Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and J.P. Morgan Securities LLC. Parail also operates Guard Legacy, a side business focused on investment-related services. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management alongside estate and business planning support.

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.

Blake Hall is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and Merry Piglets. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

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.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of advisory work, he is a member of RSA 405 LLC, which manages office lease arrangements. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs and employs an in-house investment management team that uses proprietary screening processes.

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.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and volunteer board president for Pierce County Alliance, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Stephen Coupe is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Clear Creek since 2018 and previously spent nine years with First Allied Securities, Inc. and related entities. Outside of advising, he owns Coupe Insurance & Financial Corp. and is involved in several real estate partnerships. Clear Creek Financial Management serves individuals, retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, with continuous account supervision and periodic portfolio reviews.

Rodney Bench is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at firms including Pillar International Insurance Advisors, LLC, Columbia Pacific Wealth Management, and Kibble & Prentice Holding Company. Outside of his advisory work, he is a member of Two Belles Farm, involved in growing and selling wine grapes. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house and third-party portfolio management.

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.