Peter Michel IV is a CFA® charterholder with 12 years of industry experience. He has worked at Empirical Wealth Management since 2023 and previously spent eight years at Fisher Investments and Fisher Investments Japan. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans through a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing integrated real estate, insurance, and estate-planning services.

Rebecca Miles is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior roles include positions at Highland Private Wealth Management and SNW Asset Management, LLC. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, including strategic asset allocation and global diversification, supported by discretionary portfolio management and the use of advanced tools such as financial modeling and artificial intelligence.

Steven Brace is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Financial Advocates Investment Management since 2013 and LPL Financial since 2010, joining SCS (Bensler, LLC) in 2022. Brace also manages QPS Financial, a business entity used for tax and investment purposes. SCS advises individuals, trusts, corporations, and retirement plans, serving over 2,100 clients with approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Jon Jones is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 65 and Series 66 designations and has been with Brighton Jones since 2000. Mr. Jones serves on the boards of Blueprint Capital REIT, RMB Capital Management, LLC, and Seneca Group, where he is also a minority owner in each entity. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach and offers a range of services including discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Austin Gormley is a CFA® charterholder and registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with four years of industry experience. His prior roles include positions at Big League Edge and Amazon, Inc., as well as work at Pacific Lutheran University. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients through team-based wealth management supported by an internal Investment Strategy Group. The firm manages approximately $13.9 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Thomas Ovendale Jr. is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has been associated with Rainier Group since 1992. 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 offers a range of services including portfolio management, financial planning, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Dennis Trinh is a financial advisor at Brighton Jones LLC in Seattle, WA, holding the CFP® designation and Series 66 license with two years of industry experience. His prior work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He is also the founder of DT Online Holdings LLC, a business he has operated since 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, trusts, and business entities. The firm offers a range of wealth management services including comprehensive financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, utilizing a balance-sheet, holistic approach and independent managers for client assets.

Dave Stanfield is a financial advisor at Regal Investment Advisors LLC with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Regal since 2015, including a concurrent role at Regulus Advisors from 2015 to 2019. Outside of his advisory work, he owns Evergreen Wealth Management, LLC, which provides tax preparation and insurance planning services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios and grants advisors discretionary authority to implement and manage these strategies.

Marvel Morgan Jr. is a financial advisor with SCS (Bensler, LLC), holding a Series 66 designation and 25 years of industry experience. His career includes roles at KMS Financial Services, LPL Financial, and R. Todd Stabler. Morgan also provides investment advisory services through SCS, an independent registered investment advisor firm. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blend of tactical, strategic, and dynamic asset allocation using fundamental and technical analysis to manage portfolios, and it also offers financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Matthew Patterson is a CFP® professional with 11 years of experience in financial advising, currently with Brighton Jones LLC in Seattle, WA. He has been with Brighton Jones since 2016 in various roles. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, and family office support. The firm employs a Personal CFO model emphasizing whole-balance-sheet planning and discretionary management, and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Vincent Lee is a CFP® and PFS™ credentialed advisor with 18 years of experience, currently serving clients at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2007. 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 that includes diversified portfolios, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.

Blake Hall is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and Merry Piglets. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

Gregory Robinson is a CFA® charterholder with over 31 years of industry experience. He currently serves as an advisor at Badgley Phelps Wealth Managers, joining the firm in 2025 after a 31-year tenure at Marshall & Sullivan, Inc. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Badgley Phelps Wealth Managers provides wealth and investment management, along with standalone financial planning, to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs disciplined asset allocation and model-based portfolio construction, offering a range of equity, fixed income, balanced, and alternative strategies.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Lincoln Investment since 2013. Alsbury is a member of RSA 405 LLC, which manages office leasing arrangements. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house investment management team that uses proprietary screening processes and model portfolios.

Matthew Boissoneault is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) based in Seattle, WA. He holds a Series 65 designation and has been with LNW and its related entities since 2023. Prior to his financial advisory roles, he spent five years at Seattle University and was involved with Mercer Island Beach Club for four years. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing customized investment strategies, global diversification, and a core-satellite approach that includes both active and alternative investments.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and volunteer board president for Pierce County Alliance, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Rodney Bench is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked at Pillar International Insurance Advisors, LLC, Columbia Pacific Wealth Management, and Kibble & Prentice Holding Company. Outside of his advisory roles, he is a member of Two Belles Farm, a vineyard that grows and sells wine grapes. M Holdings Securities, Inc. serves individual, corporate, and retirement plan clients through a nationwide network of advisors, offering investment management, retirement plan consulting, financial planning, and insurance advisory services. The firm supports a variety of platforms and sub-advisory arrangements and provides services to other investment advisers and specialized insurance products.

Reegan Rae is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 66 designation with 18 years of industry experience. Prior to joining Coldstream in 2024, Reegan spent 12 years at Arnerich Massena, Inc. Coldstream Wealth Management is a 100% employee/director-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 and access to a range of alternative investments and affiliated services.

Madison Clark is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Brighton Jones, Madison worked with the 21st Century Sharp Kids Enrichment Program and has experience in educational settings, including the University of Washington and Wilbur School District. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as personal CFO programs, family office services, investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach with continuous monitoring and uses independent managers alongside in-house resources to meet client needs.

Gregory Conway is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and previously worked for Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving both high net worth and non-HNW clients through institutional custodians and third-party platforms.