Wayne Demeester is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Definitive Advisors LLC since 2011. Outside of his advisory role, he serves on the BYU Marriott School of Business Entrepreneur Advisory Board and holds board and partnership positions in several private companies, including Vesiflo Inc. and Blue Sky Inc. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct diversified portfolios.

Erich Gebbie is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management in Seattle, WA. His prior experience includes roles at Financial Engines Advisors L.L.C. and W.E. Nightingale & Co Inc. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios and also provides access to affiliated real estate, insurance, and estate-planning services through in-house subsidiaries.

Dustin Rue is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Empirical Wealth Management. He previously worked at E*TRADE Capital Management and E*TRADE Securities, where he spent six years. Rue is also an affiliated insurance producer with Empirical Insurance, providing insurance planning services to clients. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach, offering diversified model portfolios across multiple asset classes and managing alternative-strategy funds, with affiliated services in real estate, insurance, and estate planning.

Rana Ozcubukcu is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with no prior industry experience before joining the firm. Her earlier work experience includes roles in education and hospitality before entering the financial advisory field. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to construct diversified portfolios, and it offers both discretionary portfolio management and standalone financial planning.

Bryan Larsen is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Cetera and Lockton Retirement Services. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations. The firm also provides financial planning, retirement plan consulting, and multi-family office services.

Brian Hughes is a financial advisor at Waverly Advisors, LLC in Seattle, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Waverly Advisors, he worked at Pacific Portfolio Consulting, LLC for three years and PGA West for nineteen years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing around $29.9 billion in assets. The firm serves individuals, retirement plans, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private markets.

Orin Day is a financial advisor with KCD Financial, Inc. in Bellevue, WA, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining KCD Financial, he worked for RTI International for over two decades. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer that serves individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, employing a range of investment strategies and third-party management programs.

Connor Doran is a financial advisor at SCS with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2022 to 2024 before joining SCS and LPL Financial in 2024. SCS serves individuals, trusts, corporations, and retirement plans with discretionary asset management, financial planning, pension plan advisory, and employee benefits consulting. The firm manages approximately $1.64 billion in discretionary assets through a 27-advisor team and employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation.

Robyn Sabin is a financial advisor at Freestone Capital Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Freestone since 2015. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles using a diversified approach that includes model portfolios, third-party sub-advisers, and alternative investments.

James Hughes is a financial advisor at Freestone Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Transcend Wealth Collective, Purshe Kaplan Sterling Investments, and as a consultant. Outside of his advisory role, he serves as trustee for an irrevocable family trust established by his mother. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in assets for nearly 2,800 clients. The firm offers discretionary and non-discretionary investment advisory services and employs a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Julie Parisio Roy is a CFP® and CFA® with 27 years of industry experience. She has been with Badgley Phelps Wealth Managers since 2016, initially at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers before continuing with the firm in its current structure. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, fixed income, and alternatives, with regular account reviews and rebalancing.

Spencer Graham serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop and maintain customized financial plans, aiming to provide clarity and peace of mind as they pursue their financial goals. His professional background includes various positions at Fidelity Investments, such as Financial Consultant, Planning Consultant, Audit Manager, and Senior Audit Analyst, spanning from 2018 to the present. Prior to this, he worked as a Financial Institution Specialist at the Federal Deposit Insurance Corporation from 2014 to 2017. Spencer holds a California Insurance License. Outside of his professional life, Spencer has interests that include board games, golf, outdoor adventures, skiing, traveling, and volunteering.

Mari Nordstrom is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Freestone in 2023, she worked in various roles across hospitality and education sectors, including positions at Willmott's Ghost, Great State Burger, and Washington State University. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in regulatory assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, focusing on diversified portfolios that include internally managed models, third-party sub-advisers, and alternative investments, with an emphasis on managing downside risk.

Michael Grimme is a financial advisor at SCS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park and Elm Investment Advisers LLC, Financial Advocates Investment Management, and One America Financial Partners. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment process combining tactical, strategic, and dynamic asset allocation with various analytical methods and offers a range of services including asset management, financial planning, pension plan advisory, and insurance product sales.

Shenyan Gu is a CFP® and CFA® with four years of industry experience. She is currently an advisor at Brighton Jones LLC, where she has worked since 2022. Prior to joining Brighton Jones, she held positions at BlueShore Financial Credit Union and CIBC. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and business entities. The firm provides comprehensive wealth services, including family office solutions, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.

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 experience in financial advising, currently with Brighton Jones LLC since 2015. She is based in Seattle, WA. 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 using a Personal CFO model and family office solutions, including investment management, financial planning, and estate-planning support, with access to private-investment opportunities through its subsidiary Lenora Capital.

Gene Wong is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account and commission-based brokerage arrangements.

Bijan Ramirez is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors providing wealth management services, including asset management, financial planning, and employee financial-wellness programs. The firm’s investment approach focuses on long-term, diversified portfolios overseen by an internal Investment Management team and allows customization by advisors.

Edwin Sondgroth Jr. is a CFA® charterholder with 24 years of industry experience, currently serving at Badgley Phelps Wealth Managers in Seattle, WA. His career includes positions at Brighton Jones and D.A. Davidson & Co. before joining Badgley Phelps in 2021. Badgley Phelps Wealth Managers offers personalized wealth and investment management as well as financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection with fixed income, alternatives, and ETF/model portfolios.