Eric Arndt is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 credential with five years of industry experience. Before joining Empirical in 2022, he worked at several firms including Carson Wealth Management Group and SNS Financial Group. Outside of finance, Arndt is co-owner of Art-O-Maddic, an art gallery and creative space, and serves as Treasurer of the Canby Arts Association, a nonprofit focused on promoting local arts and culture. Empirical Wealth Management serves a diverse range of clients including individuals, trusts, and charitable organizations, offering fee-based investment management and financial planning services. The firm employs Modern Portfolio Theory with diversified asset allocation strategies and operates several affiliated businesses in real estate, insurance, and legal services.

Collin Seifert is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes multiple roles at the University of Washington and positions at Greater Pacific Industries and Laurelhurst Beach Club. Brighton Jones LLC provides wealth management and financial planning services for individual, high-net-worth, and family-office clients through various brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to tax preparation and family office administrative support, supported by an affiliated ecosystem that includes private investment management, trust services, and legal offerings.

John Watt is a financial advisor with Northwest Asset Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including 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.

Anne Winship is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Triune Financial Partners and has experience in construction and nonprofit employment. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies with strategic asset allocation, global diversification, and access to private funds, supported by integrated services including financial and estate planning.

Sally De Witt is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including UBS Financial Services, Fisher Investments, and Cetera Investors. MissionSquare Retirement serves state and local government employers, employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, delivering personalized investment advice through a multi-team structure supported by Morningstar Investment Management’s asset allocation and fund selection expertise.

Rebecca Wilcox is a CFA® charterholder with 11 years of industry experience. She is an advisor at Coldstream Wealth Management in Bellevue, WA, and has been with Rainier Group Investment Advisory, LLC since 2014. 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 approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to alternative investments through a broad affiliated ecosystem.

Michael Welk is a financial advisor at Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Brighton Jones since 2015, with prior roles at Fortitude Advisory Group L.L.C., SCA, and Strategic Capital Group LLC. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Jacob Demharter is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 credential. He has professional experience with Osaic Wealth, Driven Investments LLC, and Mountain America Credit Union, among other organizations, beginning his financial services career in 2024. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in assets using a core-and-satellite investment approach with customized portfolio strategies.

Wenqi Huang is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019 and has prior experience at the University of Washington and University of Washington Medical Center. 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 multiple operating brands including its Personal CFO service and OpenPlan. The firm integrates discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, along with access to affiliated private investment funds and trustee services.

Mairin Murphy is a CFP®-certified financial advisor with six years of industry experience. She is currently with Freestone Capital Management, LLC, where she has worked since 2021, and previously worked at Fisher Investments. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Shawna Bain is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee, offering services such as asset management, financial planning, and employee financial wellness programs.

Lisa George is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining B.O.S.S., she was involved with Clothes For Kids for six years and worked with Maplewood Presbyterian Church for eight years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers or platform providers.

Rocco Pearson is a financial advisor at Freestone Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Freestone, he worked at Zevenbergen Capital Investments LLC, Symmetry Financial Group, Pitney Bowes, and The North Face. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Richard Hultquist is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His career includes long-term roles at Assured Partners and related entities from 2006 to 2025, with more recent positions at LPL Financial and AssuredPartners Investment Advisors. He currently provides investment advisory services through SCS, an independent 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 combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, offering financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Samiran Kundu is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016, having previously worked at HSBC Bank USA NA starting in 2010. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process that combines strategic and tactical asset allocation supported by global asset management and fund due diligence services.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carmen Iamandii is a financial advisor at Corient with nine years of industry experience and holds a Series 66 designation. Prior to joining Corient, she worked at Columbia Pacific Wealth Management and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as a board member for the Providence Mt. St. Vincent Foundation, a senior care community. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a dedicated Private Wealth program for high-net-worth clients.

Aaron Yoon is a CFP® and ChFC® with 16 years of experience in the financial services industry. He has worked at Edward Jones for 16 years before joining &Partners in 2025. Outside of his advisory role, he is the sole member of two LLCs involved in managing real estate properties. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.