Joel Maher is a financial advisor at Madrona Financial & CPAs with 10 years of industry experience. He holds a Series 65 designation and has worked at Madrona Advisory Group, Madrona Insurance Services, Madrona Financial & CPAs, and Bauer Evans, Inc. P.S. He is also an owner/member of a real estate sales company, Maher Group LLC, where he assists with administrative tasks, bookkeeping, marketing, and property research. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies and offers tailored account placement, combining core ETF portfolios with alternative and real estate-related investments.

S Bean is a financial advisor at Private Advisory with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bean Financial Advisors since 2007, with additional experience at Private Advisory Group LLC and FDx Advisors, Inc. Private Advisory provides personalized financial planning and investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios blended across various asset classes and uses a discretionary approach that incorporates advanced strategies such as derivatives, structured notes, and private placements.

Andrew Amoroso is a financial advisor at Abraham & Co., Inc. in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Abraham & Co. in 2023, he worked at Thomas Consulting for six years and operated Amoroso Enterprises LLC, where he serves as a notary public. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients, employing client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and selective small-cap holdings.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Scott Macartney is a Series 66-licensed financial advisor with five years of industry experience. He has a background that includes eleven years with the Crystal Mountain Alpine Club. He is part of Martin Nelson & Co., Inc., a team-based firm serving primarily individual investors with discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to tailor investment programs across various strategies.

Adam Powell is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Private Advisory, he worked at The Retirement Solution Inc. from 2020 to 2025. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with equity, fixed income, and alternative exposures, offering tailored allocations and performance-based fee options for qualified clients.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Ralph White is a CFP® with 12 years of experience in financial advising, currently practicing at Arrivity Financial Planning in Seattle, WA. He has worked at Arrivity since 2017, including its predecessor firm Goddard Financial Planning, and previously at Blue Canoe Financial Planning. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning. The firm emphasizes a client-directed approach, focusing on diversified, low-cost passive investments and does not manage client assets or charge asset-based fees.

Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Kingsview Partners LLC, Kingsview Wealth Management LLC, and Edward Jones. Outside of advising, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial and benefits consulting.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. 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, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Stephen Waltar is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds a Series 65 designation and has prior experience at Brokers Financial and Guide Advisors, Inc. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

Sean Bolen is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Simplicity Wealth and Harbourview Advisors, where he is also an owner and insurance agent selling primary principal protected products. His prior experience includes roles at Leverage Planners Wealth Management, Financial Engines Advisors L.L.C., and Edelman Financial Engines. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and optional overlays such as tax optimization and customized screening.

Jordan Travis is a Series 65-licensed financial advisor at Coldstream Wealth Management with four years of industry experience. He has worked at Coldstream since 2021 and previously at Balcom Investments and Trueform. Coldstream Wealth Management is an SEC-registered 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, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Ethan Luxton is a Series 65-licensed financial advisor at Coldstream Wealth Management with two years of industry experience. Prior to joining Coldstream, he held roles at Umpqua Bank and worked in various positions including at UPS and Chipotle Mexican Grill. Coldstream Wealth Management manages approximately $13.9 billion in assets and serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers discretionary and non-discretionary portfolio management alongside integrated financial planning and retirement plan services.

David Powers Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Coldstream Wealth Management in Bellevue, WA since 2014. Coldstream Wealth Management is a 100% employee- and 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 offers portfolio management, financial planning, family advisory, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Victoria Fisher is a CFP® with 26 years of experience in the financial industry. She has worked at Evergreen Capital Management LLC since 2019, following roles at YIS Capital and Morgan Stanley. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests to meet client needs.

Arthur Winston III is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wayfinding Financial, Bank of America, Merrill, Clear View Construction, and Voya Financial Advisors. 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 investment approach with diversified portfolios tailored to client-specific policies and offers a broad range of services including portfolio management, financial planning, and retirement plan advisory.

Elizabeth Blasingame is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, incorporating fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

James Guard III is a financial advisor at Coldstream Wealth Management with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, where he has worked since 2007. 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 approach to portfolio management, incorporating diversified strategies and access to various alternative investments and affiliated services.