James Guard III is a financial advisor at Coldstream Wealth Management with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, where he has worked since 2007. 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 employs a team-based approach to portfolio management, incorporating diversified strategies and access to various alternative investments and affiliated services.

Emily Wood is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Brighton Jones LLC since 2017 and previously worked at the University of Puget Sound for one year. Based in Seattle, WA, she serves clients through a multi-team structure. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, with a whole-balance-sheet approach for its Personal CFO clients.

Trevor Sharp is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Freestone since 2015. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 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 downside risk management.

Jeffrey Dicks is a Series 65-licensed financial advisor with Evergreen Capital Management LLC in Bellevue, WA, where he has worked since 2011. He has 13 years of industry experience. Outside of his advisory role, he served as an assistant defensive line coach for the Bellevue High School football team in 2011, mentoring students both athletically and academically. Evergreen Capital Management advises a diverse client base 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 approach and proprietary programs such as Right Cycle Investing™, integrating fundamental and macroeconomic research with artificial intelligence, and manages multiple private funds alongside client portfolios.

Kenneth Smith is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Empirical Wealth Management since 2006 and Empirical Financial Services since 2010. He is the CEO and head of the investment committee at Empirical Financial Services, a company focused on investment services in Washington. Outside of advisory work, he is an investor in rental properties through a private LLC. Empirical Wealth Management serves a broad range of clients, including high-net-worth individuals, trusts, and pension plans, offering fee-based investment management and financial planning grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses providing integrated real estate, insurance, and legal services, and manages alternative investment strategies through pooled vehicles.

Jordan Daskam is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wedbush Securities since 2018 and previously worked at the Puyallup School District and Starbucks. Wedbush Securities provides investment advisory and broker‑dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management solutions, including discretionary and non-discretionary portfolio management, and operates across multiple asset classes and services such as fixed income, commodities, and securities lending.

Katelyn Spangler is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Coldstream Wealth Management in Portland, OR, where she has worked since 2021. Prior to that, she spent six years at Rosenbaum Financial. 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 supported by an internal Investment Strategy Group, offering diversified portfolios with access to a range of alternative investments and affiliated services.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. He has been associated with Horter Investment Management since 2017 and also serves as a Service Director at New Life Church in Renton, WA. Additionally, he operates Roadmap4Retirement, providing insurance-based solutions focused on pre-retirees and retirees. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios, provides alternative investment options, and offers a web-based platform to support independent advisers.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Mark Nicoletti is a financial advisor at Evergreen Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Evergreen Capital Management since 2012. Nicoletti also serves as director of the Family Office Group for Evergreen Gavekal, a registered investment advisor. Evergreen Capital Management advises a diverse client base 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 approach supported by proprietary research and artificial intelligence, managing multiple private funds and providing tailored investment solutions.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Cole Kenney is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he has professional experience including roles at Central Washington University and Northwest Grain Growers. Brighton Jones offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem that includes a private investment fund manager and a trust company.

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 based in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Brighton Jones since 2023. His prior experience includes various roles at the University of Arizona and positions in the service and parcel delivery industries. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management along with financial planning, tax preparation, real estate consulting, and family office administrative support.

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 the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

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.