Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Kingsview Partners LLC, Kingsview Wealth Management LLC, and Edward Jones. Outside of advising, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial and benefits consulting.

Michelle Walker is a CFA® charterholder affiliated with Threadline Wealth and holds a Series 63 license. She has been with Moss Adams Wealth Advisors LLC, operating as Threadline Wealth, since 2018. Prior to entering financial advisory, she worked in the restaurant industry. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a broad client base, including individuals, families, businesses, trusts, foundations, retirement plans, corporations, and tribal government enterprises. The firm uses a diversified, long-term investment approach that incorporates quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware indexing.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. 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, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, with four years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO and OpenPlan offerings. The firm employs a whole-balance-sheet approach and provides a range of services such as portfolio management, tax preparation, real estate consulting, and family office support.

Stephen Waltar is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds a Series 65 designation and has prior experience at Brokers Financial and Guide Advisors, Inc. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, she worked at Northern Economics, Inc. and held various positions including roles at HooDoo Brewing Company and the University of Alaska Fairbanks. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for its Personal CFO offering, recommending a mix of public and private investments, and offers a range of services including discretionary portfolio management, tax preparation, and family office support.

Sean Bolen is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Simplicity Wealth and Harbourview Advisors, where he is also an owner and insurance agent selling primary principal protected products. His prior experience includes roles at Leverage Planners Wealth Management, Financial Engines Advisors L.L.C., and Edelman Financial Engines. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and optional overlays such as tax optimization and customized screening.

Julie Hanson is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and TIAA-CREF. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models and selected third-party managers, with capabilities for portfolio customization including ESG and faith-based preferences.

Paul Murphy is a financial advisor at SCS with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, ADP Inc., and Transamerica Life Insurance Company. Murphy provides investment advisory services through SCS. SCS offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multifaceted investment approach using tactical, strategic, and dynamic asset allocation and provides services including pension consulting, participant education, and ERISA fiduciary management.

Jordan Travis is a Series 65-licensed financial advisor at Coldstream Wealth Management with four years of industry experience. He has worked at Coldstream since 2021 and previously at Balcom Investments and Trueform. 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, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Joshua Meziere is a financial advisor with United Capital Financial Advisors in Seattle, WA, holding a Series 65 designation and 11 years of industry experience. He has worked at United Capital since 2018 and previously operated Meziere Advisors LLC, a health insurance agency, from 2014 to 2018. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm offers a range of investment options and operates a technology and practice platform, FinLife Partners, to support independent advisors.

Lindsay Farnsworth is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with Empirical Wealth Management since 2016. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and private pooled vehicle investors. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios across multiple asset classes and offers services including discretionary and non-discretionary investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Haley Droppelman is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, she has experience with Fall City Floating and worked at Central Washington University and the YMCA. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to private investment funds, trustee services, and legal support through affiliated entities.

Anna Inveen is a CFP® with three years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA. She has been with Badgley Phelps since 2017. Outside of her advisory role, she has previous experience working with the Seattle Tennis Club and has a background connected to the University of Washington. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to a diverse client base, including individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives.

Shannon Bene is a CFP® professional with 30 years of experience in the financial industry, currently serving at Empirical Wealth Management since 2021. Prior to joining Empirical, Bene held roles at E*TRADE and TD Ameritrade. Outside of financial advising, Bene owns and operates a bicycle repair business, occasionally buying and selling bicycles. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management and comprehensive financial services. The firm uses a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Nicholas Pursley is a CFP® and CFA® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2018. Prior to joining Brighton Jones, he worked at Verus for two years. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands. The firm offers a whole-balance-sheet approach for its Personal CFO clients, combining discretionary investment management with allocations to public and private investments, supported by an affiliated ecosystem that includes private investment management, trust services, and legal support.

Kristal Mcmahan is a financial advisor with SCS in Bellevue, WA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at LPL Financial, Signator Financial Services, Elliott Cove Capital Management, and Hornor, Townsend & Kent. Outside of advising, she serves as Treasurer for Spokane Valley Licensing. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s investment approach incorporates tactical, strategic, and dynamic asset allocation using multiple analysis methods and offers both discretionary portfolio management and standalone financial planning.

Kelsey Lichttenegger is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coldstream Wealth Management for seven years before joining Badgley Phelps in 2022. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of strategies including equity, fixed income, balanced, and liquid alternatives.

Ethan Luxton is a Series 65-licensed financial advisor at Coldstream Wealth Management with two years of industry experience. Prior to joining Coldstream, he held roles at Umpqua Bank and worked in various positions including at UPS and Chipotle Mexican Grill. Coldstream Wealth Management manages approximately $13.9 billion in assets and serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers discretionary and non-discretionary portfolio management alongside integrated financial planning and retirement plan services.