Patrick Rodgers is a financial advisor at Badgley Phelps Wealth Managers with 24 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps since 2016. Badgley Phelps Wealth Managers delivers personalized wealth management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process emphasizing asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternatives, and offers both discretionary portfolio management and financial planning.

Griffin Smith is a financial advisor with Scs in Bellevue, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2003 and has been with Bensler, LLC doing business as SCS since 2020. Scs advises 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 various analytical approaches to construct diversified portfolios and also provides financial planning, pension plan advisory, and insurance product sales.

Henry Le Master is a financial advisor at Coldstream Wealth Management with a Series 66 designation and two years of industry experience. Prior to joining Coldstream in 2024, he worked at Ameriprise and held various roles including self-employment, legislative work in the Washington State Legislature, and positions in education and policy organizations. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach with diversified portfolios and offers a broad range of advisory services supported by an internal Investment Strategy Group and affiliated business entities.

Robert Gentry is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He has been with Freestone Capital Management, LLC since 2017 and previously worked at Bank of America and Merrill from 2012 to 2017. Based in Seattle, WA, Gentry provides advisory services through a firm that manages approximately $11.49 billion in assets for nearly 2,800 clients. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.

Robert Thomas is a financial advisor at Empirical Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked in various roles including at King County Finance & Business Operations and Seattle University. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and investors in private pooled vehicles. The firm’s investment approach incorporates Modern Portfolio Theory with diversified model portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Richard Graham is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2006, following prior roles at UBS Financial Services and Piper Sandler & Co. He is also managing member of an LLC related to inherited real estate. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Amanda Stribrny is a financial advisor at Coldstream Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Zevenbergen Capital Investments LLC and Moss Adams. Coldstream Wealth Management is an 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, incorporating diversified allocations, tax-managed equity strategies, and access to alternative investments through an internal Investment Strategy Group and third-party sub-advisors.

Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. 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 employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. 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 employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Jeffrey Otis is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Evergreen since 2007. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm offers discretionary investment management, consulting, and financial planning, utilizing a Dynamic Asset Allocation approach and proprietary programs like Right Cycle Investing™ that incorporate fundamental, macroeconomic, and AI-informed research.

Krista Charlton is a CFP® and Series 65-licensed advisor at Coldstream Wealth Management with 13 years of industry experience. She previously worked at Ascent Capital Management for 13 years before joining Coldstream in 2025. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed equity strategies, alternatives, and access to third-party sub-advisors.

David Fain is a financial advisor with M Holdings Securities, Inc. based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with M Holdings Securities and its affiliated firm MCM since 2014. Outside of his advisory work, he serves on the Board of Directors for Kline Galland and is a member of the Seattle Children's Legacy Council, where he advises on charitable planning and outreach. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Alfredo Manzanarez is a financial advisor with Capital Analysts and holds a Series 66 designation, bringing 18 years of industry experience. His career includes roles at Lincoln Investment Planning, Ameriprise, and Shelgren Financial Group. Outside of advising, he is a part owner of an early childhood music education business and operates a business consulting firm focused on preparing companies for sale. 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 in-house management and non-discretionary third-party managers, supported by proprietary research and established institutional relationships.

Donald Wells is a financial advisor at Realta Investment Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at Titan Securities for 13 years before joining Realta in 2023. Outside of his advisory role, he has been a flight attendant for Alaska Airlines since 1990 and holds an insurance license, engaging in insurance sales on a limited basis. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a goal-oriented, risk-based investment approach using diversified asset allocation and offers multiple portfolio management options, including internally managed and third-party strategies.

Penny Bunch is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with LNW Wealth Management, LLC and its affiliated entities since 2014, currently serving 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’s approach combines customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Jacqueline Prideaux is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Brighton Jones LLC since 2012, working in various capacities at the firm. Brighton Jones 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 a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Haleigh Thompson is a financial advisor at Northwest Asset Management with two years of industry experience. She holds a Series 65 designation and has previously worked at Investors Portfolio Services and Fortune Financial Services. 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 investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and other services, employing a fiduciary approach with portfolio diversification and periodic rebalancing.

Evan Fisher is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Coldstream Securities since 2018 and the Rainier Group since 2011. In addition to his advisory role, he serves as a business transition consultant to privately held companies through Rainier Group Consulting. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering portfolio management, financial planning, retirement plan fiduciary services, and access to proprietary and third-party investment strategies.

Maizy Hall is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked in various roles across multiple industries, including positions at Killer Burger and Sushi Pure prior to joining Soltis. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm combines quantitative and qualitative manager selection methods and provides ongoing client communications and performance reviews.