Katelyn Spangler is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Coldstream Wealth Management in Portland, OR, where she has worked since 2021. Prior to that, she spent six years at Rosenbaum Financial. 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 supported by an internal Investment Strategy Group, offering diversified portfolios with access to a range of alternative investments and affiliated services.

Mark Nicoletti is a financial advisor at Evergreen Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Evergreen Capital Management since 2012. Nicoletti also serves as director of the Family Office Group for Evergreen Gavekal, a registered investment advisor. 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 supported by proprietary research and artificial intelligence, managing multiple private funds and providing tailored investment solutions.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Cole Kenney is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he has professional experience including roles at Central Washington University and Northwest Grain Growers. Brighton Jones offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem that includes a private investment fund manager and a trust company.

Erik Lehr is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Empirical Wealth Management since 2012. Lehr serves as a board member of the Seattle Chapter of the CAIA Society and is treasurer of the board for FinAbility, a nonprofit focused on financially empowering survivors of domestic abuse. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses, providing in-house real estate, insurance, and estate-planning services, and manages alternative-strategy offerings and pooled investment vehicles for a range of clients.

Simran Bajaj is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with nine years of industry experience. She holds the Series 65 and Series 66 designations and has previously worked at Private Ocean, MyICON, and Equitable Advisors. Bajaj also operated a financial services business marketing to realtors under Prudential from 2008 to 2011. Coldstream Wealth Management is an SEC-registered 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 through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Brandon Zilles is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Moss Adams Wealth Advisors LLC since 2018 and previously was with Northwestern Mutual. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets and employs a core-and-satellite investment approach utilizing separately managed accounts, mutual funds, ETFs, and private investment funds.

Alexander Cannella is a financial advisor at Brighton Jones LLC based in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Brighton Jones since 2023. His prior experience includes various roles at the University of Arizona and positions in the service and parcel delivery industries. Brighton Jones provides 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 offers discretionary and non-discretionary portfolio management along with financial planning, tax preparation, real estate consulting, and family office administrative support.

Julia Steppan is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Kirkland, WA, with seven years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Becker Retirement Group, AE Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she teaches fitness and yoga classes through TRUFUSION. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional accounts. The firm primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified model portfolios and outsourced management.

Mark Umek is a CFP® professional with 20 years of industry experience, currently serving at Empirical Wealth Management since 2018. His prior roles include positions at Fisher Investments and Capital Financial Consultants Group, Inc. He is based in Seattle, WA. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans, employing investment strategies grounded in Modern Portfolio Theory with diversified portfolios across multiple asset classes. The firm also operates affiliated businesses in real estate, insurance, and estate planning, providing integrated services beyond traditional wealth management.

Gherman Howell is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Evergreen Gavekal since 2018, with prior experience at Boston College. 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 process and branded programs like Right Cycle Investing™, utilizing fundamental, fund-flow, macroeconomic, and third-party research alongside artificial intelligence, and manages multiple private funds with performance-based fee arrangements for qualified clients.

Brett Gersack is a CFP® with 19 years of industry experience and has worked at Halbert Hargrove since 2015. He holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, using a committee-driven approach to build diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative strategies.

Isabella Nadolski is a financial advisor at Coldstream Wealth Management with a Series 65 designation and one year of industry experience. Her prior work includes roles at Fidelity Investments and GMC of Bellevue. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through a team-based approach. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial and retirement planning, and related advisory services.

Richard Merrifield II is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Coldstream Wealth Management since 2011 and has held prior roles at Pacific West Securities, Pacific West Financial Consultants, and Appropriate Balance Financial Services. His primary business activity is as a registered investment advisor with Coldstream Wealth Management in Bellevue, WA. 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, providing services that include portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services.

Colleen Baker is a CFP® and holds a Series 65 license, currently working with Brighton Jones LLC in Seattle, WA, with three years of industry experience. She previously worked at Delancey and has maintained an active real estate broker license used solely for referral purposes outside of her advisory work. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach that includes discretionary portfolio management and asset allocation across public and private investments. The firm operates multiple subsidiaries offering private investment management, trustee services, and legal support for certain clients.

Kent Schoenborn is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 credential and joined Coldstream in 2026. Prior to his advisory role, he worked at KPMG and Baker Tilly and completed his education at the University of Oregon. 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, providing services that include portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.

Tania Hillin is a CFP® professional with three years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. Her prior experience includes roles at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones provides 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, offering discretionary investment management and access to both public and private investments, supported by an affiliated ecosystem that includes private investment funds, trust services, and legal offerings.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Salal Credit Union, Zillow Group, Citywide Home Loans, and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach, managing a diverse mix of public and private investments, and offers legal, trust, and private fund services through affiliated entities.

David Scharf is a Series 65 licensed advisor at Evergreen Capital Management LLC with one year of industry experience. Prior to joining Evergreen, he worked at Madison Investments for five years and held positions at RVK, Inc., Robert Half, and the University of Washington. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension plans. The firm employs a Dynamic Asset Allocation process combined with a proprietary ETF-focused strategy called Right Cycle Investing, and serves as adviser and sponsor to several private funds.

Alexander Cyrus is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Composition Wealth, LLC since 2021. Outside of his advisory role, he is involved in marketing and sales facilitation for hemp products through Circle C LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets.