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 with Integrity Advisory Solutions and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Guide Advisors, Inc. and Brokers Financial. 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 approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and leveraging third-party platforms.

Randall Kim is a financial advisor at Merit Financial Advisors with 47 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, Inc., and Purshe Kaplan Sterling Investments. He also provides insurance advice as an agent. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. 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, while allowing advisors to customize portfolios on discretionary or non-discretionary bases.

Paul Murphy is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at ADP Inc., Transamerica Life Insurance Company, and LPL Financial LLC. Murphy provides investment advisory services through SCS, an independent investment advisor firm. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to construct diversified portfolios and offers both discretionary asset management and standalone financial planning services.

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.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Kristal McMahan is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2014 and has worked at Bensler, LLC—DBA SCS—since 2020. Outside of her advisory role, she serves as Treasurer for Spokane Valley Licensing. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multifaceted investment approach combining tactical, strategic, and dynamic asset allocation, offering discretionary portfolio management, standalone planning, pension consulting, and participant education.

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.

Heather Thiessen is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience and holds a Series 66 designation. Her prior roles include six years at Brighton Jones and several years at Raymond James Financial Services Advisors. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm uses customized, long-term strategies across a diversified range of investments, often managing accounts on a discretionary basis.

Matthew Krows is a financial advisor with SCS in Bellevue, WA, holding CFP® and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cashman Consulting, Kestra Financial, Highland Capital Brokerage, Investacorp, and John Hancock. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering both discretionary portfolio management and standalone planning. The firm combines tactical, strategic, and dynamic asset allocation using a range of investment vehicles and delivers services through its advisor-managed platform and model portfolios, while also offering pension consulting and participant education.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Christopher Reedy is a CFP® professional with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has been with Personal Investment Management Inc. since 2012. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

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.

Eric Linville is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he is involved with Wild Salmon Seafood Market. Mutual Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and institutional investors. The firm offers a range of advisory services and employs a mix of active and passive investment strategies with tools tailored to various account types.

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.

Justin Sandstrom is a financial advisor at Scs with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and LPL Financial LLC. His background includes roles outside finance at Heavy Restaurant Group and Bear Creek Country Club. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation, utilizing various investment vehicles and offering ERISA fiduciary services, alongside its education and wellness programs for plan participants.

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.

Lauren Snider is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 designation and four years of industry experience. Her background includes roles at Thrivent Financial, Lincoln Investment, and CHS NW. Outside of financial advising, she is involved in social media marketing for Buckskin Brand, a horse gear boutique. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.