Scott Moser is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Brighton Jones LLC in Seattle, where he has worked since 2021. Prior to that, he was with CliftonLarsonAllen Wealth Advisors, LLC and Northwestern Mutual. 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 family office programs, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities, using a holistic balance-sheet approach and continuous monitoring tools.

Soren Erickson is a CFA® charterholder with 14 years of experience in the financial advisory industry. He is currently with Badgley Phelps Wealth Managers and has previously worked at Steward Partners Global Advisory, Umpqua Investments, and other firms. Erickson holds Series 65 and Series 63 licenses. Badgley Phelps Wealth Managers provides personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with services including discretionary portfolio management and comprehensive financial planning.

William Mayer is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds a Series 65 designation and has five years of industry experience, including prior roles at Northern Trust Asset Management and Brown Brothers Harriman & Co. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and offers access to private funds alongside integrated financial and estate planning services.

Anallely Valdez Johnson is a financial advisor at Brighton Jones LLC with a Series 65 designation and three years of industry experience. She has been with Brighton Jones since 2022 and previously worked for the College Success Foundation from 2016 to 2022. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services including financial planning, discretionary investment management, and access to private investment opportunities, using a holistic, balance-sheet approach.

Steven Hanks is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Brighton Jones LLC since 2012, working continuously at the firm through its various phases and currently serving in Dallas, TX. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, emphasizing a Personal CFO (PCFO) model and family office offerings that integrate whole-balance-sheet planning and discretionary management. The firm offers a range of investment options and family-office administrative services, supported by affiliated entities including Lenora Capital and 2030 Law.

Garrick Gowing is a financial advisor with B. Riley Wealth Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with National Securities Corporation for 27 years before joining B. Riley Wealth Advisors in 2005 and B. Riley Wealth Management in 2022. He also serves as a senior account executive and agent in variable and term life insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Terrance Oneil is a financial advisor at Clear Creek Financial Management, LLC with 26 years of industry experience. He has held roles at Merrill and Bank of America, N.A. prior to joining Clear Creek in 2018. He holds a Series 66 designation. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through its Helios Quantitative Research division, and an educational newsletter, employing a range of investment strategies with regular portfolio reviews and rebalancing.

Susan Zurek is a financial advisor at LNW with 11 years of industry experience. She holds a Series 65 designation and has worked at LNW Wealth Management, LLC since 2014, continuing with Laird Norton Wetherby Wealth Management, LLC from 2025. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm’s investment approach emphasizes customized policy statements, global diversification, active manager due diligence, and tailored portfolios that incorporate tax-aware decision making and alternative investments.

Tegan Yuasa is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. Prior to joining Freestone, Yuasa worked at Bank of America and Merrill. Outside of financial services, Yuasa is an officer of Nao Nutrition, a company that develops and sells nutritional protein supplements, and has experience as a personal trainer at the Stroum Jewish Community Center. Freestone Capital Management is a 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, using a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Timothy Thomas is a CFA® charterholder with 18 years of industry experience. He is currently with Badgley Phelps Wealth Managers in Seattle, WA, where he has worked since 2016 in various capacities. 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 emphasizes disciplined asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternatives.

Vivienne Sam is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, she worked at Kenworth Truck Company and Village Concepts Retirement Communities, and attended the University of Toronto’s Rotman School of Management. Outside of her advisory role, she was involved with Ullr Snow Sports. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers and proprietary resources such as Lenora Capital and 2030 Law.

Peter Michel IV is a CFA® charterholder with 12 years of industry experience. He has worked at Empirical Wealth Management since 2023 and previously spent eight years at Fisher Investments and Fisher Investments Japan. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans through a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing integrated real estate, insurance, and estate-planning services.

Rebecca Miles is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior roles include positions at Highland Private Wealth Management and SNW Asset Management, LLC. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, including strategic asset allocation and global diversification, supported by discretionary portfolio management and the use of advanced tools such as financial modeling and artificial intelligence.

Jon Jones is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 65 and Series 66 designations and has been with Brighton Jones since 2000. Mr. Jones serves on the boards of Blueprint Capital REIT, RMB Capital Management, LLC, and Seneca Group, where he is also a minority owner in each entity. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach and offers a range of services including discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Dennis Trinh is a financial advisor at Brighton Jones LLC in Seattle, WA, holding the CFP® designation and Series 66 license with two years of industry experience. His prior work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He is also the founder of DT Online Holdings LLC, a business he has operated since 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, trusts, and business entities. The firm offers a range of wealth management services including comprehensive financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, utilizing a balance-sheet, holistic approach and independent managers for client assets.

Dave Stanfield is a financial advisor at Regal Investment Advisors LLC with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Regal since 2015, including a concurrent role at Regulus Advisors from 2015 to 2019. Outside of his advisory work, he owns Evergreen Wealth Management, LLC, which provides tax preparation and insurance planning services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios and grants advisors discretionary authority to implement and manage these strategies.

Matthew Patterson is a CFP® professional with 11 years of experience in financial advising, currently with Brighton Jones LLC in Seattle, WA. He has been with Brighton Jones since 2016 in various roles. Brighton Jones serves 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 employs a Personal CFO model emphasizing whole-balance-sheet planning and discretionary management, and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.

Gregory Robinson is a CFA® charterholder with over 31 years of industry experience. He currently serves as an advisor at Badgley Phelps Wealth Managers, joining the firm in 2025 after a 31-year tenure at Marshall & Sullivan, Inc. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Badgley Phelps Wealth Managers provides wealth and investment management, along with standalone financial planning, to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs disciplined asset allocation and model-based portfolio construction, offering a range of equity, fixed income, balanced, and alternative strategies.

Matthew Boissoneault is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) based in Seattle, WA. He holds a Series 65 designation and has been with LNW and its related entities since 2023. Prior to his financial advisory roles, he spent five years at Seattle University and was involved with Mercer Island Beach Club for four years. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing customized investment strategies, global diversification, and a core-satellite approach that includes both active and alternative investments.