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 17 years of industry experience. His prior roles include positions at Adams Financial Concepts, Woodbury Financial Services, and Union Financial, among others. Outside of his advisory work, he owns and operates life insurance and annuity businesses and serves as managing director of Redwood Tax Specialist, which works with CPAs to assist high-net-worth clients on tax matters. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, offering both discretionary portfolio management and non-discretionary retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Greer Smith is a financial advisor at Brighton Jones LLC with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Brighton Jones since 2012. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model and Lenora Family Office, combining whole-balance-sheet planning with discretionary management and private-investment opportunities.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, with 14 years of industry experience. He holds a Series 65 designation and has been with Brighton Jones since 2007. 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, family office services, tax preparation, and estate-planning support. The firm emphasizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Harrison Leu is a financial advisor at Brighton Jones LLC with a Series 65 designation and less than one year of industry experience. His prior work includes roles 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 serves high-net-worth and ultra-high-net-worth individuals and families, business entities, trusts, charitable organizations, and retirement plan sponsors. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Andres Rivera Uribe is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. His work history includes multiple periods at Brighton Jones interrupted by full-time education and a role at Woodmark Waterfront Adventures. Brighton Jones serves a broad client base including high-net-worth individuals and families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a balance-sheet, holistic approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Dennis Chiu is a CFP® and Series 65 licensed advisor with Brighton Jones LLC, based in Seattle, WA. He has four years of industry experience, including roles at Weinstein & Riley, P.S., and completed work at Reef Kitchens. Brighton Jones serves a diverse client base including high-net-worth individuals, families, and retirement plan sponsors, offering comprehensive wealth management services such as financial planning, discretionary investment management, family office services, and tax preparation. The firm emphasizes a balance-sheet, holistic approach and utilizes independent managers and private investment opportunities.

J Crosby is a financial advisor at Brighton Jones LLC with seven years of industry experience and holds a Series 65 designation. Their career includes multiple roles at Brighton Jones and prior positions at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Lutheran University. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including its Personal Chief Financial Officer program, family office services, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet and holistic approach to client advice.

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 financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and nine years of industry experience. She has spent her entire career with Navy Federal Financial Group and its affiliated entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers via the Envestnet platform.

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®-credentialed financial advisor with four years of industry experience, currently with Brighton Jones LLC since 2022. He previously worked at Parcion Private Wealth and held positions at Snap! Raise and Elix Incubator. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various other clients, offering comprehensive wealth management services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

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 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Thrivent Investment Management, and Thrivent Financial. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers via the Envestnet platform and offers a mix of advisory assets under management and brokerage services.

Shenyan Gu is a CFP® and CFA® with four years of industry experience. She is currently an advisor at Brighton Jones LLC, where she has worked since 2022. Prior to joining Brighton Jones, she held positions at BlueShore Financial Credit Union and CIBC. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and business entities. The firm provides comprehensive wealth services, including family office solutions, discretionary investment management, tax preparation, and access to private investment opportunities, using a holistic, balance-sheet approach to client advice.

Shyanne Render is a CFP® professional with seven years of experience in financial advising, currently with Brighton Jones LLC since 2015. She is based in Seattle, WA. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services using a Personal CFO model and family office solutions, including investment management, financial planning, and estate-planning support, with access to private-investment opportunities through its subsidiary Lenora Capital.

Charles Brighton is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Brighton Jones since 2000. Mr. Brighton serves as a board member of Blueprint Capital REIT. Brighton Jones advises high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm provides comprehensive wealth-management services through a Personal CFO model and family office offerings, including investment management, financial planning, tax preparation, estate planning, and private-investment opportunities via its subsidiary Lenora Capital.

Kenneth Lindquist is a financial advisor at Clear Creek Financial Management, LLC with Series 65 and Series 63 licenses. He joined the firm in 2026 and has prior experience at NYLIFE Securities LLC and New York Life, as well as a long tenure at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies and regular portfolio supervision.

Sophia Hampton is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Brighton Jones in 2019, she worked in roles outside the financial industry, including at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory work, she is a contracted Pilates instructor at Reformed Pilates. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as family office programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers and proprietary investment vehicles to support client needs.

Brayden West is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Washington Trust Bank and Northwestern Mutual. West has also been involved with Boise State University’s Outdoor Program and held a long-term role with Eastmont School District. Brighton Jones advises individuals, including high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model, combining financial planning, investment management, and family office services with access to private-investment opportunities via its subsidiary Lenora Capital.