Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

James Beatty is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial LLC since 2003 and has worked at Bensler, LLC (doing business as SCS) since 2020. SCS advises individuals, trusts, corporations, and retirement plans, serving around 2,101 clients with discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, managing approximately $1.64 billion in discretionary assets through a 27-advisor team.

Simon Sharples is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential. He began his career in the financial industry in 2025 at Freestone Capital Management and joined Coldstream in 2026. His background includes roles outside finance such as positions at Flatbread Pizza and Bogus Basin Ski Resort. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers services including portfolio management, financial planning, and retirement plan fiduciary services.

Griffin Smith is a financial advisor with Scs in Bellevue, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2003 and has been with Bensler, LLC doing business as SCS since 2020. Scs advises 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 various analytical approaches to construct diversified portfolios and also provides financial planning, pension plan advisory, and insurance product sales.

Henry Le Master is a financial advisor at Coldstream Wealth Management with a Series 66 designation and two years of industry experience. Prior to joining Coldstream in 2024, he worked at Ameriprise and held various roles including self-employment, legislative work in the Washington State Legislature, and positions in education and policy organizations. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach with diversified portfolios and offers a broad range of advisory services supported by an internal Investment Strategy Group and affiliated business entities.

Amanda Stribrny is a financial advisor at Coldstream Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Zevenbergen Capital Investments LLC and Moss Adams. 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, incorporating diversified allocations, tax-managed equity strategies, and access to alternative investments through an internal Investment Strategy Group and third-party sub-advisors.

Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. 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 using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.

Jeffrey Otis is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Evergreen since 2007. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm offers discretionary investment management, consulting, and financial planning, utilizing a Dynamic Asset Allocation approach and proprietary programs like Right Cycle Investing™ that incorporate fundamental, macroeconomic, and AI-informed research.

Krista Charlton is a CFP® and Series 65-licensed advisor at Coldstream Wealth Management with 13 years of industry experience. She previously worked at Ascent Capital Management for 13 years before joining Coldstream in 2025. 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 supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed equity strategies, alternatives, and access to third-party sub-advisors.

Evan Fisher is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Coldstream Securities, Inc. since 2018 and the Rainier Group since 2011. In addition to his advisory role, Fisher serves as a business transition consultant to privately held companies through Rainier Group Consulting. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Maizy Hall is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked in various roles across multiple industries, including positions at Killer Burger and Sushi Pure prior to joining Soltis. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm combines quantitative and qualitative manager selection methods and provides ongoing client communications and performance reviews.

Daniel Hill is a financial advisor at Coldstream Wealth Management with four years of industry experience. He previously worked at Merriman Wealth Management and has a background that includes roles outside the financial sector, such as at Hill Chemical and Shanghai Disney Resort. Outside of advising, he owns and operates a small bakery business, The Cranky Mac, participating in a local farmer’s market. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, and institutional clients with services including portfolio management, financial planning, and retirement plan advisory. The firm employs a team-based investment approach supported by an internal strategy group and offers access to a range of alternative investments and affiliated financial services.

Howard Coleman is a Series 65-licensed advisor at Coldstream Wealth Management with 15 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2011. Outside of his primary role, Coleman serves as a consultant at Seafront Capital, advising on potential alternative investments for an offshore client. Coldstream Wealth Management is an SEC-registered firm 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 and retirement planning, family advisory, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

James Claypool is a financial advisor at Coldstream Wealth Management in Seattle, WA, with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. Claypool is also a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, which operates alongside Coldstream as a separate legal entity. 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 investment strategies and access to a broad range of alternative investments through its affiliated ecosystem.

Thomas Eulberg is a CFP® professional with seven years of industry experience. He has been with Evergreen Gavekal since 2010. 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 branded programs such as Right Cycle Investing™, combining fundamental research, macroeconomic analysis, and artificial intelligence to guide portfolio decisions.

Jimmy Wu is a financial advisor at Mission Wealth Management, LP with 24 years of industry experience. He previously worked for Financial Resources Group for 23 years and Charles Schwab for one year. Wu holds Series 63 and Series 66 designations. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of internal and third-party management across various asset classes.

Cade Hampson is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch and KBC Advisors. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm provides portfolio management, financial and retirement planning, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Kyle Trautmann is a financial advisor with Diversify Advisory Services, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Luke Madsen. Diversify Advisory Services, LLC provides investment advisory and financial planning to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Michael Ivers is a financial advisor at SCS with 10 years of industry experience. He has held positions at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities LLC. Ivers holds Series 63 and Series 65 licenses. 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 using various investment vehicles and offers pension consulting and participant education through its SCS Education & Wellness program.