Brendan Sullivan is a financial advisor at Scs with 16 years of industry experience. He holds the Series 66 designation and has previously worked with Parcion Private Wealth LLC, Sound Legacy Wealth Advisors, The Bahnsen Group, and HIGHTOWER Advisors. Scs serves individuals, trusts, corporations, and retirement plans with a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment approach combining tactical, strategic, and dynamic asset allocation alongside fundamental and technical analysis.

Scott Comfort is a CFP® professional at Threadline Wealth with three years of industry experience. He has previously worked at Moss Adams Wealth Advisors, Stackline, Moss Adams, and Fircrest Golf Club. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a wide range of clients including individuals, families, business owners, and institutional clients. The firm emphasizes diversified, long-term portfolio construction using a core-and-satellite approach and incorporates strategies such as options-based hedging and private fund selections.

Gunnar Ildhuso III is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Coldstream Wealth Management since 2021, following prior roles at Pacific Portfolio Consulting, LLC and Verus. He serves as a board member of the National Nordic Museum, a private company, dedicating approximately 30 hours annually without compensation. Coldstream Wealth Management is an employee-owned firm that serves affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages diversified portfolios through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a broad range of advisory services and access to alternative investment vehicles.

Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. 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 combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Alannah Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Coldstream, she worked at Brighton Jones and has experience in various non-financial roles including at Mochinut and university settings. Coldstream Wealth Management is an SEC-registered 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 employs team-based wealth management supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and fiduciary retirement plan services.

David Roberts is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 38 years of industry experience. His career includes roles at Rainier Group Incorporated, RG Investment Advisory LLC, Cascadia Capital, LLC, and Coldstream Securities, Inc. Outside of his advisory work, he serves as a business transition consultant to privately held companies and holds board memberships with several non-investment-related businesses. 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 institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and provides integrated portfolio management, financial planning, and retirement plan fiduciary services.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 designations and having nine years of industry experience. Prior to joining Buck Wealth Strategies, he worked at J.P. Morgan Securities and Morgan Stanley. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach incorporating tactical asset allocation and sector rotation, and is notable for its use of options strategies and collaboration with outside money managers and TAMPs.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. Coldstream Wealth Management is a 100% 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 and affiliated services.

David Moretsky is a CFP® and ChFC® with 26 years of experience in financial advisory. He is currently a financial advisor and founding partner at Keel Financial Partners and works with Winthrop Wealth. His career includes roles at firms such as LPL Financial and Crump Life Insurance Services. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm uses a four-step investment process focused on prudence and long-term goals, combining in-house management with third-party sub-advisers, and manages approximately $3.1 billion in assets.

Megan Hannah is a CFA® charterholder with six years of industry experience. She has worked at Coldstream Wealth Management since 2026 and previously spent seven years at Emerald Advisors, LLC and twelve years at BlackRock, Inc. 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 portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. She has previously worked at LPL Financial, Securities America Advisors, and Waddell & Reed. Outside of her advisory role, she is a business owner involved in a real estate development company and co-owner of Studio B. Gateway Wealth Partners is a registered investment adviser that serves individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Kevin Chen is a Series 65-licensed financial advisor at SCS with one year of industry experience. His prior work includes roles at Parcion Private Wealth LLC and Expedia Group. Outside of finance, he has experience working at Sambica Summer Camp and Retreat Center. 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 multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various forms of analysis to construct diversified portfolios, and also offers pension plan advisory and employee benefits consulting services.

Robert Lo is a financial advisor with LPL Financial in Kirkland, WA, holding a Series 66 credential and 17 years of industry experience. He has been with Cornerstone Wealth Management, LLC and LPL Financial since 2013. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Sage Swanson is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Ten Capital Wealth Advisors, LLC, and Whitworth University. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and pension and retirement plan accounts. The firm uses a Dynamic Asset Allocation process and a proprietary ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.

Colby Stirrat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. His prior experience includes roles at Bank of America 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 other institutional clients through team-based wealth management, combining internal strategies, third-party sub-advisors, and alternative investments.

Tristan Mohn is an investment advisory representative at Coldstream Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coldstream in various capacities since 2019. Prior to his financial services career, he held positions in hospitality and landscaping. 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 approach to portfolio management, incorporating diversified strategies and access to specialized investment vehicles.

Brady Mcintyre is a financial advisor at SCS with 10 years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2015 while also providing 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 across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to manage portfolios primarily on a discretionary basis, while also offering financial planning and consulting services.

Kaitlenn Vercio is a CFP® and Series 65 credentialed advisor with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2015. She is based in Bellevue, WA, and serves as a board member of the Financial Planning Association of Puget Sound, where she helps organize networking and informational events related to financial planning. Evergreen Capital Management advises a diverse range of private clients, including high-net-worth individuals, trusts, 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 multiple research sources and artificial intelligence to guide investment decisions.

Aaron Hare is a financial advisor at SCS with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Charles Schwab, Heritage Bank, and Cetera. Hare has been with SCS since 2021 and also maintains a role with LPL Financial. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combined tactical, strategic, and dynamic asset allocation approach, managing portfolios through its advisor-managed wrap platform and model portfolios on LPL’s platform, while also offering pension consulting and participant education.

Jose Ramos is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of experience in the industry, including prior work at Orion Portfolio Solutions. Ramos has also worked with Brighton Schools Summer Camp in previous years. 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, providing services such as portfolio management, financial and retirement planning, and wealth transfer planning.