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.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

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, with four years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO and OpenPlan offerings. The firm employs a whole-balance-sheet approach and provides a range of services such as portfolio management, tax preparation, real estate consulting, and family office support.

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, she worked at Northern Economics, Inc. and held various positions including roles at HooDoo Brewing Company and the University of Alaska Fairbanks. 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 for its Personal CFO offering, recommending a mix of public and private investments, and offers a range of services including discretionary portfolio management, tax preparation, and family office support.

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 has experience with Fall City Floating and worked at Central Washington University and the YMCA. 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 offers access to private investment funds, trustee services, and legal support through affiliated entities.

Nicholas Pursley is a CFP® and CFA® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2018. Prior to joining Brighton Jones, he worked at Verus for two years. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands. The firm offers a whole-balance-sheet approach for its Personal CFO clients, combining discretionary investment management with allocations to public and private investments, supported by an affiliated ecosystem that includes private investment management, trust services, and legal support.

Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones LLC offers 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 manages a diversified mix of public and private investments, supported by affiliated entities providing private fund management, trust services, and legal support.

Emily Wood is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound for one year. Based in Seattle, WA, she serves clients through a multi-team structure. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, with a whole-balance-sheet approach for its Personal CFO clients.

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 one year of industry experience. Prior to joining Brighton Jones, he has professional experience including roles at Central Washington University and Northwest Grain Growers. Brighton Jones offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem that includes a private investment fund manager and a trust company.

Alexander Cannella is a financial advisor at Brighton Jones LLC based in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Brighton Jones since 2023. His prior experience includes various roles at the University of Arizona and positions in the service and parcel delivery industries. 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 and non-discretionary portfolio management along with financial planning, tax preparation, real estate consulting, and family office administrative support.

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 holds a Series 65 license, currently working with Brighton Jones LLC in Seattle, WA, with three years of industry experience. She previously worked at Delancey and has maintained an active real estate broker license used solely for referral purposes outside of her advisory work. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach that includes discretionary portfolio management and asset allocation across public and private investments. The firm operates multiple subsidiaries offering private investment management, trustee services, and legal support for certain clients.

Tania Hillin is a CFP® professional with three years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. Her prior experience includes roles at Eissner Financial, First Republic Bank, and Ernst & Young. 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 investment management and access to both public and private investments, supported by an affiliated ecosystem that includes private investment funds, trust services, and legal offerings.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Salal Credit Union, Zillow Group, Citywide Home Loans, and the University of Washington. 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. The firm employs a whole-balance-sheet approach, managing a diverse mix of public and private investments, and offers legal, trust, and private fund services through affiliated entities.

James Van Hollebeke is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2009 and previously at Shelgren Financial Group, Inc. from 2001 to 2009. 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 independent advisors and firm-managed programs.

Estefani Morris is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019 and had prior roles at Cornerstone Advisors, Inc. from 2015 to 2019. Based in Seattle, WA, she currently serves clients through Brighton Jones. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach, discretionary and non-discretionary portfolio management, and access to a range of public and private investments supported by an affiliated ecosystem including a trust company and private investment management entities.

Jason Shull is a CFP® professional with 18 years of experience in financial advising. He has worked at Brighton Jones LLC since 2012 and previously spent five years at LNW. Shull is based in Seattle, WA. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and legal services.