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.

Eric Newman is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior work includes multiple roles at Coldstream Wealth Management and academic positions at Gonzaga University. 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, delivering advice via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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.

Ian Lung is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has been with Coldstream since 2022 and has previous experience at Northwest Research Institute - Hagopian Lab and various educational institutions. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Bruce Eckfeldt is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., having previously worked at LPL Financial, LLC and KMS Financial Services, Inc. Eckfeldt is also the owner of Eckfeldt Asset Management, LLC and provides notary public services to clients at no charge. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, including high-net-worth clients, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and sub-advisory services that combine passive and active investment strategies tailored to client objectives.

Kirsten Wisdom is a financial advisor at Laird Norton Wetherby Wealth Management with a Series 65 credential and three years of industry experience. She has served as Secretary and Treasurer of Beck Ranch, Inc., a family farm in Idaho, overseeing financial and administrative duties. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and families, employing customized strategies that include strategic asset allocation, global diversification, and access to private investment funds.

Robert Mellon is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. He has been with Freestone Capital Management since 2008. Robert holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management, LLC is a wealth management firm managing 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, with an investment approach emphasizing diversification and downside risk management across equities, fixed income, and private strategies.

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 license with three years of industry experience. Prior to joining Brighton Jones in 2022, she worked at Northwest Plan Services and the University of Washington. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Alexandra Lambert is a financial advisor with Coldstream Wealth Management in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. She has been with Coldstream Capital Management Inc. since 2015. Outside of her advisory role, she is also a notary public. 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 investment approach supported by an internal strategy group and offers a range of portfolio management, planning, and advisory services, incorporating diversified allocations and alternative investments.

Melanie Arena is a CFP® professional with 14 years of experience in financial advising. She has been with Brighton Jones LLC since 2011, including its predecessor entity, and is based in Seattle, WA. Brighton Jones LLC serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans with comprehensive wealth-management services. The firm employs a Personal CFO model and offers family office services, combining whole-balance-sheet planning with discretionary investment management and access to private-investment opportunities through its subsidiary, Lenora Capital.

Hilera Hardy is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson & Co. and Longshore Sailing School. Outside of her advisory role, she serves as Secretary for Chipt Insights Inc., a data aggregation and sales corporation. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers portfolio management, financial planning, and access to private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Parker Trelstad is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones in 2025, he worked at FP Transitions from 2020 to 2025. 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 family office offerings, discretionary investment management, tax preparation, and access to private investments, using a holistic, balance-sheet approach to client advice.

Carol Klatt is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She has previously worked at Raymond James Financial Services and Alden Capital Management, and currently holds Series 63 and Series 65 licenses. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Amanda Brueggeman is a financial advisor at Freestone Capital Management, LLC with eight years at the firm and four years of industry experience. She holds Series 65 and Series 66 designations. Her career includes a two-year family leave from 2016 to 2018. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with a focus on discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm uses a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to create diversified portfolios with an emphasis on downside risk.

Kyle Larson is a CFP® professional at Coldstream Wealth Management with 10 years of industry experience. He joined Coldstream in 2021 after seven years at Paracle Advisors, LLC. 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, offering services such as portfolio management, financial and retirement planning, family wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.