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.

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.

Shane Payette is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Seidman Insurance Consultants and Hersman Serles Almond, an accounting firm. Payette is also a partner at Hersman Serles Almond, LLC, which provides tax preparation services for individuals and corporations. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach supported by an internal strategy group, offering diversified portfolios and access to a variety of alternative investments and affiliated services.

David Owen is a financial advisor at SCS with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013 and at 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 employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical techniques, offering discretionary asset management, financial planning, pension plan advisory, and insurance products.

Elaina Shemeta is a CFP® with 18 years of industry experience, currently serving as an advisor at Coldstream Wealth Management. She has been with Coldstream Securities, Inc. and Coldstream Capital Management Inc. since 2015 and has prior experience with Linsco/Private Ledger dating back to 2006. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets through team-based portfolio management supported by an internal Investment Strategy Group and offers a range of services including financial planning, wealth transfer, and retirement plan advisory.

Derrick Casey is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his financial advisory role, he is involved in a family business, Seattle Clinical Psychology, where he serves as CFO. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, emphasizing tailored investment advice through continuous supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

David Harry is a Series 65-licensed advisor with 15 years of industry experience. He is currently affiliated with Simplicity Wealth and has a long history with DTM3 Corporation, where he worked for 17 years. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios, independent manager selections, and technology-driven solutions such as a private-label asset management software platform and a third-party managed account program.

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.

Matthew Camrud is a CFP® 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 provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple 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 utilizing both public and private investments.

Jon Erickson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2018. He previously worked at the Institute for Wealth Advisors, Inc., Sowell Financial Services, LLC, and Concert Wealth Management, Inc. Erickson is also involved with Fortress Mega LLC, where he provides financial and insurance services. Regal Investment Advisors, doing business as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients. The firm manages a broad range of proprietary and third-party investment strategies through a sub-advisory platform.

David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.

Katherine Wham is a CFA® charterholder with 18 years of experience in the financial services industry. She has been with Badgley Phelps Wealth Managers and its predecessor entities since 2017, following eight years at Quasar Distributors, LLC and Rainier Investment Management. Badgley Phelps Wealth Managers offers personalized wealth and investment management alongside financial planning to a diverse client base that includes individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s approach combines disciplined asset allocation and multi-strategy portfolio construction with access to affiliated tax, insurance, and credit/cash management solutions.

Heather Kessler is a CFP® professional with 14 years of industry experience. She has worked at Coldstream Wealth Management since 2021 and was previously with Paracle Advisors for 12 years. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers diversified portfolios with access to a broad range of alternative investments and affiliated in-house services.

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.

Brian Hickox is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Brighton Jones LLC in Seattle, WA, joining the firm in 2025. His prior roles include positions at Q3 Advisors, Cetera, Regions Bank, Royal Alliance Associates, and Putnam Investment Management, among others. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including private investment funds, a trust company, and legal services.

Christopher Boesche is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has worked at Wedbush Securities since 2009, with 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, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management.

Jennifer Laduca is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Pure Financial Advisors, LLC since 2025 and previously spent 11 years at Personal Investment Management, Inc. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning through its Foundation Financial Plan process.