Megan Walsh is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. She joined Coldstream in 2026 and has prior experience at Deloitte, where she worked for eight years. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Reegan Rae is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 66 designation with 18 years of industry experience. Prior to joining Coldstream in 2024, Reegan spent 12 years at Arnerich Massena, Inc. Coldstream Wealth Management is a 100% employee/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 employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.

Rebecca Wilcox is a CFA® charterholder with 11 years of industry experience. She is an advisor at Coldstream Wealth Management in Bellevue, WA, and has been with Rainier Group Investment Advisory, LLC since 2014. 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 approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to alternative investments through a broad affiliated ecosystem.

Jacob Demharter is a financial advisor at Threadline Wealth in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at OSAIC Wealth, Driven Investments, Mountain America Credit Union, and several other organizations since 2021. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, business owners, and institutional clients. The firm uses a discretionary, fee-based approach with diversified, long-term portfolio strategies incorporating third-party managers, tax-aware programs, and customized investment solutions.

Lisa George is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining B.O.S.S., she was involved with Clothes For Kids for six years and worked with Maplewood Presbyterian Church for eight years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers or platform providers.

Richard Hultquist is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His career includes long-term roles at Assured Partners and related entities from 2006 to 2025, with more recent positions at LPL Financial and AssuredPartners Investment Advisors. He currently provides investment advisory services through SCS, an independent 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 combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, offering financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Samiran Kundu is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016, having previously worked at HSBC Bank USA NA starting in 2010. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process that combines strategic and tactical asset allocation supported by global asset management and fund due diligence services.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as a board member for the Providence Mt. St. Vincent Foundation, a senior care community. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a dedicated Private Wealth program for high-net-worth clients.

Jason Auten is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Investments. Outside of his advisory work, he serves as a board member and treasurer for the Bellevue West Little League and is an investment committee member for Kindering. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Lelian Solip is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 credentials and five years of industry experience. His background includes roles with Net Law Group, Inc., inheritguard, LLC, and World System Builders, among others. He is involved with inheritguard, LLC, where he provides client communications and education on estate planning issues. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 65 and Series 63 licenses and with two years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Bankers Life Insurance Company. He also owns a separate insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within a structure integrated with New York Life affiliates.

Matthew Stevens is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Charles Schwab since 2015 and currently works at Schwab Wealth Advisory in Bellevue, WA. His background includes nine years at Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with client authorization required for all trades.

Nicholas Paget is a CFP® with 24 years of industry experience, currently with Rockefeller Financial LLC since 2022. He has held various roles with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. Paget is also the sole proprietor of NA Bison LLC, an LLC established to hold private investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates as both an investment advisor and a registered broker-dealer, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and placement and investment banking services.

Amanda Fisher is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. She has worked at Mariner Wealth Advisors since 2022, following five years at TIAA and four years at Bright Horizons. Outside of her advisory role, she manages a rental property in Monroe, Washington. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, along with integrated tax and accounting services and specialized financial wellness and CFO capabilities.

Deviemattie Makkar is a CFP® and ChFC® credentialed financial advisor with four years of industry experience. She is currently with Schwab Wealth Advisory in Bellevue, WA, and has prior experience at Fidelity Investments and Anirude Andy LLC, as well as eight years at Weill Cornell Medical College. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Jonathan Wang is a Series 66 licensed advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. in Bellevue, WA. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He attended Purdue University from 2014 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection using internal research tools and standard models, with at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Joshua Buri is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, he worked briefly at Zevenbergen Capital Investments and Moss Adams. He has experience working and studying at the University of Washington and has been involved with the Sambica Summer Camp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by an internal investment committee and third-party managers.

Cindy Romney is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. She has been with D.A. Davidson since 2010 and holds a Series 63 designation. Romney is also the executor of an estate, a fiduciary role she has held since 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Mark Silverstein is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc., based in Bellevue, WA. He has over 22 years of experience in financial services, including roles at UBS Financial Services and USAA Financial Planning Services. Outside of finance, he has entrepreneurial experience from running Wheelie Pop Brewing. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with an emphasis on client goals and risk tolerance, while trades require client authorization.