James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex multi-entity financial needs.

Shyanne Render is a CFP® professional with seven years of industry experience. She has been with Brighton Jones LLC since 2015. Based in Seattle, WA, she is part of a firm offering wealth management and financial planning to individual, high-net-worth, and family-office clients. Brighton Jones provides services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office support. The firm employs a whole-balance-sheet approach for high-net-worth clients and offers access to public and private investments through an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Gene Wong is a financial advisor at Wedbush Securities Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Morgan Securities since 2009, following prior roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, along with discretionary and non-discretionary portfolio management tailored to client objectives.

Adrian Cabrera Ramirez Jr. is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience, including prior roles at Career Launch Partnerships and Seattle Pacific University. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving a diverse client base that includes individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a range of services including portfolio management and retirement plan fiduciary services.

Rachel Mccracken is a CFA® charterholder with 10 years of experience in the financial industry, currently associated with Coldstream Wealth Management. She has worked at Rainier Group Investment Advisory, LLC since 2016. 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, wealth transfer planning, and fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

Edwin Sondgroth Jr. is a CFA® charterholder with 24 years of industry experience, currently serving at Badgley Phelps Wealth Managers in Seattle, WA. His career includes positions at Brighton Jones and D.A. Davidson & Co. before joining Badgley Phelps in 2021. Badgley Phelps Wealth Managers offers personalized wealth and investment management as well as financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection with fixed income, alternatives, and ETF/model portfolios.

Bradley Anderson is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 14 years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Mainsail Financial, Mercer Global Advisors, and Symetra Life Insurance Company. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach grounded in academic frameworks such as modern portfolio theory and tax-aware asset-location.

Tassie Medlin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Her prior experience includes roles at Tunyo Inc., United Planners Financial Services, 5 Point Financial Group, and KMS Financial Services. She is also an affiliated insurance producer with Empirical Insurance, LLC, where she recommends life, disability, and long-term care insurance products to clients. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates affiliated businesses providing insurance, real estate brokerage, and estate-planning referral services.

Ryan Ingram is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at MBSC Securities Corporation, BNY Mellon, and Charles Schwab. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, technology-driven reporting, and access to third-party managers and alternative investments.

Caleb Brown is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2013 to 2026. Outside of financial advising, Brown is a managing partner and handles bookkeeping for a non-financial services LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost diversified funds, supplemented by individual securities and other instruments, with ongoing portfolio oversight and tax-sensitive rebalancing.

Sheila Lindsay is a financial advisor at SCS with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC, Securities America, Inc., and KMS Financial Services, LLC. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to construct diversified portfolios and offers services including financial planning, pension plan advisory, and employee benefits consulting.

Charles Brighton is a financial advisor at Brighton Jones LLC in Seattle, WA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brighton Jones since 2000. He serves as a board member of Blueprint Capital REIT. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and access to public and private investments.

John Miller is a CFP® and holds a Series 65 license with eight years of experience in financial advising. He has been with Empirical Wealth Management since 2016, with a brief role at the University of Washington between 2014 and 2017. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified asset classes and offers a range of services such as investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Sagepoint Financial, Inc., KMS Financial Services, Inc., and Mass Mutual. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Dominic Cellitti is a CFP® with 11 years of industry experience and currently serves as a financial advisor at Threadline Wealth in Bellevue, WA. He previously worked at Moss Adams Wealth Advisors and Charles Schwab in various roles from 2013 to 2021. Outside of his advisory work, he is involved with Cellitti Capital LLC, a real estate and property management business. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, businesses, and institutional clients. The firm employs a discretionary, fee-based approach with diversified, long-term portfolio allocations, incorporating strategies such as options-based hedging and tax-aware investing.

Alissa Wright is a Series 65 licensed advisor with 14 years of industry experience. She currently works at Coldstream Wealth Management and has previously held roles at Fulcrum Capital, LLC and Rainier Group Investment Advisory LLC. Wright has been with Coldstream Wealth Management across two periods totaling seven years. Coldstream Wealth Management is an employee-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed strategies and access to alternative investments.

Bryce Fitzwilson is a Series 65–registered advisor with Coldstream Wealth Management in Bellevue, WA, with one year of industry experience. Prior to his current role, he worked at the Keck Science Department. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Benjamin Johnson is a CFP® with 11 years of industry experience, currently advising at Mission Wealth Management, LP since 2026. He spent 20 years at Financial Resources Group prior to joining Mission Wealth. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, and endowments. The firm offers wealth management, financial planning, and portfolio management through tiered service models and emphasizes customized, typically long-term investment strategies across a broad range of asset types.

Sophia Hampton is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Brighton Jones in 2019, she worked at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory role, she works as a contracted Pilates instructor at Reformed Pilates. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including a Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments while offering affiliated trust, legal, and private fund management services.

Wendy Taylor is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. She holds a Series 65 designation and has been with the firm and its predecessors since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach includes disciplined asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives, with regular portfolio reviews and rebalancing.