Mark Umek is a CFP®-designated financial advisor with 19 years of industry experience. He has worked at Empirical Wealth Management since 2018 and previously spent three years at Fisher Investments. Empirical Wealth Management serves a diverse range of clients, including high-net-worth individuals, trusts, estates, and institutional investors. The firm uses a Modern Portfolio Theory-based approach with diversified asset classes and offers a variety of services such as investment management, financial planning, tax preparation, and retirement-plan consulting.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages 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, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

David Baker is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LNW in Seattle, WA. His career includes roles at Laird Norton Wealth Management and LNW Wealth Management prior to his current position 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 emphasizes customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Christopher Somers is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at ICONIQ Capital, Bank of America, Merrill, and Lincoln Financial Advisors. Somers has also held academic roles at Graziadio Business School, Pepperdine University, and Saint Mary's College of California. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Matthew Doherty is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Brite USA for 11 years and currently serves in roles at Rosefinch Investment Advisors, Lawson Wealth, and The Leaders Group Inc. He acts as a senior equity partner at Rosefinch, managing client pension portfolios in both the USA and UK. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm specializes in customized portfolio management that incorporates third-party models, mutual funds, ETFs, and individual securities, with a notable focus on pension-transfer services tailored to U.K. nationals.

Carl Lovsted IV is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior roles at firms including Sound Planning Group and New York Life Insurance Company. Outside of his advisory work, he manages two businesses focused on financial planning and retirement income strategies. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a variety of investment strategies, including proprietary models and third-party managers, and serves high-net-worth clients as well as institutions.

Gherman Howell is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Evergreen Gavekal since 2018, with prior experience at Boston College. Evergreen Capital Management serves a diverse range of 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 like Right Cycle Investing™, utilizing fundamental, fund-flow, macroeconomic, and third-party research alongside artificial intelligence, and manages multiple private funds with performance-based fee arrangements for qualified clients.

Brett Gersack is a CFP® with 19 years of industry experience and has worked at Halbert Hargrove since 2015. He holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, using a committee-driven approach to build diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative strategies.

Isabella Nadolski is a financial advisor at Coldstream Wealth Management with a Series 65 designation and one year of industry experience. Her prior work includes roles at Fidelity Investments and GMC of Bellevue. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through a team-based approach. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial and retirement planning, and related advisory services.

Richard Merrifield II is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2011 and has held roles at Pacific West Financial Consultants, Inc. and Pacific West Securities, Inc. since 2009. 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 portfolio management, financial and retirement planning, family advisory services, and retirement plan advisory through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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® with three years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. She has previously worked at Delancey and has maintained an active Washington state real estate broker license for referral purposes. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach with discretionary investment authority and a diverse range of affiliated private and public investment options.

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 three years of industry experience, currently advising at Brighton Jones LLC in Seattle, WA. Her prior experience includes roles at Eissner Financial, First Republic Bank, and Ernst & Young. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary investment management and access to both public and private investments, supported by an affiliated ecosystem that includes private investment funds, trust services, and legal offerings.

Kevin Ting is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Salal Credit Union, Zillow Group, Citywide Home Loans, and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach, managing a diverse mix of public and private investments, and offers legal, trust, and private fund services through affiliated entities.

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.