Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 1985. In addition to his advisory role, he is licensed as an insurance agent, working extensively in health, life, annuities, long-term care, disability income, critical illness, and property and casualty insurance, and operates under the name Smith Insurance Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm delivers solutions via Envestnet’s platform and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Brittany Gabelein is a financial advisor at Coldstream Wealth Management with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Eagle Strategies and Seidman Insurance Consultants. Outside of her advisory role, she is also employed as a CPA at Hersman Serles Almond, LLC. 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, wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal investment strategy group.

Calvin Heck is a financial advisor with Wedbush Securities Inc. in Everett, WA, holding a Series 63 designation and 44 years of industry experience. He has worked at Wedbush Morgan Securities since 2003 and previously at UBS Financial Services from 1999 to 2003. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, including wealth management, fixed income, commodities, and securities lending. The firm offers tailored portfolio management strategies and supports various account types while also providing custody, clearing, and prime services.

Gunnar Ildhuso III is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Coldstream Wealth Management since 2021, following prior roles at Pacific Portfolio Consulting, LLC and Verus. He serves as a board member of the National Nordic Museum, a private company, dedicating approximately 30 hours annually without compensation. Coldstream Wealth Management is an employee-owned firm that serves affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages diversified portfolios through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a broad range of advisory services and access to alternative investment vehicles.

Alannah Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Coldstream, she worked at Brighton Jones and has experience in various non-financial roles including at Mochinut and university settings. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and fiduciary retirement plan services.

David Roberts is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 38 years of industry experience. His career includes roles at Rainier Group Incorporated, RG Investment Advisory LLC, Cascadia Capital, LLC, and Coldstream Securities, Inc. Outside of his advisory work, he serves as a business transition consultant to privately held companies and holds board memberships with several non-investment-related businesses. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and provides integrated portfolio management, financial planning, and retirement plan fiduciary services.

Richard Gann is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including DFPG Investments, Inc., Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory role, Gann is an author of two books and involved with Altsillustrator.com, a cloud-based investment software application. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and provides ERISA retirement-plan advisory services with a focus on managing conflicts through supervision and documented policies.

Blake Mckibbin is a financial advisor with Composition Wealth, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. He is based in Bainbridge Island, WA. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, 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 occasional alternative investments, with ongoing portfolio oversight and tax-sensitive management.

Cody Crawford is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2025, and has previous experience at several advisory firms including SPG Advisors LLC and Dynamic Income Strategies LLC. In addition to his advisory role, Crawford assists clients with income planning and insurance integration through his work with Retirement Wealth Pro. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. 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 to portfolio management, offering diversified investment strategies and access to a broad range of alternative investments and affiliated services.

Megan Hannah is a CFA® charterholder with six years of industry experience. She has worked at Coldstream Wealth Management since 2026 and previously spent seven years at Emerald Advisors, LLC and twelve years at BlackRock, Inc. 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 other 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.

Jeffrey Janeway is a CFP® with 11 years of experience in financial advisory. He is currently with Harbour Investments, Inc., where he has worked since 2019, and he also owns Koenig Financial Group, an independent insurance agency. His prior roles include positions at Securities America and Bank of America. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with varying investment approaches tailored by individual advisors and approved third-party managers.

Sage Swanson is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Ten Capital Wealth Advisors, LLC, and Whitworth University. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and pension and retirement plan accounts. The firm uses a Dynamic Asset Allocation process and a proprietary ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.

Albert Souza is a financial advisor with Compass Financial Management LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Adams Financial Concepts, Woodbury Financial Services, and Union Financial Inc. He is also involved in several business activities related to life insurance sales and tax-related client referrals. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a variety of investment strategies including the use of third-party managers and internally managed model portfolios.

Colby Stirrat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. His prior experience includes roles at Bank of America and Merrill. 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 other institutional clients through team-based wealth management, combining internal strategies, third-party sub-advisors, and alternative investments.

Tristan Mohn is an investment advisory representative at Coldstream Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coldstream in various capacities since 2019. Prior to his financial services career, he held positions in hospitality and landscaping. 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 approach to portfolio management, incorporating diversified strategies and access to specialized investment vehicles.

Kaitlenn Vercio is a CFP® and Series 65 credentialed advisor with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2015. She is based in Bellevue, WA, and serves as a board member of the Financial Planning Association of Puget Sound, where she helps organize networking and informational events related to financial planning. Evergreen Capital Management advises a diverse range of private clients, including high-net-worth individuals, trusts, 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™, integrating multiple research sources and artificial intelligence to guide investment decisions.

Jose Ramos is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of experience in the industry, including prior work at Orion Portfolio Solutions. Ramos has also worked with Brighton Schools Summer Camp in previous years. 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, providing services such as portfolio management, financial and retirement planning, and wealth transfer planning.

Rachel Borsini is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Four Seasons Design, Inc. from 2017 to 2024. 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 institutional clients, providing services that include portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services.

Scott Schuler is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds the CFA® designation and Series 66 license and joined Coldstream in 2024. Prior to his advisory role, he worked at Microsoft Corporation from 2013 to 2024. 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 delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.