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.

Suraj Joshi is a financial advisor with B. Riley Wealth Advisors, Inc. in Bellevue, WA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 17 years at National Securities Corporation prior to joining B. Riley firms. Joshi is also the owner of Joshi Ventures, a non-investment business entity. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm utilizes a variety of investment programs and platforms, managing approximately $4.21 billion in client assets through around 173 advisors.

Ross Rubinstein is a CFP® with 12 years of industry experience, currently serving at Freestone Capital Management, LLC since 2021. His prior roles include positions at Brighton Jones LLC, Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. Freestone Capital Management, LLC is a wealth management firm with approximately $14.5 billion in assets under management, serving about 2,900 clients through a team of around 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a mix of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Woodworth Anderson is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and previously spent over three decades at National Securities Corporation and National Asset Management, Inc. Outside of his advisory role, he serves as president of Woodworth Anderson Inc., an accounting-related entity. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through about 173 advisors.

Jeffrey Hensler is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Bensler, LLC, doing business as SCS, since 2020 and has worked concurrently at LPL Financial LLC since 2005. SCS advises 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 strategies and offers a range of services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Mark Janci is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2005. He holds Series 63 and Series 65 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework integrating qualitative and quantitative analysis, offering a range of investment vehicles and a digital advisory platform for smaller accounts.

Joe Cervantes is a CFP® with 29 years of experience in the financial services industry. He has been with Coldstream Wealth Management since 2011 and has extensive prior experience at Pacific West Securities, Inc. and Carrol and Associates, Inc. In addition to his advisory role, he holds insurance licenses covering all lines of insurance products. 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, utilizing a team-based approach supported by an internal Investment Strategy Group.

Jacob Ries Roncalli is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His work history includes multiple roles at Brighton Jones since 2021 as well as earlier positions at Seattle University and Skyhawks Sports Camps. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands, employing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, and it integrates an affiliated ecosystem that includes private investment funds, fiduciary services, and legal offerings.

Katie Milojevich is a CFP® professional with 14 years of industry experience. She has worked at The Mather Group, LLC since 2021 and previously spent 16 years at Allison Spielman Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customizable solutions, incorporating AI and machine-learning tools under human oversight.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Georgina Owusu is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at the University of Arizona and Guidepoint Global LLC. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative strategies.

Elizabeth Norris is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Brighton Jones LLC since 2018, with a brief period away in 2019, and previously worked at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University. Brighton Jones LLC serves individual, high-net-worth, and family-office clients through a range of wealth management and financial planning services, including discretionary and non-discretionary portfolio management, tax preparation, and family office support. The firm employs a whole-balance-sheet approach for its Personal CFO clients and offers access to an affiliated ecosystem of investment, trust, and legal services.

Brendan Jung is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He is currently with Gerber Kawasaki Wealth & Investment Management, having joined in 2026. His prior experience includes roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, spanning from 2015 to 2026. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm offers wealth management, pension consulting, and ancillary services, employing an active management approach that incorporates fundamental and technical analysis alongside systematic rebalancing and tax-loss harvesting.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Before joining Brighton Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was involved with Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm provides a whole-balance-sheet approach that includes discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

James Beatty is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial LLC since 2003 and has worked at Bensler, LLC (doing business as SCS) since 2020. SCS advises individuals, trusts, corporations, and retirement plans, serving around 2,101 clients with discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, managing approximately $1.64 billion in discretionary assets through a 27-advisor team.