Heather Thiessen is a financial advisor at Mission Wealth Management, LP in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She previously worked at Brighton Jones for six years and Raymond James Financial Services for three years in total. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans, endowments, and charitable organizations, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both in-house management and select third-party sub-advisors.

Matthew Krows is a financial advisor with SCS in Bellevue, WA, holding CFP® and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cashman Consulting, Kestra Financial, Highland Capital Brokerage, Investacorp, and John Hancock. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering both discretionary portfolio management and standalone planning. The firm combines tactical, strategic, and dynamic asset allocation using a range of investment vehicles and delivers services through its advisor-managed platform and model portfolios, while also offering pension consulting and participant education.

Austin Sweet is a CFP® professional with seven years of industry experience, currently serving as an advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2026, he worked at Hightower Advisors, LLC for three years and held positions at LPL Financial and Waddell & Reed. He was also involved with the Reno Midtown Rotary Club. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs and including alternative investments and discretionary account management.

Christopher Reedy is a CFP® professional with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Personal Investment Management Inc., FAC Wealth Management, Charles Schwab, and Securian Financial Services. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning processes.

David Powers Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Coldstream Wealth Management in Bellevue, WA since 2014. Coldstream Wealth Management is a 100% employee- and director-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 portfolio management, financial planning, family advisory, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Johan Strand is a CFA® charterholder based in Seattle, WA, with three years of industry experience. He has worked at Badgley Phelps Wealth Managers since 2023, following prior roles at JSRE and Swedbank Robur. 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 equity, fixed income, balanced, and liquid alternative strategies.

Victoria Fisher is a CFP® with 26 years of experience in the financial industry. She has worked at Evergreen Capital Management LLC since 2019, following roles at YIS Capital and Morgan Stanley. 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 proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests to meet client needs.

Robert Thomas is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Domo and multiple periods at Empirical Wealth Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and related services. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses in real estate, insurance, and estate planning.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Ryan Bridge is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Chapman University and The Neiders Company. Brighton Jones LLC offers 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 and manages a diversified mix of public and private investments, supported by affiliated entities providing private fund management, trust services, and legal support.

Justin Sandstrom is a financial advisor at Scs with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and LPL Financial LLC. His background includes roles outside finance at Heavy Restaurant Group and Bear Creek Country Club. 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, utilizing various investment vehicles and offering ERISA fiduciary services, alongside its education and wellness programs for plan participants.

Arthur Winston III is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wayfinding Financial, Bank of America, Merrill, Clear View Construction, and Voya Financial Advisors. 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 with diversified portfolios tailored to client-specific policies and offers a broad range of services including portfolio management, financial planning, and retirement plan advisory.

Adam Nelson is a CFP®, CFA®, and Series 66 credentialed financial advisor based in Seattle, WA, with 10 years of industry experience. He has worked at United Capital Financial Advisors since 2024, following seven years at BBJS Financial Advisors, six years at BNY Mellon, and one year at Edward Jones. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers extensive customization options and operates a broad affiliate network, supporting a variety of investment strategies and additional legal, trust, and lending services.

Elizabeth Blasingame is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Evergreen Capital Management serves a diverse range of 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 approach and proprietary programs such as Right Cycle Investing™, incorporating fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

James Guard III is a financial advisor at Coldstream Wealth Management with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, where he has worked since 2007. 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 approach to portfolio management, incorporating diversified strategies and access to various alternative investments and affiliated services.

Emily Wood is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound for one year. Based in Seattle, WA, she serves clients through a multi-team structure. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, with a whole-balance-sheet approach for its Personal CFO clients.

Jeffrey Dicks is a Series 65-licensed financial advisor with Evergreen Capital Management LLC in Bellevue, WA, where he has worked since 2011. He has 13 years of industry experience. Outside of his advisory role, he served as an assistant defensive line coach for the Bellevue High School football team in 2011, mentoring students both athletically and academically. Evergreen Capital Management advises 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 and proprietary programs such as Right Cycle Investing™, integrating fundamental and macroeconomic research with artificial intelligence, and manages multiple private funds alongside client portfolios.

Kenneth Smith is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Empirical Wealth Management since 2006 and Empirical Financial Services since 2010. He is the CEO and head of the investment committee at Empirical Financial Services, a company focused on investment services in Washington. Outside of advisory work, he is an investor in rental properties through a private LLC. Empirical Wealth Management serves a broad range of clients, including high-net-worth individuals, trusts, and pension plans, offering fee-based investment management and financial planning grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses providing integrated real estate, insurance, and legal services, and manages alternative investment strategies through pooled vehicles.

Molly Lengkeek is a financial advisor at Threadline Wealth with seven years of industry experience. She previously worked at Winegars for three years before joining Moss Adams Wealth Advisors, where she has been since 2019. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management to a diverse client base including individuals, families, business owners, trusts, foundations, retirement plans, corporations, tribal government enterprises, and other institutions. The firm employs a core-and-satellite investment approach with discretionary portfolio management, incorporating both quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware programs.

Jordan Daskam is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wedbush Securities since 2018. Prior to his advisory role, he was employed by the Puyallup School District and Starbucks. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio strategies tailored to client objectives and risk tolerances.