Jordan Peterson is a financial advisor at Coldstream Wealth Management with six years of industry experience. He previously worked at Corient Services LLC and Columbia Pacific Wealth Management. Coldstream Wealth Management is an 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, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Eric Newman is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, his work history includes multiple positions at Coldstream Wealth Management and various roles at Gonzaga University and Kirkland Parks & Recreation. 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 other institutional clients, delivering team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

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 with Wedbush Securities Inc. in Seattle, WA, holding Series 66, Series 63, and Series 65 licenses. He has five years of industry experience, including prior roles at BNP Paribas, Deutsche Bank, and Citigroup. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

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 16 years of industry experience. He is affiliated with Mutual Advisors, LLC and Mutual Securities, Inc. since 2022, following prior roles at LPL Financial, LLC and KMS Financial Services, Inc. He also owns Eckfeldt Asset Management, LLC and provides notary public services to clients at no charge. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and consulting services using a combination of active and passive strategies tailored to clients’ objectives, with a notable presence in institutional accounts and a range of operational resources.

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 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 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 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 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 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.