Theodore Canfield is a CFP® and Series 65 licensed advisor with five years of industry experience. He has worked at Freestone Capital Management, LLC since 2022, following roles at ICONIQ Capital, LLC and Three Bell Capital. Prior to his financial career, he was affiliated with Gonzaga University from 2015 to 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Howard Miracle is a financial advisor with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Marshall & Sullivan, Inc., Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Badgley Phelps Wealth Managers provides wealth and investment management as well as standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and acts as an ERISA fiduciary for plan clients.

Christopher Edwards is a CFP®, CFA® professional with 18 years of experience in the financial industry. He has been with Empirical Wealth Management since 2020 and previously worked at Avier Wealth Advisors from 2016 to 2020. Based in Seattle, WA, Edwards holds the Series 63 designation as well. Empirical Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional investors. The firm employs investment strategies grounded in Modern Portfolio Theory, offering a range of services such as discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, supported by affiliated businesses in real estate, insurance, and estate planning.

Brady Mcintyre is a financial advisor at SCS with 10 years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2015 while also providing investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to manage portfolios primarily on a discretionary basis, while also offering financial planning and consulting services.

Brian Clancy is a CFA® charterholder with 21 years of industry experience. He has been with Davidson Investment Advisors, Inc. in Seattle, WA since 2004. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity and fixed income strategies through a centralized investment team. The firm emphasizes active, long-term management and tax-related services, serving a diverse client base that includes registered investment companies, retirement plans, trusts, and pooled investment vehicles.

Michael Raine is a CFP® professional at Freestone Capital Management, LLC with eight years of industry experience. He has worked at several firms, including UBS Financial Services, Parcion Private Wealth Management, and Pathstone prior to joining Freestone in 2021. Based in Seattle, WA, Raine holds the Series 66 designation. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed portfolios, third-party sub-advisers, alternative investments, and an explicit focus on downside risk.

Aaron Hare is a financial advisor at SCS with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Cetera Investment Services, Heritage Bank, and Charles Schwab. Hare is based in Bellevue, WA. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

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 holds a Series 66 license, with 15 years of experience in the financial industry. She has been with Freestone Capital Management, LLC since 2015. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary advisory services, combining internally managed portfolios, third-party sub-advisers, and alternative investments, with an emphasis on diversification and downside risk management.

David Goren is a financial advisor with MissionSquare Retirement in Sammamish, WA, holding Series 66 and Series 65 licenses and with 27 years of industry experience. He has worked at ICMA Retirement Corporation since 2000. Outside of his advisory role, he serves as a committee member at Sahalee Country Club, a nonprofit golf club, where he provides strategic suggestions regarding membership and golf tournaments. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services delivered through multiple channels, using investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

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 financial advisor at Brighton Jones LLC with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Brighton Jones since 2012. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model and Lenora Family Office, combining whole-balance-sheet planning with discretionary management and private-investment opportunities.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. 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 to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analysis, offering a range of services through a large network of affiliated offices.

Jonathan Wittlin is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Freestone Capital Management, LLC since 2023. His prior roles include positions at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. He holds Series 63 and Series 65 licenses. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

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, with 14 years of industry experience. He holds a Series 65 designation and has been with Brighton Jones since 2007. 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, tax preparation, and estate-planning support. The firm emphasizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Warn Willis is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Mutual Advisors, Willis worked at LPL Financial, LLC and KMS Financial Services, Inc. Outside of his advisory role, he manages the operations and finances of Willis Eckfeldt Asset Management, LLC and works as an independent insurance agent. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, ERISA plan advisory, and sub-advisory programs, employing both passive and active investment strategies tailored to client objectives.