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.

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.

Andrew Erisman is a financial advisor with Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Freestone Capital Management since 2009. 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, financial planning, and manages private pooled investment vehicles, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Katherine Quick is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Coldstream Wealth Management since 2021 and previously was employed at Rosenbaum Financial and Lyft. In addition to her advisory role, she holds insurance licenses in Life, Variable Life, and Health insurance. 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 with a team-based approach that includes portfolio management, financial planning, and retirement plan fiduciary services.

Joshua Bilisko 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 firms including Kroon & Mitchell Asset Management, Stonepath Wealth Management, and Ameriprise Financial. Outside of his advisory role, he performs with a rock band called Pretoria, which operates as a sole proprietorship and performs in the West Michigan area. Evergreen Capital Management serves a 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’s investment process emphasizes Dynamic Asset Allocation and proprietary programs such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide portfolio decisions.

William Shaw is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and National Asset Management. He is also involved in insurance sales as an insurance agent through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, third-party manager access, and proprietary asset allocation models.

Eric Cumley is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Olympic Wealth Management LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach through model portfolios and customizable strategies, supported by an Investment Management team and committee.

Eileen Chun is a financial advisor at SCS in Bellevue, WA, with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, American General Life Insurance, and AIG Capital Services. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and pension plan advisory services.

Jocelyn Stephens is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, Jocelyn held various roles including positions at the University of Washington School of Medicine and Boise State University. She has also been involved with Boise State University and Idaho Rush outside of her advisory work. 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 a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Alexa Steffens is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 66 credential with two years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of her advisory role, Steffens is involved as a lacrosse coach at Eastside Catholic Middle School. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Shan Zubair is a CFP® and holds a Series 65 license, with 17 years of industry experience. He has been with Empirical Wealth Management since 2010. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. Empirical Wealth Management employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.

Yongtai Qi is a financial advisor at Coldstream Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked previously at ChemPoint and World Financial Group. Qi is based in Bellevue, WA. 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 a range of portfolio management and advisory services.

Jordan Peterson is a financial advisor at Coldstream Wealth Management with six years of industry experience. He previously worked at Corient Services LLC and Columbia Pacific Wealth Management. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Eric Newman is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, his work history includes multiple positions at Coldstream Wealth Management and various roles at Gonzaga University and Kirkland Parks & Recreation. 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 other institutional clients, delivering team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

Matthew Gray is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 11 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. His prior roles include positions at Pure Financial Advisors, Personal Capital, Janiczek Wealth Management, and several other firms. 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, offering services such as portfolio management, financial planning, and fiduciary retirement plan services.

Jerry Yoon is a financial advisor at Wedbush Securities Inc. with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Wedbush Securities in 2023, he worked at BNP Paribas, Deutsche Bank, and Citigroup. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, and prime services with both discretionary and non-discretionary managed account solutions.

Abraham Perez is a financial advisor with CreativeOne Wealth, LLC in Bellevue, WA, holding a Series 65 credential and nine years of industry experience. He has worked at several firms, including AE Wealth Management, Becker Retirement Group, and B.O.S.S. Retirement Advisors. Perez is also the owner of Narrativ Retirement, LLC, where he offers insurance and investment advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individual, corporate, and charitable clients through a network of Investment Adviser Representatives. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and discretionary portfolio management.

Eric Fridstein is a CFP®-certified financial advisor with eight years of industry experience, currently with Freestone Capital Management, LLC since 2020. Prior to joining Freestone, he worked at D.A. Davidson & Co. from 2017 to 2020 and pursued full-time education between 2013 and 2017. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments to construct diversified portfolios with a focus on downside risk.