Kyle Mc Mahill is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes continuous tenure at Coldstream since 2023, with prior roles outside the financial sector at Cintas and Shirley Contracting Company. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for a diverse client base including individuals, high-net-worth families, corporate retirement plans, and institutional clients. The firm employs team-based wealth management supported by an internal investment strategy group and offers integrated portfolio management, financial planning, retirement plan services, and proprietary investment vehicles.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Brian Gery is a Series 65-licensed financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, and has one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Leverage Planners Wealth Management, LLC for one year. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process using tactical asset allocation and a relative growth/value framework, primarily through equities, ETFs, and fixed income.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Kevin Kepler is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life, and Seidman Insurance Consultants. Outside of his advisory role, he owns a horse boarding facility and serves on the boards of a local farm bureau and a business networking group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, alternative investments, and comprehensive wealth planning services.

Hunter Gietzen is a financial advisor with SCS (Bensler, LLC) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and VOYA Financial Advisors and provides investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with fundamental and technical analysis to construct diversified portfolios and offers a range of services including financial planning, pension plan advisory, and insurance product sales.

Alec Mc Keefry is a financial advisor with Wedbush Securities Inc. based in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Wedbush in 2021, he held positions at Massmutual Northwest, Tumble Creek Golf Club, and Suncadia Resort, and worked at Gonzaga University. Alec operates Nautics Wealth Management as a junior financial advisor, which is a DBA for his securities business through Wedbush. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering a wide range of brokerage and investment advisory services. The firm manages approximately $5.68 billion in assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

Tucker Kiracofe is a CFP® professional with experience at Badgley Phelps Wealth Managers and First Bank. He has worked in financial services since 2022 and has a background that includes roles at Virginia Tech University and in landscaping. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm utilizes a disciplined investment approach that combines fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Wesley Kang is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group and has prior experience at CS Planning Corp and Elliott Bay Insurance LLC. Kang is also involved as an LLC member in Cultivant LLC, a marketing business. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, consulting, portfolio management, and turnkey back-office services. The firm uses diversified portfolios based on quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies, along with model portfolios and detailed reporting to RIA firms.

Brian Morton II is a CFP® professional at Brighton Jones LLC with three years of industry experience. Prior to joining Brighton Jones in 2023, he worked at Evensky & Katz / Foldes Wealth Management and has held roles at Texas Tech University and Morgan Stanley. 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 and employs a balance-sheet, holistic approach that includes both discretionary and non-discretionary management, use of independent managers, and access to private investment opportunities.

Roger Bowlin is a financial advisor at Secure Asset Management, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Secure Asset Management since 2021, following prior roles at Concorde Asset Management and Aurora Securities. Bowlin serves on the advisor board of the Washington Policy Center, a nonprofit providing non-partisan studies on state policy. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual and plan-level consulting rather than corporate clients.

Corey Dallas is a financial advisor at Coldstream Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at Coldstream since 2021. Prior to that, he was affiliated with LPL Financial and Sound Consulting Services. 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 other institutional clients, offering services including portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Dina Liening is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley Smith Barney LLC and Merrill. 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, providing services such as portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based wealth management supported by an internal Investment Strategy Group.

Ryan Sprayberry is a CFP® affiliated with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He has held roles at LNW since 2021 and previously worked at WaFd Bank and the YMCA. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services that include financial and estate planning as well as trust services through its affiliates.

Brian Burgess is a CFP® professional with seven years of industry experience. He has worked at Brighton Jones LLC since 2017 and was previously with Laird Norton Wealth Management. He is based in Seattle, WA. Brighton Jones serves individuals, families, retirement plan sponsors, charitable organizations, business entities, and trusts by providing comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm uses a holistic approach with discretionary and non-discretionary management and offers client portals for continuous monitoring.

Courtney Hastings is a financial advisor at Freestone Capital Management, LLC with seven years of industry experience. She has held roles at KeyBank and spent a year in extended travel before joining Freestone Capital in 2018. Hastings holds a Series 65 designation. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, emphasizing diversification and downside risk management across a range of investment strategies.

Jennifer Doherty is a CFP® with 12 years of experience in the financial services industry. She has been with Freestone Capital Management, LLC since 2015. Doherty serves as president of the Anchorage Estate Planning Council, where she leads board and member meetings and promotes public awareness of estate planning. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles with an emphasis on diversification and downside risk management.

Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Steve Shelgren is a financial advisor with Capital Analysts in Renton, WA, holding a Series 63 designation and over 43 years of industry experience. He has worked at Shelgren Financial Group, Inc. since 1984 and has been affiliated with Lincoln Investment Planning Inc. and WWR for extensive periods. Outside of his advisory roles, Shelgren is a limited partner in entities managing land ownership and water rights. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and leverages an in-house investment management team using proprietary screening processes.

Christian Blazona is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He has been with Brighton Jones since 2021. Outside of advisory work, he is involved with Orion Entertainment, where he has been active since 2019. 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 management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, employing a balance-sheet, holistic approach to client advice.