Matthew Wigren is a CFP® with 16 years of industry experience. He is currently affiliated with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, and has previously worked at Alden Capital Management and Raymond James Financial Services. His career also includes eight years of experience at Lake Washington High School. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities.

David Lamp is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

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.

Lauren Michael is a financial advisor at Sequent Planning, LLC with a Series 65 designation. She has been in the industry since 2026 and has prior experience at UAG LLC and United Life and Casualty. Lauren also worked at the University of Washington and held positions outside finance earlier in her career. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and a full range of retirement-plan services using a structured risk framework and diversified manager exposures.

Brian Mohoric is a financial advisor at Composition Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Vinoble Group, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach. The firm manages roughly $9.5 billion on a discretionary basis through a multi-advisor platform that emphasizes diversified portfolios using low-cost mutual funds, ETFs, and individual securities.

Eric Ho is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a CFP® designation with five years of industry experience. His prior roles include positions at Axos Clearing and TD Ameritrade. 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 provides comprehensive wealth services including personal CFO programs, family office services, investment management, tax preparation, and access to private investment opportunities, using a holistic balance-sheet approach and both discretionary and non-discretionary management.

Anthony Higgins is a CFP® and Series 66 licensed advisor at Coldstream Wealth Management with two years of industry experience. He previously worked at Cetera Wealth Services, Avantax, Edward Jones, and spent three years at Harborview Medical Center before entering the financial advisory field. 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 and retirement planning, wealth transfer, and retirement plan fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

Kyle Mc Mahill is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes continuous tenure at Coldstream since 2023, with prior roles outside the financial sector at Cintas and Shirley Contracting Company. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for a diverse client base including individuals, high-net-worth families, corporate retirement plans, and institutional clients. The firm employs team-based wealth management supported by an internal investment strategy group and offers integrated portfolio management, financial planning, retirement plan services, and proprietary investment vehicles.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. 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, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Brian Gery is a Series 65-licensed financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, and has one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Leverage Planners Wealth Management, LLC for one year. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process using tactical asset allocation and a relative growth/value framework, primarily through equities, ETFs, and fixed income.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Kevin Kepler is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life, and Seidman Insurance Consultants. Outside of his advisory role, he owns a horse boarding facility and serves on the boards of a local farm bureau and a business networking group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, alternative investments, and comprehensive wealth planning services.

Hunter Gietzen is a financial advisor with SCS (Bensler, LLC) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and VOYA Financial Advisors and provides investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with fundamental and technical analysis to construct diversified portfolios and offers a range of services including financial planning, pension plan advisory, and insurance product sales.

Alec Mc Keefry is a financial advisor with Wedbush Securities Inc. based in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Wedbush in 2021, he held positions at Massmutual Northwest, Tumble Creek Golf Club, and Suncadia Resort, and worked at Gonzaga University. Alec operates Nautics Wealth Management as a junior financial advisor, which is a DBA for his securities business through Wedbush. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering a wide range of brokerage and investment advisory services. The firm manages approximately $5.68 billion in assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

Tucker Kiracofe is a CFP® professional with experience at Badgley Phelps Wealth Managers and First Bank. He has worked in financial services since 2022 and has a background that includes roles at Virginia Tech University and in landscaping. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm utilizes a disciplined investment approach that combines fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Wesley Kang is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group and has prior experience at CS Planning Corp and Elliott Bay Insurance LLC. Kang is also involved as an LLC member in Cultivant LLC, a marketing business. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, consulting, portfolio management, and turnkey back-office services. The firm uses diversified portfolios based on quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies, along with model portfolios and detailed reporting to RIA firms.

Brian Morton II is a CFP® professional at Brighton Jones LLC with three years of industry experience. Prior to joining Brighton Jones in 2023, he worked at Evensky & Katz / Foldes Wealth Management and has held roles at Texas Tech University and Morgan Stanley. 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 services and employs a balance-sheet, holistic approach that includes both discretionary and non-discretionary management, use of independent managers, and access to private investment opportunities.

Roger Bowlin is a financial advisor at Secure Asset Management, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Secure Asset Management since 2021, following prior roles at Concorde Asset Management and Aurora Securities. Bowlin serves on the advisor board of the Washington Policy Center, a nonprofit providing non-partisan studies on state policy. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual and plan-level consulting rather than corporate clients.

Corey Dallas is a financial advisor at Coldstream Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at Coldstream since 2021. Prior to that, he was affiliated with LPL Financial and Sound Consulting Services. 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 other institutional clients, offering services including portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

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.