Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 66 designation with three years of industry experience. He previously worked at Fidelity Investments and has diverse work history including roles outside the financial industry. Brighton Jones serves high-net-worth individuals, families, and various entities with comprehensive wealth management services, employing a holistic, balance-sheet approach and offering both discretionary and non-discretionary investment management.

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Northern Economics, Inc., and diverse positions in academia and brewing companies. Brighton Jones serves a range of clients including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as personal CFO programs, family office services, discretionary investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and provides access to private investment opportunities and affiliated investment managers.

Haley Droppelman is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, she worked at Fall City Floating and was involved with the YMCA and Soccer West. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, providing comprehensive wealth management services such as discretionary investment management, financial planning, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and offers client monitoring through digital portals and independent asset managers.

Nicholas Pursley is a CFP® and CFA® affiliated with Brighton Jones LLC in Seattle, WA, with seven years of industry experience. He has been with Brighton Jones since 2018 and previously worked at Verus from 2016 to 2018. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a holistic approach, combining discretionary and non-discretionary investment management and providing access to specialized resources such as private investment opportunities and in-house legal and tax services.

Ryan Bridge is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and two years of industry experience. His background includes roles at Chapman University and The Neiders Company. 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 with a holistic, balance-sheet approach, including discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Emily Wood is a financial advisor at Brighton Jones LLC in Seattle, WA, holding the CFP® and Series 65 designations with eight years of industry experience. She has been with Brighton Jones since 2017, following a prior role at the University of Puget Sound. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic balance-sheet approach and utilizes independent managers and proprietary resources to support client financial goals.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Cole Kenney is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with less than one year of industry experience. Prior to joining Brighton Jones, Kenney’s background includes roles in education and various organizations such as Central Washington University and the Columbia Basin Racquet Club. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include financial planning, investment management, family office services, and estate-planning support. The firm’s approach centers on a Personal CFO model and a family office offering, with investment options spanning mutual funds, ETFs, individual securities, private funds, and more.

Alexander Cannella is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles prior to joining Brighton Jones, including positions at the University of Arizona and Rocket Return Parcel Services. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include financial planning, investment management, family office services, and estate-planning support. The firm uses a Personal CFO model and provides access to private-investment opportunities through its subsidiary, Lenora Capital.

Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

Colleen Baker is a CFP® and Series 65 credentialed advisor with three years of industry experience. She is currently with Brighton Jones LLC in Seattle, WA, having worked there since 2023 after five years at Delancey. Baker maintains an active real estate broker license to provide referral services to friends and family. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various entities with comprehensive wealth management services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and affiliated investment vehicles.

Tania Hillin is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior roles include positions at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and offers family office services, including discretionary investment management and private-investment opportunities through its subsidiary, Lenora Capital.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked at Salal Credit Union, Zillow Group, and Citywide Home Loans prior to joining Brighton Jones. 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 a Personal Chief Financial Officer program, family office services, retirement plan advisory, discretionary investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

James Van Hollebeke is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2009 and Shelgren Financial Group, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that utilizes proprietary screening tools and model portfolios.

Estefani Morris is a CFP® and Series 65 licensed financial advisor with seven years of experience at Brighton Jones LLC in Seattle, WA. She previously worked at Cornerstone Advisors, Inc. from 2015 to 2019. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management when authorized. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal services through separate entities.

Jason Shull is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2012. He holds a Series 63 license and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, employing a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Matt Amick is a financial advisor at Clear Creek Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. before joining Clear Creek in 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, employing a multi-strategy investment approach with continuous account supervision and quarterly portfolio reviews.