolio Consulting, BANK of AMERICA, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory role, Menkens serves as a director overseeing executive management at Mid-Mountain Materials, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Paul Pradel is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and was previously with Pradel Financial Group and Commonwealth Financial Network for over two decades. In addition to his advisory work, he conducts fixed insurance sales on a limited basis through his branch office. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach managed through centrally coordinated models and an internal Investment Management team.

Eric Jarvis is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, and offers comprehensive investment management, financial planning, and multi-family office services.

Riley Vetto is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. Riley has one year of industry experience, with prior roles at Russell Investments and Deloitte. Outside of advisory work, Riley operates a small sole proprietorship called Riley Marie Design, creating and selling handmade crafts. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, and family office support. The firm utilizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Lawerence Hood is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes 19 years at Pacific Portfolio Consulting, LLC and over two decades with Elliott Cove Capital Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, providing both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Scott Seidel is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining MissionSquare, he worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions for nine years. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Thomas Howell is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding the ChFC® designation with 24 years of industry experience. Prior to joining Composition Wealth in 2026, he spent 24 years at Northwestern Mutual Investment Management. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, alongside third-party managers and various investment strategies.

Matthew Kelley is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Brighton Jones LLC and has previously worked at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal service partnerships.

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.

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 eight years of industry experience. He currently works at Composition Wealth, LLC and has previously been affiliated with EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, charitable organizations, and insurance companies. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual stocks and bonds, and may utilize options and third-party managers when appropriate.

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 industry experience, currently serving at Composition Wealth, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Vinoble Group. Outside of investment advisory, he is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth is an SEC-registered adviser managing approximately $9.5 billion through a multi-advisor platform. The firm provides investment management, comprehensive wealth planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation-driven approach with diversified portfolios and selective use of alternative investments.

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.