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.

Arika Larson is a financial advisor with Gibbs Wealth Management, LLC in Bellevue, WA. She holds Series 65 and Series 63 licenses and has over 25 years of experience through her own firm, Arika Larson Insurance and Financial Services. Larson has been with Gibbs Wealth Management and TLL Wealth Management since 2026. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients using an advisor-directed Model Management program that leverages third-party platforms and strategists. The firm’s approach focuses on assessing clients’ financial situations and risk tolerance to select model portfolios rather than managing individual securities directly.

Austin Flora is a CFA® charterholder currently with Brighton Jones LLC in Seattle, WA. He has held positions at Northern Trust, Signature Consultants, and Sanctuary Wealth prior to joining Brighton Jones in 2026. Brighton Jones LLC serves individual, high-net-worth, and family-office clients, offering comprehensive wealth management and financial planning services. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management alongside access to private funds and affiliated entities for investment and fiduciary services.

Michael Ridgeway is a financial advisor at Robertson Stephens with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Steelhead Partners, LLC for 19 years and Columbia Pacific Wealth Management. Ridgeway also serves as a strategic planning consultant for Altpep, a life sciences development company. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering both discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a mix of in-house and third-party investment strategies overseen by a dedicated investment office and committee.

Joshua Harris is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with 25 years of industry experience. His prior experience includes 17 years at Paracle Advisors LLC before joining Coldstream. 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 other institutional clients, offering services including portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Claire Alexander is a financial advisor at Brookwood Investment Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors and Crux Wealth Advisors. Outside of her advisory role, she owns Crux Insurance Agency, LLC, where she transacts fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement advisory services. The firm customizes portfolios using a range of passive, active, tactical, and blended strategies, and maintains a network of affiliated businesses including insurance and legal services.

Michael Mcbride is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously operated McBride Financial Advisors for 36 years before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Ufuk Ince is a CFA® charterholder and holds a Series 63 license, with 12 years of experience in the financial services industry. He is currently with Robertson Stephens, where he has worked since 2026 following prior roles at MassMutual Life Insurance Co, NYLife Securities, Look Lateral, Inc., and Eagle Harbor Asset Management, Inc. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, managing $8.76 billion in assets as of the end of 2025.

Sean Owen is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Composition Wealth, LLC, having previously held positions at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of advisory work, he is involved in Altarus Records. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using diversified mutual funds and ETFs, alongside individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets.

Victoria Serles is a financial advisor at Coldstream Wealth Management with 22 years of industry experience and holds a Series 66 credential. Her prior roles include positions at Seidman Insurance Consultants LLC and New York Life Insurance Company. In addition to her advisory work, she is a partner at Hersman Serles Almond, LLC, a CPA firm providing tax and accounting services. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. 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 third-party sub-advisors.

Christopher Certo is a CFP® professional with 10 years of industry experience, currently with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. His prior roles include positions at Lake Street Advisors, Charles Schwab, Wayfair, and Fidelity Brokerage Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities, offering integrated services such as financial and estate planning alongside investment management. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Connor Black is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers customized model portfolios alongside third-party strategies and tax-aware direct indexing.

Jackson Hartz is a financial advisor at Brighton Jones LLC in Seattle, WA, with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Business Consulting Resources and OnBuoy SPC, as well as four years at the University of California, Los Angeles. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering services such as discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach with access to a range of public and private investments and affiliated private investment funds.

Aimee Lloyd is a CFP®-credentialed financial advisor at Winthrop Wealth with 24 years of industry experience. She has held roles at LPL Financial, Private Advisor Group, Keel Financial Partners, and Burridge Group LLC. 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 combines in-house management with third-party sub-advisers to implement tax-managed, systematic, and options-based strategies, managing approximately $3.1 billion in assets.