Hoon Kang is a CFP® and ChFC® with 15 years of industry experience. He is currently with Advisory Solutions Group and has prior experience with Elliott Bay Advisors LLC, CS Planning Corp., and Cultivant LLC. Outside of his advisory work, he is involved in tax and accounting consulting and insurance through Elliott Bay Advisors LLC and Elliott Bay Insurance LLC. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms through a combination of financial planning, consulting, portfolio management, and turnkey business services. The firm uses a diversified investment approach that incorporates quantitative, momentum, and fundamental analyses, and provides both discretionary and non-discretionary portfolio management.

Howard Coleman is a Series 65-licensed advisor at Coldstream Wealth Management with 15 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2011. Outside of his primary role, Coleman serves as a consultant at Seafront Capital, advising on potential alternative investments for an offshore client. Coldstream Wealth Management is an SEC-registered firm 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 Teams supported by an internal Investment Strategy Group.

Kevin Byrd is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Empirical Wealth Management and has prior experience at Directional Financial Services, Goldbloom Wealth Management, and the Olympic College Veteran Center. Byrd also served in the United States Army Reserve from 2016 to 2020. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

James Claypool is a financial advisor at Coldstream Wealth Management in Seattle, WA, with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. Claypool is also a senior manager and member of a CPA firm, Harrison Berkman Claypool & Guard, which operates alongside Coldstream as a separate legal entity. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified investment strategies and access to a broad range of alternative investments through its affiliated ecosystem.

Samuel Platcow is a financial advisor at Empirical Wealth Management in Seattle, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Goldbloom Wealth Management, Bankers Life, and Starbucks. He is also an affiliated insurance producer with Empirical Insurance, LLC, providing recommendations on life, disability, and long-term care insurance products. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning. The firm employs a diversified, Modern Portfolio Theory-based approach and offers affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Thomas Eulberg is a CFP® professional with seven years of industry experience. He has been with Evergreen Gavekal since 2010. Evergreen Capital Management advises private clients 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 process and branded programs such as Right Cycle Investing™, combining fundamental research, macroeconomic analysis, and artificial intelligence to guide portfolio decisions.

Michael Kelly is a CFP®, CFA®, and Series 63-certified advisor at Empirical Wealth Management with 20 years of industry experience. He has been with Empirical Wealth Management since 2015. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm’s investment approach is grounded in Modern Portfolio Theory, employing diversified model portfolios across multiple asset classes and offering a range of services such as financial planning, tax preparation, and retirement-plan consulting.

Jimmy Wu is a financial advisor with Mission Wealth Management, LP, based in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 23 years at Financial Resources Group prior to joining Mission Wealth Management in 2026. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion with 135 advisors. The firm serves high-net-worth individuals, families, and institutional clients, offering wealth management, personalized portfolio management, financial planning, and consulting services. Their investment approach emphasizes long-term strategies with diversified asset types and a tiered service model tailored to client complexity and asset size.

Kate Donnelly is a CFP® and Series 65 licensed advisor with 13 years of industry experience. She currently works at LNW, having joined in 2021, and previously held roles at Tiedemann Advisors and Threshold Group. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Rachel Kuhnert is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Portland, OR. Her prior roles include positions at UCLA, Ferguson Wellman Capital Management, and the Summa Group of Oppenheimer & Co. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services through a Personal CFO model and family office solutions. The firm integrates discretionary investment management with private-investment opportunities and family-office administrative support, distinguishing itself with affiliated private funds and legal service offerings.

Lauren Martin is a CFP® with 19 years of industry experience. She is currently with LNW, where she has worked since 2022, following prior roles at Wealthspire Advisors and Threshold Group, LLC. Lauren holds a Series 65 license and is based in Radnor, PA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.

Vanessa Howell is a financial advisor with Brighton Jones LLC, holding a Series 65 designation and seven years of industry experience. She has been with Brighton Jones since 2018 and previously worked at ATI Physical Therapy. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and other entities, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.

Cade Hampson is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch and KBC Advisors. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm provides portfolio management, financial and retirement planning, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Lorne Enquist is a financial advisor at Empirical Wealth Management in Seattle, WA, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Empirical Financial Services, LLC, operating as Empirical Wealth Management, since 2011. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses an investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

John Steele is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. Prior to joining Freestone, he worked at Vanguard Advisers, Inc. and various entities within The Vanguard Group from 2022 to 2026. Freestone Capital Management, LLC 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 privately offered pooled investment vehicles, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Robert Senseney is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Wedbush Securities, he held various roles including positions at Alta Ski Area and Frito-Lay. Outside of his advisory work, he is involved with KSP LLC as owner and operator of a residential real estate management business. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm integrates broker-dealer, capital markets, custody, clearing, and prime services functions, supporting both commission-based and managed account approaches.

Kaycee Le Cong is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Brighton Jones LLC since 2007. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Michael Ivers is a financial advisor at SCS with nine years of industry experience. He has previously worked at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone financial planning, and pension consulting with education services. The firm’s investment approach incorporates tactical, strategic, and dynamic asset allocation using various analysis methods and a range of investment vehicles, and it operates a licensed insurance agency alongside its advisory services.

Taylor Armstrong is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding a Series 66 designation and seven years of industry experience. His prior firms include Concorde Asset Management, LLC, Concorde Investment Services, LLC, and Voya Financial Advisors. Armstrong is also the owner of Armstrong Capital LLC, an entity used for business expenses. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate client relationships.

Monica Padineant is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LNW. She has worked with LNW Wealth Management since 2015, including its transition to Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on multi-entity financial needs through coordinated investment management, wealth planning, and collaboration with outside professionals. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, while also offering access to private investment strategies and affiliated trust companies.