Blake Mckibbin is a financial advisor with Composition Wealth, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. He is based in Bainbridge Island, WA. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasional alternative investments, with ongoing portfolio oversight and tax-sensitive management.

Christian Linares is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. His career has been primarily with Brighton Jones since 2018, with a brief period at CRH Materials in 2017. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients. The firm uses a whole-balance-sheet approach and offers investment management through both public and private assets, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Maximilian Arms is a CFP® professional at Brighton Jones LLC with five years of industry experience. He has held roles at Brighton Jones since 2021, with prior experience at firms including Freestone Capital Management, Corient Services, and Medtronic. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Deanna O'neal is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 65 qualifications and three years of industry experience. She has worked previously with Transamerica Financial Advisors, Inc. and has been involved with KI Financial, LLC as a financial coach and educator, where she teaches money management and budgeting and assists clients with debt reduction and financial challenges. Vanderbilt Advisory Services serves a diverse clientele including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and integrates strategic asset allocation with fundamental and technical analysis, supported by a unique combination of advisory, plan administration, and brokerage services.

Albert Souza is a financial advisor with Compass Financial Management LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Adams Financial Concepts, Woodbury Financial Services, and Union Financial Inc. He is also involved in several business activities related to life insurance sales and tax-related client referrals. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a variety of investment strategies including the use of third-party managers and internally managed model portfolios.

Greer Smith is a CFP® professional with 25 years of industry experience, currently serving at Brighton Jones LLC since 2012. Prior to joining Brighton Jones, Smith worked for 11 years at Charles Schwab. 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 uses a whole-balance-sheet approach with discretionary investment authority and offers a range of services such as portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with 14 years of industry experience. He has been with Brighton Jones since 2007. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Harrison Leu is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Brighton Jones, he worked in various roles including at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office support, with access to affiliated private investment funds, trust services, and legal services.

Andres Rivera Uribe is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has spent time focused on full-time education between stints at Brighton Jones. Andres previously worked at Woodmark Waterfront Adventures in 2021. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan financial planning. The firm uses a whole-balance-sheet approach, managing a mix of public and private investments and supporting clients with trustee, fiduciary, legal, and family office administrative services through its affiliated entities.

Dennis Chiu is a CFP® and Series 65-licensed financial advisor at Brighton Jones LLC with five years of industry experience. He has worked at Brighton Jones since 2021 and has prior experience at firms including Weinstein & Riley, P.S., and several other businesses in the Seattle area. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including a trust company and private investment funds.

J Crosby is a financial advisor at Brighton Jones LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining Brighton Jones, Crosby held roles at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Capital Resource Group. Their background also includes work at Pacific Lutheran University and Abercrombie & Fitch. Brighton Jones provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including Personal CFO and OpenPlan. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem of investment funds, trust services, and legal support.

Evan Keech is a Series 65-registered financial advisor with Clear Creek Financial Management, LLC, where he has worked since 2021. He has five years of industry experience, including a five-year tenure at Alitheon, Inc. Outside of his advisory role, he is involved with Kaperra Capital, LLC, an entity that receives payment from Ascent. Clear Creek Financial Management serves individual and institutional clients, offering asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies and conducts regular portfolio reviews and rebalancing.

Ashley Boles is a Series 66-registered advisor with Navy Federal Investment Services, LLC, and has nine years of industry experience. She has worked exclusively within the Navy Federal Financial Group and Navy Federal Investment Services since 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs that incorporate third-party portfolio managers.

Kevin Wiley is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at WileyBaird and several financial services and insurance firms. Outside of his advisory role, Wiley serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research arm, employing a diverse investment approach with continuous portfolio supervision and multiple strategies.

Noah Arrick is a CFP® and Series 65 licensed advisor with Brighton Jones LLC in Seattle, WA, and has four years of industry experience. Prior to joining Brighton Jones in 2022, he worked at Parcion Private Wealth, Snap! Raise, and Elix Incubator. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office support. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by an affiliated ecosystem including a trust company and private investment funds.

Marc Kamber is a financial advisor with Dana Investment Advisors Inc in Seattle, WA, holding 34 years of industry experience. He has been with Dana Investment Advisors since 1991. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and offering customized investment approaches through various platforms.

Richard Ruggieri is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at LPL Financial, Thrivent Investment Management, and Mainzer Ruder. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its affiliation with a banking and credit-union group.

Shenyan Gu is a CFP® and CFA® with four years of industry experience. He is currently with Brighton Jones LLC and previously worked at BlueShore Financial Credit Union and CIBC. Brighton Jones LLC 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 and OpenPlan. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Shyanne Render is a CFP® professional with seven years of industry experience. She has been with Brighton Jones LLC since 2015. Based in Seattle, WA, she is part of a firm offering wealth management and financial planning to individual, high-net-worth, and family-office clients. Brighton Jones provides services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office support. The firm employs a whole-balance-sheet approach for high-net-worth clients and offers access to public and private investments through an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Charles Brighton is a financial advisor at Brighton Jones LLC in Seattle, WA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brighton Jones since 2000. He serves as a board member of Blueprint Capital REIT. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and access to public and private investments.