Travis Bomgardner is a financial advisor at SCS with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Transamerica Capital, Inc., Waddell & Reed, and DDD Partners dba Tschetter Group, where he also served as Chief Business Development Officer. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone planning, and pension consulting. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various securities and includes fiduciary services for retirement plans.

William Hay is a Series 65-licensed financial advisor at Evergreen Capital Management LLC with three years of industry experience. He has worked at ALPS Distributors Inc. since 2015 and has been affiliated with Evergreen Capital Management since 2010. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and branded programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests tailored to client needs.

Hailey Marlow is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Scs, she worked in various roles including positions at Woodland Coffee, September Boutique, and Hotel Ballard. 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 and offers services including discretionary portfolio management, standalone financial planning, pension consulting, and participant education.

Moses Park is a CFP® professional with nine years of industry experience, currently serving at The Mather Group, LLC in Bellevue, WA. He has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Anne Marie Stonich is a CFP® and holds a Series 65 license with 25 years of experience in the financial services industry. She has worked at Coldstream Wealth Management since 2021, including a prior period from 2025 onward. Her previous roles include positions at Paracle Advisors LLC and Brighton Jones LLC. 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 uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Austin Bowlin is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding Series 63 and Series 65 licenses and has eight years of industry experience. He is a partner and Chief Strategist at Real Estate Transition Solutions, LLC, a real estate consultancy firm, where he oversees marketing, process, and client tracking. Bowlin has worked at Secure Asset Management and Aurora Securities since 2021, with prior experience at Concorde Asset Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs client-specific investment policies and a combination of fundamental, technical, and cyclical analysis across various asset classes.

Keith Swanson is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Scs since 2022. His prior experience includes roles at LPL Financial, Pacific Capital Resource Group, and Pacific Financial Group. Outside of his advisory work, he serves as a part-time soccer referee. Scs is a multi-advisor firm managing approximately $1.64 billion in discretionary assets for individuals, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset-allocation approaches with multiple analytical methods to manage portfolios, primarily on a discretionary basis through LPL’s platforms.

Julia Marzella is a financial advisor at Coldstream Wealth Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and UBS Financial Services. 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 investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and financial planning services.

Detlef Schrempf is a financial advisor at Coldstream Wealth Management with 18 years of industry experience and holds a Series 65 designation. He has worked at Coldstream Capital Management since 2007 and is also a general partner at Athlon Ventures, a venture capital firm. Schrempf serves as president of the Detlef Schrempf Foundation and is a board member of Scoutreach, as well as several real estate funds. 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 with diversified portfolios and access to a broad range of alternative investments and affiliated services.

Olivia Sell is a CFP® professional at Evergreen Capital Management LLC with three years of industry experience. Prior to joining Evergreen, she held roles at Winged Keel Group and Locust Walk. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and a range of specialized investment tools.

Heather Hamamoto is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Coldstream Wealth Management. Her prior experience includes roles at Bank of America, N.A., and Merrill. 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 through team-based wealth management supported by an internal Investment Strategy Group.

Bryan Carr is a CFA® charterholder at Coldstream Wealth Management with three years of industry experience. He previously worked at Pacific Portfolio Consulting and CTC myCFO. 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 using a team-based approach supported by an internal Investment Strategy Group.

Jeffrey Eulberg is a CFP® professional with 16 years of experience in financial advising. He has been with Evergreen Capital Management LLC since 2006. Outside of his advisory role, he serves as a board member for the O'Dea High School Campaign, assisting with campaign promotion and development. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private funds to meet client needs.

Graham Sheffer is a CFP® professional with five years of experience, currently serving as an advisor at Threadline Wealth since 2021. Prior to his advisory role, he worked for five years at Redmond High School. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a diverse client base including individuals, families, business owners, trusts, foundations, retirement plans, corporations, tribal government enterprises, and other institutional clients. The firm employs a core-and-satellite investment approach with customized strategies such as options-based hedging and tax-aware programs.

Glen Goland is a CFP® with six years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2024. He previously worked at Arnerich Massena, Inc. for seven years and Confluence Wealth Management for two years. Coldstream Wealth Management is an employee-owned firm with approximately 165 advisors managing $12.4 billion in assets for affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers diversified, tax-managed portfolios along with access to alternative investments and in-house private fund management.

Erika Allen is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Coldstream, she worked at HBCG PLLC and BDO, and she has 15 years of experience at Peterson Sullivan LLP. In addition to her advisory role, she is a senior manager and member at a CPA firm. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, families, corporate retirement plans, endowments, and institutional clients. The firm uses team-based wealth management supported by an internal Investment Strategy Group, combining internal and third-party strategies while providing discretionary and non-discretionary management.

Wayne Demeester is a financial advisor at Soltis Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Definitive Advisors LLC and Wells Fargo Clearing. He serves on the BYU Marriott School of Business Entrepreneur Advisory Board and is involved as a partner or board member in several private ventures, including a medical device company. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs a Modern Portfolio Theory-based approach that combines quantitative screening with qualitative manager due diligence across a broad range of investment vehicles.

Hilary Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses with 14 years of industry experience. She has been with Coldstream Capital Management, Inc. since 2007. 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 planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Rana Ozcubukcu is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with no prior industry experience before joining the firm. Her earlier work experience includes roles in education and hospitality before entering the financial advisory field. Scs provides 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 with various analytical methods to construct diversified portfolios, and it offers both discretionary portfolio management and standalone financial planning.

Darren Ritchie is a CFA® charterholder with 13 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2011. 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, offering team-based portfolio management, financial planning, and access to a diversified range of investment strategies and affiliated services.