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.

John Watt is a financial advisor with Northwest Asset Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Northwest Asset Management since 2012. 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 approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

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.

Sally De Witt is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including UBS Financial Services, Fisher Investments, and Cetera Investors. MissionSquare Retirement serves state and local government employers, employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, delivering personalized investment advice through a multi-team structure supported by Morningstar Investment Management’s asset allocation and fund selection expertise.

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.

Rocco Pearson is a financial advisor at Freestone Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Freestone, he worked at Zevenbergen Capital Investments LLC, Symmetry Financial Group, Pitney Bowes, and The North Face. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. 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 uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Carmen Iamandii is a financial advisor at Corient with eight years of industry experience and holds a Series 66 credential. Prior to joining Corient, she worked at Columbia Pacific Wealth Management and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Mary Angela Hicks is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Key Investment Services and KeyBank since 1998 in various capacities. Outside of her advisory role, Hicks serves as a board member of the Highline Medical Center Foundation, which focuses on fundraising for the medical center. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and held multiple roles at UsI Insurance Services. She also has experience working in various positions at the University of Washington and Nordstrom. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and specialty strategies.

Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Scott Burns is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has worked with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brian Orton is a financial advisor with Corient in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Columbia Pacific Wealth Management and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools and stress testing.

Krista Williams is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Seattle, WA, where she has worked since 2010. She has 15 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Cole Collins is a Series 66 licensed advisor at D.A. Davidson & Co. with two years of industry experience. He has been with D.A. Davidson since 2023. Prior to his advisory role, his work history includes positions in various sectors such as country clubs and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Louis Conyard III is a financial advisor at Oppenheimer in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic asset allocation and various investment strategies tailored to client objectives.