Madison Clark is a Series 65 licensed financial advisor at Brighton Jones LLC in Seattle, WA, with three years of industry experience. Prior to joining Brighton Jones, Madison worked with the 21st Century Sharp Kids Enrichment Program and spent six years in the Wilbur School District. 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 a whole-balance-sheet approach, discretionary portfolio management, and access to affiliated private investment funds and trust services.

Gregory Conway is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and previously worked for Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. 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, serving both high net worth and non-HNW clients through institutional custodians and third-party platforms.

Matthew Kelleher is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 46 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019. Outside of his advisory role, Kelleher is involved in several real estate ventures, including ownership and management of commercial and residential properties, and serves on the Finance Committee of The University Club in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management solutions, including discretionary and non-discretionary portfolio management, and conducts due diligence on third-party managers through its asset management group.

Jacob Jones is a CFP® with five years of industry experience currently advising at Brighton Jones LLC. His prior roles include employment at Westchase Golf Course and University of Mississippi. Brighton Jones LLC offers wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, featuring a whole-balance-sheet approach and discretionary portfolio management. The firm operates multiple brands and maintains an affiliated ecosystem, including private investment funds, a trust company, and legal services for select clients.

Eric Arndt is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 credential with five years of industry experience. Before joining Empirical in 2022, he worked at several firms including Carson Wealth Management Group and SNS Financial Group. Outside of finance, Arndt is co-owner of Art-O-Maddic, an art gallery and creative space, and serves as Treasurer of the Canby Arts Association, a nonprofit focused on promoting local arts and culture. Empirical Wealth Management serves a diverse range of clients including individuals, trusts, and charitable organizations, offering fee-based investment management and financial planning services. The firm employs Modern Portfolio Theory with diversified asset allocation strategies and operates several affiliated businesses in real estate, insurance, and legal services.

Collin Seifert 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 includes multiple roles at the University of Washington and positions at Greater Pacific Industries and Laurelhurst Beach Club. Brighton Jones LLC provides wealth management and financial planning services for individual, high-net-worth, and family-office clients through various brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to tax preparation and family office administrative support, supported by an affiliated ecosystem that includes private investment management, trust services, and legal offerings.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an investment adviser representative at Merit Financial Advisors in Tacoma, WA. Prior to joining Merit, Baylee worked at LPL Financial, Starbucks Corporation, and Wescom Credit Union. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with oversight from an internal investment management team and committee.

John Watt is a financial advisor with Northwest Asset Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Northwest Asset Management since 2012. 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, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Anne Winship is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Triune Financial Partners and has experience in construction and nonprofit employment. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies with strategic asset allocation, global diversification, and access to private funds, supported by integrated services including financial and estate planning.

Sally De Witt is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at M Holdings Securities, Cetera Investors, Foresters Advisory Services, Fisher Investments, and UBS Financial Services. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering retirement plans and providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Investment advice and model portfolios are developed by Morningstar Investment Management, and the firm supports more than 40,000 participants through a multi-team advisory structure.

Michael Welk is a financial advisor at Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Brighton Jones since 2015, with prior roles at Fortitude Advisory Group L.L.C., SCA, and Strategic Capital Group LLC. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Wenqi Huang is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019 and has prior experience at the University of Washington and University of Washington Medical Center. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands including its Personal CFO service and OpenPlan. The firm integrates discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, along with access to affiliated private investment funds and trustee services.

Mairin Murphy is a CFP®-certified financial advisor with six years of industry experience. She is currently with Freestone Capital Management, LLC, where she has worked since 2021, and previously worked at Fisher Investments. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Rocco Pearson is a financial advisor at Freestone Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Freestone, he worked at Zevenbergen Capital Investments LLC, Symmetry Financial Group, Pitney Bowes, and The North Face. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. 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 uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Samiran Kundu is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016, having previously worked at HSBC Bank USA NA starting in 2010. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process that combines strategic and tactical asset allocation supported by global asset management and fund due diligence services.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mary Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked within KeyBank and its affiliated firms since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm operates a multi-provider platform integrating KeyCorp affiliates and emphasizes non-discretionary model-based management with various wrap-fee programs.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as a board member for the Providence Mt. St. Vincent Foundation, a senior care community. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a dedicated Private Wealth program for high-net-worth clients.

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and UsI Insurance Services. Outside of her financial advisory roles, her earlier career includes positions at UW Medical Center and University of Washington Residential Life. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and third-party managers.