Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Corey Dallas is a financial advisor at Coldstream Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at Coldstream since 2021. Prior to that, he was affiliated with LPL Financial and Sound Consulting Services. 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, offering services including portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Dina Liening is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley Smith Barney LLC and Merrill. 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 supported by an internal Investment Strategy Group.

Ryan Sprayberry is a CFP® affiliated with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He has held roles at LNW since 2021 and previously worked at WaFd Bank and the YMCA. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services that include financial and estate planning as well as trust services through its affiliates.

Brian Burgess is a CFP® professional at Brighton Jones LLC with seven years of industry experience. He has been with Brighton Jones since 2017 and previously worked at Laird Norton Wealth Management. 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 and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach for its high-net-worth Personal CFO clients.

Courtney Hastings is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, with eight years of industry experience. She holds a Series 65 designation and has worked at Freestone since 2018. Prior to joining Freestone, Hastings worked at KeyBank and spent one year engaged in extended travel. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internal model portfolios, third-party sub-advisers, and alternative investments focused on downside risk.

Jennifer Doherty is a CFP® with 12 years of experience in the financial services industry. She has been with Freestone Capital Management, LLC since 2015. Doherty serves as president of the Anchorage Estate Planning Council, where she leads board and member meetings and promotes public awareness of estate planning. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles with an emphasis on diversification and downside risk management.

Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Steve Shelgren is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at WWR, Lincoln Investment Planning Inc., and his own firm, Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in ventures related to land ownership and water rights. Capital Analysts serves a range of clients including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Christian Blazona is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and four years of industry experience. He has been with Brighton Jones since 2021 and has prior involvement with Orion Entertainment and leadership roles in the Pi Kappa Phi Fraternity. Blazona's background includes community and organizational activities. 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, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem that includes private investment funds, trust services, and legal services for certain clients.

Noura Alsheikh is a financial advisor at Northwest Asset Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Redfin Corp, and Kms Financial Services, Inc. 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 offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, using a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Ian Curtiss is a CFP®, CFA®, and holds a Series 65 license with six years of industry experience. He is currently with Coldstream Wealth Management in Bellevue, WA, where he has worked since 2021. Prior to joining Coldstream, Ian held positions at Pathstone, Cornerstone Advisors, Pacific Portfolio, Soverign Wealth Advisors, and Northwest Plan Services. 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 services including portfolio management, financial and retirement planning, and wealth transfer planning, employing a team-based approach supported by an internal Investment Strategy Group.

Scott Smallman is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 44 years of industry experience. His prior experience includes positions at Wedbush Morgan Securities, UBS Financial Services, and Piper Sandler & Co. Outside of finance, he is active as a soccer referee with the East King County Soccer Referees Association and Arbiter Sports. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and capital markets solutions.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Her career includes roles at Lincoln Investment Planning since 2012 and Valic Financial Advisors from 2003 to 2012, alongside ongoing insurance sales since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team using a proprietary fund screening process.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he is the sole owner of Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, and it offers a range of affiliated services including tax coordination and sub-advisory arrangements.

Robert Carter is a CFA charterholder with 31 years of industry experience and has been with Freestone Capital Management, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Outside of his advisory role, he is a part-owner of a family property management company. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed models, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Kevin Peterson is a ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at Coldstream Wealth Management since 2023 and previously spent five years with Summit Partners Northwest. He also has a long-standing role as an insurance broker, appointed with outside carriers to broker non-registered insurance products, and is an investor in cryptocurrency. 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, providing portfolio management, financial planning, and retirement plan fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

William Vipond Jr. is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. He holds a Series 65 designation and previously worked at Viitae Capital Advisors, LLC before joining Coldstream in 2021. Outside of advising, he is the president and CEO of Cross-Dock Development Corp, a real estate development and brokerage company. Vipond also runs a website focused on skiing and mountain climbing adventures, occasionally earning fees for guiding and public speaking related to these activities. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients with a team-based wealth management approach supported by an internal Investment Strategy Group. The firm manages portfolios according to written Investment Policy Statements and integrates financial planning with retirement plan fiduciary services.

Benjamin Murphy is a financial advisor at Range Advisory, LLC, based in Bellevue, WA, holding a Series 66 designation and with two years of industry experience. He previously worked at Baird and Albany Beck prior to joining Range Advisory. Range Advisory serves U.S. individual clients, including high‑net‑worth and ultra‑high‑net‑worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a model portfolio approach supported by AI tools and subscription-based compensation.