Cade Hampson is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch and KBC Advisors. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm provides portfolio management, financial and retirement planning, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Lorne Enquist is a financial advisor at Empirical Wealth Management in Seattle, WA, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Empirical Financial Services, LLC, operating as Empirical Wealth Management, since 2011. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses an investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

John Steele is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. Prior to joining Freestone, he worked at Vanguard Advisers, Inc. and various entities within The Vanguard Group from 2022 to 2026. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Robert Senseney is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience across various roles, including part-time positions at SAIL Sand Point and service at Alta Ski Area and Frito-Lay. Outside of his advisory role, he is the owner and operator of KSP LLC in Seattle, managing residential real estate holdings. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services tailored to client objectives and risk tolerances.

Kyle Trautmann is a financial advisor with Diversify Advisory Services, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Luke Madsen. Diversify Advisory Services, LLC provides investment advisory and financial planning to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Kaycee Le Cong is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Brighton Jones LLC since 2007, working in the Seattle, WA office. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach including discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Christopher Loutsis is a financial advisor at Merit Financial Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked with firms including PKS Investments, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he serves as president of two nonprofit organizations, Civil Liberty Training and Affordable Housing Services, focused on public benefits. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and financial wellness programs, with an investment approach centered on long-term diversified asset allocation through centrally managed portfolios.

Michael Ivers is a financial advisor at SCS with 10 years of industry experience. He has held positions at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities LLC. Ivers holds Series 63 and Series 65 licenses. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation using various investment vehicles and offers pension consulting and participant education through its SCS Education & Wellness program.

Taylor Armstrong is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding a Series 66 designation and seven years of industry experience. His prior firms include Concorde Asset Management, LLC, Concorde Investment Services, LLC, and Voya Financial Advisors. Armstrong is also the owner of Armstrong Capital LLC, an entity used for business expenses. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate client relationships.

Monica Padineant is a CFP® with 14 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW). She has worked with LNW and its related entities since 2012. 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, and offers integrated services including financial and estate planning.

Katherine Burgess is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. She has been with Brighton Jones since 2017 and previously worked at Lifetime Assistance, Inc. and OSI, Inc. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Kimberlee Hansen is a financial advisor at Freestone Capital Management, LLC with 27 years of industry experience. She has been with Freestone since 2008. Hansen holds the Series 63 designation and is based in Seattle, WA. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of roughly 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Richard Lackey is a CFP® professional with 22 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, ERISA plan advisory, and the selection of third-party money managers, managing portfolios through a combination of active and passive strategies tailored to client objectives.

Carla Wigen is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, with eight years of industry experience. She holds a Series 65 designation and has worked at LNW since 2018, following eight years at Wells Fargo Bank. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, global diversification, and a core-satellite approach that includes alternative investments, supported by discretionary portfolio management and the use of artificial intelligence for operational efficiency.

Venise Lee is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial. Outside of her advisory role, she is involved with BLISS Financial Wellness, a business related to her LPL activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

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.

Anthony Vowles is a Series 65-licensed advisor with Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream since 2025 and has prior experience at firms including Goodwell Technologies, Morgan Stanley, and USI Insurance Services. Outside of finance, he has worked in fitness and hospitality sectors. Coldstream Wealth Management is a multi-team SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial and retirement planning, and fiduciary services through team-based strategies supported by an internal Investment Strategy Group.

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.