Terrance Oneil is a financial advisor at Clear Creek Financial Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Financial Advocates Investment Management, Morgan Stanley, and Citigroup Global Markets. He has been with Clear Creek Financial Management since 2015, currently serving in a multi-team environment. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with continuous account supervision and quarterly portfolio reviews.

Vivienne Sam is a financial advisor with Brighton Jones LLC in Seattle, WA. She holds a Series 65 designation and has recently begun her career in the industry. Her prior work experience includes roles at Kenworth Truck Company, Village Concepts Retirement Communities, and Ullr Snow Sports, alongside studies at the University of Toronto’s Rotman School of Management. 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.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, J.P. Morgan Securities, Chase Investment Services, and Ronald Blue & Co., among others. In addition to his advisory role, he owns and operates Guard Legacy, a business involving licensed life and disability insurance sales. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning support, and third-party insurance resource access.

Jon Jones is a financial advisor at Brighton Jones LLC in Seattle, WA, with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Brighton Jones for 26 years. Outside of his advisory role, Mr. Jones is a minority owner and board member of Blueprint Capital Services and Blueprint Capital REIT, as well as a board member and minority owner of RMB Capital Management, LLC and Seneca Group. 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 that includes discretionary portfolio management and allocations to both public and private investments. The firm is notable for its affiliated ecosystem, which includes private investment funds, a trust company, and legal services for certain clients.

Dennis Trinh is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Brighton Jones LLC in Seattle, WA, and has prior experience at Vanguard Marketing Corporation and The Vanguard Group, Inc. Additionally, he has operated DT Online Holdings LLC since 2018. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various 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.

Matthew Patterson is a CFP® professional with 12 years of experience in financial advising, currently with Brighton Jones LLC in Seattle, WA. He has worked exclusively at Brighton Jones throughout his advisory career. Brighton Jones LLC 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.

Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.

Stephen Coupe is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Clear Creek since 2018 and previously spent nine years with First Allied Securities, Inc. and related entities. Outside of advising, he owns Coupe Insurance & Financial Corp. and is involved in several real estate partnerships. Clear Creek Financial Management serves individuals, retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, with continuous account supervision and periodic portfolio reviews.

Madison Clark is a Series 65 licensed financial advisor at Brighton Jones LLC in Seattle, WA, with three years of industry experience. Prior to joining Brighton Jones, Madison worked with the 21st Century Sharp Kids Enrichment Program and spent six years in the Wilbur School District. 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 affiliated private investment funds and trust services.

Jacob Jones is a CFP® with five years of industry experience currently advising at Brighton Jones LLC. His prior roles include employment at Westchase Golf Course and University of Mississippi. Brighton Jones LLC offers wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, featuring a whole-balance-sheet approach and discretionary portfolio management. The firm operates multiple brands and maintains an affiliated ecosystem, including private investment funds, a trust company, and legal services for select clients.

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.

Gerald Kleber Jr. is an investment advisor with The AmeriFlex Group, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He is also the owner of Summit Financial & Insurance Services, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

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.

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.

Cherylee Chapman is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Securian Advisors Northwest and Minnesota Life Insurance Co. In addition to advisory services, she spends a small portion of her time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser support platform with various managed-account programs, third-party asset manager access, and custody services.

Brett Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Capstone Wealth Advisors and Lincoln Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Kylee Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is affiliated with Commonwealth Financial Network and has previously worked at Olympic NW Advisors, Kitsap Bank, and 1st Choice Savings and Credit Union. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options, while providing back-office services such as trading, reporting, and custody.

Tyler Walters is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Network and managing his own firm, Walters Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence and a comprehensive supervisory framework.

Ryan Risch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2025, he worked at Wealth Solutions...By Design, LLC, Saxony House Furniture, New York Life, and Cigna. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving nearly 2,900 affiliated advisors and hundreds of thousands of clients nationwide, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Juergen Schatzer is a financial advisor with Principal Financial Services in Shoreline, WA, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and spent fourteen years at Western Safety Products Inc. Schatzer serves on the boards of the Edmonds Chamber of Commerce Foundation, the Seattle Area German American School, and the Austria Club of Washington. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investments on a discretionary basis through these managers.