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 Seidel is a financial advisor with MissionSquare Retirement in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions for nine years. Outside of his advisory role, he contributes as a tester providing product and application feedback for UserTesting. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a range of advisory and recordkeeping services. The firm’s Guided Pathways Advisory Services utilize Morningstar Investment Management’s models and tools to deliver personalized investment advice through multiple channels exclusively within MissionSquare‑administered accounts.

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 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 McDonnell is a CFP®-credentialed financial advisor at Merit Financial Advisors with 16 years of industry experience. His career includes positions at Morgan Stanley, Lido Advisors, and a lengthy tenure at E*TRADE Capital Management. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable model allocations.

Thomas Howell is a financial advisor with Composition Wealth, LLC in Seattle, WA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Composition Wealth in 2026, he worked at Northwestern Mutual Investment Management for 24 years. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, low-cost, diversified portfolios, utilizing mutual funds, ETFs, individual securities, and occasionally private funds and structured notes, supported by fundamental and technical analysis and an internal due diligence process.

Matthew Kelley is a CFP® with seven years of experience in financial services. He is currently an advisor at Brighton Jones LLC, where he has worked since 2023. Prior to that, he held positions at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO offering for high‑net‑worth clients. The firm uses a whole-balance-sheet approach and invests client assets across public and private markets, supported by an affiliated ecosystem that includes a trust company and legal services.

Graham Johnson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Equitable Advisors LLC and several short-term positions in various organizations. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm offers tailored portfolio management strategies and a variety of institutional research and clearing services.

Michelle Decaire is a financial advisor at Badgley Phelps Wealth Managers with six years of industry experience. She has previously worked at Coldstream Wealth Management and held positions at Marriott Corp., Hyatt Corp., and Laris Architectural Products. In addition to her advisory role, Michelle provides occasional event and banquet services at major hotels in the Bellevue, WA area. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and multi-strategy portfolio construction approach, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Daniels Voyteshonock is a CFP® with 11 years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes roles at Coldstream Wealth Management and Coldstream Securities Inc., as well as positions at Oppenheimer & Co. Inc., Integrity Financial Corporation, and Morgan Stanley. 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, using a team-based approach supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

Natalie Mackey is a Series 65 credentialed financial advisor with five years of industry experience. She has been with Badgley Phelps Wealth Managers since 2018, following prior work at A.E.G. Facilities and Little Caesars. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternative investments, and offers both discretionary and non-discretionary client relationships.

Jesse Doran is a financial advisor at Northwest Asset Management with one year of industry experience and holds a Series 65 credential. Before joining Northwest Asset Management, he was involved with Metadude LLC for five years and has served as a Quality Improvement Project Manager in behavioral health treatment services at YFA Connections since 2017. Northwest Asset Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory to manage diversified portfolios and offers a range of services including customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory support.

Robert Higueria is a financial advisor at Empirical Wealth Management in Seattle, WA, with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual Investment Services LLC, Wells Fargo, and Koenig Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios based on Modern Portfolio Theory and operates several affiliated businesses, including real estate brokerage and insurance subsidiaries.

Mary Moon is a financial advisor at Northwest Asset Management with 42 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Hightower Advisors, and Charles Schwab in various capacities. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including high-net-worth individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Gavin Dayment 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 in 2024, he worked at Parametric Portfolio Associates and Washington Trust Bank. 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 with discretionary investment authority and offers a range of services including portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

Hinnah Daryani is a CFP®-designated financial advisor with nine years of industry experience, currently with Brighton Jones LLC in Seattle. Prior to joining Brighton Jones, she worked at The Vanguard Group for several years. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering a whole-balance-sheet approach and discretionary portfolio management combined with access to private and public investments.

David Mcintosh is a CFP® and holds a Series 65 license with 13 years of experience in the financial services industry. He has worked at Coldstream Wealth Management since 2019 and previously held positions at Paracle Advisors, LLC and Fisher Investments. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial and retirement planning, family advisory, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Brandon Beckner is a CFP® professional with nine years of industry experience, currently serving at Composition Wealth, LLC since 2024. His prior experience includes roles at EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Based in Seattle, WA, he has worked across multiple advisory firms during his career. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and other investment vehicles.

Todd Hobson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2025. His prior experience includes roles at Cable Hill Partners, Steward Partners Investment Solutions, Umpqua Bank, and BancWest Investment Services. Outside of his advisory work, he is a passive limited investor in restaurant-related entities in Utah. 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 supported by an internal strategy group and offers diversified portfolios incorporating tax-managed equities, alternatives, and access to various sub-advisors and private funds.

Scott Hitchcock is a financial advisor with Mariner Independent, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at RSM US Wealth Management for 19 years and Choreo, LLC for two years. Hitchcock serves as a board member of Leavenworth Adventure Park in Washington. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers integrated institutional and retirement plan resources through affiliated entities.