Robert Mellon is a financial advisor at Freestone Capital Management, LLC with 27 years of industry experience. He has been with Freestone since 2008. Mellon holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Her previous experience includes roles at Northwest Plan Services and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach for its Personal CFO offering and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and private investment fund management.

Alexandra Lambert is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and CUSO Financial Services before joining Coldstream in 2015. She also serves as a notary public in Seattle. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm integrates portfolio management with financial and retirement planning, wealth transfer, and fiduciary services, utilizing both discretionary and non-discretionary management supported by an internal Investment Strategy Group.

Melanie Arena is a CFP® professional at Brighton Jones LLC in Seattle, WA, with 15 years of industry experience. She has been with Brighton Jones since 2011, including the firm's predecessor entity. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

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 with one year of industry experience. He holds a Series 65 credential and previously worked for FP Transitions for five years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by affiliated entities that offer private investment funds, trust services, and legal support.

Amanda Brueggeman is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with eight years at Freestone and a total of four years of industry experience. Her prior experience includes a year at Merrill and a two-year family leave. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. 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 management.

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 Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones in 2022, he worked at the University of Oregon and Bay Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office administrative support, along with access to affiliated private investment funds and trust services.

Corey Owen is a financial advisor at Kingsview Wealth Management, LLC in Seattle, WA, holding the CFP® and ChFC® designations with 19 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. Outside of advisory work, he has ownership in a rental property investment on Mercer Island, WA. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house investment strategies, third-party managers, and alternative investments.

Bret Hamby is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Composition Wealth, LLC and previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Suraj Joshi is a financial advisor with B. Riley Wealth Advisors, Inc. in Bellevue, WA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 17 years at National Securities Corporation prior to joining B. Riley firms. Joshi is also the owner of Joshi Ventures, a non-investment business entity. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm utilizes a variety of investment programs and platforms, managing approximately $4.21 billion in client assets through around 173 advisors.

Ross Rubinstein is a CFP® with 12 years of industry experience, currently serving at Freestone Capital Management, LLC since 2021. His prior roles include positions at Brighton Jones LLC, Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. Freestone Capital Management, LLC is a wealth management firm with approximately $14.5 billion in assets under management, serving about 2,900 clients through a team of around 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a mix of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Woodworth Anderson is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and previously spent over three decades at National Securities Corporation and National Asset Management, Inc. Outside of his advisory role, he serves as president of Woodworth Anderson Inc., an accounting-related entity. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through about 173 advisors.

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, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

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.