Lettie Elizabeth Sihota

Patrick Corcorran is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley before joining Coldstream Securities and Rainier Group Investment Advisory. Outside of his advisory role, Corcorran serves as a business transition consultant for privately held companies through Rainier Group Consulting, a separate entity owned by Coldstream Holdings. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Michael Kelly is a financial advisor at Simplicity Wealth with 3 years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Simplicity Wealth, he worked at Michael P. Kelly Financial Solutions and has over three decades of experience with Kelly Insurance LLC, focusing on retirement and income planning. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a range of advisory and technology services for other advisors.

Robert Reamer is a CFP® certificant with 18 years of experience in financial advising, currently with Winthrop Wealth. His prior roles include positions at Private Advisor Group, MyICON, and LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and serves both retail and institutional clients.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Jay Bluhm is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Lewis & Bluhm Financial Group, Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Outside his advisory work, Bluhm serves as president of the Seattle chapter of Business Networking International’s Sound Business Leaders and owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

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.