Daniel Neish is a CFP® professional with five years of experience in the financial services industry. He is currently with Brighton Jones LLC in Seattle, where he has worked since 2022. His prior experience includes roles at Trellis Advisors, Laird Norton Wealth Management, and other firms. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services that include financial planning, investment management, tax preparation, and family office services. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside its proprietary investment vehicles.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

Mitchell Steiner is a financial advisor at Badgley Phelps Wealth Managers with eight years of industry experience. He holds the Series 65 designation and has been with Badgley Phelps in various capacities since 2016. The firm provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. Badgley Phelps emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management alongside tax, insurance, and credit management solutions through affiliated and third-party providers.

Samuel Blank is a financial advisor at Brighton Jones LLC in Seattle, WA, holding CFP® and Series 65 credentials with four years of industry experience. His prior roles include positions at Cetera Investors and Slate Group Consulting. Outside of finance, his work history includes roles at Serendipity Cafe and Lounge and Ballard High School. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services through a balance-sheet, holistic approach, including discretionary investment management, retirement plan advisory, tax preparation, real estate consulting, and access to private investment opportunities.

Brett Carolan is a CFP® with 25 years of industry experience and has been with Brighton Jones LLC since 2003. He is based in Seattle, WA, and holds Series 63 and Series 65 licenses. 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, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Craig Hanson is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Composition Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Unionview Wealth Partners and Wells Fargo Advisors Financial Network. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio construction and monitoring.

Tyler Kim is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he worked at Central Washington University and held roles in the hospitality sector. 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, family office services, and estate-planning support. The firm uses a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

James Callaghan is a financial advisor at Badgley Phelps Wealth Managers with 43 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps and its predecessor since 2016. Callaghan serves on the Board of Directors of Pacific Trust Company, where he is involved in corporate governance. Badgley Phelps Wealth Managers provides wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach focused on asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously worked at Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 licenses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies, utilizing a combination of internally managed strategies and third-party sub-advisers.

David Berdine is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fred Alger & Company, D.A. Davidson & Co., and Patrick Capital Markets. Berdine has been with Badgley Phelps since 2024. Badgley Phelps Wealth Managers provides wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and offers a range of equity, fixed income, balanced, and alternative investment options.

Edwin Day is a financial advisor with KCD Financial, Inc. based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held various roles since 1969, including long-standing positions with Heritage Benefits entities and his own limited partnership. Outside of investment advisory work, he is involved in estate planning through Heritage Benefits LLC. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services and employs a range of investment strategies tailored to client goals and risk tolerance.

Alex Medin is a CFP® with 10 years of experience in the financial services industry. He is currently with Empirical Wealth Management and has previously worked at Fidelity and Morgan Stanley. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and legal services in-house.

Michael Schultz is a ChFC® with 22 years of experience in the financial services industry. He has been with Badgley Phelps Wealth Managers since 2016 and is currently based in Seattle, WA. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to a diverse client base including individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation approach and combines fundamental equity selection with diversified portfolio strategies, offering both discretionary and non-discretionary management services.

Ken Lin is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and joined the industry in 2025. His background includes positions at Empirical Wealth Management, Goldbloom Wealth Management, and Enterprise Mobility, as well as involvement with the Seattle Yacht Club. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Chris Balka is a financial advisor with Sowell Management in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Sowell Management since 2017 and previously spent eight years with CONCERT Wealth Management, Inc. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, managing portfolios through various investment styles using mutual funds, ETFs, individual securities, and third-party sub-advisors.

Lauren Wood is a CFP® with two years of industry experience, currently serving as a financial advisor at LNW. She previously worked at Wetherby Asset Management from 2015 to 2023 before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s investment approach centers on customized policy statements, global diversification, active manager due diligence, and tailored strategies including tax-aware and impact investing.

Lenora Brekke is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Evergreen Capital Management LLC. She has one year of industry experience and previously worked with MassMutual and Smith Richards Group. Outside of advising, she provides administrative support to several family-owned real estate businesses and an interior design company. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple analytical methods with independent investment committees and specialized strategies.

Jack Gardner is an advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Coldstream, Gardner worked in the hospitality sector, including roles at Varlamos Pizzeria and North Bend Bar & Grill. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial and retirement planning, and fiduciary services via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Michael Whitehead is a CFP® professional with three years of industry experience, currently serving at Badgley Phelps Wealth Managers in Seattle, WA. His prior experience includes roles at Key Bank and service in the US Army Reserve. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach focused on asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Christopher Blakeslee is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Coldstream Capital Management, Inc. since 2012. Blakeslee manages the Ascent entity, a wholly owned subsidiary of Coldstream Capital Management. 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 investment approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan advisory.