Orin Day is a financial advisor at KCD Financial, Inc. with a Series 65 designation and one year of industry experience. Prior to joining KCD Financial, he worked at Heritage Benefits Financial Services, LLC and Heritage Benefits Investment Management, LLC. He also has a long career background at RTI International spanning 22 years. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing a range of investment strategies and third-party management programs.

Connor Doran is a financial advisor at SCS with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2022 to 2024 before joining SCS and LPL Financial in 2024. SCS serves individuals, trusts, corporations, and retirement plans with discretionary asset management, financial planning, pension plan advisory, and employee benefits consulting. The firm manages approximately $1.64 billion in discretionary assets through a 27-advisor team and employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation.

Spencer Graham serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop and maintain customized financial plans, aiming to provide clarity and peace of mind as they pursue their financial goals. His professional background includes various positions at Fidelity Investments, such as Financial Consultant, Planning Consultant, Audit Manager, and Senior Audit Analyst, spanning from 2018 to the present. Prior to this, he worked as a Financial Institution Specialist at the Federal Deposit Insurance Corporation from 2014 to 2017. Spencer holds a California Insurance License. Outside of his professional life, Spencer has interests that include board games, golf, outdoor adventures, skiing, traveling, and volunteering.

Michael Grimme is a financial advisor at SCS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park and Elm Investment Advisers LLC and Financial Advocates Investment Management. Outside of advisory roles, he is involved with Leland Retirement, Inc., a business entity used for tax and investment purposes. 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, pension consulting, and participant education.

Anna Shaw is a CFP® with eight years of experience in the financial industry. She is currently an advisor at Coldstream Wealth Management, where she has worked since 2025. Prior to joining Coldstream, she was with Cable Hill Partners for four years and Fisher Investments for seven 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 manages approximately $12.4 billion in assets and offers portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Shannon Loughery is an investment advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Blackridge in 2021, she worked at FSIC for 18 years and SCS Systems for 24 years. Outside of her advisory role, she is involved in insurance sales and serves as a host/representative for Pampered Chef. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model strategies and third-party managers primarily via an affiliated turnkey asset management platform.

Susan Katz is a financial advisor with Integrated Advisors Network LLC in Kirkland, WA, holding a Series 66 designation and 22 years of industry experience. She previously operated Katz Family Financial Advisors, LLC for 14 years before joining Integrated Advisors Network and Candid Financial, where she has worked for the past seven years. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning using a combination of fundamental and quantitative analysis, third-party sub-adviser platforms, and flexible investment strategies tailored to client risk profiles.

Adrian Cabrera Ramirez Jr. is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience, including prior roles at Career Launch Partnerships and Seattle Pacific University. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving a diverse client base that includes 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 offers a range of services including portfolio management and retirement plan fiduciary services.

Rachel Mccracken is a CFA® charterholder with Series 65 and Series 66 licenses, currently serving at Coldstream Wealth Management in Bellevue, WA. She has 10 years of industry experience, including her ongoing tenure at Rainier Group Investment Advisory, LLC since 2016. 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, offering portfolio management, financial planning, retirement plan fiduciary services, and access to proprietary investment vehicles.

Harold Goren is a financial advisor with St. Bernard Financial Services, Inc. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Provident Mutual since 1992 and was with Independent Financial Group from 2008 to 2016. Outside of his advisory role, he operates his own sole proprietorship providing investment and insurance services, including fixed annuities and life insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services focused on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm combines fee-based and commission-based solutions within a dual adviser/broker-dealer structure.

Bijan Ramirez is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. 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 employs a long-term, diversified asset allocation strategy with customizable model portfolios, supported by an internal investment management team and external sub-advisers.

Keith Vonderharr is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and 12 years of industry experience. He has been with Mutual of Omaha since 2013 and also worked at LA Fitness Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, annuities, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Sheila Lindsay is a financial advisor at SCS with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC, Securities America, Inc., and KMS Financial Services, LLC. SCS advises 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 construct diversified portfolios and offers services including financial planning, pension plan advisory, and employee benefits consulting.

Dominic Cellitti is a CFP® professional with 11 years of experience in financial advising. He is currently with Threadline Wealth, having previously worked at Moss Adams Wealth Advisors and Charles Schwab. Outside of his advisory role, he is involved with Cellitti Capital LLC, a real estate and property management business. Threadline Wealth provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, families, businesses, and institutional clients. The firm employs a long-term, diversified investment approach with strategies such as core-and-satellite allocations and tax-aware programs.

Tait Lane is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Triad Financial Strategies, Financial Advocates Investment Management, and LPL Financial. Lane serves as a board member of the Pearl Professional Condominium Association in Tacoma, WA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation strategies managed by an internal investment team and committee, offering both discretionary and non-discretionary account options.

Alissa Wright is a Series 65 licensed advisor with 14 years of industry experience. She currently works at Coldstream Wealth Management and has previously held roles at Fulcrum Capital, LLC and Rainier Group Investment Advisory LLC. Wright has been with Coldstream Wealth Management across two periods totaling seven years. Coldstream Wealth Management is an employee-owned firm serving affluent individuals and 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 that include tax-managed strategies and access to alternative investments.

Bryce Fitzwilson is a Series 65–registered advisor with Coldstream Wealth Management in Bellevue, WA, with one year of industry experience. Prior to his current role, he worked at the Keck Science Department. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Benjamin Johnson is a CFP®-certified financial advisor at Mission Wealth Management, LP with 11 years of industry experience. He previously spent 20 years with Financial Resources Group before joining Mission Wealth in 2026. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm uses a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Shane Payette is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Seidman Insurance Consultants and Hersman Serles Almond, an accounting firm. Payette is also a partner at Hersman Serles Almond, LLC, which provides tax preparation services for individuals and corporations. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach supported by an internal strategy group, offering diversified portfolios and access to a variety of alternative investments and affiliated services.

David Owen is a financial advisor at SCS with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013 and at SCS since 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical techniques, offering discretionary asset management, financial planning, pension plan advisory, and insurance products.