Shenyan Gu is a CFP® and CFA® with four years of industry experience. He is currently with Brighton Jones LLC and previously worked at BlueShore Financial Credit Union and CIBC. Brighton Jones LLC 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 offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex multi-entity financial needs.

Shyanne Render is a CFP® professional with seven years of industry experience. She has been with Brighton Jones LLC since 2015. Based in Seattle, WA, she is part of a firm offering wealth management and financial planning to individual, high-net-worth, and family-office clients. Brighton Jones provides services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office support. The firm employs a whole-balance-sheet approach for high-net-worth clients and offers access to public and private investments through an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Gene Wong is a financial advisor at Wedbush Securities Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Morgan Securities since 2009, following prior roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, along with discretionary and non-discretionary portfolio management tailored to client objectives.

Tassie Medlin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Her prior experience includes roles at Tunyo Inc., United Planners Financial Services, 5 Point Financial Group, and KMS Financial Services. She is also an affiliated insurance producer with Empirical Insurance, LLC, where she recommends life, disability, and long-term care insurance products to clients. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates affiliated businesses providing insurance, real estate brokerage, and estate-planning referral services.

Ryan Ingram is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has worked at United Capital Financial Advisors since 2020 and previously held roles at MBSC Securities, BNY Mellon, Schwab Wealth Advisory, Charles Schwab, Wells Fargo Clearing, and MICG Investment Management. Ryan is based in Seattle, WA. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams utilize client-specific financial plans and offer customizable options, including ESG and faith-based portfolios, supported by an extensive affiliate network and a technology-driven platform.

Caleb Brown is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2013 to 2026. Outside of financial advising, Brown is a managing partner and handles bookkeeping for a non-financial services LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost diversified funds, supplemented by individual securities and other instruments, with ongoing portfolio oversight and tax-sensitive rebalancing.

Charles Brighton is a financial advisor at Brighton Jones LLC in Seattle, WA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brighton Jones since 2000. He serves as a board member of Blueprint Capital REIT. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and access to public and private investments.

John Miller is a CFP® and holds a Series 65 license with eight years of experience in financial advising. He has been with Empirical Wealth Management since 2016, with a brief role at the University of Washington between 2014 and 2017. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified asset classes and offers a range of services such as investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc. and Key Bank. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using customized strategies and a variety of wrap and non-wrap solutions.

Sophia Hampton is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Brighton Jones in 2019, she worked at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory role, she works as a contracted Pilates instructor at Reformed Pilates. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including a Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments while offering affiliated trust, legal, and private fund management services.

Wendy Taylor is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. She holds a Series 65 designation and has been with the firm and its predecessors since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach includes disciplined asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives, with regular portfolio reviews and rebalancing.

Brayden West is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Washington Trust Bank and Northwestern Mutual. Outside of finance, he was involved with Boise State University’s Outdoor Program and held various positions there from 2019 to 2023. 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. The firm employs a whole-balance-sheet approach, utilizing discretionary investment authority and a mix of public and private investments, supported by affiliated entities that offer trust, legal, and private fund management services.

Timothy Griffith is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Schmidt Financial Group, Inc. for 20 years and has more recently been with ORG Partners, LLC and WealthShield Partners, LLC. Outside of advising, he owns Sher-Footed Farm LLC, a private farm on Whidbey Island, WA. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers asset management and comprehensive financial planning, employing a combination of discretionary management, third-party managers, and private direct investments tailored to client objectives.

Mellany Lengeling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2018. Prior to joining Freestone, she worked at The Lyman Group and Pitchbook Data. She volunteers as NexGen Chair for the Financial Planning Association of Puget Sound, assisting with event planning and outreach. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Wenwen Dong is a CFP®-designated financial advisor at Empirical Wealth Management in Seattle, WA, with eight years of industry experience. Prior to joining Empirical Wealth Management in 2022, she held roles at several firms including Confidence Wealth Management, Alaska Permanent Capital Management, and The Vanguard Group. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm follows a Modern Portfolio Theory-based investment approach, using diversified model portfolios across multiple asset classes and offering a range of services including discretionary and non-discretionary management, financial planning, and retirement-plan consulting.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Mark Dennie is a CFP® professional with 30 years of industry experience currently with Composition Wealth, LLC. He previously worked at Vinoble Group for six years and Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory role, Dennie is a licensed insurance agent. Composition Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities with investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and external managers, managing approximately $9.47 billion in discretionary assets as of year-end 2025.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.