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.

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.

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.

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.

Laura Christofferson is a CFP® with 14 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has held prior roles at Alden Capital Management and Raymond James Financial Services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Paul Doak is a CFP® with 29 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions at Cambridge Investment Research Advisors and KMS Financial Services. In addition to his advisory work, he serves as a board member of a homeowners association. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach incorporating proprietary software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing.

Nathaniel Barnard is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC (LNW) and previously spent seven years with LNW Wealth Management, LLC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and foundations. The firm offers integrated services including financial and estate planning, emphasizes strategic asset allocation and global diversification, and sponsors private funds that provide client access to alternative strategies.

Benjamin Hines is a financial advisor with Waverly Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Portfolio Consulting, LLC, PCF Management Services INC., and Valparaiso University. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and supports clients through institutional custodians, third-party platforms, and various planning tools.

Calvin Spranger is a CFA® charterholder with additional CIC, Series 63, and Series 65 credentials, and has 24 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity Badgley Phelps & Bell. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives.

James Ayres Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025, following a 21-year tenure at Pacific Portfolio Consulting, LLC. Based in Seattle, WA, Ayres holds Series 63 and Series 65 licenses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Meaghan Mckenzie is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has been with Wedbush Morgan Securities since 2003. Mckenzie also serves as Managing Director of Investments for Nautics Wealth Management, a wealth management DBA operating through Wedbush. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes and managed account solutions. The firm combines broker-dealer functions with clearing, custody, and prime services, including commodities and derivatives activities.

John Gross is a CFP® with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Paragon Wealth Advisors and Ameriprise, and has a background that includes roles in construction and education. Coldstream Wealth Management is an SEC-registered 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, offering portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Blaine Thompson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He previously worked at Unionview Wealth Partners for four years and Kutscher, Benner, Barsness & Stevens, Inc. for one year prior to joining Composition Wealth in 2025. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies utilizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, with regular portfolio reviews and tax-sensitive rebalancing.