Teresa Starman is a CFP® with 25 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2018. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Starman is licensed to sell life, disability, variable life, and variable annuity insurance in Washington and is a member of the Snohomish County Estate Planning Council. Northwest Asset Management provides customized investment management, retirement and financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment strategies and offers distinctive operational features, including fiduciary services and comprehensive back-office support.

Katherine Berntson is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds a Series 65 credential and has previously worked at Paracle Advisors, LLC and Ogorek Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Bacchus Wine Bar & Restaurant. 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 offers team-based portfolio management, financial planning, and access to a range of investment strategies, including alternatives and private fund management.

Ankit Vats is a financial advisor at Northwest Asset Management with a Series 65 credential. He has been active in the industry since 2026, including prior experience at Richmonks Advisory Services Private Limited. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm focuses on customized investment management and financial planning using strategic asset allocation and Modern Portfolio Theory, employing diversified ETFs, mutual funds, and individual securities with periodic rebalancing.

Brian Hefele is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Cable Hill Partners. Hefele holds Series 63 and Series 65 licenses. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at ProEquities, Inc. and Time Value Investments. Evergreen Capital Management serves a diverse client base 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 approach supported by proprietary research and artificial intelligence, managing multiple private funds and utilizing both ETFs and individual securities in client portfolios.

Ryan Masterson is a CFA® charterholder with 13 years of industry experience. He currently works at NorthRock Partners, LLC, where he has been since 2023. Prior to that, he held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, Masterson owns a separate business unrelated to investment activities. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a holistic investment approach that includes diversification, periodic rebalancing, and the use of independent managers, offering a range of financial planning and personal office services.

Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves 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 analytical methods, offering discretionary asset management, financial planning, and consulting services.

Edwin Day is a financial advisor with KCD Financial, Inc. based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held various roles since 1969, including long-standing positions with Heritage Benefits entities and his own limited partnership. Outside of investment advisory work, he is involved in estate planning through Heritage Benefits LLC. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services and employs a range of investment strategies tailored to client goals and risk tolerance.

Ken Lin is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and joined the industry in 2025. His background includes positions at Empirical Wealth Management, Goldbloom Wealth Management, and Enterprise Mobility, as well as involvement with the Seattle Yacht Club. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Lenora Brekke is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Evergreen Capital Management LLC. She has one year of industry experience and previously worked with MassMutual and Smith Richards Group. Outside of advising, she provides administrative support to several family-owned real estate businesses and an interior design company. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple analytical methods with independent investment committees and specialized strategies.

Jack Gardner is an advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Coldstream, Gardner worked in the hospitality sector, including roles at Varlamos Pizzeria and North Bend Bar & Grill. 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 via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Christopher Blakeslee is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Coldstream Capital Management, Inc. since 2012. Blakeslee manages the Ascent entity, a wholly owned subsidiary of Coldstream Capital Management. 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 investment approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan advisory.

Rex Lau is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Northwestern Mutual and has a background that includes community involvement with the YMCA of Greater Seattle. 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, and institutional clients through team-based wealth management and a combination of internal strategies, third-party sub-advisors, and alternative investments.

Jeffrey Gates is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Coldstream Wealth Management in Bellevue, WA, joining the firm in 2025 after nine years at Cable Hill Partners, LLC. 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, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Jacob Montano is a financial advisor at Scs with 4 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones and Corebridge Financial. Prior to his financial career, Montano was involved with Central Washington University Recreation and operated Buttered Biscuit, LLC. 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 and offers services including discretionary portfolio management, pension consulting, and participant education.

Jonathan Muench is a financial advisor at SCS with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Osaic Wealth, Alera Investment Advisors, and Triad Advisors. Based in Bellevue, WA, Muench has also operated his own advisory business, Muench Financial, from 2015 to 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm utilizes a blend of tactical, strategic, and dynamic asset allocation combined with fundamental and technical analysis to manage portfolios, offering both discretionary asset management and standalone financial planning services.

Kenia Chavez is a financial advisor at Evergreen Capital Management LLC with 4 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill and Wells Fargo. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple research methods and independent committees to guide portfolio decisions.

Daniel Yeung is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Coldstream Wealth Management since 2024. Prior to joining Coldstream, he spent 14 years at The CAPROCK Group. He also teaches MBA-level finance courses at the University of Washington Bothell School of Business. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets with a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm integrates financial planning and retirement services with portfolio management using a combination of internal strategies, third-party sub-advisors, and alternative investments.

Noel Sanchez is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Paracle Advisors and Equitable Advisors. Sanchez also has a background with SoccerWest and the University of Washington. 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 advice via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Kaeli Creed is a financial advisor at Evergreen Capital Management LLC with eight years of experience in the industry. Prior to joining Evergreen in 2018, she worked at Pacific Lutheran University and Continuant, Inc. She is based in Bellevue, WA. Evergreen Capital Management serves a diverse client base 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 supported by fundamental and macroeconomic research, as well as artificial intelligence, and manages multiple private funds alongside proprietary investment strategies.