Lily Gillman is a financial advisor with Composition Wealth, LLC in Seattle, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Merriman Wealth Management, Bernstein Private Wealth Management, and MDRN Wealth, LLC. Outside of her advisory work, she provides pet sitting services in her local neighborhood. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by fundamental and technical analysis.

Antriksh Kandhari is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Northwest Asset Management since 2018 and previously worked at Roy Street Coffee and Tea and Trader Joe’s. 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 follows a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Harve Menkens is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Pacific Portfolio Consulting, BANK of AMERICA, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory role, Menkens serves as a director overseeing executive management at Mid-Mountain Materials, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Paul Pradel is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and was previously with Pradel Financial Group and Commonwealth Financial Network for over two decades. In addition to his advisory work, he conducts fixed insurance sales on a limited basis through his branch office. 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 managed through centrally coordinated models and an internal Investment Management team.

Eric Jarvis is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. 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-markets allocations, and offers comprehensive investment management, financial planning, and multi-family office services.

Riley Vetto is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. Riley has one year of industry experience, with prior roles at Russell Investments and Deloitte. Outside of advisory work, Riley operates a small sole proprietorship called Riley Marie Design, creating and selling handmade crafts. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, and family office support. The firm utilizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Lawerence Hood is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes 19 years at Pacific Portfolio Consulting, LLC and over two decades with Elliott Cove Capital Management, LLC. 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 markets allocations, providing both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Scott Seidel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining MissionSquare in 2024, he worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2015 to 2024. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Investment advice and model portfolios are developed by Morningstar Investment Management, with a multi-team advisory structure supporting over 40,000 participants.

David Dunn is a CFP® and PFS™ with 37 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Capital Planning LLC for 11 years. Dunn is also involved with David Dunn Wealth, LLC, an advisory entity operating in Bellevue, WA. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, providing investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside additional financial and risk planning services.

Thomas Howell is a financial advisor with Composition Wealth, LLC in Seattle, WA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Composition Wealth in 2026, he worked at Northwestern Mutual Investment Management for 24 years. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, low-cost, diversified portfolios, utilizing mutual funds, ETFs, individual securities, and occasionally private funds and structured notes, supported by fundamental and technical analysis and an internal due diligence process.

Matthew Kelley is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Brighton Jones LLC and has previously worked at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal service partnerships.

Graham Johnson is a financial advisor with Wedbush Securities Inc. holding a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors LLC and several other firms. His background includes roles outside finance, and he studied at the University of Arizona from 2021 to 2025. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services. The firm operates multiple managed account programs and provides a combination of brokerage, clearing, custodial, and capital markets services.

Michelle Decaire is a financial advisor at Badgley Phelps Wealth Managers with six years of industry experience. She has previously worked at Coldstream Wealth Management and held positions at Marriott Corp., Hyatt Corp., and Laris Architectural Products. In addition to her advisory role, Michelle provides occasional event and banquet services at major hotels in the Bellevue, WA area. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and multi-strategy portfolio construction approach, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Natalie Mackey is a Series 65 credentialed financial advisor with five years of industry experience. She has been with Badgley Phelps Wealth Managers since 2018, following prior work at A.E.G. Facilities and Little Caesars. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternative investments, and offers both discretionary and non-discretionary client relationships.

Jesse Doran is a financial advisor at Northwest Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at Metadude LLC and has been involved with YFA Connections since 2017, where he serves as a Quality Improvement Project Manager in behavioral health treatment services. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management and financial planning services, utilizing strategic asset allocation and Modern Portfolio Theory with a diversified range of investment vehicles.

Robert Higueria is a financial advisor at Empirical Wealth Management in Seattle, WA, with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual Investment Services LLC, Wells Fargo, and Koenig Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios based on Modern Portfolio Theory and operates several affiliated businesses, including real estate brokerage and insurance subsidiaries.

Mary Moon is a financial advisor at Northwest Asset Management with 42 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Hightower Advisors, and Charles Schwab in various capacities. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including high-net-worth individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Gavin Dayment is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and Washington Trust Bank. His background also includes roles at California Polytechnic State University and other organizations. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts by providing comprehensive wealth services such as financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management tailored to client needs.

Hinnah Daryani is a Certified Financial Planner® at Brighton Jones LLC with nine years of industry experience. She previously worked at The Vanguard Group, Inc. for seven years before joining Brighton Jones. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services, including family office programs, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and proprietary investment vehicles.

Brandon Beckner is a CFP® professional with nine years of industry experience, currently serving at Composition Wealth, LLC since 2024. His prior experience includes roles at EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Based in Seattle, WA, he has worked across multiple advisory firms during his career. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and other investment vehicles.