Elaina Shemeta is a CFP® with 18 years of industry experience, currently serving as an advisor at Coldstream Wealth Management. She has been with Coldstream Securities, Inc. and Coldstream Capital Management Inc. since 2015 and has prior experience with Linsco/Private Ledger dating back to 2006. 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 through team-based portfolio management supported by an internal Investment Strategy Group and offers a range of services including financial planning, wealth transfer, and retirement plan advisory.

Kathleen O’dell is a financial advisor at Merit Financial Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Ameriprise, and SG Long Financial. Prior to her financial career, she held retail positions at Bath & Body Works and Maurices. 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 portfolios and supports both discretionary and non-discretionary accounts.

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.

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.

Brad Landry is a financial advisor at Northwest Asset Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer from 2015 to 2017. In addition to his advisory role, Landry is also a licensed insurance agent. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, utilizing a fiduciary approach with strategic asset allocation and both fundamental and technical analysis.

Jay Porter is a financial advisor with Realta Investment Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Realta Investment Advisors and its affiliated firm, Realta Equities, Inc., since 2015. Prior to that, he operated Porter Advisory Group, a stock broker DBA based in Sammamish, WA. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing diversified investment strategies across multiple asset classes and utilizing third-party manager programs and aggregation platforms.

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.

Jeffrey Cygan is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northwest Asset Management in 2021, he worked at Charles Schwab for 24 years and had brief roles at UPS and BMW of Bellevue. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, utilizing both fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Antriksh Kandhari is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Northwest Asset Management since 2018 and previously worked at Roy Street Coffee and Tea and Trader Joe’s. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

Jesse Doran is a financial advisor at Northwest Asset Management with one year of industry experience and holds a Series 65 credential. Before joining Northwest Asset Management, he was involved with Metadude LLC for five years and has served as a Quality Improvement Project Manager in behavioral health treatment services at YFA Connections since 2017. Northwest Asset Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory to manage diversified portfolios and offers a range of services including customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory support.

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.

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 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.

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.