Adam Robertson is a financial advisor at Robertson Stephens with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments, Charles Schwab, TD Ameritrade, Richdale Group, and AvalonBay. Outside of his advisory role, he works part-time as a food delivery driver. Robertson Stephens provides investment advisory services to high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tax and estate planning, and uses a broad investment toolkit overseen by an internal Investment Office and Committee.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Benjamin Shively is a financial advisor with Threadline Wealth and holds the CFP® designation and Series 65 license. He has 15 years of industry experience and has been with Moss Adams Wealth Advisors LLC, doing business as Threadline Wealth, since 2010. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management to a diverse client base including individuals, families, business owners, trusts, foundations, retirement plans, corporations, tribal government enterprises, and other institutional clients. The firm employs a core-and-satellite investment approach that incorporates both quantitative and qualitative due diligence and offers specialized strategies such as options-based hedging and tax-aware investing.

Kevin Kepler is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life, and Seidman Insurance Consultants. Outside of his advisory role, he owns a horse boarding facility and serves on the boards of a local farm bureau and a business networking group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, alternative investments, and comprehensive wealth planning services.

Hunter Gietzen is a financial advisor with Scs in Bellevue, WA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at LPL Financial, VOYA Financial Advisors, and Washington State University. He also provides investment advisory services through his independent firm, Bensler, LLC, operating as SCS. Scs offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a diverse investment approach combining tactical, strategic, and dynamic asset allocation, and provides both discretionary portfolio management and standalone financial planning alongside pension consulting and participant education programs.

Wesley Kang is an investment advisor at Advisory Solutions Group with five years of industry experience. He holds a Series 65 license and has prior work experience at CS Planning Corp and Elliot Bay Insurance LLC. Kang is also a licensed life insurance agent and a member of Cultivant LLC, where he is involved in marketing activities. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm offers financial planning, consulting, and portfolio management with a focus on diversified portfolios using quantitative, momentum, and fundamental analysis.

Roger Bowlin is a financial advisor at Secure Asset Management, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Secure Asset Management since 2021, following prior roles at Concorde Asset Management and Aurora Securities. Bowlin serves on the advisor board of the Washington Policy Center, a nonprofit providing non-partisan studies on state policy. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual and plan-level consulting rather than corporate clients.

Corey Dallas is a financial advisor at Coldstream Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at Coldstream since 2021. Prior to that, he was affiliated with LPL Financial and Sound Consulting Services. 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 services including portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Dina Liening is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley Smith Barney LLC 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 institutional clients, providing services such as portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based wealth management supported by an internal Investment Strategy Group.

Logan Olsen is a CFP® and Series 65-licensed financial advisor with eight years of experience at Plante Moran Financial Advisors. He has been with the firm since 2013, working in their Monroe, Washington office. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models, using both discretionary and non-discretionary portfolio management strategies.

Ian Curtiss is a CFP®, CFA®, and holds a Series 65 license with six years of industry experience. He is currently with Coldstream Wealth Management in Bellevue, WA, where he has worked since 2021. Prior to joining Coldstream, Ian held positions at Pathstone, Cornerstone Advisors, Pacific Portfolio, Soverign Wealth Advisors, and Northwest Plan Services. 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 offers services including portfolio management, financial and retirement planning, and wealth transfer planning, employing a team-based approach supported by an internal Investment Strategy Group.

Kevin Peterson is a ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at Coldstream Wealth Management since 2023 and previously spent five years with Summit Partners Northwest. He also has a long-standing role as an insurance broker, appointed with outside carriers to broker non-registered insurance products, and is an investor in cryptocurrency. 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 portfolio management, financial planning, and retirement plan fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

William Vipond Jr. is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. He holds a Series 65 designation and previously worked at Viitae Capital Advisors, LLC before joining Coldstream in 2021. Outside of advising, he is the president and CEO of Cross-Dock Development Corp, a real estate development and brokerage company. Vipond also runs a website focused on skiing and mountain climbing adventures, occasionally earning fees for guiding and public speaking related to these activities. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients with a team-based wealth management approach supported by an internal Investment Strategy Group. The firm manages portfolios according to written Investment Policy Statements and integrates financial planning with retirement plan fiduciary services.

Zachary Kocurek is a financial advisor at Secure Asset Management, L.L.C. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is co-owner of Fisher Family Farms, a dog boarding, daycare, walking, drop-in, and training service, and is involved with Real Estate Transition Solutions. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management. The firm employs a range of analytical approaches and often utilizes third-party money managers and held-away account management to support its clients’ investment needs.

Benjamin Murphy is a financial advisor at Range Advisory, LLC, based in Bellevue, WA, holding a Series 66 designation and with two years of industry experience. He previously worked at Baird and Albany Beck prior to joining Range Advisory. Range Advisory serves U.S. individual clients, including high‑net‑worth and ultra‑high‑net‑worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a model portfolio approach supported by AI tools and subscription-based compensation.

James Walsh is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2006. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages roughly $12.4 billion in assets through team-based wealth management supported by an internal Investment Strategy Group and offers diversified portfolio management, financial planning, and access to a range of alternative investments.

Voneen Bright is a CFP® with 29 years of industry experience and has been with Coldstream Wealth Management since 2016. She holds Series 63 and Series 65 licenses and works as a registered investment advisor at Coldstream. Outside of her advisory role, she is a licensed insurance producer with CHI Life Insurance covering life, disability, variable life, and variable annuity insurance types. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm offers team-based wealth management supported by an internal Investment Strategy Group, providing portfolio management, financial planning, and fiduciary retirement plan services.

Paul Doak is a CFP® professional with 30 years of experience in financial advisory. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Cambridge Investment Research Advisors, Kms Financial Services, and D.H. Hill Advisors. Outside of his advisory work, he serves as a board member for the Waterbury Meadows Home Owners Association. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary technology and a combination of passive and active investment strategies.

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.

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.