Alexander Schrempf is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Coldstream, he worked in various roles including positions at the City of Aspen Recreation and The Aspen Institute. 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 utilizes team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services.

Mark Rosenbaum is a financial advisor at Coldstream Wealth Management with 30 years of industry experience. He previously operated Rosenbaum Financial Inc for 19 years before joining Coldstream in 2021. Rosenbaum serves as a board member for Tuality Community Hospital and the Oregon Jewish Community Foundation. 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 through team-based wealth management and a combination of internal and external investment strategies.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as a mascot for the Seattle Sounders Football Club and consults on RIA industry trends for Dialectica. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients nationally. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach combining centrally managed portfolios with advisor customization options.

Brittany Gabelein is a financial advisor at Coldstream Wealth Management with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Eagle Strategies and Seidman Insurance Consultants. Outside of her advisory role, she is also employed as a CPA at Hersman Serles Almond, LLC. 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 a range of services including portfolio management, financial planning, wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal investment strategy group.

Kelly Shelgren is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2015. Shelgren also operates Shelgren Financial, which she founded in 2010. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management using in-house model portfolios and third-party managers, with a fiduciary focus and various customization options.

Brendan Sullivan is a financial advisor at Scs with 16 years of industry experience. He holds the Series 66 designation and has previously worked with Parcion Private Wealth LLC, Sound Legacy Wealth Advisors, The Bahnsen Group, and HIGHTOWER Advisors. Scs serves individuals, trusts, corporations, and retirement plans with a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment approach combining tactical, strategic, and dynamic asset allocation alongside fundamental and technical analysis.

Alice Boytz is a financial advisor at Northwest Asset Management with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at the University of Washington for eight years before joining Northwest Asset Management. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and institutional clients. The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments with periodic rebalancing.

Scott Comfort is a CFP® professional at Threadline Wealth with three years of industry experience. He has previously worked at Moss Adams Wealth Advisors, Stackline, Moss Adams, and Fircrest Golf Club. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a wide range of clients including individuals, families, business owners, and institutional clients. The firm emphasizes diversified, long-term portfolio construction using a core-and-satellite approach and incorporates strategies such as options-based hedging and private fund selections.

Gunnar Ildhuso III is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Coldstream Wealth Management since 2021, following prior roles at Pacific Portfolio Consulting, LLC and Verus. He serves as a board member of the National Nordic Museum, a private company, dedicating approximately 30 hours annually without compensation. Coldstream Wealth Management is an employee-owned firm that serves affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages diversified portfolios through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a broad range of advisory services and access to alternative investment vehicles.

Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. 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 combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Gregory Headrick is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2008. He previously worked at Purshe Kaplan Sterling Investments for 17 years. Outside of his advisory role, Headrick serves as treasurer and trustee on the governing board of a private school in Seattle, contributing to its finance and investment committees. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach based on Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Alannah Clark is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 credential and previously worked at Brighton Jones and Mochinut. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, executives, employee benefit plans, and endowments with approximately $12.4 billion in assets under management. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a range of portfolio management, financial planning, and advisory services, including access to alternative investments and affiliated business resources.

David Roberts is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding a Series 63 license and bringing 37 years of industry experience. He has worked with multiple firms, including Coldstream Securities, Cascadia Capital, RG Investment Advisory, and Rainier Group. Outside of his advisory role, Roberts serves as a business transition consultant for privately held companies under Rainier Group Consulting and holds board positions with several non-investment-related companies. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, and institutions. The firm employs a team-based investment approach, offering diversified portfolios and access to a range of alternative investments, supported by a broad affiliated ecosystem including broker-dealer, insurance, tax, and consulting services.

Robert Seibel Jr. is a financial advisor at Merit Financial Advisors with seven years of industry experience and holds a Series 66 designation. His prior work includes roles at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and Pacific Life Insurance Company. Outside of his advisory work, he has experience in the food service industry, having worked at Taste of Belgium and Trio Bistro. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset management, financial planning, retirement plan advice, and employee financial wellness programs, employing a long-term, diversified investment approach through customizable model portfolios and oversight by a central Investment Management team.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 5 years of industry experience. He has worked at Foundations Investment Advisors since 2021, following a one-year tenure at Elevated Capital Advisors, and has operated his own advisory practice, Mark A. Stimpson and Associates, since 1980. In addition to his advisory work, he is involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 representatives using tailored asset allocations and a variety of investment products.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses and nearly a decade of industry experience. Prior to joining Buck Wealth Strategies in 2025, he held roles at J.P. Morgan Securities, Fidelity, Morgan Stanley, and Key Bank. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and discretionary portfolio rebalancing.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. 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 approach to portfolio management, offering diversified investment strategies and access to a broad range of alternative investments and affiliated services.

David Moretsky is a financial advisor at Winthrop Wealth with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including LPL Financial and Private Advisor Group. Moretsky is a founding partner of Keel Financial Partners and incorporated Moretsky Financial, Inc. for tax and investment purposes. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a long-term investment approach that combines internal strategies, third-party managers, and a rigorous oversight process.

Megan Hannah is a CFA® charterholder with six years of industry experience. She has worked at Coldstream Wealth Management since 2026 and previously spent seven years at Emerald Advisors, LLC and twelve years at BlackRock, Inc. 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 other institutional clients, offering portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Frances Lee is a financial advisor at Coldstream Wealth Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Coldstream since 2019. Prior to that, she worked at Umpqua Investments and ShareBuilder. 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 and offers diversified portfolios, financial and retirement planning, and access to a range of alternative investments.