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 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 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 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.

Michelle Decaire is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2019. Prior to her advisory role, she held positions at Marriott Corporation and Hyatt Corporation, and she also provided event and banquet services at major hotels in the Bellevue, WA area. Coldstream Wealth Management is a 100% 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 with access to a range of alternative investments and affiliated services.

Daniels Voyteshonock is a CFP® with 11 years of industry experience, currently serving at Coldstream Wealth Management. His career includes roles at Morgan Stanley, Integrity Financial Corporation, Oppenheimer & Co. Inc., and various positions within Coldstream entities since 2019. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion across 128 advisors, serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering discretionary and non-discretionary portfolio management alongside comprehensive financial and retirement 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. He holds a Series 65 designation and previously worked at Metadude LLC and has been involved with YFA Connections since 2017, where he serves as a Quality Improvement Project Manager in behavioral health treatment services. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management and financial planning services, utilizing strategic asset allocation and Modern Portfolio Theory with a diversified range of investment vehicles.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Personal Investment Management, Inc. and Charles Schwab. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

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 with two years of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and Washington Trust Bank. His background also includes roles at California Polytechnic State University and other organizations. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts by providing comprehensive wealth services such as financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management tailored to client needs.

Hinnah Daryani is a Certified Financial Planner® at Brighton Jones LLC with nine years of industry experience. She previously worked at The Vanguard Group, Inc. for seven years before joining Brighton Jones. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services, including family office programs, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and proprietary investment vehicles.

David Mcintosh is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He has worked at Coldstream Wealth Management since 2021 and was previously with Paracle Advisors, LLC from 2015 to 2021. Coldstream Wealth Management is a 100% 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 approach supported by an internal Investment Strategy Group, offering diversified portfolios that include alternatives and structured notes.

Brandon Beckner is a CFP® professional with eight years of industry experience. He currently works at Composition Wealth, LLC and has previously been affiliated with EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, charitable organizations, and insurance companies. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual stocks and bonds, and may utilize options and third-party managers when appropriate.

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.

Arika Larson is a financial advisor with Gibbs Wealth Management, LLC in Bellevue, WA. She holds Series 65 and Series 63 licenses and has 25 years of experience operating her own business, Arika Larson Insurance and Financial Services. Larson joined Gibbs Wealth Management and TLL Wealth Management in 2026. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients using third-party platforms and model portfolios. The firm focuses on selecting and monitoring model portfolios tailored to clients' financial situations and risk tolerance rather than constructing proprietary portfolios.

Austin Flora is a CFA® charterholder based in Seattle, WA, currently with Brighton Jones LLC. He has experience at Northern Trust, Signature Consultants, and Sanctuary Wealth, with a total of several years in the financial services industry. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including discretionary investment management, family office services, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers along with in-house tax preparation and legal resources for eligible clients.

Michael Ridgeway is a financial advisor at Robertson Stephens Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Columbia Pacific Wealth Management and Steelhead Partners, LLC. Ridgeway also serves as a strategic planning consultant for Altpep, a life sciences development company. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing both discretionary and non-discretionary assets.