Kaitlenn Vercio is a CFP® and Series 65 credentialed advisor with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2015. She is based in Bellevue, WA, and serves as a board member of the Financial Planning Association of Puget Sound, where she helps organize networking and informational events related to financial planning. Evergreen Capital Management advises a diverse range of private clients, including high-net-worth individuals, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, integrating multiple research sources and artificial intelligence to guide investment decisions.

Aaron Hare is a financial advisor at SCS with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Charles Schwab, Heritage Bank, and Cetera. Hare has been with SCS since 2021 and also maintains a role with LPL Financial. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combined tactical, strategic, and dynamic asset allocation approach, managing portfolios through its advisor-managed wrap platform and model portfolios on LPL’s platform, while also offering pension consulting and participant education.

Jose Ramos is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of experience in the industry, including prior work at Orion Portfolio Solutions. Ramos has also worked with Brighton Schools Summer Camp in previous years. 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, providing services such as portfolio management, financial and retirement planning, and wealth transfer planning.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Chance Leiseth is a CFP® with 13 years of experience in the financial services industry. He has been with Empirical Wealth Management since 2021 and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is also an affiliated insurance producer with Empirical Insurance, where he recommends insurance products addressing life, disability, and long-term care needs. Empirical Wealth Management serves a range of clients including high-net-worth individuals, trusts, estates, and charitable organizations, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and estate-planning services.

Matthew Tigert is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential and with 18 years of industry experience. He has been with Freestone Capital Management since 2015. Freestone Capital Management is a wealth management firm with 42 advisors managing approximately $11.49 billion in regulatory assets for about 2,783 clients. The firm 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.

Rachel Borsini is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Four Seasons Design, Inc. from 2017 to 2024. 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, providing services that include portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services.

Scott Schuler is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds the CFA® designation and Series 66 license and joined Coldstream in 2024. Prior to his advisory role, he worked at Microsoft Corporation from 2013 to 2024. 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, offering portfolio management, financial and retirement planning, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Leonard Van Dorp is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 17 years of industry experience. He previously worked at Garde Capital, Inc. from 2015 to 2019 before joining Northwest Asset Management in 2019. Outside of his advisory role, he serves as the Honorary Consul for the Netherlands, covering Washington, Idaho, and Montana. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, utilizing fundamental and technical analysis to build diversified portfolios and provide ongoing monitoring.

Jenna Brazile is a CFP® and Series 66 licensed advisor with 16 years of industry experience. She has been with Freestone Capital Management, LLC since 2015 and previously worked at UBS Financial Services from 2010 to 2015. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of around 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, utilizing a mix of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Wentao Liu is a CFP® and Series 66-registered advisor with one year of industry experience, currently with Coldstream Wealth Management. His prior roles include positions at Mainsail Financial, PNC Wealth Management, and Evoke Advisors. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios that include alternatives and specialized strategies.

David Goren is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation for 26 years. Outside of his advisory role, he serves as a committee member for the Sahalee Country Club, a nonprofit golf club, where he contributes to member strategy and tournament planning. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering retirement and deferred compensation plans. The firm offers plan administration, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Matthew Loreen is a financial advisor at Northwest Asset Management with a Series 65 credential and four years of industry experience. His prior work includes roles at Mutual of Omaha, Foresters Financial, and the Carson Center for Student Success. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

Greer Smith is a CFP® professional with 25 years of industry experience, currently serving at Brighton Jones LLC since 2012. Prior to joining Brighton Jones, Smith worked for 11 years at Charles Schwab. 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 uses a whole-balance-sheet approach with discretionary investment authority and offers a range of services such as portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

William Cunningham is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Denison University’s Department of Economics and Academic Resource Center. Outside of finance, he has also been involved with the Skyhawks Sport Academy. 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, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based wealth management and a combination of internal and external investment strategies.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Merrill, Kovack Advisors, and Wayfinding Financial. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, and it leverages a large network of affiliated offices and sub-advisers to deliver its services.

Jonathan Wittlin is a CFP® professional at Freestone Capital Management, LLC with 20 years of industry experience. He has previously worked at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. Freestone Capital Management, LLC is a wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm employs a mix of internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios, with a focus on downside risk and the use of both fundamental and quantitative analysis.

Brian Johnson is a CFP® professional with 20 years of industry experience, currently serving at Composition Wealth, LLC since 2025. He has previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Johnson is a director and trustee for The Soule Foundation, a charitable organization involved in financial oversight and grant making. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments.

Eric Schuehle is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coldstream since 2021, following an 11-year tenure 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 and employs a team-based approach to portfolio management, offering diversified strategies and access to various alternative investments and affiliated services.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with 14 years of industry experience. He has been with Brighton Jones since 2007. 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 portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.