Alannah Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Coldstream, she worked at Brighton Jones and has experience in various non-financial roles including at Mochinut and university settings. Coldstream Wealth Management is an SEC-registered 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 team-based wealth management supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and fiduciary retirement plan services.

David Roberts is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 38 years of industry experience. His career includes roles at Rainier Group Incorporated, RG Investment Advisory LLC, Cascadia Capital, LLC, and Coldstream Securities, Inc. Outside of his advisory work, he serves as a business transition consultant to privately held companies and holds board memberships with several non-investment-related businesses. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and provides integrated portfolio management, financial planning, and retirement plan fiduciary services.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. Coldstream Wealth Management is a 100% 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 and affiliated services.

Megan Hannah is a CFA® charterholder with six years of industry experience. She has worked at Coldstream Wealth Management since 2026 and previously spent seven years at Emerald Advisors, LLC and twelve years at BlackRock, Inc. 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 other institutional clients, offering portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Colby Stirrat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. His prior experience includes roles at Bank of America and Merrill. 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 other institutional clients through team-based wealth management, combining internal strategies, third-party sub-advisors, and alternative investments.

Tristan Mohn is an investment advisory representative at Coldstream Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coldstream in various capacities since 2019. Prior to his financial services career, he held positions in hospitality and landscaping. 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 employs a team-based approach to portfolio management, incorporating diversified strategies and access to specialized investment vehicles.

Jose Ramos is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of experience in the industry, including prior work at Orion Portfolio Solutions. Ramos has also worked with Brighton Schools Summer Camp in previous years. 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, providing services such as portfolio management, financial and retirement planning, and wealth transfer planning.

Rachel Borsini is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Four Seasons Design, Inc. from 2017 to 2024. 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 services that include portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services.

Scott Schuler is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds the CFA® designation and Series 66 license and joined Coldstream in 2024. Prior to his advisory role, he worked at Microsoft Corporation from 2013 to 2024. 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, offering portfolio management, financial and retirement planning, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Wentao Liu is a CFP® and Series 66-registered advisor with one year of industry experience, currently with Coldstream Wealth Management. His prior roles include positions at Mainsail Financial, PNC Wealth Management, and Evoke Advisors. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios that include alternatives and specialized strategies.

William Cunningham is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Denison University’s Department of Economics and Academic Resource Center. Outside of finance, he has also been involved with the Skyhawks Sport Academy. 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, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based wealth management and a combination of internal and external investment strategies.

Eric Schuehle is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coldstream since 2021, following an 11-year tenure 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 and employs a team-based approach to portfolio management, offering diversified strategies and access to various alternative investments and affiliated services.

Garrett Dean is a financial advisor at Coldstream Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Coldstream Capital Management Inc. since 2015, with prior experience at Petersen Hastings Wealth Advisors, Inc. from 2014 to 2016. 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, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Jennifer Harrison is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with three years of industry experience. She has worked at Coldstream since 2021 and previously spent seven years at Rosenbaum Financial and seven years at Big Al's. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers services including portfolio management, financial and retirement planning, and wealth transfer planning through team-based wealth management supported by an internal Investment Strategy Group.

Anne Marie Stonich is a CFP® and holds a Series 65 license with 25 years of experience in the financial services industry. She has worked at Coldstream Wealth Management since 2021, including a prior period from 2025 onward. Her previous roles include positions at Paracle Advisors LLC and Brighton Jones LLC. 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 uses 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.

Julia Marzella is a financial advisor at Coldstream Wealth Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and UBS Financial Services. Coldstream Wealth Management is an 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 employs a team-based investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and financial planning services.

Detlef Schrempf is a financial advisor at Coldstream Wealth Management with 18 years of industry experience and holds a Series 65 designation. He has worked at Coldstream Capital Management since 2007 and is also a general partner at Athlon Ventures, a venture capital firm. Schrempf serves as president of the Detlef Schrempf Foundation and is a board member of Scoutreach, as well as several real estate funds. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach with diversified portfolios and access to a broad range of alternative investments and affiliated services.

Heather Hamamoto is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Coldstream Wealth Management. Her prior experience includes roles at Bank of America, N.A., and Merrill. 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 other institutional clients through team-based wealth management supported by an internal Investment Strategy Group.

Bryan Carr is a CFA® charterholder at Coldstream Wealth Management with three years of industry experience. He previously worked at Pacific Portfolio Consulting and CTC myCFO. 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 using a team-based approach supported by an internal Investment Strategy Group.

Glen Goland is a CFP® with six years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2024. He previously worked at Arnerich Massena, Inc. for seven years and Confluence Wealth Management for two years. Coldstream Wealth Management is an employee-owned firm with approximately 165 advisors managing $12.4 billion in assets for affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers diversified, tax-managed portfolios along with access to alternative investments and in-house private fund management.