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480 advisors near
98310
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Kenneth L
Series 65, Series 63
Silverdale, WA
Clear Creek Financial Management, LLC
Kenneth Lindquist is a financial advisor with Clear Creek Financial Management, LLC, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, previously working at New York Life and NYLIFE Securities LLC. Prior to his financial career, he spent 16 years at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a multifaceted investment approach with continuous account supervision and incorporates both traditional and algorithm-based strategies.
Sophia H
Series 65
Seattle, WA
Brighton Jones LLC
Sophia Hampton is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Brighton Jones in 2019, she worked at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory role, she works as a contracted Pilates instructor at Reformed Pilates. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including a Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments while offering affiliated trust, legal, and private fund management services.
Brayden W
Series 65
Seattle, WA
Brighton Jones LLC
Brayden West 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 history includes roles at Washington Trust Bank and Northwestern Mutual. Outside of finance, he was involved with Boise State University’s Outdoor Program and held various positions there from 2019 to 2023. 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. The firm employs a whole-balance-sheet approach, utilizing discretionary investment authority and a mix of public and private investments, supported by affiliated entities that offer trust, legal, and private fund management services.
Timothy G
Series 63, Series 65
Seattle, WA
Ascentis Independent Advisors, LLC
Timothy Griffith is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Schmidt Financial Group, Inc. for 20 years and has more recently been with ORG Partners, LLC and WealthShield Partners, LLC. Outside of advising, he owns Sher-Footed Farm LLC, a private farm on Whidbey Island, WA. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers asset management and comprehensive financial planning, employing a combination of discretionary management, third-party managers, and private direct investments tailored to client objectives.
Derrick C
Series 66
Seattle, WA
Cornerstone Wealth Management, LLC
Derrick Casey is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his financial advisory role, he is involved in a family business, Seattle Clinical Psychology, where he serves as CFO. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, emphasizing tailored investment advice through continuous supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.
Matthew C
CFP®
Seattle, WA
Brighton Jones LLC
Matthew Camrud is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2014. He is based in Seattle, WA. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple 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 utilizing both public and private investments.
Brian H
CFP®, Series 66
Seattle, WA
Brighton Jones LLC
Brian Hickox is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Brighton Jones LLC in Seattle, WA, joining the firm in 2025. His prior roles include positions at Q3 Advisors, Cetera, Regions Bank, Royal Alliance Associates, and Putnam Investment Management, among others. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including private investment funds, a trust company, and legal services.
Riley V
Series 65
Seattle, WA
Brighton Jones LLC
Riley Vetto is a financial advisor at Brighton Jones LLC with one year of industry experience. Prior to joining Brighton Jones in 2025, Riley worked at Russell Investments and Deloitte. Outside of finance, Riley operates a small sole proprietorship, Riley Marie Design, where they create and sell handmade crafts. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, offering a range of solutions including discretionary and non-discretionary portfolio management and family office support. The firm employs a whole-balance-sheet approach and manages client assets across both public and private investments through a network of affiliated entities.
Matthew K
CFP®, Series 66
Seattle, WA
Brighton Jones LLC
Matthew Kelley is a CFP® with seven years of experience in financial services. He is currently an advisor at Brighton Jones LLC, where he has worked since 2023. Prior to that, he held positions at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones 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 for high‑net‑worth clients. The firm uses a whole-balance-sheet approach and invests client assets across public and private markets, supported by an affiliated ecosystem that includes a trust company and legal services.
Gavin D
Series 65
Seattle, WA
Brighton Jones LLC
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 D
CFP®, Series 63, Series 66
Seattle, WA
Brighton Jones LLC
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.
Scott H
Series 63, Series 65
Vashon, WA
Mariner Independent
Scott Hitchcock is a financial advisor with Mariner Independent, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at RSM US Wealth Management for 19 years and Choreo, LLC for two years. Hitchcock serves as a board member of Leavenworth Adventure Park in Washington. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers integrated institutional and retirement plan resources through affiliated entities.
Austin F
CFA®
Seattle, WA
Brighton Jones LLC
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.
Jackson H
Series 65
Seattle, WA
Brighton Jones LLC
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.
Jerome M
CFP®, Series 65
Seattle, WA
Brighton Jones LLC
Jerome Mccarthy III is a CFP® and Series 65 registered advisor with Brighton Jones LLC in Seattle, WA, where he has worked since 2003, accumulating 21 years of industry experience. He provides financial planning and wealth management services within a multi-team firm environment. Brighton Jones serves individual, high-net-worth, and family-office clients, offering comprehensive wealth management, financial planning, and family office support through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by its affiliated subsidiary ecosystem including a trust company and private investment funds.
Morgan B
Series 65
Silverdale, WA
Clear Creek Financial Management, LLC
Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. 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 and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.
Luke R
Series 65
Seattle, WA
Brighton Jones LLC
Luke Roe is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lululemon and Northwestern Mutual. Roe’s background also includes roles outside of finance, such as positions at Glendale Country Club and Camp Tecumseh. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to private and public investment opportunities, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.
Scott M
CFP®, Series 65
Seattle, WA
Brighton Jones LLC
Scott Moser is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at CliftonLarsonAllen Wealth Advisors, Northwestern Mutual, and has held roles related to financial services and academic work at the University of Wisconsin-Madison. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm employs a whole-balance-sheet approach for its Personal CFO clients and supports a range of public and private investment allocations through its affiliated entities.
Anallely V
Series 65
Seattle, WA
Brighton Jones LLC
Anallely Valdez Johnson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Brighton Jones, she worked for the College Success Foundation for several years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering solutions such as discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support through multiple operating brands.
Steven H
CFP®, Series 65
Seattle, WA
Brighton Jones LLC
Steven Hanks is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked with Brighton Jones LLC since 2012 across multiple roles. Brighton Jones LLC offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices, emphasizing a whole-balance-sheet approach through its Personal CFO and OpenPlan offerings. The firm combines discretionary portfolio management with access to public and private investments and is supported by affiliated entities providing trust, legal, and private fund management services.
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Finding advisors...
480 advisors near
98310
within the area shown on the map
Out of 400,000+ nationwide