David Paulson is a CFP® and ChFC® with seven years of experience in financial services. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

David Baker is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LNW in Seattle, WA. His career includes roles at Laird Norton Wealth Management and LNW Wealth Management prior to his current position at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Christopher Somers is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at ICONIQ Capital, Bank of America, Merrill, and Lincoln Financial Advisors. Somers has also held academic roles at Graziadio Business School, Pepperdine University, and Saint Mary's College of California. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Matthew Doherty is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Brite USA for 11 years and currently serves in roles at Rosefinch Investment Advisors, Lawson Wealth, and The Leaders Group Inc. He acts as a senior equity partner at Rosefinch, managing client pension portfolios in both the USA and UK. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm specializes in customized portfolio management that incorporates third-party models, mutual funds, ETFs, and individual securities, with a notable focus on pension-transfer services tailored to U.K. nationals.

Carl Lovsted IV is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior experience at Sound Planning Group, NYLife Securities LLC, New York Life Insurance Company, and Hub International. Outside of his advisory role, Carl is involved in providing retirement income and insurance planning services through Agent Value Proposition and founded Lovsted Wealth, which offers financial planning and insurance services. CreativeOne Wealth, LLC delivers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Justin Chang is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ameriprise, Kenworth Truck Company, and in the food service industry, including Secret Burger Kitchen and Bonchon First Hill. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds with a focus on diversified portfolios that integrate fundamental and quantitative analysis and emphasize downside risk management.

Mariel Mendelsohn is a financial advisor at LNW with five years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Northwestern Mutual. Mariel has been with Laird Norton Wetherby Wealth Management since 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex multi-entity financial needs through coordinated investment management and wealth planning. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, offering tailored solutions including tax-aware strategies and impact investing.

Joseph Riley is a Series 65-licensed advisor with Freestone Capital Management, LLC in Seattle, WA, where he has worked since 2022. He has one year of industry experience and previously held roles at Rudolph Fitness Center, Coastal Community Bank, Wonderbowl, Gonzaga University, and Bishop Blanchet High School. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a multi-manager approach that emphasizes diversification and downside risk management across various asset classes.

James Van Hollebeke is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2009 and Shelgren Financial Group, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that utilizes proprietary screening tools and model portfolios.

Bryce Leone is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Freestone Capital Management, LLC and previously held roles at Parametric Portfolio Associates and California State University, Chico. Outside of finance, he owns TEMPTATIONS.JP, a business that designs, sells, and ships bumper stickers. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients and managing $14.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with a Series 66 designation and one year of industry experience. Before joining Altitude, he held roles at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of financial advising, he is the cofounder and Chief Financial Officer of DAGR Tech, a company that develops custom firmware to enhance cybersecurity on home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing discretionary assets through a multi-team structure across numerous offices.

Andrew Erisman is a financial advisor with Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Freestone Capital Management since 2009. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

William Shaw is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and National Asset Management. He is also involved in insurance sales as an insurance agent through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, third-party manager access, and proprietary asset allocation models.

Alexa Steffens is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 66 credential with two years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of her advisory role, Steffens is involved as a lacrosse coach at Eastside Catholic Middle School. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Kaleb Cervantes is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Triad Advisors and McIrath & Eck. He also serves as a retirement plan operations manager within affiliated companies of Alera Group, managing day-to-day client interactions and plan reviews. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Eric Fridstein is a CFP®-certified financial advisor with eight years of industry experience, currently with Freestone Capital Management, LLC since 2020. Prior to joining Freestone, he worked at D.A. Davidson & Co. from 2017 to 2020 and pursued full-time education between 2013 and 2017. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments to construct diversified portfolios with a focus on downside risk.

Taylor Monson is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth in 2025, Monson worked at Basel Capital in 2024 and has held various roles outside the financial industry, including positions at Costco and Table Catering Co. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients, with customized wealth management, financial planning, and investment strategies that incorporate a broad range of asset classes and advisory services.

Kirsten Wisdom is a financial advisor at Laird Norton Wetherby Wealth Management with a Series 65 credential and three years of industry experience. She has served as Secretary and Treasurer of Beck Ranch, Inc., a family farm in Idaho, overseeing financial and administrative duties. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and families, employing customized strategies that include strategic asset allocation, global diversification, and access to private investment funds.

Robert Mellon is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. He has been with Freestone Capital Management since 2008. Robert holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, with an investment approach emphasizing diversification and downside risk management across equities, fixed income, and private strategies.

Hilera Hardy is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson & Co. and Longshore Sailing School. Outside of her advisory role, she serves as Secretary for Chipt Insights Inc., a data aggregation and sales corporation. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers portfolio management, financial planning, and access to private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.