Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 designations and having nine years of industry experience. Prior to joining Buck Wealth Strategies, he worked at J.P. Morgan Securities and Morgan Stanley. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach incorporating tactical asset allocation and sector rotation, and is notable for its use of options strategies and collaboration with outside money managers and TAMPs.

Christian Linares is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. His career has been primarily with Brighton Jones since 2018, with a brief period at CRH Materials in 2017. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients. The firm uses a whole-balance-sheet approach and offers investment management through both public and private assets, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. Coldstream Wealth Management is a 100% 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 and affiliated services.

David Moretsky is a CFP® and ChFC® with 26 years of experience in financial advisory. He is currently a financial advisor and founding partner at Keel Financial Partners and works with Winthrop Wealth. His career includes roles at firms such as LPL Financial and Crump Life Insurance Services. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm uses a four-step investment process focused on prudence and long-term goals, combining in-house management with third-party sub-advisers, and manages approximately $3.1 billion in assets.

Helena Dempsey is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds a Series 65 designation and has prior experience at Amazon, The Brattle Group, and UCLA Anderson School of Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension plans, and pooled vehicle investors. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Benjamin Silber is a financial advisor at Freestone Capital Management, LLC with Series 65 credentials and two years of industry experience. He has held various roles in athletic organizations and private tennis clubs, including positions as an assistant tennis professional and pro shop attendee. Silber is based in Seattle, WA. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with 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 models, third-party sub-advisers, and alternative investments.

Maximilian Arms is a CFP® professional at Brighton Jones LLC with five years of industry experience. He has held roles at Brighton Jones since 2021, with prior experience at firms including Freestone Capital Management, Corient Services, and Medtronic. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Megan Hannah is a CFA® charterholder with six years of industry experience. She has worked at Coldstream Wealth Management since 2026 and previously spent seven years at Emerald Advisors, LLC and twelve years at BlackRock, Inc. 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, offering portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Edward Doubleday is a financial advisor with Freestone Capital Management, LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has been with Freestone since 2013. Outside of his advisory role, Doubleday serves on the board of directors for InnerAsia Travel Group, a family company based in San Francisco. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Thomas Cranney III is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 65 and Series 66 licenses and has professional experience dating back to 2015 with roles at Wells Fargo Clearing and Wells Fargo Advisors before joining McCutchen Group LLC and subsequently LNW. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and diverse investment approaches including private funds and alternative investments.

William Allen is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Composition Wealth, LLC with five years of industry experience. His career includes roles at Vicus Capital, Inc. and Robert Baird & Co., as well as five years of service in the United States Army. Composition Wealth, LLC manages approximately $9.47 billion in discretionary assets and provides investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and serves clients under a multi-advisor structure.

Charles Pyle is a financial advisor at Empirical Wealth Management in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Empirical Wealth Management in 2023, he worked at Westmount Asset Management, LLC and Dimensional Fund Advisors Inc. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and various retirement plans, employing a diversified investment approach grounded in Modern Portfolio Theory. The firm also offers affiliated real estate, insurance, and legal services through its related businesses.

Frances Lee is a financial advisor at Coldstream Wealth Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Coldstream since 2019. Prior to that, she worked at Umpqua Investments and ShareBuilder. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, financial and retirement planning, and access to a range of alternative investments.

Rory Cannon is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches, supported by an in-house investment management and research team.

Kristen Bauer is a financial advisor at LNW with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior firms include Tiedemann Advisors and The Threshold Group, where she spent two decades. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.

Gary Mitchell is a CFA® charterholder with 30 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. United Capital employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports its services with proprietary technology and research.

Ethan Broga is a CFP® with 24 years of experience in the financial industry. He has been with Empirical Financial Services since 2010. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs investment strategies based on Modern Portfolio Theory, using diversified model portfolios across multiple asset classes and offers a range of services including discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.

Kevin Chen is a Series 65-licensed financial advisor at SCS with one year of industry experience. His prior work includes roles at Parcion Private Wealth LLC and Expedia Group. Outside of finance, he has experience working at Sambica Summer Camp and Retreat Center. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various forms of analysis to construct diversified portfolios, and also offers pension plan advisory and employee benefits consulting services.

Randy Greene is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation and 44 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2009 and has been with Wedbush Morgan Securities since 2009. Outside of his role at Wedbush, Greene is Vice President of Investments at Nautics Wealth Management, a securities business based in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm offers a range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Sean Gonzalez is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. He has worked at Freestone since 2019 and previously held roles at Aligne Wealth Preservation, Impac Mortgage Corp, and the University of Southern California. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.