John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Ethan Truong is a CFP® and Series 65 licensed advisor at Brighton Jones LLC with four years of industry experience. He previously worked in real estate at John L. Scott Real Estate and has a background in education at the University of Washington and Federal Way High School. Ethan is based in Seattle, WA. 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 and non-discretionary portfolio management, tax preparation, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem of private investment funds and trust services.

David Raney is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management since 2023. Prior to joining Empirical, he spent 19 years with Charles Schwab. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering a range of fee-based investment management and financial planning services. The firm employs a diversified, multi-asset-class investment approach based on Modern Portfolio Theory and operates several affiliated businesses, including a residential brokerage and insurance subsidiary, providing a broad spectrum of in-house financial and estate planning resources.

Brian Reed is a CFP® with 12 years of experience in financial advising, currently with Empirical Wealth Management in Seattle, where he has worked since 2015. He holds a Series 65 license and has spent his entire financial advisory career at Empirical Financial Services LLC, doing business as Empirical Wealth Management. Empirical Wealth Management serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach with diversified model portfolios spanning 12–21 asset classes, and it offers comprehensive services including investment management, financial planning, tax preparation, and retirement plan consulting.

Ryan Mcaninch is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding a Series 66 designation with 14 years of industry experience. He has been with Becker Capital Management since 2016. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, foundations, pension plans, pooled funds, and nonprofit organizations. The firm’s investment approach combines bottom-up security selection with top-down portfolio construction, emphasizing asset quality, valuation, and risk management across various asset classes.

Kaleb Strawn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. He previously worked at Avier Wealth Advisors and held positions outside the industry, including at Costco. Based in Seattle, WA, Strawn has a background that spans wealth management and financial planning. 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 portfolio management, tax preparation, real-estate consulting, and family office support, with an affiliated ecosystem that includes private fund management and trust services.

James Jones II is a financial advisor at Empirical Wealth Management in Seattle, WA, with nine years of industry experience. He holds the Series 65 designation and has been with Empirical Wealth Management since 2015. In addition to his advisory role, he manages Empirical Legal Services, LLP, operating as Secure Legacy Law Group, which provides estate planning legal services. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and pension plans. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services, including discretionary and non-discretionary investment management, financial planning, tax preparation, and retirement-plan consulting.

Simon Sharples is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential. He began his career in the financial industry in 2025 at Freestone Capital Management and joined Coldstream in 2026. His background includes roles outside finance such as positions at Flatbread Pizza and Bogus Basin Ski Resort. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers services including portfolio management, financial planning, and retirement plan fiduciary services.

Bangjie Yang is a financial advisor at Secure Asset Management, L.L.C. with one year of industry experience. Prior to joining the firm, Yang worked at Real Estate Transition Solutions and USI Insurance Services, and currently serves in the Army National Guard. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate business relationships.

Patrick Rodgers is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps since 2016. Badgley Phelps Wealth Managers delivers personalized wealth management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process emphasizing asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternatives, and offers both discretionary portfolio management and financial planning.

Griffin Smith is a financial advisor with Scs in Bellevue, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2003 and has been with Bensler, LLC doing business as SCS since 2020. Scs advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical approaches to construct diversified portfolios and also provides financial planning, pension plan advisory, and insurance product sales.

Henry Le Master is a financial advisor at Coldstream Wealth Management with a Series 66 designation and two years of industry experience. Prior to joining Coldstream in 2024, he worked at Ameriprise and held various roles including self-employment, legislative work in the Washington State Legislature, and positions in education and policy organizations. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach with diversified portfolios and offers a broad range of advisory services supported by an internal Investment Strategy Group and affiliated business entities.

Robert Gentry is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He has been with Freestone Capital Management, LLC since 2017 and previously worked at Bank of America and Merrill from 2012 to 2017. Based in Seattle, WA, Gentry provides advisory services through a firm that manages approximately $11.49 billion in assets for nearly 2,800 clients. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.

Robert Thomas is a financial advisor at Empirical Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked in various roles including at King County Finance & Business Operations and Seattle University. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and investors in private pooled vehicles. The firm’s investment approach incorporates Modern Portfolio Theory with diversified model portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Richard Graham is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2006, following prior roles at UBS Financial Services and Piper Sandler & Co. He is also managing member of an LLC related to inherited real estate. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Amanda Stribrny is a financial advisor at Coldstream Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Zevenbergen Capital Investments LLC and Moss Adams. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, incorporating diversified allocations, tax-managed equity strategies, and access to alternative investments through an internal Investment Strategy Group and third-party sub-advisors.

Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Jeffrey Otis is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Evergreen since 2007. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm offers discretionary investment management, consulting, and financial planning, utilizing a Dynamic Asset Allocation approach and proprietary programs like Right Cycle Investing™ that incorporate fundamental, macroeconomic, and AI-informed research.