Rachel Borsini is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Four Seasons Design, Inc. from 2017 to 2024. 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 services that include portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services.

Scott Schuler is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds the CFA® designation and Series 66 license and joined Coldstream in 2024. Prior to his advisory role, he worked at Microsoft Corporation from 2013 to 2024. 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, offering portfolio management, financial and retirement planning, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Arnita Hallman is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CliftonLarsonAllen Wealth Advisors since 2010. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Wentao Liu is a CFP® and Series 66-registered advisor with one year of industry experience, currently with Coldstream Wealth Management. His prior roles include positions at Mainsail Financial, PNC Wealth Management, and Evoke Advisors. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios that include alternatives and specialized strategies.

David Goren is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation for 26 years. Outside of his advisory role, he serves as a committee member for the Sahalee Country Club, a nonprofit golf club, where he contributes to member strategy and tournament planning. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering retirement and deferred compensation plans. The firm offers plan administration, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

William Cunningham is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Denison University’s Department of Economics and Academic Resource Center. Outside of finance, he has also been involved with the Skyhawks Sport Academy. 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, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based wealth management and a combination of internal and external investment strategies.

Eric Schuehle is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coldstream since 2021, following an 11-year tenure 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 and employs a team-based approach to portfolio management, offering diversified strategies and access to various alternative investments and affiliated services.

Garrett Dean is a financial advisor at Coldstream Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Coldstream Capital Management Inc. since 2015, with prior experience at Petersen Hastings Wealth Advisors, Inc. from 2014 to 2016. 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, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Jennifer Harrison is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with three years of industry experience. She has worked at Coldstream since 2021 and previously spent seven years at Rosenbaum Financial and seven years at Big Al's. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers services including portfolio management, financial and retirement planning, and wealth transfer planning through team-based wealth management supported by an internal Investment Strategy Group.

Andrew Howard is a financial advisor at SCS with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial and GWFS Equities Inc / Great-West Financial. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation using a variety of instruments and offers services including portfolio management, pension consulting, and participant education programs.

Travis Bomgardner is a financial advisor at SCS with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Transamerica Capital, Inc., Waddell & Reed, and DDD Partners dba Tschetter Group, where he also served as Chief Business Development Officer. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone planning, and pension consulting. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various securities and includes fiduciary services for retirement plans.

William Hay is a Series 65-licensed financial advisor at Evergreen Capital Management LLC with three years of industry experience. He has worked at ALPS Distributors Inc. since 2015 and has been affiliated with Evergreen Capital Management since 2010. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and branded programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests tailored to client needs.

Hailey Marlow is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Scs, she worked in various roles including positions at Woodland Coffee, September Boutique, and Hotel Ballard. 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 and offers services including discretionary portfolio management, standalone financial planning, pension consulting, and participant education.

Moses Park is a CFP® professional with nine years of industry experience, currently serving at The Mather Group, LLC in Bellevue, WA. He has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with 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 customization options such as direct indexing and ESG portfolios.

Anne Marie Stonich is a CFP® and holds a Series 65 license with 25 years of experience in the financial services industry. She has worked at Coldstream Wealth Management since 2021, including a prior period from 2025 onward. Her previous roles include positions at Paracle Advisors LLC and Brighton Jones LLC. 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 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.

Austin Bowlin is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding Series 63 and Series 65 licenses and has eight years of industry experience. He is a partner and Chief Strategist at Real Estate Transition Solutions, LLC, a real estate consultancy firm, where he oversees marketing, process, and client tracking. Bowlin has worked at Secure Asset Management and Aurora Securities since 2021, with prior experience at Concorde Asset Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs client-specific investment policies and a combination of fundamental, technical, and cyclical analysis across various asset classes.

Keith Swanson is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Scs since 2022. His prior experience includes roles at LPL Financial, Pacific Capital Resource Group, and Pacific Financial Group. Outside of his advisory work, he serves as a part-time soccer referee. Scs is a multi-advisor firm managing approximately $1.64 billion in discretionary assets for individuals, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset-allocation approaches with multiple analytical methods to manage portfolios, primarily on a discretionary basis through LPL’s platforms.

Julia Marzella is a financial advisor at Coldstream Wealth Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and UBS Financial Services. 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 investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and financial planning services.

Detlef Schrempf is a financial advisor at Coldstream Wealth Management with 18 years of industry experience and holds a Series 65 designation. He has worked at Coldstream Capital Management since 2007 and is also a general partner at Athlon Ventures, a venture capital firm. Schrempf serves as president of the Detlef Schrempf Foundation and is a board member of Scoutreach, as well as several real estate funds. 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 investment approach with diversified portfolios and access to a broad range of alternative investments and affiliated services.

Olivia Sell is a CFP® professional at Evergreen Capital Management LLC with three years of industry experience. Prior to joining Evergreen, she held roles at Winged Keel Group and Locust Walk. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and a range of specialized investment tools.