Christopher Blakeslee is a Series 65 licensed advisor with Coldstream Wealth Management in Bellevue, WA, where he has 14 years of industry experience. He has been with Coldstream Capital Management since 2012 and serves as the manager of Ascent Capital Partners, a wholly owned subsidiary of Coldstream. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial planning, retirement planning, and fiduciary services through team-based wealth management and a combination of internal strategies and third-party managers.

Rex Lau is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Northwestern Mutual and has a background that includes community involvement with the YMCA of Greater Seattle. 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, and institutional clients through team-based wealth management and a combination of internal strategies, third-party sub-advisors, and alternative investments.

Adam Costarella is a financial advisor at Evergreen Capital Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Voya Financial Advisors. Outside of his advisory role, he is president of Adam Costarella LLC, a non-investment-related business. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple analytical methods and independent investment committees to manage portfolios.

Jeffrey Gates is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Coldstream Wealth Management in Bellevue, WA, joining the firm in 2025 after nine years at Cable Hill Partners, LLC. 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, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Jacob Montano is a financial advisor at Scs with 4 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones and Corebridge Financial. Prior to his financial career, Montano was involved with Central Washington University Recreation and operated Buttered Biscuit, LLC. 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 and offers services including discretionary portfolio management, pension consulting, and participant education.

Jonathan Muench is a financial advisor at SCS with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Osaic Wealth, Alera Investment Advisors, and Triad Advisors. Based in Bellevue, WA, Muench has also operated his own advisory business, Muench Financial, from 2015 to 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm utilizes a blend of tactical, strategic, and dynamic asset allocation combined with fundamental and technical analysis to manage portfolios, offering both discretionary asset management and standalone financial planning services.

Kenia Chavez is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. She previously worked at Merrill for five years and Wells Fargo for two years. Chavez holds the Series 63 and Series 66 licenses. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.

Kristina Anguelova is a financial advisor with Brighton Jones LLC in Seattle, WA. She holds a Series 65 designation and has recently started her career in the industry. Prior to her current role, she has worked in various positions including roles outside of finance such as at Bamboo Sushi and Sandpoint Country Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, employing a whole-balance-sheet approach that includes discretionary portfolio management and family office administrative support. The firm also offers access to private investment funds and affiliated trust and legal services.

Daniel Yeung is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2024. He previously worked at The Caprock Group for 14 years and has held positions at Purcell Advisory Services, Edward Jones, and Accessor Capital Management. Yeung also teaches MBA-level finance courses at the University of Washington Bothell School of Business. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and integrates financial planning, portfolio management, and retirement plan fiduciary services.

Noel Sanchez is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Paracle Advisors and Equitable Advisors. Sanchez also has a background with SoccerWest and the University of Washington. 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, delivering advice via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Kaeli Creed is a financial advisor at Evergreen Capital Management LLC with eight years of experience in the industry. Prior to joining Evergreen in 2018, she worked at Pacific Lutheran University and Continuant, Inc. She is based in Bellevue, WA. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process supported by fundamental and macroeconomic research, as well as artificial intelligence, and manages multiple private funds alongside proprietary investment strategies.

Annika Jane Cruz is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. She joined Brighton Jones in 2025 and has prior experience as a student at Seattle University and involvement with Bay View Golf Club. Brighton Jones provides wealth-management and financial planning services for individual, high-net-worth, and family-office clients, using a whole-balance-sheet approach that includes discretionary portfolio management and access to affiliated private investment funds and trust services.

Jacob Koodrich is a CFA® charterholder with 15 years of experience in the financial industry. He is currently with Badgley Phelps Wealth Managers, where he has worked since 2024. His prior roles include positions at Build Asset Management, LLC and Brean Capital, LLC. Badgley Phelps Wealth Managers provides personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management alongside financial planning and other advisory services.

Mark Rosenbaum is a financial advisor at Coldstream Wealth Management with 30 years of industry experience. He previously operated Rosenbaum Financial Inc for 19 years before joining Coldstream in 2021. Rosenbaum serves as a board member for Tuality Community Hospital and the Oregon Jewish Community Foundation. 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 through team-based wealth management and a combination of internal and external investment strategies.

Brittany Gabelein is a financial advisor at Coldstream Wealth Management with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Eagle Strategies and Seidman Insurance Consultants. Outside of her advisory role, she is also employed as a CPA at Hersman Serles Almond, LLC. 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 a range of services including portfolio management, financial planning, wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal investment strategy group.

Brendan Sullivan is a financial advisor at Scs with 16 years of industry experience. He holds the Series 66 designation and has previously worked with Parcion Private Wealth LLC, Sound Legacy Wealth Advisors, The Bahnsen Group, and HIGHTOWER Advisors. Scs serves individuals, trusts, corporations, and retirement plans with a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment approach combining tactical, strategic, and dynamic asset allocation alongside fundamental and technical analysis.

Alexander Bartos is a financial advisor at Empirical Wealth Management with 16 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Empirical Wealth Management in 2022, Bartos worked at Dimensional Fund Advisors for 12 years. He is also involved with the Laco Fire Department and Lifeguard Operations. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and retirement-plan consulting. The firm utilizes Modern Portfolio Theory to construct diversified portfolios across multiple asset classes and operates affiliated businesses in real estate, insurance, and estate planning.

Michael Gerke is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity, and is based in Seattle, WA. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, and provides both discretionary and non-discretionary client relationship management.

Mari Nakata is a CFP® and holds a Series 65 designation with five years of industry experience. She has been with Freestone Capital Management, LLC since 2018. Prior to her current role, she was affiliated with the University of Washington from 2014 to 2018. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Tyler Harvey is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. He has been with Brighton Jones in various capacities since 2016. 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 financial planning. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.