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.

Michelle Decaire is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2019. Prior to her advisory role, she held positions at Marriott Corporation and Hyatt Corporation, and she also provided event and banquet services at major hotels in the Bellevue, WA area. 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 with access to a range of alternative investments and affiliated services.

Daniels Voyteshonock is a CFP® with 11 years of industry experience, currently serving at Coldstream Wealth Management. His career includes roles at Morgan Stanley, Integrity Financial Corporation, Oppenheimer & Co. Inc., and various positions within Coldstream entities since 2019. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion across 128 advisors, serving 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 discretionary and non-discretionary portfolio management alongside comprehensive financial and retirement planning services.

Jesse Doran is a financial advisor at Northwest Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at Metadude LLC and has been involved with YFA Connections since 2017, where he serves as a Quality Improvement Project Manager in behavioral health treatment services. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management and financial planning services, utilizing strategic asset allocation and Modern Portfolio Theory with a diversified range of investment vehicles.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Personal Investment Management, Inc. and Charles Schwab. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

Mary Moon is a financial advisor at Northwest Asset Management with 42 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Hightower Advisors, and Charles Schwab in various capacities. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including high-net-worth individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

David Mcintosh is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising. He has worked at Coldstream Wealth Management since 2021 and was previously with Paracle Advisors, LLC from 2015 to 2021. 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 approach supported by an internal Investment Strategy Group, offering diversified portfolios that include alternatives and structured notes.

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 25 years of experience operating her own business, Arika Larson Insurance and Financial Services. Larson joined Gibbs Wealth Management and TLL Wealth Management in 2026. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients using third-party platforms and model portfolios. The firm focuses on selecting and monitoring model portfolios tailored to clients' financial situations and risk tolerance rather than constructing proprietary portfolios.

Michael Ridgeway is a financial advisor at Robertson Stephens Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Columbia Pacific Wealth Management and Steelhead Partners, LLC. Ridgeway also serves as a strategic planning consultant for Altpep, a life sciences development company. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing both discretionary and non-discretionary assets.

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.

Victoria Serles is a financial advisor at Coldstream Wealth Management with 22 years of industry experience and holds a Series 66 credential. Her prior roles include positions at Seidman Insurance Consultants LLC and New York Life Insurance Company. In addition to her advisory work, she is a partner at Hersman Serles Almond, LLC, a CPA firm providing tax and accounting services. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. 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 third-party sub-advisors.

Aimee Lloyd is a CFP® with 23 years of industry experience and is currently with Winthrop Wealth in Bellevue, WA. She previously worked at LPL Financial and Private Advisor Group, LLC. Outside of her advisory role, she owns A-Team Financial Partners, Inc., an investment-related business entity. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional accounts. The firm offers integrated Private Wealth Management with a focus on prudence and long-term investment strategies, combining internally managed portfolios, third-party managers, and human oversight of investment decisions.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Thomas Bakamus is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Russell Investments. Merit Financial Group manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Pierson Zahn is a financial advisor at Coldstream Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining Coldstream in 2024, he worked at Blue Water Wealth from 2021 to 2024. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management supported by an internal Investment Strategy Group and offers a range of investment solutions including diversified allocations, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.

Carolyn Grabiel is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, she worked at JabuMind for six years and has experience in education at Corona Del Mar High School. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individual and institutional clients, including high-net-worth families and corporate retirement plans. The firm uses a team-based approach supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan services.

Shelby Eckhardt is a financial advisor at Northwest Asset Management with 21 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 17 years before joining Northwest Asset Management in 2019. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach, applying Modern Portfolio Theory and strategic asset allocation to construct diversified portfolios, and offers a range of services including investment management, retirement and financial planning, and ERISA consulting.

Ryan Kingma is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 license and has experience working at Coldstream since 2026, with prior roles at The Siegfried Group and Moss Adams. 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, offering portfolio management, financial and retirement planning, and fiduciary services through team-based approaches and a combination of internal and third-party investment strategies.

Erik Reigle is a financial advisor at SCS with a Series 65 designation and four years of industry experience. He previously worked at Cashman Consulting for eight years before joining SCS. SCS serves individuals, trusts, corporations, and retirement plans with a team of 27 advisors managing approximately $1.64 billion in discretionary assets. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, alongside offering financial planning and pension plan advisory services.