Jacob Ries Roncalli is a CFP® with four years of industry experience and is currently with Brighton Jones LLC in Seattle, WA. His background includes roles at Brighton Jones since 2021 and earlier experience in education and sports camps. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including personal CFO programs, family office services, financial planning, discretionary investment management, tax preparation, and private investment opportunities, using a holistic balance-sheet approach and independent managers for client assets.

Katie Milojevich is a CFP® professional with 14 years of industry experience. She has worked at The Mather Group, LLC since 2021 and previously spent 16 years at Allison Spielman Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customizable solutions, incorporating AI and machine-learning tools under human oversight.

William Foley is a CFP® professional with four years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2021. His prior work includes a five-year period at Gonzaga University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement services, utilizing a tiered service model and long-term investment strategies that incorporate ETFs, institutional funds, and alternative investments.

Georgina Owusu is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at the University of Arizona and Guidepoint Global LLC. Freestone Capital Management 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, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative strategies.

Elizabeth Norris is a CFP®-certified financial advisor at Brighton Jones LLC with six years of industry experience. She has worked at Brighton Jones since 2018, with a brief period at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University earlier in her career. Brighton Jones serves high-net-worth individuals, charitable organizations, and retirement plans with comprehensive wealth management services, including financial planning, investment management, family office support, and estate planning. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Brendan Jung is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He is currently with Gerber Kawasaki Wealth & Investment Management, having joined in 2026. His prior experience includes roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, spanning from 2015 to 2026. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm offers wealth management, pension consulting, and ancillary services, employing an active management approach that incorporates fundamental and technical analysis alongside systematic rebalancing and tax-loss harvesting.

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Prior to joining Brighton Jones, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, Graham has experience in the hospitality and real estate sectors, having worked at Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various institutional clients with comprehensive wealth management services, including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources to address client needs.

James Beatty is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial LLC since 2003 and has worked at Bensler, LLC (doing business as SCS) since 2020. SCS advises individuals, trusts, corporations, and retirement plans, serving around 2,101 clients with discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, managing approximately $1.64 billion in discretionary assets through a 27-advisor team.

Joyce Bloomquist is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management since 2024. Her prior experience includes roles at Apella Capital, LLC, Vestory LLC, Sagemark Wealth Management, LLC, and Pacific Asset Management, LLC. She is based in Seattle, WA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and legal services.

Debra Kuang is a CFP® professional with two years of industry experience, currently serving as an advisor at LNW. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and previously spent ten years at Wetherby Asset Management. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach combines customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Ethan Truong is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Brighton Jones LLC since 2022 and previously held roles at John L. Scott Real Estate and the University of Washington. Brighton Jones LLC serves high-net-worth individuals, families, retirement plan sponsors, and various entities, offering comprehensive wealth management services including personal CFO programs, family office services, investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and provides access to private investment opportunities and affiliated investment managers.

David Raney is a financial advisor at Empirical Wealth Management with 21 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Empirical Wealth Management in 2023, he worked at Charles Schwab for 19 years. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Brian Reed is a CFP® with 12 years of experience in financial advising, currently with Empirical Wealth Management in Seattle, where he has worked since 2015. He holds a Series 65 license and has spent his entire financial advisory career at Empirical Financial Services LLC, doing business as Empirical Wealth Management. Empirical Wealth Management serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach with diversified model portfolios spanning 12–21 asset classes, and it offers comprehensive services including investment management, financial planning, tax preparation, and retirement plan consulting.

Ryan Mcaninch is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Becker Capital Management since 2016. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, foundations, and nonprofit organizations. The firm employs a combined bottom-up and top-down investment approach and manages both registered mutual funds and private pooled vehicles.

Kaleb Strawn is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Brighton Jones LLC since 2021 and previously at Avier Wealth Advisors from 2017 to 2021. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and access to private-investment opportunities through its subsidiary Lenora Capital.

James Jones II is a financial advisor at Empirical Wealth Management in Seattle, WA, with nine years of industry experience. He holds the Series 65 designation and has been with Empirical Wealth Management since 2015. In addition to his advisory role, he manages Empirical Legal Services, LLP, operating as Secure Legacy Law Group, which provides estate planning legal services. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax preparation, and retirement-plan consulting.

Simon Sharples is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential. He began his career in the financial industry in 2025 at Freestone Capital Management and joined Coldstream in 2026. His background includes roles outside finance such as positions at Flatbread Pizza and Bogus Basin Ski Resort. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers services including portfolio management, financial planning, and retirement plan fiduciary services.

Bangjie Yang is a financial advisor at Secure Asset Management, L.L.C. with one year of industry experience. Prior to joining the firm, Yang worked at Real Estate Transition Solutions and USI Insurance Services, and currently serves in the Army National Guard. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate business relationships.

Patrick Rodgers is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps since 2016. Badgley Phelps Wealth Managers delivers personalized wealth management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process emphasizing asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternatives, and offers both discretionary portfolio management and financial planning.