Danielle Uemura is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Coldstream, she worked at Enterprise Rent a Car and Forever 21. 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 planning, and retirement plan fiduciary services delivered through team-based Wealth Management Teams and supported by an internal Investment Strategy Group.

Rodney Coyan is a financial advisor at Pure Financial Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Personal Investment Management, Inc. for 14 years, where he served as Board Secretary. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers a range of services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Katherine Quick is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Coldstream Wealth Management since 2021 and previously was employed at Rosenbaum Financial and Lyft. In addition to her advisory role, she holds insurance licenses in Life, Variable Life, and Health insurance. 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 with a team-based approach that includes portfolio management, financial planning, and retirement plan fiduciary services.

Joshua Bilisko is a financial advisor at Evergreen Capital Management LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at firms including Kroon & Mitchell Asset Management and Stonepath Wealth Management. Outside of finance, he is involved in a rock band called Pretoria, which performs in the West Michigan area. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and a proprietary ETF-focused strategy, combining various analytical methods and third-party research in its investment approach.

Eric Cumley is a financial advisor at Merit Financial Advisors with 20 years of industry experience. His prior roles include 15 years at Olympic Wealth Management LLC and four years at Edward Jones. He holds the Series 63 and Series 65 designations. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers both discretionary and non-discretionary account arrangements.

Michael Anderson is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Threadline Wealth and has previously worked at firms including Moss Adams Wealth Advisors LLC, Winans Investments, and Ameritech Financial. Outside of finance, he spent eight years at Bear Creek Mountain Resort. Threadline Wealth provides wealth management, financial planning, and investment consulting to a broad client base including individuals, families, business owners, trusts, foundations, and institutional clients. The firm employs a discretionary, fee-based investment approach featuring diversified, long-term allocations through core-and-satellite strategies, third-party managers, and tax-aware programs.

Eileen Chun is a financial advisor at SCS in Bellevue, WA, with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, American General Life Insurance, and AIG Capital Services. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and pension plan advisory services.

Jocelyn Stephens is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, Jocelyn held various roles including positions at the University of Washington School of Medicine and Boise State University. She has also been involved with Boise State University and Idaho Rush outside of her advisory work. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through a team-based approach. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Yongtai Qi is a financial advisor at Coldstream Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked previously at ChemPoint and World Financial Group. Qi is based in Bellevue, WA. 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 approximately $12.4 billion in assets and employs a team-based investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and advisory services.

Jordan Peterson is a financial advisor at Coldstream Wealth Management with six years of industry experience. He previously worked at Corient Services LLC and Columbia Pacific Wealth Management. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Eric Newman is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, his work history includes multiple positions at Coldstream Wealth Management and various roles at Gonzaga University and Kirkland Parks & Recreation. 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 team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

Matthew Gray is a CFP®-certified advisor with 12 years of industry experience. He is currently with Coldstream Wealth Management in Bellevue, WA, where he has worked since 2026. His prior experience includes roles at Nectarine, Pure Financial Advisors, AnthroFi LLC, Personal Capital, Janiczek Wealth Management, and JFG Family Office. 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 with a team-based approach that integrates portfolio management, financial planning, and retirement plan fiduciary services.

Ian Lung is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has been with Coldstream since 2022 and has previous experience at Northwest Research Institute - Hagopian Lab and various educational institutions. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Alexandra Lambert is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and CUSO Financial Services before joining Coldstream in 2015. She also serves as a notary public in Seattle. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm integrates portfolio management with financial and retirement planning, wealth transfer, and fiduciary services, utilizing both discretionary and non-discretionary management supported by an internal Investment Strategy Group.

Kyle Larson is a CFP® professional at Coldstream Wealth Management with 10 years of industry experience. He joined Coldstream in 2021 after seven years at Paracle Advisors, LLC. 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, offering services such as portfolio management, financial and retirement planning, family wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Benjamin Spector is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Coldstream, he worked at Crowdsense.ai and has been involved with Camp Solomon Schechter and Congregation Neveh Shalom. 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 team-based wealth management supported by an internal Investment Strategy Group and a range of discretionary and non-discretionary portfolio management and financial planning services.

Jeffrey Hensler is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Bensler, LLC, doing business as SCS, since 2020 and has worked concurrently at LPL Financial LLC since 2005. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blend of tactical, strategic, and dynamic asset-allocation strategies and offers a range of services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Mark Janci is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2005. He holds Series 63 and Series 65 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework integrating qualitative and quantitative analysis, offering a range of investment vehicles and a digital advisory platform for smaller accounts.

Joe Cervantes is a CFP® with 29 years of experience in the financial services industry. He has been with Coldstream Wealth Management since 2011 and has extensive prior experience at Pacific West Securities, Inc. and Carrol and Associates, Inc. In addition to his advisory role, he holds insurance licenses covering all lines of insurance products. 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, utilizing a team-based approach supported by an internal Investment Strategy Group.

Katie Milojevich is a CFP® professional with 14 years of industry experience. She has worked at The Mather Group, LLC since 2021 and previously spent 16 years at Allison Spielman Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customizable solutions, incorporating AI and machine-learning tools under human oversight.