Harrison Leu is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Brighton Jones, he worked in various roles including at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. 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 access to affiliated private investment funds, trust services, and legal services.

Michael Diotalevi is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fisher Investments, Empower Financial Services, Personal Capital Advisors Corporation, and Voya Financial Advisors. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs tailored portfolios based on documented risk tolerance and uses diverse strategies ranging from conservative allocations to options writing, managing approximately $1.55 billion in assets with a team of 84 advisors.

Andres Rivera Uribe is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has spent time focused on full-time education between stints at Brighton Jones. Andres previously worked at Woodmark Waterfront Adventures in 2021. 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 and OpenPlan financial planning. The firm uses a whole-balance-sheet approach, managing a mix of public and private investments and supporting clients with trustee, fiduciary, legal, and family office administrative services through its affiliated entities.

Andrew Howard is a financial advisor at SCS with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial and GWFS Equities Inc / Great-West Financial. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation using a variety of instruments and offers services including portfolio management, pension consulting, and participant education programs.

Travis Bomgardner is a financial advisor at SCS with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Transamerica Capital, Inc., Waddell & Reed, and DDD Partners dba Tschetter Group, where he also served as Chief Business Development Officer. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone planning, and pension consulting. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various securities and includes fiduciary services for retirement plans.

Dennis Chiu is a CFP® and Series 65-licensed financial advisor at Brighton Jones LLC with five years of industry experience. He has worked at Brighton Jones since 2021 and has prior experience at firms including Weinstein & Riley, P.S., and several other businesses in the Seattle area. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative 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 funds.

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.

William Hay is a Series 65-licensed financial advisor at Evergreen Capital Management LLC with three years of industry experience. He has worked at ALPS Distributors Inc. since 2015 and has been affiliated with Evergreen Capital Management since 2010. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and branded programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests tailored to client needs.

Hailey Marlow is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Scs, she worked in various roles including positions at Woodland Coffee, September Boutique, and Hotel Ballard. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation and offers services including discretionary portfolio management, standalone financial planning, pension consulting, and participant education.

Thomas Petroff is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 63 and Series 65 licenses and has over 13 years of industry experience, including 12 years at The Agnew Company prior to joining LNW. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a customized approach emphasizing strategic asset allocation, global diversification, and a core-satellite investment strategy that includes active management and alternative investments.

Moses Park is a CFP® professional with nine years of industry experience, currently serving at The Mather Group, LLC in Bellevue, WA. He has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Anne Marie Stonich is a CFP® and holds a Series 65 license with 25 years of experience in the financial services industry. She has worked at Coldstream Wealth Management since 2021, including a prior period from 2025 onward. Her previous roles include positions at Paracle Advisors LLC and Brighton Jones LLC. Coldstream Wealth Management is an SEC-registered investment 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 uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Austin Bowlin is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding Series 63 and Series 65 licenses and has eight years of industry experience. He is a partner and Chief Strategist at Real Estate Transition Solutions, LLC, a real estate consultancy firm, where he oversees marketing, process, and client tracking. Bowlin has worked at Secure Asset Management and Aurora Securities since 2021, with prior experience at Concorde Asset Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs client-specific investment policies and a combination of fundamental, technical, and cyclical analysis across various asset classes.

Douglass Mccrae is a financial advisor at Northwest Asset Management with 13 years of industry experience and holds the Series 66 designation. He previously worked at Securities America Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he provides probate court assistance as a legal attorney. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients, offering customized investment management and financial planning built around strategic asset allocation and Modern Portfolio Theory.

J Crosby is a financial advisor at Brighton Jones LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining Brighton Jones, Crosby held roles at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Capital Resource Group. Their background also includes work at Pacific Lutheran University and Abercrombie & Fitch. Brighton Jones provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including Personal CFO and OpenPlan. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem of investment funds, trust services, and legal support.

Keith Swanson is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Scs since 2022. His prior experience includes roles at LPL Financial, Pacific Capital Resource Group, and Pacific Financial Group. Outside of his advisory work, he serves as a part-time soccer referee. Scs is a multi-advisor firm managing approximately $1.64 billion in discretionary assets for individuals, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset-allocation approaches with multiple analytical methods to manage portfolios, primarily on a discretionary basis through LPL’s platforms.

Julia Marzella is a financial advisor at Coldstream Wealth Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and UBS Financial Services. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and employs a team-based investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and financial planning services.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.

Grace Cavenaugh is a financial advisor at Laird Norton Wetherby Wealth Management with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott LLC and The Vanguard Group. Prior to her financial services career, she was involved with the Jesuit Volunteer Corps. Laird Norton Wetherby Wealth Management serves high-net-worth individuals, families, and related entities by providing wealth planning and investment management with a focus on customized investment policies, strategic asset allocation, and a core-satellite approach that includes active management and alternative investments. The firm also sponsors private funds and emphasizes operational efficiency through tools like artificial intelligence.

Detlef Schrempf is a financial advisor at Coldstream Wealth Management with 18 years of industry experience and holds a Series 65 designation. He has worked at Coldstream Capital Management since 2007 and is also a general partner at Athlon Ventures, a venture capital firm. Schrempf serves as president of the Detlef Schrempf Foundation and is a board member of Scoutreach, as well as several real estate funds. 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 investment approach with diversified portfolios and access to a broad range of alternative investments and affiliated services.