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 the Series 65 designation and previously worked at Green Jay Financial Advisors for three years. Outside of finance, he was involved with the 19th Hole Bar & Grill for four years. Clear Creek Financial Management serves a broad mix of clients, including individuals, trusts, pension plans, and corporations. The firm provides asset management, financial planning, and consulting services, employing a mix of fundamental, technical, cyclical, and quantitative investment strategies, supported by its in-house quantitative research business.

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.

Stephen Coupe is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Clear Creek since 2018 and previously held positions at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he is involved in insurance through his ownership of Coupe Insurance & Financial Corp. and participates as a partner in several real estate ventures. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities, offering asset management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis in its discretionary asset management and provides algorithm-driven research and industry newsletters, which it also commercializes to other advisers.

Rodney Bench is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked at Pillar International Insurance Advisors, LLC, Columbia Pacific Wealth Management, and Kibble & Prentice Holding Company. Outside of his advisory roles, he is a member of Two Belles Farm, a vineyard that grows and sells wine grapes. M Holdings Securities, Inc. serves individual, corporate, and retirement plan clients through a nationwide network of advisors, offering investment management, retirement plan consulting, financial planning, and insurance advisory services. The firm supports a variety of platforms and sub-advisory arrangements and provides services to other investment advisers and specialized insurance products.

Madison Clark is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Brighton Jones, Madison worked with the 21st Century Sharp Kids Enrichment Program and has experience in educational settings, including the University of Washington and Wilbur School District. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as personal CFO programs, family office services, investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach with continuous monitoring and uses independent managers alongside in-house resources to meet client needs.

Gregory Conway is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and previously worked for Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. 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, serving both high net worth and non-HNW clients through institutional custodians and third-party platforms.

Matthew Kelleher is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 46 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for five years. Outside of his advisory role, Kelleher is involved in several real estate investment ventures and serves on the Finance Committee of The University Club in Seattle. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering a range of brokerage and SEC-registered investment advisory services that include wealth management, fixed income, commodities, securities lending, and capital markets. The firm also provides custodial, clearing, and prime services alongside managed account and commission-based brokerage programs.

Jacob Jones is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Brighton Jones LLC since 2021. Prior to that, he was employed at Westchase Golf Course and attended the University of Mississippi. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach and provides both discretionary and non-discretionary management, along with estate and legal services for eligible clients.

Eric Arndt is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 credential with five years of industry experience. Before joining Empirical in 2022, he worked at several firms including Carson Wealth Management Group and SNS Financial Group. Outside of finance, Arndt is co-owner of Art-O-Maddic, an art gallery and creative space, and serves as Treasurer of the Canby Arts Association, a nonprofit focused on promoting local arts and culture. Empirical Wealth Management serves a diverse range of clients including individuals, trusts, and charitable organizations, offering fee-based investment management and financial planning services. The firm employs Modern Portfolio Theory with diversified asset allocation strategies and operates several affiliated businesses in real estate, insurance, and legal services.

Collin Seifert is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. His background includes multiple roles at the University of Washington and Greater Pacific Industries, as well as community involvement through the Laurelhurst Beach Club. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth management services with a holistic, balance-sheet approach, combining discretionary and non-discretionary management and access to private investment opportunities.

Gerald Kleber Jr. is an investment advisor with The AmeriFlex Group, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He is also the owner of Summit Financial & Insurance Services, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

Anne Winship is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Triune Financial Partners and has experience in construction and nonprofit employment. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies with strategic asset allocation, global diversification, and access to private funds, supported by integrated services including financial and estate planning.

Michael Welk is a financial advisor at Brighton Jones LLC in Seattle, WA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brighton Jones since 2015. 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, family office services, and estate-planning support. The firm employs a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Wenqi Huang is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019, with prior experience at the University of Washington and the University of Washington Medical Center. Wenqi is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and offers private-investment opportunities via its subsidiary Lenora Capital.

Mairin Murphy is a CFP®-certified financial advisor with six years of industry experience. She is currently with Freestone Capital Management, LLC, where she has worked since 2021, and previously worked at Fisher Investments. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.