Ryan Kingma is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 license and has experience working at Coldstream since 2026, with prior roles at The Siegfried Group and Moss Adams. 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 through team-based approaches and a combination of internal and third-party investment strategies.

Austin Gormley is a CFA® charterholder and registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with four years of industry experience. His prior roles include positions at Big League Edge and Amazon, Inc., as well as work at Pacific Lutheran University. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients through team-based wealth management supported by an internal Investment Strategy Group. The firm manages approximately $13.9 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Thomas Ovendale Jr. is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has been associated with Rainier Group since 1992. 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 offers a range of services including portfolio management, financial planning, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Vincent Lee is a CFP® and PFS™ credentialed advisor with 18 years of experience, currently serving clients at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2007. 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 investment approach that includes diversified portfolios, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.

Reegan Rae is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 66 designation with 18 years of industry experience. Prior to joining Coldstream in 2024, Reegan spent 12 years at Arnerich Massena, Inc. Coldstream Wealth Management is a 100% employee/director-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 supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.

Rebecca Wilcox is a CFA® charterholder with 11 years of industry experience. She is an advisor at Coldstream Wealth Management in Bellevue, WA, and has been with Rainier Group Investment Advisory, LLC since 2014. 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 supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to alternative investments through a broad affiliated ecosystem.