Todd Hobson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2025. His prior experience includes roles at Cable Hill Partners, Steward Partners Investment Solutions, Umpqua Bank, and BancWest Investment Services. Outside of his advisory work, he is a passive limited investor in restaurant-related entities in Utah. 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 supported by an internal strategy group and offers diversified portfolios incorporating tax-managed equities, alternatives, and access to various sub-advisors and private funds.

Arika Larson is a financial advisor with Gibbs Wealth Management, LLC in Bellevue, WA. She holds Series 65 and Series 63 licenses and has over 25 years of experience through her own firm, Arika Larson Insurance and Financial Services. Larson has been with Gibbs Wealth Management and TLL Wealth Management since 2026. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients using an advisor-directed Model Management program that leverages third-party platforms and strategists. The firm’s approach focuses on assessing clients’ financial situations and risk tolerance to select model portfolios rather than managing individual securities directly.

Joshua Harris is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with 25 years of industry experience. His prior experience includes 17 years at Paracle Advisors LLC before joining Coldstream. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering services including portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Ufuk Ince is a CFA® charterholder and holds a Series 63 license, with 12 years of experience in the financial services industry. He is currently with Robertson Stephens, where he has worked since 2026 following prior roles at MassMutual Life Insurance Co, NYLife Securities, Look Lateral, Inc., and Eagle Harbor Asset Management, Inc. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, managing $8.76 billion in assets as of the end of 2025.

Victoria Serles is a financial advisor at Coldstream Wealth Management with 22 years of industry experience and holds a Series 66 credential. Her prior roles include positions at Seidman Insurance Consultants LLC and New York Life Insurance Company. In addition to her advisory work, she is a partner at Hersman Serles Almond, LLC, a CPA firm providing tax and accounting services. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios incorporating tax-managed equities, alternatives, and access to third-party sub-advisors.

Connor Black is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers customized model portfolios alongside third-party strategies and tax-aware direct indexing.

Aimee Lloyd is a CFP®-credentialed financial advisor at Winthrop Wealth with 24 years of industry experience. She has held roles at LPL Financial, Private Advisor Group, Keel Financial Partners, and Burridge Group LLC. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm combines in-house management with third-party sub-advisers to implement tax-managed, systematic, and options-based strategies, managing approximately $3.1 billion in assets.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Pierson Zahn is a financial advisor at Coldstream Wealth Management with a Series 65 designation and four years of industry experience. He previously worked at Blue Water Wealth and has held various other roles in both financial and non-financial settings. 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 employs a team-based wealth management approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary services.

Carolyn Grabiel is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, she worked at JabuMind for six years and has experience in education at Corona Del Mar High School. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individual and institutional clients, including high-net-worth families and corporate retirement plans. The firm uses a team-based approach supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan services.

Clare Dandridge is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Rockefeller Financial LLC and Northwestern Mutual. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies and tax-aware direct indexing.

Ryan Kingma is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 license and has experience working at Coldstream since 2026, with prior roles at The Siegfried Group and Moss Adams. 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 through team-based approaches and a combination of internal and third-party investment strategies.

Erik Reigle is a financial advisor at SCS with a Series 65 designation and four years of industry experience. He previously worked at Cashman Consulting for eight years before joining SCS. SCS serves individuals, trusts, corporations, and retirement plans with a team of 27 advisors managing approximately $1.64 billion in discretionary assets. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, alongside offering financial planning and pension plan advisory services.

Joseph Wiser is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at CliftonLarsonAllen LLP and its wealth advisory subsidiary since 2021, following prior roles at Whittier Trust and Evergreen Capital Management. He is also a Principal of CliftonLarsonAllen LLP, the parent company. 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 employs strategic asset allocation using model portfolios with mutual funds and ETFs, offers coordinated planning through its integrated Private Client Services model, and operates as both a registered broker-dealer and licensed insurance agency.

As a modern individual living in a modern world, you are no stranger to life’s complexities. You want to simplify what you have and what you need. To get there seamlessly. Be it planning for the future or investing for retirement, it takes care and guidance to operate with confidence. Whether you feel assured, cluttered, or bewildered about your financial path, a financial plan can guide you on your path. When you work with the team at CS Wealth Management, you get knowledge and experience to help you make your financial decisions with the confidence you desire, and the peace of mind you deserve. Develop a comprehensive map of your financial situation. Build an understanding of where you are and where you are going. Understand your risks and timeline. Invest in your future and your family. No plan is one-size-fits-all. With experts by your side, you can develop the path to get you where you want to go. To make your complexity, simplified.

Steven Brace is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2010 and was previously with Financial Advocates Investment Management. Brace provides investment advisory services through SCS, an independent firm he has been affiliated with since 2022. SCS offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset allocation and employs a variety of analyses to construct portfolios, managing assets through its proprietary platforms and model portfolios, while also providing ERISA fiduciary services and insurance products through licensed representatives.

Austin Gormley is a CFA® charterholder and registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with four years of industry experience. His prior roles include positions at Big League Edge and Amazon, Inc., as well as work at Pacific Lutheran University. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients through team-based wealth management supported by an internal Investment Strategy Group. The firm manages approximately $13.9 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Thomas Ovendale Jr. is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has been associated with Rainier Group since 1992. 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, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Marvel Morgan Jr. is a financial advisor with SCS (Bensler, LLC), holding a Series 66 designation and 25 years of industry experience. His career includes roles at KMS Financial Services, LPL Financial, and R. Todd Stabler. Morgan also provides investment advisory services through SCS, an independent registered investment advisor firm. 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 blend of tactical, strategic, and dynamic asset allocation using fundamental and technical analysis to manage portfolios, and it also offers financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Vincent Lee is a CFP® and PFS™ credentialed advisor with 18 years of experience, currently serving clients at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2007. 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 investment approach that includes diversified portfolios, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.