Jacob Montano is a financial advisor at Scs with 4 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones and Corebridge Financial. Prior to his financial career, Montano was involved with Central Washington University Recreation and operated Buttered Biscuit, LLC. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers services including discretionary portfolio management, pension consulting, and participant education.

Jonathan Muench is a financial advisor at SCS with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Osaic Wealth, Alera Investment Advisors, and Triad Advisors. Based in Bellevue, WA, Muench has also operated his own advisory business, Muench Financial, from 2015 to 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm utilizes a blend of tactical, strategic, and dynamic asset allocation combined with fundamental and technical analysis to manage portfolios, offering both discretionary asset management and standalone financial planning services.

Kenia Chavez is a financial advisor at Evergreen Capital Management LLC with 4 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill and Wells Fargo. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple research methods and independent committees to guide portfolio decisions.

Daniel Yeung is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Coldstream Wealth Management since 2024. Prior to joining Coldstream, he spent 14 years at The CAPROCK Group. He also teaches MBA-level finance courses at the University of Washington Bothell School of Business. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets with a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm integrates financial planning and retirement services with portfolio management using a combination of internal strategies, third-party sub-advisors, and alternative investments.

Noel Sanchez is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Paracle Advisors and Equitable Advisors. Sanchez also has a background with SoccerWest and the University of Washington. 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, delivering advice via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Kaeli Creed is a financial advisor at Evergreen Capital Management LLC with eight years of experience in the industry. Prior to joining Evergreen in 2018, she worked at Pacific Lutheran University and Continuant, Inc. She is based in Bellevue, WA. Evergreen Capital Management serves 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 process supported by fundamental and macroeconomic research, as well as artificial intelligence, and manages multiple private funds alongside proprietary investment strategies.

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 with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. She has worked with Lincoln Investment since 2015 and has also been involved with Shelgren Financial since 2010. Outside of her advisory roles, she serves as a registered agent and responsible party for RSA 405 LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary mutual-fund screening.

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 34 years of experience in financial advising. He has worked at Northwest Asset Management since 2008 and previously spent 17 years with Purshe Kaplan Sterling Investments. Outside of his advisory role, Headrick serves as treasurer, trustee, and finance and investment committee member for UCDS, a private school in Seattle. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, using diversified ETFs, mutual funds, and selected individual securities, providing customized investment management and complementary financial planning and consulting services.

Alannah Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Coldstream, she worked at Brighton Jones and has experience in various non-financial roles including at Mochinut and university settings. Coldstream Wealth Management is an SEC-registered 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 team-based wealth management supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and fiduciary retirement plan services.

David Roberts is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 38 years of industry experience. His career includes roles at Rainier Group Incorporated, RG Investment Advisory LLC, Cascadia Capital, LLC, and Coldstream Securities, Inc. Outside of his advisory work, he serves as a business transition consultant to privately held companies and holds board memberships with several non-investment-related businesses. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and provides integrated portfolio management, financial planning, and retirement plan fiduciary services.

Robert Seibel Jr. is a Series 66-licensed financial advisor at Merit Financial Advisors with eight years of industry experience. His prior roles include positions 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 Advisors is a multi-team registered investment adviser with over 260 advisors and nearly $24 billion in assets under management. The firm offers coordinated wealth-management services using a long-term, diversified investment approach with customizable models overseen by an internal Investment Management team and supports both discretionary and non-discretionary authority arrangements.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Elevated Capital Advisors, LLC and has operated Mark A. Stimpson and Associates since 1980. Outside of advisory services, he is also involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and engages a network of affiliated offices and sub-advisers to deliver tailored investment advice.