Conner Lambro is a Series 65 credentialed financial advisor at SCS with one year of industry experience. Prior to joining SCS, he held positions at Costco Wholesale and Uber Eats. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various asset classes and delivers services through its proprietary wrap platform and model portfolios on LPL’s program.

Jon Erickson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2018. He previously worked at the Institute for Wealth Advisors, Inc., Sowell Financial Services, LLC, and Concert Wealth Management, Inc. Erickson is also involved with Fortress Mega LLC, where he provides financial and insurance services. Regal Investment Advisors, doing business as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients. The firm manages a broad range of proprietary and third-party investment strategies through a sub-advisory platform.

David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.

Heather Kessler is a CFP® professional with 14 years of industry experience. She has worked at Coldstream Wealth Management since 2021 and was previously with Paracle Advisors for 12 years. 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 Investment Strategy Group and offers diversified portfolios with access to a broad range of alternative investments and affiliated in-house services.

Jave Ragan is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following five years at Bordeaux Wealth Advisors and nine years at Wells Fargo Bank. He is based in Seattle, WA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.

Jennifer Laduca is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Pure Financial Advisors, LLC since 2025 and previously spent 11 years at Personal Investment Management, Inc. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning through its Foundation Financial Plan process.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Kurt Biederman is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2012. 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 institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary services.

David Dunn is a CFP® and PFS™ with 37 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Capital Planning LLC for 11 years. Dunn is also involved with David Dunn Wealth, LLC, an advisory entity operating in Bellevue, WA. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, providing investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside additional financial and risk planning services.

Roger Reynolds is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Coldstream Securities, Inc. and Coldstream Capital Management since 1996. 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 uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.

Thomas McDonnell is a CFP® certificant with 16 years of experience in financial advisory roles. He currently works at Merit Financial Advisors and has held prior positions at firms including Lido Advisors, Morgan Stanley, E*TRADE Capital Management, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and employs both internal and third-party investment management resources.

Daniels Voyteshonock is a CFP®-certified financial advisor at Coldstream Wealth Management with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Integrity Financial Corporation before joining Coldstream and its affiliates in 2019. 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 other institutional clients, employing a team-based wealth management approach supported by an internal Investment Strategy Group.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.

David Mcintosh is a CFP® and holds a Series 65 license with 13 years of experience in the financial services industry. He has worked at Coldstream Wealth Management since 2019 and previously held positions at Paracle Advisors, LLC and Fisher Investments. 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 institutional clients, offering portfolio management, financial and retirement planning, family advisory, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Brandon Beckner is a CFP® professional with nine years of industry experience, currently serving at Composition Wealth, LLC since 2024. His prior experience includes roles at EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Based in Seattle, WA, he has worked across multiple advisory firms during his career. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and other investment vehicles.

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.

Michael Ridgeway is a financial advisor at Robertson Stephens with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Steelhead Partners, LLC for 19 years and Columbia Pacific Wealth Management. Ridgeway also serves as a strategic planning consultant for Altpep, a life sciences development company. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering both discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a mix of in-house and third-party investment strategies overseen by a dedicated investment office and committee.

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.