Abigail Wachter is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has experience working at Deloitte Tax LLP for several years and has held roles in academic institutions including Gonzaga Graduate School of Business and Seattle University Albers School of Business & Economics. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering both discretionary and non-discretionary portfolio management alongside tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to a range of public and private investments through its affiliated ecosystem.

Scott Comfort is a CFP® professional at Threadline Wealth with three years of industry experience. He has previously worked at Moss Adams Wealth Advisors, Stackline, Moss Adams, and Fircrest Golf Club. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a wide range of clients including individuals, families, business owners, and institutional clients. The firm emphasizes diversified, long-term portfolio construction using a core-and-satellite approach and incorporates strategies such as options-based hedging and private fund selections.

Mc Kenzie Granston is a Certified Financial Planner (CFP®) at Freestone Capital Management, LLC with three years of industry experience. Prior to joining Freestone in 2020, Granston held roles at Getty Images, the Bill and Melinda Gates Investments Group, Nordstrom, and the University of Washington. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm combines internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He began his career at Northwestern Mutual Investment Management before joining Brighton Jones, where he has worked since 2015. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office support, with investments spanning public and private assets managed both internally and through independent managers.

Gunnar Ildhuso III is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Coldstream Wealth Management since 2021, following prior roles at Pacific Portfolio Consulting, LLC and Verus. He serves as a board member of the National Nordic Museum, a private company, dedicating approximately 30 hours annually without compensation. Coldstream Wealth Management is an employee-owned firm that serves affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages diversified portfolios through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a broad range of advisory services and access to alternative investment vehicles.

Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Justin Buller is a financial advisor at Empirical Wealth Management in Seattle, WA, with 20 years of industry experience. He holds a Series 65 designation and has worked at Empirical Wealth Management since 2021, following a 22-year tenure at Zevenbergen Capital Investments LLC and a two-year period at Puetz Golf Superstore. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm uses Modern Portfolio Theory to build diversified portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal service businesses.

Shari Burns is a CFA® charterholder and holds a Series 65 license with 34 years of industry experience. She has been with United Capital Financial Advisors since 2012. Based in Seattle, WA, Burns has worked primarily within enterprise-level advisory firms. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client technology, and access to third-party managers.

Angelina Funtanilla is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she contributes poetry online through AllGear Digital. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services supported by discretionary and non-discretionary portfolio management.

Alannah Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Coldstream, she worked at Brighton Jones and has experience in various non-financial roles including at Mochinut and university settings. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and fiduciary retirement plan services.

David Roberts is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 38 years of industry experience. His career includes roles at Rainier Group Incorporated, RG Investment Advisory LLC, Cascadia Capital, LLC, and Coldstream Securities, Inc. Outside of his advisory work, he serves as a business transition consultant to privately held companies and holds board memberships with several non-investment-related businesses. 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 operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and provides integrated portfolio management, financial planning, and retirement plan fiduciary services.

Richard Gann is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including DFPG Investments, Inc., Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory role, Gann is an author of two books and involved with Altsillustrator.com, a cloud-based investment software application. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and provides ERISA retirement-plan advisory services with a focus on managing conflicts through supervision and documented policies.

Catherine Humbert is a CFP® and CFA® with 22 years of industry experience. She has been with United Capital Financial Advisors since 2012. Humbert serves on the Investment Committee of the YWCA, providing oversight for the nonprofit’s investments. United Capital Financial Advisors offers national financial planning and discretionary investment management to individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios, including ESG and faith-based options, and provides technology and sub-advisory services to independent advisors through its FinLife Partners platform.

Jackson Mc Carthy is a Series 65-licensed financial advisor with Brighton Jones LLC in Seattle, WA, and has one year of industry experience. Prior to joining Brighton Jones, he worked at Expeditors International of Washington and MassMutual Northwest. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers services including discretionary portfolio management, tax preparation, and family office administrative support.

Lauren Bowers is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealthcare, she worked in various roles at companies including Schneider Electric and Tactile Inc. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and combines quantitative metrics with fundamental, technical, and behavioral analysis to tailor long-term strategies.

Rory Shanks 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 attended Gonzaga University from 2020 to 2024 and has held various positions including work at Mule Expedition Outfitters and Sano Cafe. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, financial planning, tax preparation, and family office support.

Blake Mckibbin is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes long-term strategies centered on low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 designations and having nine years of industry experience. Prior to joining Buck Wealth Strategies, he worked at J.P. Morgan Securities and Morgan Stanley. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach incorporating tactical asset allocation and sector rotation, and is notable for its use of options strategies and collaboration with outside money managers and TAMPs.

Christian Linares is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. His career has been primarily with Brighton Jones since 2018, with a brief period at CRH Materials in 2017. Brighton Jones LLC 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 investment management through both public and private assets, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Cody Crawford is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2025, and has previous experience at several advisory firms including SPG Advisors LLC and Dynamic Income Strategies LLC. In addition to his advisory role, Crawford assists clients with income planning and insurance integration through his work with Retirement Wealth Pro. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.