Meaghan Mckenzie is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 34 years of industry experience. She has worked at Wedbush Morgan Securities since 2003 and previously at RBC Capital Markets from 1997 to 2003. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services.

John Gross is a CFP® with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Paragon Wealth Advisors and Ameriprise, and has a background that includes roles in construction and education. 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 portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Blaine Thompson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He previously worked at Unionview Wealth Partners for four years and Kutscher, Benner, Barsness & Stevens, Inc. for one year prior to joining Composition Wealth in 2025. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies utilizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, with regular portfolio reviews and tax-sensitive rebalancing.

Jason Bremer is a CFA® charterholder with 22 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. United Capital employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary client technology and both internal and external research.

Brianna Thompson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and three years of industry experience. Her prior work includes roles at Aero Precision LLC and Galuccis Catering Company, along with several periods as a full-time student. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial and administrative services complemented by an affiliated ecosystem of private investment, trust, and legal entities.

Heather Michail is a financial advisor at Freestone Capital Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Tschetter Group, and D.A. Davidson & Co. Freestone Capital Management is a wealth management firm serving approximately 2,900 individual and institutional clients, managing around $14.5 billion through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Zanthe Hanleybrown is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has been with Brighton Jones since 2025 and has prior experience as a Devon Review Tutor. 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 and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Wade Smith is a financial advisor at Cooper McManus with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KMS Financial Services, Inc. for 21 years prior to joining Cooper McManus. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and collaborates with third-party sub-advisors to tailor asset allocation for clients.

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and industry experience beginning in 2026. His prior experience includes roles at GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Peter Wicklund is a CFP® and CFA® with 34 years of industry experience. He has been with Freestone Capital Management, LLC since 2008. The firm manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. Freestone Capital Management offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Richard Toban is a financial advisor with Realta Investment Advisors, Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with firms including Arete Wealth Advisors, LLC, Center Street Securities, Inc., and Ashira Financial LLC. Outside his advisory role, he is also engaged as a rabbi educator providing teaching and counseling. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and typically implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Brady Mcswain is a Series 65-licensed financial advisor at Empirical Wealth Management with one year of industry experience. Prior to joining Empirical, he worked in various roles including positions at Seattle University and the Oscar Lasko YMCA & Childcare Center. He has also been involved with Brother's Pizza & Pasta for six years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and financial planning grounded in Modern Portfolio Theory. The firm offers a range of services including tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning, and residential real-estate brokerage services.

Iyla Mitteco is a financial advisor with Freestone Capital Management, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Jimmy Cusimano, Northwestern Mutual Investment Services LLC, and Windawi & Associates, Inc. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. The firm employs a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments, focusing on downside risk and diversified portfolio construction for both individuals and institutions.

Katherine Berntson is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds a Series 65 credential and has previously worked at Paracle Advisors, LLC and Ogorek Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Bacchus Wine Bar & Restaurant. Coldstream Wealth Management is an 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 team-based portfolio management, financial planning, and access to a range of investment strategies, including alternatives and private fund management.

Chloe Chase is a financial advisor with Freestone Capital Management, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Freestone Capital Management in 2026, she worked at Morgan Stanley, JP Morgan Chase, First Republic Bank, and Washington Trust Bank. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Brian Hefele is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Cable Hill Partners. Hefele holds Series 63 and Series 65 licenses. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.

Quinn Snell is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Empirical Wealth Management. Prior to joining Empirical, he worked at Parcion Private Wealth and SLC Management, among other firms. Snell is also involved in insurance brokerage, providing sales and service for multiple carriers. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with a diversified investment approach grounded in Modern Portfolio Theory. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, tax preparation, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Evergreen since 2016 following a brief tenure at Concourse Financial Group Securities, Inc. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, incorporating fundamental, macroeconomic, and third-party research with selective use of artificial intelligence.

Jake Riddell is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Empirical Wealth Management since 2024 and prior to that spent nine years at Fisher Investments. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm utilizes Modern Portfolio Theory with diversified model portfolios spanning 12–21 asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and in-house affiliated services in real estate, insurance, and estate planning.

Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and consulting services.