Quinn Snell is a CFA® charterholder currently with Empirical Wealth Management in Seattle, WA. He has experience at firms including Parcion Private Wealth and SLC Management. Outside of his advisory role, he has worked as an insurance agent involved in multi-line insurance brokerage. Empirical Wealth Management serves a broad client base including high-net-worth individuals, trusts, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified asset class portfolios and offers a range of investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Evergreen since 2016 following a brief tenure at Concourse Financial Group Securities, Inc. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, incorporating fundamental, macroeconomic, and third-party research with selective use of artificial intelligence.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Jake Riddell is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Empirical Wealth Management since 2024 and prior to that spent nine years at Fisher Investments. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm utilizes Modern Portfolio Theory with diversified model portfolios spanning 12–21 asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and in-house affiliated services in real estate, insurance, and estate planning.

Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and consulting services.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

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.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

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 15 years of industry experience. He is currently affiliated with Composition Wealth, LLC, where he has worked since 2025. Prior to that, he was with Unionview Wealth Partners for six years and Wells Fargo Advisors for four years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in assets.

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 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 at KCD Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been involved with multiple related entities, including Heritage Benefits LLC and Edwin A. Day & Co., spanning over two decades. Outside of advisory roles, he serves as an estate planner with Heritage Benefits LLC. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored strategies that include asset management, financial planning, and access to third-party management programs.

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.