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.

Vijay Kailash is a CFP®, CFA®, and Series 65-licensed financial advisor at Pure Financial Advisors, LLC with experience spanning several roles since 2017, including positions at PNC Financial Services and his own investment groups. He has been with Pure Financial Advisors since 2024. Prior to his advisory career, he worked at North Carolina State University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach guided by modern portfolio theory and incorporates tax-aware strategies, option strategies, and specialized sub-advisers within a multi-advisor platform.

Benjamin Spector is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Coldstream, he worked at Crowdsense.ai and has been involved with Camp Solomon Schechter and Congregation Neveh Shalom. 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 team-based wealth management supported by an internal Investment Strategy Group and a range of discretionary and non-discretionary portfolio management and financial planning services.

Ardavan Tabrizian is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, he worked at the University of Oregon and Bay Club. 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 access to private-investment opportunities through its subsidiary Lenora Capital.

Corey Owen is a CFP® and ChFC® with 18 years of experience in the financial industry. He has worked at Kingsview Wealth Management since 2020 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he has ownership in a rental property on Mercer Island, WA. Kingsview Wealth Management is an SEC-registered firm managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and the Monarch ETFs.

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2025. Prior to this, he was with Vinoble Group for six years and Ameriprise Financial Services, Inc. for fourteen years. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, and businesses. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in its portfolio management.

Suraj Joshi is a financial advisor with B. Riley Wealth Advisors, Inc. in Bellevue, WA, holding Series 65 and Series 63 credentials and 32 years of industry experience. His prior experience includes 17 years at National Securities Corporation and several years at B. Riley Wealth Management. He is also the owner of Joshi Ventures, a non-investment related business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various advisory programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Ross Rubinstein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. His prior roles include positions at Brighton Jones LLC, Morgan Stanley, and UBS Financial Services. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in regulatory assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that incorporates model portfolios, third-party sub-advisers, and alternative investments.

Woodworth Anderson is a financial advisor at B. Riley Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation and National Asset Management, Inc. Anderson is also president of a private accounting firm, Woodworth Anderson Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm provides a broad range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Jeffrey Hensler is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Bensler, LLC, doing business as SCS, since 2020 and has worked concurrently at LPL Financial LLC since 2005. 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 blend of tactical, strategic, and dynamic asset-allocation strategies and offers a range of services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

William Ziehl Jr. is a financial advisor with Northwest Asset Management in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of a personal real estate investment through ZVENTURES LLC. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm employs a fiduciary, customized investment approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis to build diversified portfolios.

Mark Janci is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2005. He holds Series 63 and Series 65 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework integrating qualitative and quantitative analysis, offering a range of investment vehicles and a digital advisory platform for smaller accounts.

Joe Cervantes is a CFP® with 29 years of experience in the financial services industry. He has been with Coldstream Wealth Management since 2011 and has extensive prior experience at Pacific West Securities, Inc. and Carrol and Associates, Inc. In addition to his advisory role, he holds insurance licenses covering all lines of insurance products. 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 institutional clients, utilizing a team-based approach supported by an internal Investment Strategy Group.

Jacob Ries Roncalli is a CFP® with four years of industry experience and is currently with Brighton Jones LLC in Seattle, WA. His background includes roles at Brighton Jones since 2021 and earlier experience in education and sports camps. 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 offers comprehensive wealth services including personal CFO programs, family office services, financial planning, discretionary investment management, tax preparation, and private investment opportunities, using a holistic balance-sheet approach and independent managers for client assets.

Katie Milojevich is a CFP® professional with 14 years of industry experience. She has worked at The Mather Group, LLC since 2021 and previously spent 16 years at Allison Spielman Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customizable solutions, incorporating AI and machine-learning tools under human oversight.