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 Series 65 licensed financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. Prior to joining Clear Creek, he held roles at Fireside at Port Ludlow Resort, Maynards, and several other businesses. Outside of his advisory work, he is the owner and operator of Tap Line Cleaners, LLC, a company that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, trusts, pension plans, and business entities, offering asset management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis with various strategies, and it also provides algorithm-driven research and publishes an industry newsletter.

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.

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 holds a Series 66 designation and has worked at Clear Creek since 2018. Prior to that, he was employed at Merrill and Bank of America, N.A. from 2016 to 2018. Clear Creek Financial Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and other advisers. The firm provides asset management, financial planning, pension consulting, and maintains an in-house quantitative research division that supports algorithm-based investment models and consulting services.

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 a Series 66 designation and one year of industry experience. Prior to joining Freestone, Yuasa held roles at Bank of America and Merrill. Outside of financial advisory, Yuasa is an officer of Nao Nutrition, a company that develops and sells nutritional protein supplements, and has worked as a personal trainer at the Stroum Jewish Community Center. Freestone Capital Management 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 private funds, employing diversified strategies including 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.