Kari Maenhout is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes roles at Russell Investments and Cadence Wealth Management, LLC. She also provides due diligence services as an independent contractor to a financial institution in Seattle. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Voneen Bright is a CFP® with 29 years of industry experience and has been with Coldstream Wealth Management since 2016. She holds Series 63 and Series 65 licenses and works as a registered investment advisor at Coldstream. Outside of her advisory role, she is a licensed insurance producer with CHI Life Insurance covering life, disability, variable life, and variable annuity insurance types. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm offers team-based wealth management supported by an internal Investment Strategy Group, providing portfolio management, financial planning, and fiduciary retirement plan services.

Laura Christofferson is a CFP® with 14 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has held prior roles at Alden Capital Management and Raymond James Financial Services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Paul Doak is a CFP® with 29 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions at Cambridge Investment Research Advisors and KMS Financial Services. In addition to his advisory work, he serves as a board member of a homeowners association. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach incorporating proprietary software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing.

Nathaniel Barnard is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC (LNW) and previously spent seven years with LNW Wealth Management, LLC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and foundations. The firm offers integrated services including financial and estate planning, emphasizes strategic asset allocation and global diversification, and sponsors private funds that provide client access to alternative strategies.

Benjamin Hines is a financial advisor with Waverly Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Portfolio Consulting, LLC, PCF Management Services INC., and Valparaiso University. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and supports clients through institutional custodians, third-party platforms, and various planning tools.

Calvin Spranger is a CFA® charterholder with additional CIC, Series 63, and Series 65 credentials, and has 24 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity Badgley Phelps & Bell. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives.

James Ayres Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025, following a 21-year tenure at Pacific Portfolio Consulting, LLC. Based in Seattle, WA, Ayres holds Series 63 and Series 65 licenses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Meaghan Mckenzie is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has been with Wedbush Morgan Securities since 2003. Mckenzie also serves as Managing Director of Investments for Nautics Wealth Management, a wealth management DBA operating through Wedbush. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes and managed account solutions. The firm combines broker-dealer functions with clearing, custody, and prime services, including commodities and derivatives activities.

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.

Casey Elkins is a financial advisor with Foundations Investment Advisors LLC in Renton, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Foundations in 2021, Elkins worked at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. He is also involved in fixed insurance sales, working with clients to integrate these products into their overall financial plans. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios and third-party sub-advisers across custodial platforms including Fidelity, Schwab, and Pershing.

Blaine Thompson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. His prior experience includes roles at Unionview Wealth Partners and Kutscher, Benner, Barsness & Stevens, Inc. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, employing a primarily long-term, diversified investment approach that utilizes low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

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 at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Brighton Jones in 2022, she worked briefly at Aero Precision LLC and Galuccis Catering Company, and spent several years as a full-time student. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through its Personal CFO model and Lenora Family Office, combining financial planning, discretionary investment management, and family-office administrative support.

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 with less than one year of industry experience. Prior to joining Brighton Jones, Zanthe worked as a tutor and held roles in education and food service. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with comprehensive wealth services, including financial planning, discretionary investment management, and private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management supported by continuous monitoring and independent managers.

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and experience at firms including GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. He is based in Seattle, WA. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services through a balance-sheet, holistic approach that includes discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

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.

Mitchell Weeks is an advisor at Concurrent Investment Advisors, LLC with a Series 66 designation. He has recent experience at firms including Alden Capital Management and Barrett Financial Group LLC. Outside of finance, he has been involved with businesses such as Homeseed and Volo Sports. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities aligned with client goals and risk tolerance.