Davis Karaica is a financial advisor at Coldstream Wealth Management with seven years of industry experience. He holds the Series 66 designation and has been with Coldstream Capital Management, Inc. since 2017. Prior to that, he worked at Kinetic 6 Fitness and Seattle Pacific University. 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 offers a range of services including portfolio management, financial and retirement planning, and wealth transfer planning, supported by team-based investment decisions and access to diverse alternative investments.

David Lamp is a CFP® professional with 21 years of industry experience. He has worked at Brighton Jones LLC since 2011, following prior roles at BBJS Financial Advisors, LLC, First Command Brokerage Services, Inc., and First Command Bank. Based in Seattle, WA, Lamp holds Series 63 and Series 65 licenses in addition to his CFP® designation. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including the Personal CFO offering. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem that includes private investment funds, trustee services, and legal offerings.

Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Brian Mohoric is a financial advisor with Composition Wealth, LLC in Seattle, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Vinoble Group and Purshe Kaplan Sterling Investments, each for six years, as well as Ameriprise Financial Services, Inc. for three years. Additionally, he is a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and operates a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Eric Ho is a CFP® professional based in Seattle, WA, with five years of experience in financial advising. He has worked at Brighton Jones LLC since 2022 and previously held roles at Axos Clearing, TD Ameritrade, and other firms. His background includes a period of full-time study for the MCAT. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach with discretionary investment authority and offers services ranging from portfolio management to family office administrative support.

Anthony Higgins is a CFP® and Series 66 licensed advisor at Coldstream Wealth Management with two years of industry experience. He previously worked at Cetera Wealth Services, Avantax, Edward Jones, and spent three years at Harborview Medical Center before entering the financial advisory field. 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 portfolio management, financial and retirement planning, wealth transfer, and retirement plan fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

David Hooper is a financial advisor with Kingsview Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Kingsview Partners and Kingsview Wealth Management since 2019, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Hooper provides pro-bono financial planning for the Washington Physicians Health Program, a medical-focused nonprofit. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

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 financial advisor at Buck Wealth Strategies, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at E.A. Buck Insurance and Leverage Planners Wealth Management, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, integrating third-party tools and money managers, and is notable for its use of options strategies and coordinated advisory services.

Adam Robertson is a financial advisor at Robertson Stephens with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Charles Schwab, TD Ameritrade, and other firms. Outside of advising, he works as a food delivery driver. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management, consulting, and planning services. The firm manages $8.76 billion in assets and uses a range of investment vehicles overseen by an in-house investment committee.

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 in Bellevue, WA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at LPL Financial, VOYA Financial Advisors, and Washington State University. He also provides investment advisory services through his independent firm, Bensler, LLC, operating as SCS. Scs offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a diverse investment approach combining tactical, strategic, and dynamic asset allocation, and provides both discretionary portfolio management and standalone financial planning alongside pension consulting and participant education programs.

Alec Mc Keefry is a financial advisor at Wedbush Securities Inc. with four years of industry experience. He holds a Series 66 designation and has held prior roles at Massmutual Northwest, Suncadia Resort, and Gonzaga University. Alec operates Nautics Wealth Management as a DBA for his securities business through Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management solutions including discretionary portfolio management, institutional research, and securities lending.

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.

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.