Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Clear Creek Financial Management in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its quantitative research division, Helios Quantitative Research, while employing a broad range of investment strategies and quarterly portfolio reviews.

Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Her previous experience includes roles at Northwest Plan Services and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach for its Personal CFO offering and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and private investment fund management.

Melanie Arena is a CFP® professional at Brighton Jones LLC in Seattle, WA, with 15 years of industry experience. She has been with Brighton Jones since 2011, including the firm's predecessor entity. 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, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

Parker Trelstad is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 credential and previously worked for FP Transitions for five years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by affiliated entities that offer private investment funds, trust services, and legal support.

Ardavan Tabrizian 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 2022, he worked at the University of Oregon and Bay Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office administrative support, along with access to affiliated private investment funds and trust services.

Jacob Ries Roncalli is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His work history includes multiple roles at Brighton Jones since 2021 as well as earlier positions at Seattle University and Skyhawks Sports Camps. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands, employing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, and it integrates an affiliated ecosystem that includes private investment funds, fiduciary services, and legal offerings.

Elizabeth Norris is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Brighton Jones LLC since 2018, with a brief period away in 2019, and previously worked at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University. Brighton Jones LLC serves individual, high-net-worth, and family-office clients through a range of wealth management and financial planning services, including discretionary and non-discretionary portfolio management, tax preparation, and family office support. The firm employs a whole-balance-sheet approach for its Personal CFO clients and offers access to an affiliated ecosystem of investment, trust, and legal services.

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Before joining Brighton Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was involved with Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm provides a whole-balance-sheet approach that includes discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Ethan Truong is a CFP® and Series 65 licensed advisor at Brighton Jones LLC with four years of industry experience. He previously worked in real estate at John L. Scott Real Estate and has a background in education at the University of Washington and Federal Way High School. Ethan is based in Seattle, WA. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, tax preparation, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem of private investment funds and trust services.

Steven Holdsworth is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Falcon Wealth Planning, First Pacific Financial, and Ramsey & Associates. He holds several securities licenses and maintains an insurance license in Washington state, though he is not authorized to sell insurance products or receive compensation from such sales. Savvy provides investment and financial planning services to individuals, trusts, businesses, retirement plan sponsors, and charitable organizations. The firm employs primarily index-based, long-term strategies supplemented by active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers and technology platforms to customize client investment plans.

Kaleb Strawn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. He previously worked at Avier Wealth Advisors and held positions outside the industry, including at Costco. Based in Seattle, WA, Strawn has a background that spans wealth management and financial planning. 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 and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office support, with an affiliated ecosystem that includes private fund management and trust services.

Jacqueline Prideaux is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Brighton Jones LLC since 2012, working in various capacities at the firm. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Rachel Kuhnert is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC with three years of industry experience. She has worked at several firms, including Ferguson Wellman Capital Management and Summa Group of Oppenheimer & Co., and has additional experience outside finance at Greentree Pool Organization and Lakeridge High School. 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, financial planning, tax preparation, real-estate consulting, and family office administrative support, using a whole‑balance-sheet approach and access to an affiliated ecosystem including private investment funds and fiduciary services.

Vanessa Howell is a financial advisor at Brighton Jones LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2018. Prior to her financial advisory career, Howell was employed at ATI Physical Therapy for four years. Brighton Jones LLC provides wealth management and financial planning services for individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands including its Personal CFO and OpenPlan services. The firm manages a diverse mix of public and private investments and offers affiliated services such as private fund management, trustee and fiduciary services, and legal support.

Kaycee Le Cong is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Brighton Jones LLC since 2007, working in the Seattle, WA office. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Katherine Burgess is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. She has been with Brighton Jones since 2017 and previously worked at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

David Lamp is a CFP® professional with 21 years of industry experience. He has worked at Brighton Jones LLC since 2011, following prior roles at BBJS Financial Advisors, LLC, First Command Brokerage Services, Inc., and First Command Bank. Based in Seattle, WA, Lamp holds Series 63 and Series 65 licenses in addition to his CFP® designation. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including the Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem that includes private investment funds, trustee services, and legal offerings.

Eric Ho is a CFP® professional based in Seattle, WA, with five years of experience in financial advising. He has worked at Brighton Jones LLC since 2022 and previously held roles at Axos Clearing, TD Ameritrade, and other firms. His background includes a period of full-time study for the MCAT. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach with discretionary investment authority and offers services ranging from portfolio management to family office administrative support.

David Hooper is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview since 2019, following three years at Wells Fargo Clearing. Hooper provides pro-bono financial planning services for the Washington Physicians Health Program, a medical-focused nonprofit assisting professionals with personal and professional challenges. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services utilizing both in-house portfolio strategies and third-party managers across a range of investment products.