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.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Kristal McMahan is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2014 and has worked at Bensler, LLC—DBA SCS—since 2020. 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 employs a multifaceted investment approach combining tactical, strategic, and dynamic asset allocation, offering discretionary portfolio management, standalone planning, pension consulting, and participant education.

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.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. 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 employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

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 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has been with Personal Investment Management Inc. since 2012. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

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.

Eric Linville is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he is involved with Wild Salmon Seafood Market. Mutual Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and institutional investors. The firm offers a range of advisory services and employs a mix of active and passive investment strategies with tools tailored to various account types.

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.

Frank Greekas is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. He previously worked at Pacific Portfolio Consulting, LLC and Dear Cleo, LLC, and has held positions at Washington State University, the City of Seattle, and Ballard High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

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.

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.