Brian Burgess is a CFP® professional at Brighton Jones LLC with seven years of industry experience. He has been with Brighton Jones since 2017 and previously worked at Laird Norton Wealth Management. 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, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach for its high-net-worth Personal CFO clients.

Christian Blazona is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and four years of industry experience. He has been with Brighton Jones since 2021 and has prior involvement with Orion Entertainment and leadership roles in the Pi Kappa Phi Fraternity. Blazona's background includes community and organizational activities. 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 an affiliated ecosystem that includes private investment funds, trust services, and legal services for certain clients.

Brian George is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., and has previously worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Edward Jones. Since 2021, he has been involved with the Charitable Planning Network, assisting nonprofit organizations with non-cash fundraising. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension and profit-sharing plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in assets, offering a variety of investment options including mutual funds, alternative investments, and cryptocurrency.

Brianna Thompson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and three years of industry experience. Her prior work includes roles at Aero Precision LLC and Galuccis Catering Company, along with several periods as a full-time student. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial and administrative services complemented by an affiliated ecosystem of private investment, trust, and legal entities.

Zanthe Hanleybrown is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has been with Brighton Jones since 2025 and has prior experience as a Devon Review Tutor. 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 and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and industry experience beginning in 2026. His prior experience includes roles at GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. 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 and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

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.

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.

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.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously operated Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 credentials. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and offers specialized ERISA plan services and a wrap fee program through LPL Financial.

William Harder is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Clear Creek Financial Management, LLC since 2024, following an 11-year tenure at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, he assists with office and financial matters for a single-physician locum tenens practice run by his wife. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes, combined with regular portfolio review and rebalancing.

Kristina Anguelova is a financial advisor with Brighton Jones LLC in Seattle, WA. She holds a Series 65 designation and has recently started her career in the industry. Prior to her current role, she has worked in various positions including roles outside of finance such as at Bamboo Sushi and Sandpoint Country Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, employing a whole-balance-sheet approach that includes discretionary portfolio management and family office administrative support. The firm also offers access to private investment funds and affiliated trust and legal services.

Annika Jane Cruz is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. She joined Brighton Jones in 2025 and has prior experience as a student at Seattle University and involvement with Bay View Golf Club. Brighton Jones provides wealth-management and financial planning services for individual, high-net-worth, and family-office clients, using a whole-balance-sheet approach that includes discretionary portfolio management and access to affiliated private investment funds and trust services.

Tyler Harvey is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. He has been with Brighton Jones in various capacities since 2016. 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 financial planning. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Abigail Wachter is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has experience working at Deloitte Tax LLP for several years and has held roles in academic institutions including Gonzaga Graduate School of Business and Seattle University Albers School of Business & Economics. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering both discretionary and non-discretionary portfolio management alongside tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to a range of public and private investments through its affiliated ecosystem.

Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He began his career at Northwestern Mutual Investment Management before joining Brighton Jones, where he has worked since 2015. 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 investments spanning public and private assets managed both internally and through independent managers.

Richard Gann is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including DFPG Investments, Inc., Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory role, Gann is an author of two books and involved with Altsillustrator.com, a cloud-based investment software application. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and provides ERISA retirement-plan advisory services with a focus on managing conflicts through supervision and documented policies.

Jackson Mc Carthy is a Series 65-licensed financial advisor with Brighton Jones LLC in Seattle, WA, and has one year of industry experience. Prior to joining Brighton Jones, he worked at Expeditors International of Washington and MassMutual Northwest. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers services including discretionary portfolio management, tax preparation, and family office administrative support.

Rory Shanks 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 attended Gonzaga University from 2020 to 2024 and has held various positions including work at Mule Expedition Outfitters and Sano Cafe. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, financial planning, tax preparation, and family office support.