Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Anthony Higgins is a CFP® and Series 66 licensed advisor at Coldstream Wealth Management with two years of industry experience. He previously worked at Cetera Wealth Services, Avantax, Edward Jones, and spent three years at Harborview Medical Center before entering the financial advisory field. 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 and retirement planning, wealth transfer, and retirement plan fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

Kyle Mc Mahill is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes continuous tenure at Coldstream since 2023, with prior roles outside the financial sector at Cintas and Shirley Contracting Company. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for a diverse client base including individuals, high-net-worth families, corporate retirement plans, and institutional clients. The firm employs team-based wealth management supported by an internal investment strategy group and offers integrated portfolio management, financial planning, retirement plan services, and proprietary investment vehicles.

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 (Bensler, LLC) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and VOYA Financial Advisors and provides investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with fundamental and technical analysis to construct diversified portfolios and offers a range of services including financial planning, pension plan advisory, and insurance product sales.

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.

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 14 years of industry experience. He holds a Series 65 credential and has worked at Coldstream since 2021, previously spending seven years at Viitae Capital Advisors. Outside of advisory work, he is the president and CEO of Cross-Dock Development Corp., a real estate development and brokerage company, and serves as the unpaid president of his local homeowner's association. He also operates Bill Vipond Adventures, a website and social media presence focused on skiing and mountain climbing, through which he occasionally earns fees for guiding and public speaking. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed equities, alternatives, and private funds, alongside financial planning and retirement advisory 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.

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® with 29 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions at Cambridge Investment Research Advisors and KMS Financial Services. In addition to his advisory work, he serves as a board member of a homeowners association. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach incorporating proprietary software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing.

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.

Blaine Thompson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He previously worked at Unionview Wealth Partners for four years and Kutscher, Benner, Barsness & Stevens, Inc. for one year prior to joining Composition Wealth in 2025. 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’s investment approach emphasizes long-term strategies utilizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, with regular portfolio reviews and tax-sensitive rebalancing.

Wade Smith is a financial advisor at Cooper McManus with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cooper McManus Wealth Management since 2023. Prior to this, he spent over two decades at KMS Financial Services and held roles at Securities America Advisors and Cambridge Investment Research. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes individual securities, pooled products, and various instruments tailored to client objectives, alongside model asset-allocation portfolios implemented via sub-advisors and co-advisory platforms.

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.

Brian Hefele is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Cable Hill Partners. Hefele holds Series 63 and Series 65 licenses. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.