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.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Georgina Owusu is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at the University of Arizona and Guidepoint Global LLC. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative strategies.

Elizabeth Norris is a CFP®-certified financial advisor at Brighton Jones LLC with six years of industry experience. She has worked at Brighton Jones since 2018, with a brief period at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University earlier in her career. Brighton Jones serves high-net-worth individuals, charitable organizations, and retirement plans with comprehensive wealth management services, including financial planning, investment management, family office support, and estate planning. The firm employs a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Brendan Jung is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He is currently with Gerber Kawasaki Wealth & Investment Management, having joined in 2026. His prior experience includes roles at Laird Norton Wetherby Wealth Management and Wetherby Asset Management, spanning from 2015 to 2026. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm offers wealth management, pension consulting, and ancillary services, employing an active management approach that incorporates fundamental and technical analysis alongside systematic rebalancing and tax-loss harvesting.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Prior to joining Brighton Jones, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, Graham has experience in the hospitality and real estate sectors, having worked at Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various institutional clients with comprehensive wealth management services, including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources to address client needs.

James Beatty is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial LLC since 2003 and has worked at Bensler, LLC (doing business as SCS) since 2020. SCS advises individuals, trusts, corporations, and retirement plans, serving around 2,101 clients with discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, managing approximately $1.64 billion in discretionary assets through a 27-advisor team.