Kristal Mcmahan is a financial advisor with SCS in Bellevue, WA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at LPL Financial, Signator Financial Services, Elliott Cove Capital Management, and Hornor, Townsend & Kent. Outside of advising, 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’s investment approach incorporates tactical, strategic, and dynamic asset allocation using multiple analysis methods and offers both discretionary portfolio management and standalone financial planning.

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 in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She previously worked at Brighton Jones for six years and Raymond James Financial Services for three years in total. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans, endowments, and charitable organizations, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both in-house management and select third-party sub-advisors.

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 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Personal Investment Management Inc., FAC Wealth Management, Charles Schwab, and Securian Financial Services. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning processes.

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.

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.

Jeffrey Dicks is a Series 65-licensed financial advisor with Evergreen Capital Management LLC in Bellevue, WA, where he has worked since 2011. He has 13 years of industry experience. Outside of his advisory role, he served as an assistant defensive line coach for the Bellevue High School football team in 2011, mentoring students both athletically and academically. Evergreen Capital Management advises a diverse client base 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™, integrating fundamental and macroeconomic research with artificial intelligence, and manages multiple private funds alongside client portfolios.

Molly Lengkeek is a financial advisor at Threadline Wealth with seven years of industry experience. She previously worked at Winegars for three years before joining Moss Adams Wealth Advisors, where she has been since 2019. 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 institutions. The firm employs a core-and-satellite investment approach with discretionary portfolio management, incorporating both quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware programs.

Katelyn Spangler is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Coldstream Wealth Management in Portland, OR, where she has worked since 2021. Prior to that, she spent six years at Rosenbaum Financial. 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 employs a team-based investment approach supported by an internal Investment Strategy Group, offering diversified portfolios with access to a range of alternative investments and affiliated services.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Mark Nicoletti is a financial advisor at Evergreen Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Evergreen Capital Management since 2012. Nicoletti also serves as director of the Family Office Group for Evergreen Gavekal, a registered investment advisor. Evergreen Capital Management advises a diverse client base 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 supported by proprietary research and artificial intelligence, managing multiple private funds and providing tailored investment solutions.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Simran Bajaj is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with nine years of industry experience. She holds the Series 65 and Series 66 designations and has previously worked at Private Ocean, MyICON, and Equitable Advisors. Bajaj also operated a financial services business marketing to realtors under Prudential from 2008 to 2011. 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, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.