John Gross is a CFP® with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Paragon Wealth Advisors and Ameriprise, and has a background that includes roles in construction and education. Coldstream Wealth Management is an SEC-registered 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, offering portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Wade Smith is a financial advisor at Cooper McManus with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KMS Financial Services, Inc. for 21 years prior to joining Cooper McManus. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and collaborates with third-party sub-advisors to tailor asset allocation for clients.

Katherine Berntson is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds a Series 65 credential and has previously worked at Paracle Advisors, LLC and Ogorek Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Bacchus Wine Bar & Restaurant. 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 team-based portfolio management, financial planning, and access to a range of investment strategies, including alternatives and private fund management.

Brian Hefele is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Cable Hill Partners. Hefele holds Series 63 and Series 65 licenses. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm 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.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Evergreen since 2016 following a brief tenure at Concourse Financial Group Securities, Inc. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, incorporating fundamental, macroeconomic, and third-party research with selective use of artificial intelligence.

Scott Hedgcock is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior roles include positions at Aletheian Wealth Advisors LLC, Washington Trust Bank, Cornerstone Advisors Inc, and Coldstream Wealth Management. Compound Planning serves individuals—including high-net-worth clients—families, businesses, retirement plans, and financial intermediaries. The firm offers discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services, utilizing a goals-based investment process with a range of strategies including direct indexing, tax-loss harvesting, and alternative investments.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously operated Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 credentials. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and offers specialized ERISA plan services and a wrap fee program through LPL Financial.

John D'amelio is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Harbour Investments, Inc. and Koenig Financial Group, having previously worked at Greystone Financial & Estate Services, The Mather Group, LLC, and Soundmark Wealth Management, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Ken Lin is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and joined the industry in 2025. His background includes positions at Empirical Wealth Management, Goldbloom Wealth Management, and Enterprise Mobility, as well as involvement with the Seattle Yacht Club. 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, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Lenora Brekke is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. She holds the CFP® and Series 65 designations. Her prior experience includes roles at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Smith Richards Group. Outside of finance, she provides administrative support to several family-owned real estate businesses and an interior design and space planning company. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and a range of specialized investment approaches.

Jack Gardner is an advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Coldstream, Gardner worked in the hospitality sector, including roles at Varlamos Pizzeria and North Bend Bar & Grill. 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 via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Christopher Blakeslee is a Series 65 licensed advisor with Coldstream Wealth Management in Bellevue, WA, where he has 14 years of industry experience. He has been with Coldstream Capital Management since 2012 and serves as the manager of Ascent Capital Partners, a wholly owned subsidiary of Coldstream. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial planning, retirement planning, and fiduciary services through team-based wealth management and a combination of internal strategies and third-party managers.

Rex Lau is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Northwestern Mutual and has a background that includes community involvement with the YMCA of Greater Seattle. 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, and institutional clients through team-based wealth management and a combination of internal strategies, third-party sub-advisors, and alternative investments.

Adam Costarella is a financial advisor at Evergreen Capital Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Voya Financial Advisors. Outside of his advisory role, he is president of Adam Costarella LLC, a non-investment-related business. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple analytical methods and independent investment committees to manage portfolios.

Jeffrey Gates is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Coldstream Wealth Management in Bellevue, WA, joining the firm in 2025 after nine years at Cable Hill Partners, LLC. 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, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Kenia Chavez is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. She previously worked at Merrill for five years and Wells Fargo for two years. Chavez holds the Series 63 and Series 66 licenses. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.

Daniel Yeung is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2024. Prior to joining Coldstream, he worked at The Caprock Group for 14 years and held positions at Purcell Advisory Services, Edward Jones, and Accessor Capital Management. Yeung also teaches MBA-level finance courses at the University of Washington Bothell School of Business. Coldstream Wealth Management is an SEC-registered firm 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, providing portfolio management, financial and retirement planning, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Noel Sanchez is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Paracle Advisors and Equitable Advisors. Sanchez also has a background with SoccerWest and the University of Washington. 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, delivering advice via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Kaeli Creed is a financial advisor at Evergreen Capital Management LLC with eight years of experience in the industry. Prior to joining Evergreen in 2018, she worked at Pacific Lutheran University and Continuant, Inc. She is based in Bellevue, WA. Evergreen Capital Management serves a diverse client base 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 supported by fundamental and macroeconomic research, as well as artificial intelligence, and manages multiple private funds alongside proprietary investment strategies.

Mark Rosenbaum is a financial advisor at Coldstream Wealth Management with 30 years of industry experience. He previously operated Rosenbaum Financial Inc for 19 years before joining Coldstream in 2021. Rosenbaum serves as a board member for Tuality Community Hospital and the Oregon Jewish Community Foundation. Coldstream Wealth Management is an SEC-registered 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 through team-based wealth management and a combination of internal and external investment strategies.