Tania Hillin is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior roles include positions at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and offers family office services, including discretionary investment management and private-investment opportunities through its subsidiary, Lenora Capital.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked at Salal Credit Union, Zillow Group, and Citywide Home Loans prior to joining Brighton Jones. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services, including a Personal Chief Financial Officer program, family office services, retirement plan advisory, discretionary investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

David Scharf is a Series 65 licensed advisor at Evergreen Capital Management LLC with one year of industry experience. Prior to joining Evergreen, he worked at Madison Investments for five years and held positions at RVK, Inc., Robert Half, and the University of Washington. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension plans. The firm employs a Dynamic Asset Allocation process combined with a proprietary ETF-focused strategy called Right Cycle Investing, and serves as adviser and sponsor to several private funds.

Alexander Cyrus is a CFP® with three years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. Prior to joining Composition Wealth in 2021, he worked in marketing and sales roles at several companies including Wilsonville Toyota and Brand 33. Outside of his advisory work, he is involved in marketing and facilitating sales of hemp products through Circle C LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, and individual securities, managing approximately $6.7 billion in assets as of the end of 2024.

Michael Wiesmann is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Evergreen Capital Management since 2005. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family-office relationships, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining fundamental and macroeconomic research with AI insights, and manages multiple private funds alongside its investment advisory services.

Mariel Mendelsohn is a financial advisor at LNW with five years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Northwestern Mutual. Mariel has been with Laird Norton Wetherby Wealth Management since 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex multi-entity financial needs through coordinated investment management and wealth planning. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, offering tailored solutions including tax-aware strategies and impact investing.

Sydney Ford is a financial advisor at Evergreen Capital Management LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Stahancyk, Kent & Hook and Lewis and Clark College. Evergreen Capital Management serves a diverse client base, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach supported by fundamental, macroeconomic, and third-party research, as well as artificial intelligence, managing both discretionary and non-discretionary portfolios across multiple private funds and strategies.

Elizabeth Anderson is a financial advisor at Coldstream Wealth Management with a Series 65 credential and experience beginning in 2024. Prior to joining Coldstream, she worked at FTI Consulting in multiple roles between 2019 and 2023. 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 investment approach supported by an internal Investment Strategy Group, offering diversified portfolios including alternatives and tax-managed strategies.

Alicia Follmer is a financial advisor at Coldstream Wealth Management with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch for 16 years. Coldstream Wealth Management is a 100% 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 that include tax-managed equities, alternatives, and access to third-party sub-advisors.

Joseph Riley is a Series 65-licensed advisor with Freestone Capital Management, LLC in Seattle, WA, where he has worked since 2022. He has one year of industry experience and previously held roles at Rudolph Fitness Center, Coastal Community Bank, Wonderbowl, Gonzaga University, and Bishop Blanchet High School. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a multi-manager approach that emphasizes diversification and downside risk management across various asset classes.

Kelsen Edwins is a CFP® with 9 years of industry experience, currently serving as an advisor at Moss Adams Wealth Advisors LLC since 2014. Based in Seattle, WA, he holds a Series 66 license. 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 client assets through a team of 36 advisors. It employs a core-and-satellite investment approach based on written Investment Policy Statements and offers customized strategies along with both discretionary and non-discretionary portfolio management.

Larissa Vidal is a CFP®-certified financial advisor with 25 years of industry experience. She currently works at Coldstream Wealth Management and has previously held positions at Bank of America, Merrill, and Insight Financial Planning. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment decisions supported by an internal Investment Strategy Group.

Danielle Uemura is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 credential and has previously worked in various roles including positions at Enterprise Rent a Car and Forever 21. 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 institutional clients, offering a range of services including portfolio management, financial and retirement planning, and wealth transfer planning through team-based approaches supported by an internal Investment Strategy Group.

Estefani Morris is a CFP® and Series 65 licensed financial advisor with seven years of experience at Brighton Jones LLC in Seattle, WA. She previously worked at Cornerstone Advisors, Inc. from 2015 to 2019. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management when authorized. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal services through separate entities.

Jason Shull is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2012. He holds a Series 63 license and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, employing a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Bryce Leone is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Freestone Capital Management, LLC and previously held roles at Parametric Portfolio Associates and California State University, Chico. Outside of finance, he owns TEMPTATIONS.JP, a business that designs, sells, and ships bumper stickers. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients and managing $14.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with a Series 66 designation and one year of industry experience. Before joining Altitude, he held roles at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of financial advising, he is the cofounder and Chief Financial Officer of DAGR Tech, a company that develops custom firmware to enhance cybersecurity on home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing discretionary assets through a multi-team structure across numerous offices.

Andrew Erisman is a financial advisor with Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Freestone Capital Management since 2009. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Katherine Quick is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Coldstream Wealth Management since 2021 and previously was employed at Rosenbaum Financial and Lyft. In addition to her advisory role, she holds insurance licenses in Life, Variable Life, and Health insurance. 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 institutional clients with a team-based approach that includes portfolio management, financial planning, and retirement plan fiduciary services.

Joshua Bilisko 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 firms including Kroon & Mitchell Asset Management, Stonepath Wealth Management, and Ameriprise Financial. Outside of his advisory role, he performs with a rock band called Pretoria, which operates as a sole proprietorship and performs in the West Michigan area. Evergreen Capital Management serves a 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’s investment process emphasizes Dynamic Asset Allocation and proprietary programs such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide portfolio decisions.