Heather Kessler is a CFP® professional with 14 years of industry experience. She has worked at Coldstream Wealth Management since 2021 and was previously with Paracle Advisors for 12 years. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers diversified portfolios with access to a broad range of alternative investments and affiliated in-house services.

Lee Norah Sanzo is a financial advisor at LNW with a Series 65 designation and two years of industry experience. She previously worked at Wells Fargo Bank, NA for 11 years and spent five years at LNW Wealth Management, LLC before joining Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Jave Ragan is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following five years at Bordeaux Wealth Advisors and nine years at Wells Fargo Bank. He is based in Seattle, WA. 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 employs a primarily long-term investment approach centered on diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.

Jason Sulkosky is a CFP® with 22 years of experience in the financial industry and has been with Empirical Wealth Management since 2014. Based in Seattle, WA, he holds Series 63 and Series 65 licenses and operates an online gaming content channel as a hobby, where viewers voluntarily donate to watch his gameplay. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing multiple asset classes and alternative strategies, and offers affiliated real estate, insurance, and estate-planning services.

Brad Landry is a financial advisor at Northwest Asset Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer from 2015 to 2017. In addition to his advisory role, Landry is also a licensed insurance agent. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension and profit-sharing 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, utilizing a fiduciary approach with strategic asset allocation and both fundamental and technical analysis.

Robert Harkson is a CFP® with 21 years of industry experience, currently serving with Advisory Alpha, LLC since 2019. He has also worked at Phase 2 Wealth Advisors LLC and Parker Financial LLC. Outside of his advisory role, he receives trail commissions related to Genworth long-term care insurance policies issued earlier in his career. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by a team of about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Brian Hickox is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Brighton Jones LLC in Seattle, WA, joining the firm in 2025. His prior roles include positions at Q3 Advisors, Cetera, Regions Bank, Royal Alliance Associates, and Putnam Investment Management, among others. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including private investment funds, a trust company, and legal services.

Christopher Boesche is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has worked at Wedbush Securities since 2009, with prior roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management.

Jeffrey Cygan is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northwest Asset Management in 2021, he worked at Charles Schwab for 24 years and had brief roles at UPS and BMW of Bellevue. 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 employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, utilizing both fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Kilian Larose is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Blueprint Technologies for eight years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based discretionary and non-discretionary investment management along with financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing services across real estate, insurance, and legal planning.

Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. since 2004. She previously worked at Wells Fargo Clearing for five years. Outside of her advisory role, Ms. Patterson is the sole proprietor of a property management business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm’s financial consultants tailor portfolio strategies to client objectives and risk tolerances while supporting SMA, MMA, UMA, and IMA offerings.

Lily Gillman is a CFP® and Series 65-licensed financial advisor at Composition Wealth, LLC with two years of industry experience. Her prior roles include positions at MDRN Wealth, Focus Partners Wealth, Merriman Wealth Management, and Bernstein Private Wealth Management. Outside of finance, she provides pet sitting services in her local neighborhood. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other strategies, and manages approximately $9.47 billion in discretionary assets.

Antriksh Kandhari is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Northwest Asset Management since 2018 and previously worked at Roy Street Coffee and Tea and Trader Joe’s. 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 follows a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Harve Menkens is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Pacific Portfolio Consulting, Bank of America, Merrill, and Morgan Stanley. Menkens serves as a director for Mid-Mountain Materials, Inc., overseeing executive management. 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-market allocations and offers a range of financial planning and retirement consulting services.

Kurt Biederman is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has worked at Coldstream Capital Management, Inc. since 2012. 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 a range of services including portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services.

Paul Pradel is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and was previously with Pradel Financial Group and Commonwealth Financial Network for over two decades. In addition to his advisory work, he conducts fixed insurance sales on a limited basis through his branch office. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach managed through centrally coordinated models and an internal Investment Management team.

Eric Jarvis is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, and offers comprehensive investment management, financial planning, and multi-family office services.

Riley Vetto is a financial advisor at Brighton Jones LLC with one year of industry experience. Prior to joining Brighton Jones in 2025, Riley worked at Russell Investments and Deloitte. Outside of finance, Riley operates a small sole proprietorship, Riley Marie Design, where they create and sell handmade crafts. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, offering a range of solutions including discretionary and non-discretionary portfolio management and family office support. The firm employs a whole-balance-sheet approach and manages client assets across both public and private investments through a network of affiliated entities.

Lawerence Hood is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes 19 years at Pacific Portfolio Consulting, LLC and over two decades with Elliott Cove Capital Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, providing both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Scott Seidel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining MissionSquare in 2024, he worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2015 to 2024. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Investment advice and model portfolios are developed by Morningstar Investment Management, with a multi-team advisory structure supporting over 40,000 participants.