Katherine Burgess is a financial advisor at Brighton Jones LLC with eight years of industry experience. She holds the CFP® designation and Series 65 license. Her prior work includes positions at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth management services through a holistic, balance-sheet approach that incorporates discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Kimberlee Hansen is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. She has been with Freestone since 2008 and holds a Series 63 designation. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Richard Lackey is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Carla Wigen is a financial advisor at LNW with seven years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Bank and LNW Wealth Management prior to her current role at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy approach that emphasizes global diversification, active manager due diligence, and tax-aware decision making.

Venise Lee is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial. Outside of her advisory role, she is involved with BLISS Financial Wellness, a business related to her LPL activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Davis Karaica is a financial advisor at Coldstream Wealth Management with seven years of industry experience. He holds the Series 66 designation and has been with Coldstream Capital Management, Inc. since 2017. Prior to that, he worked at Kinetic 6 Fitness and Seattle Pacific University. 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 a range of services including portfolio management, financial and retirement planning, and wealth transfer planning, supported by team-based investment decisions and access to diverse alternative investments.

Matthew Wigren is a CFP® with 16 years of industry experience. He is currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, and has previously worked at Alden Capital Management and Raymond James Financial Services. His career also includes eight years of experience at Lake Washington High School. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities.

David Lamp is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Brian Mohoric is a financial advisor at Composition Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach. The firm manages roughly $9.5 billion on a discretionary basis through a multi-advisor platform that emphasizes diversified portfolios using low-cost mutual funds, ETFs, and individual securities.

Eric Ho is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a CFP® designation with five years of industry experience. His prior roles include positions at Axos Clearing and TD Ameritrade. 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 provides comprehensive wealth services including personal CFO programs, family office services, investment management, tax preparation, and access to private investment opportunities, using a holistic balance-sheet approach and both discretionary and non-discretionary management.

Anthony Higgins is a CFP® and Series 66 licensed advisor at Coldstream Wealth Management with two years of industry experience. He previously worked at Cetera Wealth Services, Avantax, Edward Jones, and spent three years at Harborview Medical Center before entering the financial advisory field. 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 and retirement planning, wealth transfer, and retirement plan fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

David Hooper is a financial advisor with Kingsview Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Kingsview Partners and Kingsview Wealth Management since 2019, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Hooper provides pro-bono financial planning for the Washington Physicians Health Program, a medical-focused nonprofit. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Kyle Mc Mahill is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes continuous tenure at Coldstream since 2023, with prior roles outside the financial sector at Cintas and Shirley Contracting Company. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for a diverse client base including individuals, high-net-worth families, corporate retirement plans, and institutional clients. The firm employs team-based wealth management supported by an internal investment strategy group and offers integrated portfolio management, financial planning, retirement plan services, and proprietary investment vehicles.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. 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, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Brian Gery is a Series 65-licensed financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, and has one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Leverage Planners Wealth Management, LLC for one year. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process using tactical asset allocation and a relative growth/value framework, primarily through equities, ETFs, and fixed income.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Kevin Kepler is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life, and Seidman Insurance Consultants. Outside of his advisory role, he owns a horse boarding facility and serves on the boards of a local farm bureau and a business networking group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, alternative investments, and comprehensive wealth planning services.

Hunter Gietzen is a financial advisor with SCS (Bensler, LLC) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and VOYA Financial Advisors and provides investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with fundamental and technical analysis to construct diversified portfolios and offers a range of services including financial planning, pension plan advisory, and insurance product sales.

Alec Mc Keefry is a financial advisor with Wedbush Securities Inc. based in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Wedbush in 2021, he held positions at Massmutual Northwest, Tumble Creek Golf Club, and Suncadia Resort, and worked at Gonzaga University. Alec operates Nautics Wealth Management as a junior financial advisor, which is a DBA for his securities business through Wedbush. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering a wide range of brokerage and investment advisory services. The firm manages approximately $5.68 billion in assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

Jacob Mortensen is a CFP® professional with one year of industry experience, currently with Mission Wealth Management, LP. He has previously worked at Hightower Advisors, Trellis Advisors, and Cheyette & Associates, Inc. Outside of financial advising, he has experience with the Olympia Police Department and as a homemaker. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and consulting services, employing a tiered service model tailored to client complexity and asset size.