Joseph Wiser is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at CliftonLarsonAllen LLP and its wealth advisory subsidiary since 2021, following prior roles at Whittier Trust and Evergreen Capital Management. He is also a Principal of CliftonLarsonAllen LLP, the parent company. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs strategic asset allocation using model portfolios with mutual funds and ETFs, offers coordinated planning through its integrated Private Client Services model, and operates as both a registered broker-dealer and licensed insurance agency.

As a modern individual living in a modern world, you are no stranger to life’s complexities. You want to simplify what you have and what you need. To get there seamlessly. Be it planning for the future or investing for retirement, it takes care and guidance to operate with confidence. Whether you feel assured, cluttered, or bewildered about your financial path, a financial plan can guide you on your path. When you work with the team at CS Wealth Management, you get knowledge and experience to help you make your financial decisions with the confidence you desire, and the peace of mind you deserve. Develop a comprehensive map of your financial situation. Build an understanding of where you are and where you are going. Understand your risks and timeline. Invest in your future and your family. No plan is one-size-fits-all. With experts by your side, you can develop the path to get you where you want to go. To make your complexity, simplified.

Steven Brace is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Financial Advocates Investment Management since 2013 and LPL Financial since 2010, joining SCS (Bensler, LLC) in 2022. Brace also manages QPS Financial, a business entity used for tax and investment purposes. SCS advises individuals, trusts, corporations, and retirement plans, serving over 2,100 clients with approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Austin Gormley is a CFA® charterholder and registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with four years of industry experience. His prior roles include positions at Big League Edge and Amazon, Inc., as well as work at Pacific Lutheran University. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients through team-based wealth management supported by an internal Investment Strategy Group. The firm manages approximately $13.9 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Thomas Ovendale Jr. is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has been associated with Rainier Group since 1992. Coldstream Wealth Management is an 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 a range of services including portfolio management, financial planning, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Marvel Morgan Jr. is a financial advisor with SCS (Bensler, LLC), holding a Series 66 designation and 25 years of industry experience. His career includes roles at KMS Financial Services, LPL Financial, and R. Todd Stabler. Morgan also provides investment advisory services through SCS, an independent registered investment advisor firm. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blend of tactical, strategic, and dynamic asset allocation using fundamental and technical analysis to manage portfolios, and it also offers financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Vincent Lee is a CFP® and PFS™ credentialed advisor with 18 years of experience, currently serving clients at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2007. 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 that includes diversified portfolios, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.

Blake Hall is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and Merry Piglets. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Lincoln Investment since 2013. Alsbury is a member of RSA 405 LLC, which manages office leasing arrangements. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house investment management team that uses proprietary screening processes and model portfolios.

Reegan Rae is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 66 designation with 18 years of industry experience. Prior to joining Coldstream in 2024, Reegan spent 12 years at Arnerich Massena, Inc. Coldstream Wealth Management is a 100% employee/director-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 and access to a range of alternative investments and affiliated services.

John Watt is a financial advisor with Northwest Asset Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Northwest Asset Management since 2012. 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, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Rebecca Wilcox is a CFA® charterholder with 11 years of industry experience. She is an advisor at Coldstream Wealth Management in Bellevue, WA, and has been with Rainier Group Investment Advisory, LLC since 2014. 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 approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to alternative investments through a broad affiliated ecosystem.

Jacob Demharter is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 credential. He has professional experience with Osaic Wealth, Driven Investments LLC, and Mountain America Credit Union, among other organizations, beginning his financial services career in 2024. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in assets using a core-and-satellite investment approach with customized portfolio strategies.

Shawna Bain is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for 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 an Investment Committee, offering services such as asset management, financial planning, and employee financial wellness programs.

Lisa George is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining B.O.S.S., she was involved with Clothes For Kids for six years and worked with Maplewood Presbyterian Church for eight years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers or platform providers.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. 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 uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Richard Hultquist is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His career includes long-term roles at Assured Partners and related entities from 2006 to 2025, with more recent positions at LPL Financial and AssuredPartners Investment Advisors. He currently provides investment advisory services through SCS, an independent advisor firm. SCS serves 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 manage portfolios primarily on a discretionary basis, offering financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Samiran Kundu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at HSBC Bank USA NA since 2010 and joined HSBC Securities (USA) Inc. in 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary options. The firm employs a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers, serving clients through personalized investment adviser representatives.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mary Angela Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and its affiliated entities since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in investment decisions while providing recommendations, monitoring, and access to third-party discretionary managers.