Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Chance Leiseth is a CFP® with 13 years of experience in the financial services industry. He has been with Empirical Wealth Management since 2021 and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is also an affiliated insurance producer with Empirical Insurance, where he recommends insurance products addressing life, disability, and long-term care needs. Empirical Wealth Management serves a range of clients including high-net-worth individuals, trusts, estates, and charitable organizations, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and estate-planning services.

Matthew Tigert is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential and with 18 years of industry experience. He has been with Freestone Capital Management since 2015. Freestone Capital Management is a wealth management firm with 42 advisors managing approximately $11.49 billion in regulatory assets for about 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Leonard Van Dorp is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 17 years of industry experience. He previously worked at Garde Capital, Inc. from 2015 to 2019 before joining Northwest Asset Management in 2019. Outside of his advisory role, he serves as the Honorary Consul for the Netherlands, covering Washington, Idaho, and Montana. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, utilizing fundamental and technical analysis to build diversified portfolios and provide ongoing monitoring.

Jenna Brazile is a CFP® and Series 66 licensed advisor with 16 years of industry experience. She has been with Freestone Capital Management, LLC since 2015 and previously worked at UBS Financial Services from 2010 to 2015. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of around 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, utilizing a mix of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Matthew Loreen is a financial advisor at Northwest Asset Management with a Series 65 credential and four years of industry experience. His prior work includes roles at Mutual of Omaha, Foresters Financial, and the Carson Center for Student Success. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

Greer Smith is a CFP® professional with 25 years of industry experience, currently serving at Brighton Jones LLC since 2012. Prior to joining Brighton Jones, Smith worked for 11 years at Charles Schwab. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm uses a whole-balance-sheet approach with discretionary investment authority and offers a range of services such as portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Merrill, Kovack Advisors, and Wayfinding Financial. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, and it leverages a large network of affiliated offices and sub-advisers to deliver its services.

Jonathan Wittlin is a CFP® professional at Freestone Capital Management, LLC with 20 years of industry experience. He has previously worked at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. Freestone Capital Management, LLC is a wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm employs a mix of internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios, with a focus on downside risk and the use of both fundamental and quantitative analysis.

Brian Johnson is a CFP® professional with 20 years of industry experience, currently serving at Composition Wealth, LLC since 2025. He has previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Johnson is a director and trustee for The Soule Foundation, a charitable organization involved in financial oversight and grant making. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with 14 years of industry experience. He has been with Brighton Jones since 2007. Brighton Jones provides 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 offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Amy Graham is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Tschetter Group, Wells Fargo Advisors, and Kms Financial Services, Inc. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, using a mix of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Warn Willis is a Certified Financial Planner® with 26 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at LPL Financial, LLC, and KMS Financial Services, Inc. Willis is also involved in managing Willis Eckfeldt Asset Management, LLC and operates as an independent insurance agent offering life insurance and fixed annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies tailored to client objectives, utilizing multiple analytical approaches and specialized tools to manage various account types.

Payton Chipley is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with four years of industry experience. He holds a Series 65 credential and previously worked at Arrian Investments, Inc. and Northwestern Mutual. Chipley also acts as an independent licensed insurance agent, providing life, accident, and health insurance products. Badgley Phelps Wealth Managers offers personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach featuring multi-strategy portfolio construction and provides tax, insurance, and credit/cash management solutions through affiliated and third-party providers.

Harrison Leu is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Brighton Jones, he worked in various roles including at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. Brighton Jones provides 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, offering discretionary portfolio management, financial planning, and family office support, with access to affiliated private investment funds, trust services, and legal services.

Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products such as fixed annuities, long-term care, and life insurance through FS Financial Strategies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Michael Diotalevi is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fisher Investments, Empower Financial Services, Personal Capital Advisors Corporation, and Voya Financial Advisors. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs tailored portfolios based on documented risk tolerance and uses diverse strategies ranging from conservative allocations to options writing, managing approximately $1.55 billion in assets with a team of 84 advisors.

Andres Rivera Uribe is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has spent time focused on full-time education between stints at Brighton Jones. Andres previously worked at Woodmark Waterfront Adventures in 2021. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan financial planning. The firm uses a whole-balance-sheet approach, managing a mix of public and private investments and supporting clients with trustee, fiduciary, legal, and family office administrative services through its affiliated entities.

Dennis Chiu is a CFP® and Series 65-licensed financial advisor at Brighton Jones LLC with five years of industry experience. He has worked at Brighton Jones since 2021 and has prior experience at firms including Weinstein & Riley, P.S., and several other businesses in the Seattle area. 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 manages client assets across public and private investments, supported by an affiliated ecosystem including a trust company and private investment funds.

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.