Justin Chang is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ameriprise, Kenworth Truck Company, and in the food service industry, including Secret Burger Kitchen and Bonchon First Hill. Freestone Capital Management is a comprehensive 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 investment funds with a focus on diversified portfolios that integrate fundamental and quantitative analysis and emphasize downside risk management.

Colleen Baker is a CFP® and Series 65 credentialed advisor with three years of industry experience. She is currently with Brighton Jones LLC in Seattle, WA, having worked there since 2023 after five years at Delancey. Baker maintains an active real estate broker license to provide referral services to friends and family. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various entities with comprehensive wealth management services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management using independent managers and affiliated investment vehicles.

Kent Schoenborn is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 credential and joined Coldstream in 2026. Prior to his advisory role, he worked at KPMG and Baker Tilly and completed his education at the University of Oregon. 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, providing services that include portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.

Tania Hillin is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. Her prior roles include positions at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and offers family office services, including discretionary investment management and private-investment opportunities through its subsidiary, Lenora Capital.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has worked at Salal Credit Union, Zillow Group, and Citywide Home Loans prior to joining Brighton Jones. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services, including a Personal Chief Financial Officer program, family office services, retirement plan advisory, discretionary investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

David Scharf is a Series 65 licensed advisor at Evergreen Capital Management LLC with one year of industry experience. Prior to joining Evergreen, he worked at Madison Investments for five years and held positions at RVK, Inc., Robert Half, and the University of Washington. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension plans. The firm employs a Dynamic Asset Allocation process combined with a proprietary ETF-focused strategy called Right Cycle Investing, and serves as adviser and sponsor to several private funds.

Alexander Cyrus is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Composition Wealth, LLC since 2021. Outside of his advisory role, he is involved in marketing and sales facilitation for hemp products through Circle C LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets.

Michael Wiesmann is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Evergreen Capital Management since 2005. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family-office relationships, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining fundamental and macroeconomic research with AI insights, and manages multiple private funds alongside its investment advisory services.

Mariel Mendelsohn is a financial advisor at LNW with five years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Northwestern Mutual. Mariel has been with Laird Norton Wetherby Wealth Management since 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex multi-entity financial needs through coordinated investment management and wealth planning. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, offering tailored solutions including tax-aware strategies and impact investing.

Sydney Ford is a financial advisor at Evergreen Capital Management LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Stahancyk, Kent & Hook and Lewis and Clark College. Evergreen Capital Management serves a diverse client base, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach supported by fundamental, macroeconomic, and third-party research, as well as artificial intelligence, managing both discretionary and non-discretionary portfolios across multiple private funds and strategies.

Elizabeth Anderson is a financial advisor at Coldstream Wealth Management with a Series 65 credential and experience beginning in 2024. Prior to joining Coldstream, she worked at FTI Consulting in multiple roles between 2019 and 2023. 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 diversified portfolios including alternatives and tax-managed strategies.

Alicia Follmer is a financial advisor at Coldstream Wealth Management with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch for 16 years. 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 strategy group and offers diversified portfolios that include tax-managed equities, alternatives, and access to third-party sub-advisors.

Joseph Riley is a Series 65-licensed advisor with Freestone Capital Management, LLC in Seattle, WA, where he has worked since 2022. He has one year of industry experience and previously held roles at Rudolph Fitness Center, Coastal Community Bank, Wonderbowl, Gonzaga University, and Bishop Blanchet High School. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a multi-manager approach that emphasizes diversification and downside risk management across various asset classes.

Kelsen Edwins is a CFP® with 9 years of industry experience, currently serving as an advisor at Moss Adams Wealth Advisors LLC since 2014. Based in Seattle, WA, he holds a Series 66 license. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. It employs a core-and-satellite investment approach based on written Investment Policy Statements and offers customized strategies along with both discretionary and non-discretionary portfolio management.

Larissa Vidal is a CFP®-certified financial advisor with 25 years of industry experience. She currently works at Coldstream Wealth Management and has previously held positions at Bank of America, Merrill, and Insight Financial Planning. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment decisions supported by an internal Investment Strategy Group.

Danielle Uemura is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 credential and has previously worked in various roles including positions at Enterprise Rent a Car and Forever 21. 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 a range of services including portfolio management, financial and retirement planning, and wealth transfer planning through team-based approaches supported by an internal Investment Strategy Group.

James Van Hollebeke is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2009 and Shelgren Financial Group, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that utilizes proprietary screening tools and model portfolios.

Estefani Morris is a CFP® and Series 65 licensed financial advisor with seven years of experience at Brighton Jones LLC in Seattle, WA. She previously worked at Cornerstone Advisors, Inc. from 2015 to 2019. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management when authorized. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal services through separate entities.

Jason Shull is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2012. He holds a Series 63 license and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, employing a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Bryce Leone is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Freestone Capital Management, LLC and previously held roles at Parametric Portfolio Associates and California State University, Chico. Outside of finance, he owns TEMPTATIONS.JP, a business that designs, sells, and ships bumper stickers. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients and managing $14.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.