Eric Newman is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, his work history includes multiple positions at Coldstream Wealth Management and various roles at Gonzaga University and Kirkland Parks & Recreation. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, delivering team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

Matthew Gray is a CFP® with 11 years of experience in financial advising. He is currently with Coldstream Wealth Management and previously worked at firms including Pure Financial Advisors, Personal Capital, and Janiczek Wealth Management. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing services such as portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based Wealth Management Teams and a supported Investment Strategy Group.

Ian Lung is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has been with Coldstream since 2022 and has previous experience at Northwest Research Institute - Hagopian Lab and various educational institutions. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Alexandra Lambert is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and CUSO Financial Services before joining Coldstream in 2015. She also serves as a notary public in Seattle. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm integrates portfolio management with financial and retirement planning, wealth transfer, and fiduciary services, utilizing both discretionary and non-discretionary management supported by an internal Investment Strategy Group.

Kyle Larson is a CFP® professional at Coldstream Wealth Management with 10 years of industry experience. He joined Coldstream in 2021 after seven years at Paracle Advisors, LLC. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets, offering services such as portfolio management, financial and retirement planning, family wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Benjamin Spector is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Coldstream, he worked at Crowdsense.ai and has been involved with Camp Solomon Schechter and Congregation Neveh Shalom. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering team-based wealth management supported by an internal Investment Strategy Group and a range of discretionary and non-discretionary portfolio management and financial planning services.

Joe Cervantes is a CFP® with 29 years of experience in the financial services industry. He has been with Coldstream Wealth Management since 2011 and has extensive prior experience at Pacific West Securities, Inc. and Carrol and Associates, Inc. In addition to his advisory role, he holds insurance licenses covering all lines of insurance products. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, utilizing a team-based approach supported by an internal Investment Strategy Group.

Simon Sharples is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential. He began his career in the financial industry in 2025 at Freestone Capital Management and joined Coldstream in 2026. His background includes roles outside finance such as positions at Flatbread Pizza and Bogus Basin Ski Resort. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers services including portfolio management, financial planning, and retirement plan fiduciary services.

Henry Le Master is a financial advisor at Coldstream Wealth Management with a Series 66 designation and two years of industry experience. Prior to joining Coldstream in 2024, he worked at Ameriprise and held various roles including self-employment, legislative work in the Washington State Legislature, and positions in education and policy organizations. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach with diversified portfolios and offers a broad range of advisory services supported by an internal Investment Strategy Group and affiliated business entities.

Amanda Stribrny is a financial advisor at Coldstream Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Zevenbergen Capital Investments LLC and Moss Adams. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, incorporating diversified allocations, tax-managed equity strategies, and access to alternative investments through an internal Investment Strategy Group and third-party sub-advisors.

Krista Charlton is a CFP® and Series 65-licensed advisor at Coldstream Wealth Management with 13 years of industry experience. She previously worked at Ascent Capital Management for 13 years before joining Coldstream in 2025. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed equity strategies, alternatives, and access to third-party sub-advisors.

Evan Fisher is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coldstream Securities, Inc. since 2018 and the Rainier Group since 2011. In addition to his advisory role, Fisher serves as a business transition consultant to privately held companies through Rainier Group Consulting. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Daniel Hill is a financial advisor at Coldstream Wealth Management with four years of industry experience. He previously worked at Merriman Wealth Management and has a background that includes roles outside the financial sector, such as at Hill Chemical and Shanghai Disney Resort. Outside of advising, he owns and operates a small bakery business, The Cranky Mac, participating in a local farmer’s market. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, and institutional clients with services including portfolio management, financial planning, and retirement plan advisory. The firm employs a team-based investment approach supported by an internal strategy group and offers access to a range of alternative investments and affiliated financial services.

Howard Coleman is a Series 65-licensed advisor at Coldstream Wealth Management with 15 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2011. Outside of his primary role, Coleman serves as a consultant at Seafront Capital, advising on potential alternative investments for an offshore client. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial and retirement planning, family advisory, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

James Claypool is a financial advisor at Coldstream Wealth Management in Seattle, WA, with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. Claypool is also a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, which operates alongside Coldstream as a separate legal entity. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified investment strategies and access to a broad range of alternative investments through its affiliated ecosystem.

Cade Hampson is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch and KBC Advisors. 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 provides portfolio management, financial and retirement planning, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Davis Karaica is a financial advisor at Coldstream Wealth Management with seven years of industry experience. He holds the Series 66 designation and has been with Coldstream Capital Management, Inc. since 2017. Prior to that, he worked at Kinetic 6 Fitness and Seattle Pacific University. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, and wealth transfer planning, supported by team-based investment decisions and access to diverse alternative investments.

Anthony Higgins is a CFP® and Series 66 licensed advisor at Coldstream Wealth Management with two years of industry experience. He previously worked at Cetera Wealth Services, Avantax, Edward Jones, and spent three years at Harborview Medical Center before entering the financial advisory field. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial and retirement planning, wealth transfer, and retirement plan fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

Kyle Mc Mahill is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes continuous tenure at Coldstream since 2023, with prior roles outside the financial sector at Cintas and Shirley Contracting Company. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for a diverse client base including individuals, high-net-worth families, corporate retirement plans, and institutional clients. The firm employs team-based wealth management supported by an internal investment strategy group and offers integrated portfolio management, financial planning, retirement plan services, and proprietary investment vehicles.

Kevin Kepler is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life, and Seidman Insurance Consultants. Outside of his advisory role, he owns a horse boarding facility and serves on the boards of a local farm bureau and a business networking group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, alternative investments, and comprehensive wealth planning services.