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.

Abraham Perez is a financial advisor with CreativeOne Wealth, LLC in Bellevue, WA, holding a Series 65 credential and nine years of industry experience. He has worked at several firms, including AE Wealth Management, Becker Retirement Group, and B.O.S.S. Retirement Advisors. Perez is also the owner of Narrativ Retirement, LLC, where he offers insurance and investment advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individual, corporate, and charitable clients through a network of Investment Adviser Representatives. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and discretionary portfolio management.

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.

Bruce Eckfeldt is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is affiliated with Mutual Advisors, LLC and Mutual Securities, Inc. since 2022, following prior roles at LPL Financial, LLC and KMS Financial Services, Inc. He also owns Eckfeldt Asset Management, LLC and provides notary public services to clients at no charge. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and consulting services using a combination of active and passive strategies tailored to clients’ objectives, with a notable presence in institutional accounts and a range of operational resources.

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.

Vijay Kailash is a CFP®, CFA®, and Series 65-licensed financial advisor at Pure Financial Advisors, LLC with experience spanning several roles since 2017, including positions at PNC Financial Services and his own investment groups. He has been with Pure Financial Advisors since 2024. Prior to his advisory career, he worked at North Carolina State University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach guided by modern portfolio theory and incorporates tax-aware strategies, option strategies, and specialized sub-advisers within a multi-advisor platform.

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.

Suraj Joshi is a financial advisor with B. Riley Wealth Advisors, Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He previously worked at National Securities Corporation for 17 years before joining B. Riley Wealth Management and subsequently B. Riley Wealth Advisors. Joshi also owns two non-investment-related entities used primarily for tax purposes. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and financial planning services, managing approximately $4.21 billion in assets through a team of about 173 advisors.

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.

William Ziehl Jr. is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. 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 uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

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.