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 at Brighton Jones LLC with seven years of industry experience. He has been with Brighton Jones since 2017 and previously worked at Laird Norton Wealth Management. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach for its high-net-worth Personal CFO clients.

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 at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has worked with firms including WWR, Lincoln Investment Planning Inc., and his own Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in land and water rights investments. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christian Blazona is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and four years of industry experience. He has been with Brighton Jones since 2021 and has prior involvement with Orion Entertainment and leadership roles in the Pi Kappa Phi Fraternity. Blazona's background includes community and organizational activities. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem that includes private investment funds, trust services, and legal services for certain clients.

Noura Alsheikh is a financial advisor at Northwest Asset Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Redfin Corp, and Kms Financial Services, Inc. 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, ERISA/401(k) consulting, and tax preparation, using a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Ian Curtiss is a CFP®, CFA®, and holds a Series 65 license with six years of industry experience. He is currently with Coldstream Wealth Management in Bellevue, WA, where he has worked since 2021. Prior to joining Coldstream, Ian held positions at Pathstone, Cornerstone Advisors, Pacific Portfolio, Soverign Wealth Advisors, and Northwest Plan Services. 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 services including portfolio management, financial and retirement planning, and wealth transfer planning, employing a team-based approach supported by an internal Investment Strategy Group.

Scott Smallman is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 44 years of industry experience. His prior experience includes positions at Wedbush Morgan Securities, UBS Financial Services, and Piper Sandler & Co. Outside of finance, he is active as a soccer referee with the East King County Soccer Referees Association and Arbiter Sports. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and capital markets solutions.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Lincoln Investment Planning, Inc. since 2012 and Valic Financial Advisors from 2003 to 2012, alongside 12 years in insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs both discretionary and non-discretionary investment approaches supported by an in-house research team.

Samia Adlesh is a CFP® advisor at Laird Norton Wetherby Wealth Management (LNW) with three years of industry experience. Her prior work includes roles at Wetherby Asset Management and PricewaterhouseCoopers (PwC). LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Robert Carter is a CFA charterholder with 31 years of industry experience and has been with Freestone Capital Management, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Outside of his advisory role, he is a part-owner of a family property management company. 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, combining internally managed models, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Kevin Peterson is a ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at Coldstream Wealth Management since 2023 and previously spent five years with Summit Partners Northwest. He also has a long-standing role as an insurance broker, appointed with outside carriers to broker non-registered insurance products, and is an investor in cryptocurrency. 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 planning, and retirement plan fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

William Vipond Jr. is a financial advisor at Coldstream Wealth Management with 14 years of industry experience. He holds a Series 65 credential and has worked at Coldstream since 2021, previously spending seven years at Viitae Capital Advisors. Outside of advisory work, he is the president and CEO of Cross-Dock Development Corp., a real estate development and brokerage company, and serves as the unpaid president of his local homeowner's association. He also operates Bill Vipond Adventures, a website and social media presence focused on skiing and mountain climbing, through which he occasionally earns fees for guiding and public speaking. Coldstream Wealth Management is a 100% 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 that include tax-managed equities, alternatives, and private funds, alongside financial planning and retirement advisory services.

Zachary Kocurek is a financial advisor at Secure Asset Management, L.L.C. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is co-owner of Fisher Family Farms, a dog boarding, daycare, walking, drop-in, and training service, and is involved with Real Estate Transition Solutions. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management. The firm employs a range of analytical approaches and often utilizes third-party money managers and held-away account management to support its clients’ investment needs.

James Walsh is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2006. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages roughly $12.4 billion in assets through team-based wealth management supported by an internal Investment Strategy Group and offers diversified portfolio management, financial planning, and access to a range of alternative investments.

Kari Maenhout is a financial advisor with M Holdings Securities, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior work includes roles at Russell Investments and Cadence Wealth Management, LLC. She also provides due diligence services as an independent contractor for a financial institution focused on investment manager oversight. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both portfolio managers and third-party sub-advisors.

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.