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.

Kathleen O’dell is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Purse Kaplan Sterling Investments, Ameriprise, and SG Long Financial, as well as earlier retail experience at Bath & Body Works and Maurices. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team.

Halle Shaeffer is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Johnson Investment Counsel and the University of Cincinnati, among other roles. Freestone Capital Management is a comprehensive wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and privately offered investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments, with a focus on downside risk and diversified portfolio construction.

Matthew Abrams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2016. Prior to joining Freestone, he worked at Wells Fargo Bank NA and Wells Fargo Advisors LLC. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages a family of private pooled investment vehicles with an investment approach focused on diversification and downside risk management across multiple asset classes.

Conner Lambro is a Series 65 credentialed financial advisor at SCS with one year of industry experience. Prior to joining SCS, he held positions at Costco Wholesale and Uber Eats. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various asset classes and delivers services through its proprietary wrap platform and model portfolios on LPL’s program.

Aaron Mcfarland is a CFP® professional with 20 years of experience affiliated with Threadline Wealth in Seattle, WA. He has worked with Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2005. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach, utilizing third-party managers, separately managed accounts, and tax-aware strategies tailored to client eligibility and risk profiles.

Matthew Camrud is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2014. He is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary, Lenora Capital.

Ketulkumar Trivedi is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. His prior roles include positions at Pacific Portfolio Consulting, LLC, D.A. Davidson & Co., RBC Royal Bank, and CIBC Bank. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Beau Bowman is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He has worked at Freestone since 2018 and previously spent three years at Parametric Portfolio Associates. Bowman holds a Series 65 credential and is based in Seattle, WA. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. 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.

Katherine Wham is a CFA® charterholder with 17 years of industry experience. She has been with Badgley Phelps Wealth Managers in various capacities since 2017 and holds a Series 63 license. Prior to joining Badgley Phelps, she worked at Quasar Distributors, LLC and Rainier Investment Management. Badgley Phelps Wealth Managers is a multi-team registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined, model-based investment approach with a focus on asset allocation and offers a range of equity, fixed income, balanced, and alternative strategies.

Lee Norah Sanzo is a financial advisor at LNW with a Series 65 designation and two years of industry experience. She previously worked at Wells Fargo Bank, NA for 11 years and spent five years at LNW Wealth Management, LLC before joining 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, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Jave Ragan is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following five years at Bordeaux Wealth Advisors and nine years at Wells Fargo Bank. He is based in Seattle, WA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.

Jason Sulkosky is a CFP® with 22 years of experience in the financial industry and has been with Empirical Wealth Management since 2014. Based in Seattle, WA, he holds Series 63 and Series 65 licenses and operates an online gaming content channel as a hobby, where viewers voluntarily donate to watch his gameplay. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing multiple asset classes and alternative strategies, and offers affiliated real estate, insurance, and estate-planning services.

Brad Landry is a financial advisor at Northwest Asset Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer from 2015 to 2017. In addition to his advisory role, Landry is also a licensed insurance agent. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, utilizing a fiduciary approach with strategic asset allocation and both fundamental and technical analysis.

Jay Porter is a financial advisor with Realta Investment Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Realta Investment Advisors and its affiliated firm, Realta Equities, Inc., since 2015. Prior to that, he operated Porter Advisory Group, a stock broker DBA based in Sammamish, WA. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing diversified investment strategies across multiple asset classes and utilizing third-party manager programs and aggregation platforms.

Brian Hickox is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior experience includes roles at Q3 Advisors, Cetera, Regions Bank, Royal Alliance Associates, and CUNA Mutual Group. Brighton Jones LLC provides comprehensive wealth management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm uses a Personal CFO model and family office services to offer whole-balance-sheet planning, discretionary management, and access to private-investment opportunities through its subsidiary Lenora Capital.

Christopher Boesche is a financial advisor at Wedbush Securities Inc. with 28 years of industry experience. He has been with Wedbush Securities since 2009 and holds Series 63 and Series 65 designations. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custody, and prime services with managed account solutions.

Jeffrey Cygan is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northwest Asset Management in 2021, he worked at Charles Schwab for 24 years and had brief roles at UPS and BMW of Bellevue. 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 customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, utilizing both fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Kilian Larose is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Blueprint Technologies for eight years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based discretionary and non-discretionary investment management along with financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing services across real estate, insurance, and legal planning.

Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. in Seattle, where she has worked since 2004. She is also the owner of a property management business in Normandy Park, WA. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.