Chris Balka is a financial advisor with Sowell Management in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Sowell Management since 2017 and previously spent eight years with CONCERT Wealth Management, Inc. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, managing portfolios through various investment styles using mutual funds, ETFs, individual securities, and third-party sub-advisors.

Lauren Wood is a CFP® with two years of industry experience, currently serving as a financial advisor at LNW. She previously worked at Wetherby Asset Management from 2015 to 2023 before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s investment approach centers on customized policy statements, global diversification, active manager due diligence, and tailored strategies including tax-aware and impact investing.

Lenora Brekke is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Evergreen Capital Management LLC. She has one year of industry experience and previously worked with MassMutual and Smith Richards Group. Outside of advising, she provides administrative support to several family-owned real estate businesses and an interior design company. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple analytical methods with independent investment committees and specialized strategies.

Jack Gardner is an advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Coldstream, Gardner worked in the hospitality sector, including roles at Varlamos Pizzeria and North Bend Bar & Grill. 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 other institutional clients, offering portfolio management, financial and retirement planning, and fiduciary services via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Michael Whitehead is a CFP® professional with three years of industry experience, currently serving at Badgley Phelps Wealth Managers in Seattle, WA. His prior experience includes roles at Key Bank and service in the US Army Reserve. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach focused on asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Christopher Blakeslee is a financial advisor at Coldstream Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Coldstream Capital Management, Inc. since 2012. Blakeslee manages the Ascent entity, a wholly owned subsidiary of Coldstream Capital Management. Coldstream Wealth Management is an 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 a range of services including portfolio management, financial planning, and retirement plan advisory.

Ronald Albahary is a CFA® charterholder with seven years of industry experience. He is currently with LNW, where he has worked since 2021, and previously held roles at firms including Threshold Group and RGA Ventures Inc. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach combines customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.

Rex Lau is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management in Bellevue, WA. He previously worked at Northwestern Mutual and has a background that includes community involvement with the YMCA of Greater Seattle. 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, and institutional clients through team-based wealth management and a combination of internal strategies, third-party sub-advisors, and alternative investments.

Jeffrey Gates is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Coldstream Wealth Management in Bellevue, WA, joining the firm in 2025 after nine years at Cable Hill Partners, LLC. 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, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Jacob Montano is a financial advisor at Scs with 4 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones and Corebridge Financial. Prior to his financial career, Montano was involved with Central Washington University Recreation and operated Buttered Biscuit, LLC. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers services including discretionary portfolio management, pension consulting, and participant education.

Jonathan Muench is a financial advisor at SCS with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Osaic Wealth, Alera Investment Advisors, and Triad Advisors. Based in Bellevue, WA, Muench has also operated his own advisory business, Muench Financial, from 2015 to 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm utilizes a blend of tactical, strategic, and dynamic asset allocation combined with fundamental and technical analysis to manage portfolios, offering both discretionary asset management and standalone financial planning services.

Kenia Chavez is a financial advisor at Evergreen Capital Management LLC with 4 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill and Wells Fargo. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, combining multiple research methods and independent committees to guide portfolio decisions.

Michelle Rudd is a financial advisor at Summit Trail Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. She also serves in advisory roles for certain client trusts affiliated with her firm. Summit Trail Advisors serves a diverse client base, including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring portfolios to client-specific objectives.

Daniel Yeung is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Coldstream Wealth Management since 2024. Prior to joining Coldstream, he spent 14 years at The CAPROCK Group. He also teaches MBA-level finance courses at the University of Washington Bothell School of Business. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets with a team-based approach, serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm integrates financial planning and retirement services with portfolio management using a combination of internal strategies, third-party sub-advisors, and alternative investments.

Noel Sanchez is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Paracle Advisors and Equitable Advisors. Sanchez also has a background with SoccerWest and the University of Washington. 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 other institutional clients, delivering advice via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Kaeli Creed is a financial advisor at Evergreen Capital Management LLC with eight years of experience in the industry. Prior to joining Evergreen in 2018, she worked at Pacific Lutheran University and Continuant, Inc. She is based in Bellevue, WA. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process supported by fundamental and macroeconomic research, as well as artificial intelligence, and manages multiple private funds alongside proprietary investment strategies.

Annika Jane Cruz is a financial advisor at Brighton Jones LLC based in Seattle, WA. She holds the Series 65 designation and began her professional career in 2025 after graduating from Seattle University. Prior to joining Brighton Jones, her background includes roles in education and recreational management. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and various entities, offering comprehensive wealth services such as family office support, financial planning, investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and utilizes independent managers and private investment opportunities to meet client needs.

Alexander Schrempf is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with three years of industry experience. Prior to joining Coldstream, he worked in various roles including positions at the City of Aspen Recreation and The Aspen Institute. 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 utilizes team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services.

Jacob Koodrich is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers. His prior roles include positions at Build Asset Management and Brean Capital. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection with fixed income and liquid alternatives, while offering both discretionary and non-discretionary client services.

Mark Rosenbaum is a financial advisor at Coldstream Wealth Management with 30 years of industry experience. He previously operated Rosenbaum Financial Inc for 19 years before joining Coldstream in 2021. Rosenbaum serves as a board member for Tuality Community Hospital and the Oregon Jewish Community Foundation. 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 through team-based wealth management and a combination of internal and external investment strategies.