Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Benjamin Hines is a financial advisor with Waverly Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Portfolio Consulting, LLC, PCF Management Services INC., and Valparaiso University. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and supports clients through institutional custodians, third-party platforms, and various planning tools.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

James Ayres Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025, following a 21-year tenure at Pacific Portfolio Consulting, LLC. Based in Seattle, WA, Ayres holds Series 63 and Series 65 licenses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Heather Michail is a financial advisor at Freestone Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Tschetter Group, and D.A. Davidson & Co. Freestone Capital Management is a wealth management firm serving approximately 2,900 individual and institutional clients, managing around $14.5 billion through a team of about 61 advisors. 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 a focus on downside risk.

Peter Wicklund is a CFP® and CFA® with 34 years of industry experience. He has been with Freestone Capital Management, LLC since 2008. The firm manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Richard Toban is a financial advisor with Realta Investment Advisors, Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with firms including Arete Wealth Advisors, LLC, Center Street Securities, Inc., and Ashira Financial LLC. Outside his advisory role, he is also engaged as a rabbi educator providing teaching and counseling. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and typically implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Iyla Mitteco is a financial advisor at Freestone Capital Management, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Windawi & Associates, Inc. and Northwestern Mutual Investment Services LLC. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm employs a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

Chloe Chase is a financial advisor with Freestone Capital Management, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Freestone Capital Management in 2026, she worked at Morgan Stanley, JP Morgan Chase, First Republic Bank, and Washington Trust Bank. Freestone Capital Management, LLC 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, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

Joseph Cilley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.

Chris Balka is a financial advisor at Sowell Management in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Sowell Management Services since 2017 and previously spent eight years at CONCERT Wealth Management, Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using multiple management styles and a range of investment vehicles including mutual funds, ETFs, and individual securities.

Lauren Wood is a CFP® with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She previously worked at Wetherby Asset Management for eight years. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach, including access to private funds and operational use of artificial intelligence.

Ronald Albahary is a CFA® charterholder with seven years of industry experience. He is currently with LNW, where he has worked since 2021, and previously held roles at firms including Threshold Group and RGA Ventures Inc. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach combines customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.

Kari Frink is a CFP® with 12 years of industry experience currently serving at LNW in Seattle, WA. Her prior roles include positions at Wells Fargo and Jordahl & Sliter Wealth Management Group, LLC. She is involved with LNW Wealth Management and Laird Norton Wealth Management through various transitions since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm’s approach emphasizes customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with Mutual Advisors and Mutual Securities, Inc. since 2018 and previously worked at Envestnet, Folio Dynamix, and Summit Advisor Solutions LLC. Outside of his advisory role, Borquist is a member of several real estate investment entities, including a family partnership with his father and brother. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base ranging from individuals and high-net-worth clients to institutional investors, including sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering services through a mix of active and passive strategies supplemented by third-party tools and managers.

Mari Nakata is a CFP® and holds a Series 65 designation with five years of industry experience. She has been with Freestone Capital Management, LLC since 2018. Prior to her current role, she was affiliated with the University of Washington from 2014 to 2018. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Mc Kenzie Granston is a Certified Financial Planner (CFP®) at Freestone Capital Management, LLC with three years of industry experience. Prior to joining Freestone in 2020, Granston held roles at Getty Images, the Bill and Melinda Gates Investments Group, Nordstrom, and the University of Washington. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm combines internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

George Jarvis is a financial advisor at Waverly Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pacific Portfolio Consulting, LLC, Amazon Web Services, Outreach Corporation, Washington State University, and Sip Wine Bar. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of investment management and financial planning services, integrating traditional strategies with alternative and private-market allocations.