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Brian H
CFP®, Series 66
Seattle, WA
Brighton Jones LLC
Brian Hickox is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior experience includes roles at Q3 Advisors, Cetera, Regions Bank, Royal Alliance Associates, and CUNA Mutual Group. Brighton Jones LLC provides comprehensive wealth management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm uses a Personal CFO model and family office services to offer whole-balance-sheet planning, discretionary management, and access to private-investment opportunities through its subsidiary Lenora Capital.
Christopher B
Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Christopher Boesche is a financial advisor at Wedbush Securities Inc. with 28 years of industry experience. He has been with Wedbush Securities since 2009 and holds Series 63 and Series 65 designations. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custody, and prime services with managed account solutions.
Lindsey H
Series 65
Seattle, WA
Brighton Jones LLC
Lindsey Hurt is a financial advisor at Brighton Jones LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2019, following five years at MERRIMAN Wealth Management, LLC. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management and financial planning services. The firm employs a holistic approach that includes discretionary and non-discretionary management, access to private investment opportunities, and integrated tax, legal, and estate resources.
Jeffrey C
Series 63, Series 65
Mercer Island, WA
Northwest Asset Management
Jeffrey Cygan is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northwest Asset Management in 2021, he worked at Charles Schwab for 24 years and had brief roles at UPS and BMW of Bellevue. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, utilizing both fundamental and technical analysis to build diversified portfolios with periodic rebalancing.
Kilian L
Series 65
Seattle, WA
Empirical Wealth management
Kilian Larose is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Blueprint Technologies for eight years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based discretionary and non-discretionary investment management along with financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing services across real estate, insurance, and legal planning.
Sheryl P
CFP®, Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. in Seattle, where she has worked since 2004. She is also the owner of a property management business in Normandy Park, WA. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.
Lily G
Series 65
Seattle, WA
Composition Wealth, LLC
Lily Gillman is a financial advisor at Composition Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked previously at firms including Merriman Wealth Management and Bernstein Private Wealth Management. Outside of her advisory role, she provides pet-sitting services in her local Seattle neighborhood. Composition Wealth offers discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and private funds.
Antriksh K
CFA®, Series 65
Mercer Island, WA
Northwest Asset Management
Antriksh Kandhari is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Northwest Asset Management since 2018 and previously worked at Roy Street Coffee and Tea and Trader Joe’s. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.
Harve M
Series 66
Seattle, WA
Waverly Advisors, LLC
Harve Menkens is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Pacific Portfolio Consulting, BANK of AMERICA, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory role, Menkens serves as a director overseeing executive management at Mid-Mountain Materials, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.
Kurt B
Series 65, Series 63
Bellevue, WA
Coldstream Wealth Management
Kurt Biederman is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has worked at Coldstream Capital Management, Inc. since 2012. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering a range of services including portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services.
Paul P
CFP®, ChFC®, Series 63, Series 65
Seattle, WA
Merit Financial Advisors
Paul Pradel is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and was previously with Pradel Financial Group and Commonwealth Financial Network for over two decades. In addition to his advisory work, he conducts fixed insurance sales on a limited basis through his branch office. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach managed through centrally coordinated models and an internal Investment Management team.
Eric J
Series 65
Seattle, WA
Waverly Advisors, LLC
Eric Jarvis is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, and offers comprehensive investment management, financial planning, and multi-family office services.
Riley V
Series 65
Seattle, WA
Brighton Jones LLC
Riley Vetto is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. Riley has one year of industry experience, with prior roles at Russell Investments and Deloitte. Outside of advisory work, Riley operates a small sole proprietorship called Riley Marie Design, creating and selling handmade crafts. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, and family office support. The firm utilizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.
Lawerence H
ChFC®, Series 63
Seattle, WA
Waverly Advisors, LLC
Lawerence Hood is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes 19 years at Pacific Portfolio Consulting, LLC and over two decades with Elliott Cove Capital Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, providing both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.
Scott S
Series 65, Series 63
Seattle, WA
Missionsquare Retirement
Scott Seidel is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining MissionSquare, he worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions for nine years. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
David D
CFP®, PFS™, Series 63, Series 65
Bellevue, WA
The Fiduciary Alliance
David Dunn is a CFP® and PFS™ with 37 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Capital Planning LLC for 11 years. Dunn is also involved with David Dunn Wealth, LLC, an advisory entity operating in Bellevue, WA. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, providing investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside additional financial and risk planning services.
Roger R
Series 63, Series 65
Bellevue, WA
Coldstream Wealth Management
Roger Reynolds is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Coldstream Securities, Inc. and Coldstream Capital Management since 1996. 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 uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.
Thomas H
ChFC®, Series 63, Series 65
Seattle, WA
Composition Wealth, LLC
Thomas Howell is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding the ChFC® designation with 24 years of industry experience. Prior to joining Composition Wealth in 2026, he spent 24 years at Northwestern Mutual Investment Management. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, alongside third-party managers and various investment strategies.
Matthew K
CFP®, Series 66
Seattle, WA
Brighton Jones LLC
Matthew Kelley is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Brighton Jones LLC and has previously worked at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal service partnerships.
Graham J
Series 66
Seattle, WA
Wedbush Securities Inc.
Graham Johnson is a financial advisor with Wedbush Securities Inc. holding a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors LLC and several other firms. His background includes roles outside finance, and he studied at the University of Arizona from 2021 to 2025. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services. The firm operates multiple managed account programs and provides a combination of brokerage, clearing, custodial, and capital markets services.
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