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. She has been with Brighton Jones since 2025 and has prior experience as a Devon Review Tutor. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and industry experience beginning in 2026. His prior experience includes roles at GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. 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 and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

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.

Brady Mcswain is a Series 65-licensed financial advisor at Empirical Wealth Management with one year of industry experience. Prior to joining Empirical, he worked in various roles including positions at Seattle University and the Oscar Lasko YMCA & Childcare Center. He has also been involved with Brother's Pizza & Pasta for six years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and financial planning grounded in Modern Portfolio Theory. The firm offers a range of services including tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning, and residential real-estate brokerage services.

Iyla Mitteco is a financial advisor at Freestone Capital Management, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Windawi & Associates, Inc. and Northwestern Mutual Investment Services LLC. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm employs a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

Teresa Starman is a CFP® with 25 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2018. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Starman is licensed to sell life, disability, variable life, and variable annuity insurance in Washington and is a member of the Snohomish County Estate Planning Council. Northwest Asset Management provides customized investment management, retirement and financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment strategies and offers distinctive operational features, including fiduciary services and comprehensive back-office support.

Katherine Berntson is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds a Series 65 credential and has previously worked at Paracle Advisors, LLC and Ogorek Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Bacchus Wine Bar & Restaurant. 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 team-based portfolio management, financial planning, and access to a range of investment strategies, including alternatives and private fund management.

Ankit Vats is a financial advisor at Northwest Asset Management with a Series 65 credential. He has been active in the industry since 2026, including prior experience at Richmonks Advisory Services Private Limited. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm focuses on customized investment management and financial planning using strategic asset allocation and Modern Portfolio Theory, employing diversified ETFs, mutual funds, and individual securities with periodic rebalancing.

Chloe Chase is a financial advisor with Freestone Capital Management, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Freestone Capital Management in 2026, she worked at Morgan Stanley, JP Morgan Chase, First Republic Bank, and Washington Trust Bank. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Brian Hefele is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Cable Hill Partners. Hefele holds Series 63 and Series 65 licenses. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.

Quinn Snell is a CFA® charterholder currently with Empirical Wealth Management in Seattle, WA. He has experience at firms including Parcion Private Wealth and SLC Management. Outside of his advisory role, he has worked as an insurance agent involved in multi-line insurance brokerage. Empirical Wealth Management serves a broad client base including high-net-worth individuals, trusts, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified asset class portfolios and offers a range of investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Evergreen since 2016 following a brief tenure at Concourse Financial Group Securities, Inc. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, incorporating fundamental, macroeconomic, and third-party research with selective use of artificial intelligence.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Jake Riddell is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Empirical Wealth Management since 2024 and prior to that spent nine years at Fisher Investments. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm utilizes Modern Portfolio Theory with diversified model portfolios spanning 12–21 asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and in-house affiliated services in real estate, insurance, and estate planning.

Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and consulting services.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

Simon Liu is a financial advisor with Empirical Wealth Management in Seattle, WA, holding a Series 65 designation and 17 years of industry experience. He has been with Empirical Financial Services, LLC, doing business as Empirical Wealth Management, since 2013. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, pensions, profit-sharing plans, and investors in its private pooled vehicle. The firm applies Modern Portfolio Theory across diversified asset classes and offers a range of investment management, financial planning, and affiliated insurance, estate-planning, and real estate services.

Daniel Neish is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. His prior roles include positions at Trellis Advisors, Laird Norton Wealth Management, Ipreo, and Gottfried and Somberg Wealth Management. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering a whole-balance-sheet approach and discretionary portfolio management. The firm operates an affiliated ecosystem including a private investment management subsidiary, a trust company, and legal services, supporting a comprehensive suite of financial solutions.