Matthew Abrams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2016. Prior to joining Freestone, he worked at Wells Fargo Bank NA and Wells Fargo Advisors LLC. 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, financial planning, and manages a family of private pooled investment vehicles with an investment approach focused on diversification and downside risk management across multiple asset classes.

Aaron Mcfarland is a CFP® professional with 20 years of experience affiliated with Threadline Wealth in Seattle, WA. He has worked with Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2005. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach, utilizing third-party managers, separately managed accounts, and tax-aware strategies tailored to client eligibility and risk profiles.

Ketulkumar Trivedi is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. His prior roles include positions at Pacific Portfolio Consulting, LLC, D.A. Davidson & Co., RBC Royal Bank, and CIBC Bank. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Nathan Cruz is a financial advisor at Creative Financial Designs, Inc. in Tacoma, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Creative Financial Designs and its affiliated cfd Investments, Inc. since 2015. Outside of his advisory role, Cruz is involved in managing short-term rental properties through several LLCs. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and provides various strategies, including Biblical Responsible Investing, with flexible fee arrangements and specialized programs.

Beau Bowman is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He has worked at Freestone since 2018 and previously spent three years at Parametric Portfolio Associates. Bowman holds a Series 65 credential and is based in Seattle, WA. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.

Lee Norah Sanzo is a financial advisor at LNW with a Series 65 designation and two years of industry experience. She previously worked at Wells Fargo Bank, NA for 11 years and spent five years at LNW Wealth Management, LLC before joining 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’s approach includes customized investment policy statements, strategic asset allocation with global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Robert Harkson is a CFP® with 21 years of industry experience, currently serving with Advisory Alpha, LLC since 2019. He has also worked at Phase 2 Wealth Advisors LLC and Parker Financial LLC. Outside of his advisory role, he receives trail commissions related to Genworth long-term care insurance policies issued earlier in his career. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by a team of about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving 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 is also the owner of Chinook Services LLC, a finance and accounting business entity. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, 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 Management team and Investment Committee.

Harve Menkens is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Pacific Portfolio Consulting, BANK of AMERICA, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory role, Menkens serves as a director overseeing executive management at Mid-Mountain Materials, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Eric Jarvis is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, and offers comprehensive investment management, financial planning, and multi-family office services.

Lawerence Hood is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes 19 years at Pacific Portfolio Consulting, LLC and over two decades with Elliott Cove Capital Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, providing both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Scott Seidel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining MissionSquare in 2024, he worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2015 to 2024. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Investment advice and model portfolios are developed by Morningstar Investment Management, with a multi-team advisory structure supporting over 40,000 participants.

Scott Hitchcock is a financial advisor with Mariner Independent, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at RSM US Wealth Management for 19 years and Choreo, LLC for two years. Hitchcock serves as a board member of Leavenworth Adventure Park in Washington. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers integrated institutional and retirement plan resources through affiliated entities.

Claire Alexander is a financial advisor at Brookwood Investment Group with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Raymond James Financial Services and Crux Wealth Advisors. Outside of her advisory role, she owns and operates Crux Insurance Agency, LLC, transacting fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and offers both discretionary and non-discretionary management approaches.

Michael Mcbride is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously operated McBride Financial Advisors for 36 years before joining Waverly Advisors in 2026. 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 offers a range of investment management and financial planning services.

Sean Owen is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Composition Wealth, LLC, having previously held positions at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of advisory work, he is involved in Altarus Records. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using diversified mutual funds and ETFs, alongside individual securities and other strategies, and manages approximately $9.47 billion in discretionary assets.

Christopher Certo is a CFP® with 10 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. His prior roles include positions at Lake Street Advisors, Charles Schwab, Wayfair, and Fidelity Brokerage Services. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing strategic asset allocation, global diversification, and a core-satellite approach with discretionary portfolio management supported by due diligence and tax-aware implementation.

Amanda Short is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at the University of Washington and Gregory Seahurst Swim Club. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with discretionary and non-discretionary advisory services, managed accounts, and financial planning. The firm’s investment approach emphasizes diversification and managing downside risk through a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments.

Christine Opp is a CFP®, CFA®, and Series 65-licensed financial advisor with 14 years of industry experience. She has worked at Freestone Capital Management, LLC since 2014. 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, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Troy Dawson is a financial advisor with Capital Analysts in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. Outside of financial advising, he serves on the board of directors for Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on manufacturing and distributing a non-financial retail product. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizes an in-house Investment Management & Research team, and provides customized investment solutions through various program structures.