Erik Lehr is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Empirical Wealth Management since 2012. Lehr serves as a board member of the Seattle Chapter of the CAIA Society and is treasurer of the board for FinAbility, a nonprofit focused on financially empowering survivors of domestic abuse. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses, providing in-house real estate, insurance, and estate-planning services, and manages alternative-strategy offerings and pooled investment vehicles for a range of clients.

Galen Camp is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Freestone Capital Management, LLC, where he has worked since 2022. His prior experience includes positions at Parcion Private Wealth Management, UBS Financial Services, and Merrill. He has also worked at the University of Washington and has briefly been involved in the hospitality industry. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds using diversified portfolios constructed from internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Simran Bajaj is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Private Ocean and MyICON. Coldstream Wealth Management is an SEC-registered 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, family advisory, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Brandon Zilles is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Moss Adams Wealth Advisors LLC since 2018 and previously was with Northwestern Mutual. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets and employs a core-and-satellite investment approach utilizing separately managed accounts, mutual funds, ETFs, and private investment funds.

Alexander Cannella is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles prior to joining Brighton Jones, including positions at the University of Arizona and Rocket Return Parcel Services. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services that include financial planning, investment management, family office services, and estate-planning support. The firm uses a Personal CFO model and provides access to private-investment opportunities through its subsidiary, Lenora Capital.

Julia Steppan is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Kirkland, WA, with seven years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Becker Retirement Group, AE Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she teaches fitness and yoga classes through TRUFUSION. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional accounts. The firm primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified model portfolios and outsourced management.

Steve O'Flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Edward Jones, Energos Investment Advisors LLC, and several retirement-focused firms. Outside of his advisory work, he is involved with Elevated Financial Management, where he meets and speaks with new prospects and clients. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a large network of investment adviser representatives.

Luther Woodard III is a financial advisor at Crewe Advisors in Seattle, WA, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cognitive G Capital Group, BCW Securities LLC, and Integration Systems, LLC. Outside of advising, he is the CEO of Sports Acquisition Capital, LLC, which focuses on capital raising for professional sports secondaries, and also works as a Zamboni driver for the Seattle Kraken. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm employs a blend of fundamental, technical, and quantitative analysis, managing accounts primarily on a discretionary basis and is known for advising private pooled vehicles and serving insurance company clients.

Mark Umek is a CFP®-designated financial advisor with 19 years of industry experience. He has worked at Empirical Wealth Management since 2018 and previously spent three years at Fisher Investments. Empirical Wealth Management serves a diverse range of clients, including high-net-worth individuals, trusts, estates, and institutional investors. The firm uses a Modern Portfolio Theory-based approach with diversified asset classes and offers a variety of services such as investment management, financial planning, tax preparation, and retirement-plan consulting.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

David Baker is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LNW in Seattle, WA. His career includes roles at Laird Norton Wealth Management and LNW Wealth Management prior to his current position at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Christopher Somers is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at ICONIQ Capital, Bank of America, Merrill, and Lincoln Financial Advisors. Somers has also held academic roles at Graziadio Business School, Pepperdine University, and Saint Mary's College of California. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Matthew Doherty is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Brite USA for 11 years and currently serves in roles at Rosefinch Investment Advisors, Lawson Wealth, and The Leaders Group Inc. He acts as a senior equity partner at Rosefinch, managing client pension portfolios in both the USA and UK. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm specializes in customized portfolio management that incorporates third-party models, mutual funds, ETFs, and individual securities, with a notable focus on pension-transfer services tailored to U.K. nationals.

Carl Lovsted IV is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior experience at Sound Planning Group, NYLife Securities LLC, New York Life Insurance Company, and Hub International. Outside of his advisory role, Carl is involved in providing retirement income and insurance planning services through Agent Value Proposition and founded Lovsted Wealth, which offers financial planning and insurance services. CreativeOne Wealth, LLC delivers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Gherman Howell is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Evergreen Gavekal since 2018, with prior experience at Boston College. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs like Right Cycle Investing™, utilizing fundamental, fund-flow, macroeconomic, and third-party research alongside artificial intelligence, and manages multiple private funds with performance-based fee arrangements for qualified clients.

Brett Gersack is a CFP® with 19 years of industry experience and has worked at Halbert Hargrove since 2015. He holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, using a committee-driven approach to build diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative strategies.

Richard Merrifield II is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2011 and has held roles at Pacific West Financial Consultants, Inc. and Pacific West Securities, Inc. since 2009. 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 services, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Justin Chang is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ameriprise, Kenworth Truck Company, and in the food service industry, including Secret Burger Kitchen and Bonchon First Hill. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds with a focus on diversified portfolios that integrate fundamental and quantitative analysis and emphasize downside risk management.

Colleen Baker is a CFP® and Series 65 credentialed advisor with three years of industry experience. She is currently with Brighton Jones LLC in Seattle, WA, having worked there since 2023 after five years at Delancey. Baker maintains an active real estate broker license to provide referral services to friends and family. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various entities with comprehensive wealth management services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and affiliated investment vehicles.

Kent Schoenborn is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 credential and joined Coldstream in 2026. Prior to his advisory role, he worked at KPMG and Baker Tilly and completed his education at the University of Oregon. Coldstream Wealth Management is an SEC-registered investment 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, providing services that include portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.