Michael Ivers is a financial advisor at SCS with 10 years of industry experience. He has held positions at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities LLC. Ivers holds Series 63 and Series 65 licenses. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation using various investment vehicles and offers pension consulting and participant education through its SCS Education & Wellness program.

Taylor Armstrong is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding a Series 66 designation and seven years of industry experience. His prior firms include Concorde Asset Management, LLC, Concorde Investment Services, LLC, and Voya Financial Advisors. Armstrong is also the owner of Armstrong Capital LLC, an entity used for business expenses. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate client relationships.

Katherine Burgess is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. She has been with Brighton Jones since 2017 and previously worked at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Kimberlee Hansen is a financial advisor at Freestone Capital Management, LLC with 27 years of industry experience. She has been with Freestone since 2008. Hansen holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of roughly 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Davis Karaica is a financial advisor at Coldstream Wealth Management with seven years of industry experience. He holds the Series 66 designation and has been with Coldstream Capital Management, Inc. since 2017. Prior to that, he worked at Kinetic 6 Fitness and Seattle Pacific University. 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 a range of services including portfolio management, financial and retirement planning, and wealth transfer planning, supported by team-based investment decisions and access to diverse alternative investments.

Anthony Vowles is a Series 65-licensed advisor with Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream since 2025 and has prior experience at firms including Goodwell Technologies, Morgan Stanley, and USI Insurance Services. Outside of finance, he has worked in fitness and hospitality sectors. Coldstream Wealth Management is a multi-team 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, providing portfolio management, financial and retirement planning, and fiduciary services through team-based strategies supported by an internal Investment Strategy Group.

David Lamp is a CFP® professional with 21 years of industry experience. He has worked at Brighton Jones LLC since 2011, following prior roles at BBJS Financial Advisors, LLC, First Command Brokerage Services, Inc., and First Command Bank. Based in Seattle, WA, Lamp holds Series 63 and Series 65 licenses in addition to his CFP® designation. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including the Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem that includes private investment funds, trustee services, and legal offerings.

Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Brian Mohoric is a financial advisor with Composition Wealth, LLC in Seattle, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Vinoble Group and Purshe Kaplan Sterling Investments, each for six years, as well as Ameriprise Financial Services, Inc. for three years. Additionally, he is a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a broad 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 other asset types, and operates a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Eric Ho is a CFP® professional based in Seattle, WA, with five years of experience in financial advising. He has worked at Brighton Jones LLC since 2022 and previously held roles at Axos Clearing, TD Ameritrade, and other firms. His background includes a period of full-time study for the MCAT. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach with discretionary investment authority and offers services ranging from portfolio management to family office administrative support.

Anthony Higgins is a CFP® and Series 66 licensed advisor at Coldstream Wealth Management with two years of industry experience. He previously worked at Cetera Wealth Services, Avantax, Edward Jones, and spent three years at Harborview Medical Center before entering the financial advisory field. 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, providing portfolio management, financial and retirement planning, wealth transfer, and retirement plan fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

Kyle Mc Mahill is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes continuous tenure at Coldstream since 2023, with prior roles outside the financial sector at Cintas and Shirley Contracting Company. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for a diverse client base including individuals, high-net-worth families, corporate retirement plans, and institutional clients. The firm employs team-based wealth management supported by an internal investment strategy group and offers integrated portfolio management, financial planning, retirement plan services, and proprietary investment vehicles.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Brian Gery is a financial advisor at Buck Wealth Strategies, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at E.A. Buck Insurance and Leverage Planners Wealth Management, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, integrating third-party tools and money managers, and is notable for its use of options strategies and coordinated advisory services.

Adam Robertson is a financial advisor with Robertson Stephens in Bellevue, WA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, TD Ameritrade, Richdale Group, and AvalonBay. Outside of advising, he works as a food delivery driver for Door Dash. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, planning services, and uses a range of investment vehicles, with oversight from an in-house Investment Office and Committee.

Benjamin Shively is a financial advisor with Threadline Wealth and holds the CFP® designation and Series 65 license. He has 15 years of industry experience and has been with Moss Adams Wealth Advisors LLC, doing business as Threadline Wealth, since 2010. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management to a diverse client base including individuals, families, business owners, trusts, foundations, retirement plans, corporations, tribal government enterprises, and other institutional clients. The firm employs a core-and-satellite investment approach that incorporates both quantitative and qualitative due diligence and offers specialized strategies such as options-based hedging and tax-aware investing.

Kevin Kepler is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life, and Seidman Insurance Consultants. Outside of his advisory role, he owns a horse boarding facility and serves on the boards of a local farm bureau and a business networking group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, alternative investments, and comprehensive wealth planning services.

Hunter Gietzen is a financial advisor with Scs in Bellevue, WA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at LPL Financial, VOYA Financial Advisors, and Washington State University. He also provides investment advisory services through his independent firm, Bensler, LLC, operating as SCS. Scs offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a diverse investment approach combining tactical, strategic, and dynamic asset allocation, and provides both discretionary portfolio management and standalone financial planning alongside pension consulting and participant education programs.

Alec Mc Keefry is a financial advisor at Wedbush Securities Inc. with four years of industry experience. He holds a Series 66 designation and has held prior roles at Massmutual Northwest, Suncadia Resort, and Gonzaga University. Alec operates Nautics Wealth Management as a DBA for his securities business through Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management solutions including discretionary portfolio management, institutional research, and securities lending.