Dina Liening is a financial advisor at Coldstream Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley Smith Barney LLC and Merrill. 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, providing services such as portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based wealth management supported by an internal Investment Strategy Group.

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.

Logan Olsen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. He has been with the firm since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, utilizing a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model.

Brian Burgess is a CFP® professional with seven years of industry experience. He has worked at Brighton Jones LLC since 2017 and was previously with Laird Norton Wealth Management. He is based in Seattle, WA. Brighton Jones serves individuals, families, retirement plan sponsors, charitable organizations, business entities, and trusts by providing comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm uses a holistic approach with discretionary and non-discretionary management and offers client portals for continuous monitoring.

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.

Christian Blazona is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He has been with Brighton Jones since 2021. Outside of advisory work, he is involved with Orion Entertainment, where he has been active since 2019. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, employing a balance-sheet, holistic approach to client advice.

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 with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Morgan Securities since 2006. Outside of his advisory role, Smallman serves as a soccer referee for local organizations in the Bellevue and Seattle areas. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and operates multiple business lines including wealth management, fixed income, commodities, securities lending, and capital markets, with approximately $5.68 billion in regulatory assets under management.

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.

Charlene Nelson is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at SPG Advisors LLC and The Retirement Solutions. In addition to her advisory role, she serves as Administrative and Operations Lead at All Needs Planning, where she is involved in client onboarding and maintenance as well as insurance services. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets and serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of advisory and sub-advisory services.

Samia Adlesh is a CFP® professional at Laird Norton Wetherby Wealth Management with two years of industry experience. Prior to joining LNW, she worked at PricewaterhouseCoopers from 2014 to 2018 and at Wetherby Asset Management from 2018 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach that includes active managers, tax-aware implementation, 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.

Valerie Kampe is a CFA® charterholder with 18 years of industry experience. She has worked at Pure Financial Advisors, LLC since 2021 and previously spent 14 years at Kaufman Kampe Advisors LLC. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware strategies, and the use of specialized sub-advisers within an enterprise-scale infrastructure.

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.