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 with Mission Wealth Management, LP, based in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 23 years at Financial Resources Group prior to joining Mission Wealth Management in 2026. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion with 135 advisors. The firm serves high-net-worth individuals, families, and institutional clients, offering wealth management, personalized portfolio management, financial planning, and consulting services. Their investment approach emphasizes long-term strategies with diversified asset types and a tiered service model tailored to client complexity and asset size.

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.

Christopher Loutsis is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of two nonprofit organizations focused on public benefits, Civil Liberty Training and Affordable Housing Services. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy with customizable model portfolios overseen by a central investment team, offering a range of services from asset management to employee financial wellness programs.

Michael Ivers is a financial advisor at SCS with nine years of industry experience. He has previously worked at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone financial planning, and pension consulting with education services. The firm’s investment approach incorporates tactical, strategic, and dynamic asset allocation using various analysis methods and a range of investment vehicles, and it operates a licensed insurance agency alongside its advisory services.

Taylor Armstrong is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding a Series 66 designation and seven years of industry experience. His prior firms include Concorde Asset Management, LLC, Concorde Investment Services, LLC, and Voya Financial Advisors. Armstrong is also the owner of Armstrong Capital LLC, an entity used for business expenses. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate client relationships.

Richard Lackey is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Venise Lee is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial. Outside of her advisory role, she is involved with BLISS Financial Wellness, a business related to her LPL activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Davis Karaica is a financial advisor at Coldstream Wealth Management with seven years of industry experience. He holds the Series 66 designation and has been with Coldstream Capital Management, Inc. since 2017. Prior to that, he worked at Kinetic 6 Fitness and Seattle Pacific University. 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 a range of services including portfolio management, financial and retirement planning, and wealth transfer planning, supported by team-based investment decisions and access to diverse alternative investments.

Matthew Wigren is a CFP® with 16 years of industry experience. He is currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, and has previously worked at Alden Capital Management and Raymond James Financial Services. His career also includes eight years of experience at Lake Washington High School. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities.

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.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. 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 offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Brian Gery is a Series 65-licensed financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, and has one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Leverage Planners Wealth Management, LLC for one year. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process using tactical asset allocation and a relative growth/value framework, primarily through equities, ETFs, and fixed income.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

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.

Wesley Kang is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group and has prior experience at CS Planning Corp and Elliott Bay Insurance LLC. Kang is also involved as an LLC member in Cultivant LLC, a marketing business. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, consulting, portfolio management, and turnkey back-office services. The firm uses diversified portfolios based on quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies, along with model portfolios and detailed reporting to RIA firms.