Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Brighton Jones since 2015 across multiple periods, including his current tenure beginning in 2024. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

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.

Gregory Headrick is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2008. He previously worked at Purshe Kaplan Sterling Investments for 17 years. Outside of his advisory role, Headrick serves as treasurer and trustee on the governing board of a private school in Seattle, contributing to its finance and investment committees. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach based on Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

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.

Benjamin Andrew is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at LNW Wealth Management, LLC, Brighton Jones LLC, and WBC Financial. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite approach, offering integrated services including financial and estate planning and coordination with other advisors.

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 at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney spanning over a decade. Outside of her advisory work, she contributes poetry to an online publication affiliated with a fitness and recreational company. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm provides both discretionary and non-discretionary managed accounts, clearing and custodial functions, and operates commodities and prime services businesses.

Alannah Clark is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 credential and previously worked at Brighton Jones and Mochinut. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, executives, employee benefit plans, and endowments with approximately $12.4 billion in assets under management. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a range of portfolio management, financial planning, and advisory services, including access to alternative investments and affiliated business resources.

David Roberts is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding a Series 63 license and bringing 37 years of industry experience. He has worked with multiple firms, including Coldstream Securities, Cascadia Capital, RG Investment Advisory, and Rainier Group. Outside of his advisory role, Roberts serves as a business transition consultant for privately held companies under Rainier Group Consulting and holds board positions with several non-investment-related companies. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, and institutions. The firm employs a team-based investment approach, offering diversified portfolios and access to a range of alternative investments, supported by a broad affiliated ecosystem including broker-dealer, insurance, tax, and consulting services.

Catherine Humbert is a CFP® and CFA® with 21 years of experience in financial advising. She has been with United Capital Financial Advisors since 2012. Outside of her advisory role, she serves on the Investment Committee of the YWCA, a nonprofit organization. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, including ESG and faith-based options, supported by internal and external research and a proprietary client technology platform.

Jackson Mc Carthy is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. He has prior experience at Expeditors International of Washington and MassMutual Northwest, and has a background that includes time at the University of Washington and Skyline High School. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans with comprehensive wealth-management services. The firm utilizes a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Lauren Bowers is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she held positions at Schneider Electric, Tactile Inc., and several other companies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and a behavioral economics framework, incorporating both passive and active investment strategies.

Rory Shanks is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Brighton Jones, Rory attended Gonzaga University and has worked in various roles including with Mule Expedition Outfitters and Sano Cafe. Brighton Jones serves high-net-worth and ultra-high-net-worth families, individuals, retirement plan sponsors, and charitable organizations by providing comprehensive wealth services such as family office support, discretionary investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and offers access to private investment opportunities alongside its specialized Personal Chief Financial Officer program.

John Mell III is a CFP® and CFA® with 17 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2007 to 2023. He is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses and nearly a decade of industry experience. Prior to joining Buck Wealth Strategies in 2025, he held roles at J.P. Morgan Securities, Fidelity, Morgan Stanley, and Key Bank. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and discretionary portfolio rebalancing.

Christian Linares is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Brighton Jones LLC since 2018, working in various capacities within the firm. Prior to joining Brighton Jones, he worked at CRH Materials for one year. Brighton Jones LLC provides wealth management services to individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers a comprehensive range of services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet, holistic approach to client advice.

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.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified investment strategies and access to a broad range of alternative investments and affiliated services.

David Moretsky is a financial advisor at Winthrop Wealth with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including LPL Financial and Private Advisor Group. Moretsky is a founding partner of Keel Financial Partners and incorporated Moretsky Financial, Inc. for tax and investment purposes. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a long-term investment approach that combines internal strategies, third-party managers, and a rigorous oversight process.