Gregory Young

Lettie Sihota is a financial advisor at Capstone RIA with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Multop Financial, Cetera Advisors LLC, and LPL Financial. Outside of her advisory role, she is a notary public and involved as a manager in her husband's farming business. Capstone RIA provides investment advisory, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a long-term, diversified approach to discretionary portfolio management, utilizing ETFs, equities, bonds, REITs, and alternative investments, supported by third-party technology platforms for held-away assets and client reporting.

Patrick Corcorran is a financial advisor with Coldstream Wealth Management in Lynden, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Coldstream Securities since 2017 and also works with Rainier Group Investment Advisory, LLC. In addition to his advisory role, Corcorran serves as a business transition consultant to privately held companies through Rainier Group Consulting, a separate entity within the Coldstream Holdings family. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm offers a range of wealth management services supported by team-based investment decision-making and access to diverse investment strategies and affiliated business services.

Michael Kelly is a financial advisor at Simplicity Wealth with the designations ChFC® and Series 65. He has over 30 years of experience in financial services, including founding Kelly Insurance LLC dba ABC's of Retirement & Income Planning, where he worked for 36 years. He has been with Simplicity Wealth and its related entities since 2014. Simplicity Wealth provides investment management and financial planning primarily to individuals, retirement plan sponsors, and institutional clients, supporting a network of 175 advisors. The firm utilizes a fund-of-funds investment approach and offers a range of portfolio management and tax services designed to customize client solutions.

Bradley Sim is a financial advisor at Farther with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Edward Jones. Outside of his advisory role, he is a property owner and manager of a residential rental house in Sumas, Washington. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Robert Reamer is a CFP® professional with 17 years of industry experience, currently serving at Winthrop Wealth. His prior roles include positions at Private Advisor Group, MyICON, and LPL Financial. He is also involved with Keel Financial Partners, an affiliated advisory business. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm employs a long-term, prudence-oriented investment approach combining passive and active funds, strategic asset allocation, and ongoing portfolio monitoring.

David Lewis is a financial advisor with Eagle Strategies (NY Life) in Lynden, Washington, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Larsen Financial Services and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co since 2018. Outside of his advisory role, he volunteers with Money Management Educators, Inc., providing educational workshops for corporate employees. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 31, 2024.