Jon Jones is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 65 and Series 66 designations and has been with Brighton Jones since 2000. Mr. Jones serves on the boards of Blueprint Capital REIT, RMB Capital Management, LLC, and Seneca Group, where he is also a minority owner in each entity. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach and offers a range of services including discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Dennis Trinh is a financial advisor at Brighton Jones LLC in Seattle, WA, holding the CFP® designation and Series 66 license with two years of industry experience. His prior work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. He is also the founder of DT Online Holdings LLC, a business he has operated since 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, trusts, and business entities. The firm offers a range of wealth management services including comprehensive financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, utilizing a balance-sheet, holistic approach and independent managers for client assets.

Matthew Patterson is a CFP® professional with 11 years of experience in financial advising, currently with Brighton Jones LLC in Seattle, WA. He has been with Brighton Jones since 2016 in various roles. 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, and family office support. The firm employs a Personal CFO model emphasizing whole-balance-sheet planning and discretionary management, and provides access to private-investment opportunities through its subsidiary Lenora Capital.

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 financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Brighton Jones, Madison worked with the 21st Century Sharp Kids Enrichment Program and has experience in educational settings, including the University of Washington and Wilbur School District. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as personal CFO programs, family office services, investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach with continuous monitoring and uses independent managers alongside in-house resources to meet client needs.

Jacob Jones is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Brighton Jones LLC since 2021. Prior to that, he was employed at Westchase Golf Course and attended the University of Mississippi. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a balance-sheet, holistic approach and provides both discretionary and non-discretionary management, along with estate and legal services for eligible clients.

Collin Seifert is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. His background includes multiple roles at the University of Washington and Greater Pacific Industries, as well as community involvement through the Laurelhurst Beach Club. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth management services with a holistic, balance-sheet approach, combining discretionary and non-discretionary management and access to private investment opportunities.

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, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brighton Jones since 2015. 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, and estate-planning support. The firm employs a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

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, with prior experience at the University of Washington and the University of Washington Medical Center. Wenqi is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and offers private-investment opportunities via its subsidiary Lenora Capital.

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 financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has worked at firms including Olympic NW Advisors and Kitsap Bank. Outside of her advisory roles, she has a background in education, having worked at Trinity Western University and Lethbridge Collegiate Institute. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tyler Walters is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at Walters Wealth Management and Charger Ranch LLC prior to his current role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services.

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.

Jeremy Burrier is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018. Prior to his current role, he was employed by the Central Kitsap School District and has been affiliated with Philosophia & Co. since 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with KeyBank and its affiliated entities since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, provides oversight of third-party advisory products, and operates within the KeyCorp group, maintaining connections with KeyBank and KeyBanc Capital Markets.

Jeffrey Moormeier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 credentials and over 38 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory work, Moormeier is a ski instructor teaching both adults and children. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms, and provides access to alternative investments and affiliated wealth management capabilities.