Haley Droppelman is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, she has experience with Fall City Floating and worked at Central Washington University and the YMCA. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to private investment funds, trustee services, and legal support through affiliated entities.

Anna Inveen is a CFP® with three years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA. She has been with Badgley Phelps since 2017. Outside of her advisory role, she has previous experience working with the Seattle Tennis Club and has a background connected to the University of Washington. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to a diverse client base, including 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.

Shannon Bene is a CFP® professional with 30 years of experience in the financial industry, currently serving at Empirical Wealth Management since 2021. Prior to joining Empirical, Bene held roles at E*TRADE and TD Ameritrade. Outside of financial advising, Bene owns and operates a bicycle repair business, occasionally buying and selling bicycles. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management and comprehensive financial services. The firm uses a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Nicholas Pursley is a CFP® and CFA® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2018. Prior to joining Brighton Jones, he worked at Verus for two years. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands. The firm offers a whole-balance-sheet approach for its Personal CFO clients, combining discretionary investment management with allocations to public and private investments, supported by an affiliated ecosystem that includes private investment management, trust services, and legal support.

Kristal Mcmahan is a financial advisor at SCS in Bellevue, WA, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Signator Financial Services, Elliott Cove Capital Management, and Hornor, Townsend & Kent. Outside of her advisory role, she serves as Treasurer for Spokane Valley Licensing. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s investment approach integrates tactical, strategic, and dynamic asset allocation using various investment vehicles, and it offers services including portfolio management, pension consulting, and participant education through its SCS Education & Wellness program.

Kelsey Lichttenegger is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coldstream Wealth Management for seven years before joining Badgley Phelps in 2022. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of strategies including equity, fixed income, balanced, and liquid alternatives.

Ethan Luxton is a Series 65-licensed financial advisor at Coldstream Wealth Management with two years of industry experience. Prior to joining Coldstream, he held roles at Umpqua Bank and worked in various positions including at UPS and Chipotle Mexican Grill. Coldstream Wealth Management manages approximately $13.9 billion in assets and serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers discretionary and non-discretionary portfolio management alongside integrated financial planning and retirement plan services.

Heather Thiessen is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience and holds a Series 66 designation. Her prior roles include six years at Brighton Jones and several years at Raymond James Financial Services Advisors. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm uses customized, long-term strategies across a diversified range of investments, often managing accounts on a discretionary basis.

Jennifer Furness is a financial advisor with Moss Adams Wealth Advisors LLC in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Moss Adams Wealth Advisors since 2001 and Moss Adams Securities & Insurance LLC since 2004. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors.

Matthew Krows is a financial advisor with SCS in Bellevue, WA, holding CFP® and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cashman Consulting, Kestra Financial, Highland Capital Brokerage, Investacorp, and John Hancock. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering both discretionary portfolio management and standalone planning. The firm combines tactical, strategic, and dynamic asset allocation using a range of investment vehicles and delivers services through its advisor-managed platform and model portfolios, while also offering pension consulting and participant education.

Austin Sweet is a CFP®-certified financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Hightower Advisors, LLC and LPL Financial. Outside of his advisory roles, he has been involved with the Reno Midtown Rotary Club. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management strategies utilizing a wide range of investments and provides financial planning, consulting, and fiduciary services.

Christopher Reedy is a CFP® professional with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Personal Investment Management Inc., FAC Wealth Management, Charles Schwab, and Securian Financial Services. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning processes.

David Powers Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Coldstream Wealth Management in Bellevue, WA since 2014. Coldstream Wealth Management is a 100% employee- and director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers portfolio management, financial planning, family advisory, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Johan Strand is a CFA® charterholder based in Seattle, WA, with three years of industry experience. He has worked at Badgley Phelps Wealth Managers since 2023, following prior roles at JSRE and Swedbank Robur. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and liquid alternative strategies.

Victoria Fisher is a CFP® with 26 years of experience in the financial industry. She has worked at Evergreen Capital Management LLC since 2019, following roles at YIS Capital and Morgan Stanley. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests to meet client needs.

Robert Thomas is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Domo and multiple periods at Empirical Wealth Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and related services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and estate planning.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments, supported by affiliated entities providing private fund management, trust services, and legal support.

William Holevoet is a financial advisor at Davidson Investment Advisors, Inc. in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davidson Investment Advisors since 2013. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis and offers strategies across equity and fixed income sectors, along with tax-related services and model portfolios for other advisers.

Justin Sandstrom is a financial advisor at Scs with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and LPL Financial LLC. His background includes roles outside finance at Heavy Restaurant Group and Bear Creek Country Club. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation, utilizing various investment vehicles and offering ERISA fiduciary services, alongside its education and wellness programs for plan participants.