Kilian Larose is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Blueprint Technologies for eight years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based discretionary and non-discretionary investment management along with financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing services across real estate, insurance, and legal planning.

Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. since 2004. She previously worked at Wells Fargo Clearing for five years. Outside of her advisory role, Ms. Patterson is the sole proprietor of a property management business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm’s financial consultants tailor portfolio strategies to client objectives and risk tolerances while supporting SMA, MMA, UMA, and IMA offerings.

Lily Gillman is a CFP® and Series 65-licensed financial advisor at Composition Wealth, LLC with two years of industry experience. Her prior roles include positions at MDRN Wealth, Focus Partners Wealth, Merriman Wealth Management, and Bernstein Private Wealth Management. Outside of finance, she provides pet sitting services in her local neighborhood. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other strategies, and manages approximately $9.47 billion in discretionary assets.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Kurt Biederman is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2012. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary services.

Paul Pradel is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 32 years of industry experience. He has worked at Merit Financial Advisors and Purshe Kaplan Sterling Investments since 2026, following a 23-year tenure at Pradel Financial Group and Commonwealth Financial Network, and seven years at Ameriprise. He conducts fixed insurance sales through Pradel Financial Group for a limited number of hours weekly. Merit Financial Advisors is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment team, offering both discretionary and non-discretionary services through a network of advisers operating under local DBAs.

Riley Vetto is a financial advisor at Brighton Jones LLC with one year of industry experience. Prior to joining Brighton Jones in 2025, Riley worked at Russell Investments and Deloitte. Outside of finance, Riley operates a small sole proprietorship, Riley Marie Design, where they create and sell handmade crafts. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, offering a range of solutions including discretionary and non-discretionary portfolio management and family office support. The firm employs a whole-balance-sheet approach and manages client assets across both public and private investments through a network of affiliated entities.

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.

Roger Reynolds is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Coldstream Securities, Inc. and Coldstream Capital Management since 1996. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.

Thomas McDonnell is a CFP® certificant with 16 years of experience in financial advisory roles. He currently works at Merit Financial Advisors and has held prior positions at firms including Lido Advisors, Morgan Stanley, E*TRADE Capital Management, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and employs both internal and third-party investment management resources.

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® with seven years of experience in financial services. He is currently an advisor at Brighton Jones LLC, where he has worked since 2023. Prior to that, he held positions at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO offering for high‑net‑worth clients. The firm uses a whole-balance-sheet approach and invests client assets across public and private markets, supported by an affiliated ecosystem that includes a trust company and legal services.

Graham Johnson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Equitable Advisors LLC and several short-term positions in various organizations. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm offers tailored portfolio management strategies and a variety of institutional research and clearing 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.

Daniels Voyteshonock is a CFP®-certified financial advisor at Coldstream Wealth Management with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Integrity Financial Corporation before joining Coldstream and its affiliates in 2019. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, employing a team-based wealth management approach supported by an internal Investment Strategy Group.

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.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.

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.

Gavin Dayment 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 in 2024, he worked at Parametric Portfolio Associates and Washington Trust Bank. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach with discretionary investment authority and offers a range of services including portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

Hinnah Daryani is a CFP®-designated financial advisor with nine years of industry experience, currently with Brighton Jones LLC in Seattle. Prior to joining Brighton Jones, she worked at The Vanguard Group for several years. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering a whole-balance-sheet approach and discretionary portfolio management combined with access to private and public investments.