Yongtai Qi is a financial advisor at Coldstream Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked previously at ChemPoint and World Financial Group. Qi is based in Bellevue, WA. 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 a range of portfolio management and advisory services.

Jordan Peterson is a financial advisor at Coldstream Wealth Management with six years of industry experience. He previously worked at Corient Services LLC and Columbia Pacific Wealth Management. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Eric Newman is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, his work history includes multiple positions at Coldstream Wealth Management and various roles at Gonzaga University and Kirkland Parks & Recreation. 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 other institutional clients, delivering team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

Matthew Gray is a CFP® with 11 years of experience in financial advising. He is currently with Coldstream Wealth Management and previously worked at firms including Pure Financial Advisors, Personal Capital, and Janiczek Wealth Management. 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 institutional clients, providing services such as portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based Wealth Management Teams and a supported Investment Strategy Group.

Jerry Yoon is a financial advisor with Wedbush Securities Inc. in Seattle, WA. He holds Series 63, Series 65, and Series 66 licenses and has five years of industry experience. Prior to Wedbush, he worked at BNP Paribas, Deutsche Bank, and Citigroup. 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 and capital markets services, including discretionary and non-discretionary portfolio management and institutional research.

Abraham Perez is a financial advisor with CreativeOne Wealth, LLC in Bellevue, WA, holding a Series 65 credential and nine years of industry experience. He has worked at several firms, including AE Wealth Management, Becker Retirement Group, and B.O.S.S. Retirement Advisors. Perez is also the owner of Narrativ Retirement, LLC, where he offers insurance and investment advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individual, corporate, and charitable clients through a network of Investment Adviser Representatives. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and discretionary portfolio management.

Eric Fridstein is a CFP®-certified financial advisor with eight years of industry experience, currently with Freestone Capital Management, LLC since 2020. Prior to joining Freestone, he worked at D.A. Davidson & Co. from 2017 to 2020 and pursued full-time education between 2013 and 2017. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments to construct diversified portfolios with a focus on downside risk.

Ian Lung is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has been with Coldstream since 2022 and has previous experience at Northwest Research Institute - Hagopian Lab and various educational institutions. 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 Investment Strategy Group and offers a range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Robert Mellon is a financial advisor at Freestone Capital Management, LLC with 27 years of industry experience. He has been with Freestone since 2008. Mellon holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Her previous experience includes roles at Northwest Plan Services and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach for its Personal CFO offering and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and private investment fund management.

Alexandra Lambert is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and CUSO Financial Services before joining Coldstream in 2015. She also serves as a notary public in Seattle. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm integrates portfolio management with financial and retirement planning, wealth transfer, and fiduciary services, utilizing both discretionary and non-discretionary management supported by an internal Investment Strategy Group.

Melanie Arena is a CFP® professional at Brighton Jones LLC in Seattle, WA, with 15 years of industry experience. She has been with Brighton Jones since 2011, including the firm's predecessor entity. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

Hilera Hardy is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson & Co. and Longshore Sailing School. Outside of her advisory role, she serves as Secretary for Chipt Insights Inc., a data aggregation and sales corporation. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers portfolio management, financial planning, and access to private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Parker Trelstad is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 credential and previously worked for FP Transitions for five years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by affiliated entities that offer private investment funds, trust services, and legal support.

Amanda Brueggeman is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with eight years at Freestone and a total of four years of industry experience. Her prior experience includes a year at Merrill and a two-year family leave. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. The firm uses a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to create diversified portfolios, with an emphasis on downside risk management.

Kyle Larson is a CFP® professional at Coldstream Wealth Management with 10 years of industry experience. He joined Coldstream in 2021 after seven years at Paracle Advisors, LLC. 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, offering services such as portfolio management, financial and retirement planning, family wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Benjamin Spector is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Coldstream, he worked at Crowdsense.ai and has been involved with Camp Solomon Schechter and Congregation Neveh Shalom. 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 team-based wealth management supported by an internal Investment Strategy Group and a range of discretionary and non-discretionary portfolio management and financial planning services.

Ardavan Tabrizian is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones in 2022, he worked at the University of Oregon and Bay Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office administrative support, along with access to affiliated private investment funds and trust services.

Corey Owen is a CFP® and ChFC® with 19 years of industry experience. He is currently with Kingsview Wealth Management, where he has worked since 2020. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio strategies, third-party managers, and alternative investment platforms.

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Composition Wealth, LLC and previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.