Simon Liu is a financial advisor with Empirical Wealth Management in Seattle, WA, holding a Series 65 designation and 17 years of industry experience. He has been with Empirical Financial Services, LLC, doing business as Empirical Wealth Management, since 2013. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, pensions, profit-sharing plans, and investors in its private pooled vehicle. The firm applies Modern Portfolio Theory across diversified asset classes and offers a range of investment management, financial planning, and affiliated insurance, estate-planning, and real estate services.

Daniel Neish is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. His prior roles include positions at Trellis Advisors, Laird Norton Wealth Management, Ipreo, and Gottfried and Somberg Wealth Management. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering a whole-balance-sheet approach and discretionary portfolio management. The firm operates an affiliated ecosystem including a private investment management subsidiary, a trust company, and legal services, supporting a comprehensive suite of financial solutions.

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 CFP®-certified financial advisor with Brighton Jones LLC in Seattle, WA. He has four years of industry experience, including prior roles at Cetera Investors and Slate Group Consulting. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm uses a whole-balance-sheet approach and offers discretionary investment management as well as access to a range of affiliated private investment funds and trust services.

Brett Carolan is a CFP® professional with 26 years of industry experience. He has been with Brighton Jones LLC since 2003 and worked at Cetera Wealth Services, LLC from 2000 to 2003. He holds Series 63 and Series 65 licenses and 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, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and a mix of public and private investments.

Craig Hanson is a CFA® charterholder with 16 years of experience in the financial services industry. He currently serves as an advisor at Composition Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Unionview Wealth Partners, Wells Fargo Advisors, and Fidelity. Composition Wealth is a multi-advisor firm managing approximately $9.47 billion in discretionary assets. The firm provides investment management, financial planning, and retirement plan advisory services to a diverse client base, emphasizing a long-term investment approach with a focus on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments.

Tyler Kim is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, he worked at Central Washington University and has diverse experience in the hospitality sector. 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 its Personal CFO and OpenPlan brands. The firm combines discretionary portfolio management with access to public and private investments, supported by affiliated entities including a trust company and private investment fund managers.

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.

Scott Hedgcock is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2024. Prior to that, he held roles at Aletheian Wealth Advisors LLC, Washington Trust Bank, Cornerstone Advisors Inc, and Coldstream Wealth Management. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a range of investment strategies including direct indexing and alternatives, and operates as a fiduciary with a focus on risk-based model allocations tailored to client goals.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously operated Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 credentials. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and offers specialized ERISA plan services and a wrap fee program through LPL Financial.

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. in Bellevue, WA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. His career includes long-term roles at Heritage Benefits Investment Management LLC and Heritage Benefits LLC alongside his involvement with Edwin A. Day & Co. since 1969. Outside of 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 with 38 advisors serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio strategies and access to third-party management programs, combining advisory services with broker-dealer operations.

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.

John D'amelio is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Harbour Investments, Inc. and Koenig Financial Group, having previously worked at Greystone Financial & Estate Services, The Mather Group, LLC, and Soundmark Wealth Management, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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 at Sowell Management in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Sowell Management Services since 2017 and previously spent eight years at CONCERT Wealth Management, Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using multiple management styles and a range of investment vehicles including mutual funds, ETFs, and individual securities.

Lenora Brekke is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. She holds the CFP® and Series 65 designations. Her prior experience includes roles at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Smith Richards Group. Outside of finance, she provides administrative support to several family-owned real estate businesses and an interior design and space planning 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 strategy called Right Cycle Investing, supported by independent investment committees and a range of specialized investment approaches.

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.