Annika Jane Cruz is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. She joined Brighton Jones in 2025 and has prior experience as a student at Seattle University and involvement with Bay View Golf Club. Brighton Jones provides wealth-management and financial planning services for individual, high-net-worth, and family-office clients, using a whole-balance-sheet approach that includes discretionary portfolio management and access to affiliated private investment funds and trust 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.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as a mascot for the Seattle Sounders Football Club and consults on RIA industry trends for Dialectica. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients nationally. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach combining centrally managed portfolios with advisor customization options.

Kari Frink is a CFP® with 12 years of industry experience currently serving at LNW in Seattle, WA. Her prior roles include positions at Wells Fargo and Jordahl & Sliter Wealth Management Group, LLC. She is involved with LNW Wealth Management and Laird Norton Wealth Management through various transitions since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm’s approach emphasizes customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Brittany Gabelein is a financial advisor at Coldstream Wealth Management with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Eagle Strategies and Seidman Insurance Consultants. Outside of her advisory role, she is also employed as a CPA at Hersman Serles Almond, LLC. Coldstream Wealth Management is an 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 a range of services including portfolio management, financial planning, wealth transfer, and retirement plan advisory through team-based wealth management supported by an internal investment strategy group.

Kelly Shelgren is a financial advisor with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. She has worked with Lincoln Investment since 2015 and has also been involved with Shelgren Financial since 2010. Outside of her advisory roles, she serves as a registered agent and responsible party for RSA 405 LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary mutual-fund screening.

Brendan Sullivan is a financial advisor at Scs with 16 years of industry experience. He holds the Series 66 designation and has previously worked with Parcion Private Wealth LLC, Sound Legacy Wealth Advisors, The Bahnsen Group, and HIGHTOWER Advisors. Scs serves individuals, trusts, corporations, and retirement plans with a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment approach combining tactical, strategic, and dynamic asset allocation alongside fundamental and technical analysis.

Alexander Bartos is a financial advisor at Empirical Wealth Management with 16 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Empirical Wealth Management in 2022, Bartos worked at Dimensional Fund Advisors for 12 years. He is also involved with the Laco Fire Department and Lifeguard Operations. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and retirement-plan consulting. The firm utilizes Modern Portfolio Theory to construct diversified portfolios across multiple asset classes and operates affiliated businesses in real estate, insurance, and estate planning.

Alice Boytz is a financial advisor at Northwest Asset Management with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at the University of Washington for eight years before joining Northwest Asset Management. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and institutional clients. The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments with periodic rebalancing.

Michael Gerke is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity, and is based in Seattle, WA. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, and provides both discretionary and non-discretionary client relationship management.

Mari Nakata is a CFP® and holds a Series 65 designation with five years of industry experience. She has been with Freestone Capital Management, LLC since 2018. Prior to her current role, she was affiliated with the University of Washington from 2014 to 2018. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Tyler Harvey is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. He has been with Brighton Jones in various capacities since 2016. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan financial planning. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Abigail Wachter is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has experience working at Deloitte Tax LLP for several years and has held roles in academic institutions including Gonzaga Graduate School of Business and Seattle University Albers School of Business & Economics. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering both discretionary and non-discretionary portfolio management alongside tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to a range of public and private investments through its affiliated ecosystem.

Scott Comfort is a CFP® professional at Threadline Wealth with three years of industry experience. He has previously worked at Moss Adams Wealth Advisors, Stackline, Moss Adams, and Fircrest Golf Club. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a wide range of clients including individuals, families, business owners, and institutional clients. The firm emphasizes diversified, long-term portfolio construction using a core-and-satellite approach and incorporates strategies such as options-based hedging and private fund selections.

Mc Kenzie Granston is a Certified Financial Planner (CFP®) at Freestone Capital Management, LLC with three years of industry experience. Prior to joining Freestone in 2020, Granston held roles at Getty Images, the Bill and Melinda Gates Investments Group, Nordstrom, and the University of Washington. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm combines internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

George Jarvis is a financial advisor at Waverly Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pacific Portfolio Consulting, LLC, Amazon Web Services, Outreach Corporation, Washington State University, and Sip Wine Bar. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of investment management and financial planning services, integrating traditional strategies with alternative and private-market allocations.

Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He began his career at Northwestern Mutual Investment Management before joining Brighton Jones, where he has worked since 2015. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office support, with investments spanning public and private assets managed both internally and through independent managers.

Gunnar Ildhuso III is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Coldstream Wealth Management since 2021, following prior roles at Pacific Portfolio Consulting, LLC and Verus. He serves as a board member of the National Nordic Museum, a private company, dedicating approximately 30 hours annually without compensation. Coldstream Wealth Management is an employee-owned firm that serves affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages diversified portfolios through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a broad range of advisory services and access to alternative investment vehicles.

Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.