James Callaghan is a financial advisor at Badgley Phelps Wealth Managers with 43 years of industry experience. He holds a Series 65 designation and has been with Badgley Phelps and its predecessor since 2016. Callaghan serves on the Board of Directors of Pacific Trust Company, where he is involved in corporate governance. Badgley Phelps Wealth Managers provides wealth and investment management as well as 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 across equities, fixed income, and alternatives.

Scott Hedgcock is a CFP® and holds a Series 66 license with 17 years of industry experience. He currently serves as a financial advisor at Compound Planning, Inc. since 2024. His prior experience includes roles at Aletheian Wealth Advisors LLC and Washington Trust Bank. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach emphasizes customized, risk-based model allocations using a blend of fundamental, technical, and modern portfolio theory analysis, with implementations that include low-cost ETFs, direct indexing, and alternative strategies.

David Berdine is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fred Alger & Company, D.A. Davidson & Co., and Patrick Capital Markets. Berdine has been with Badgley Phelps since 2024. Badgley Phelps Wealth Managers provides wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and offers a range of equity, fixed income, balanced, and alternative investment options.

Edwin Day is a financial advisor with KCD Financial, Inc. based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held various roles since 1969, including long-standing positions with Heritage Benefits entities and his own limited partnership. Outside of investment advisory work, he is involved in estate planning through Heritage Benefits LLC. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services and employs a range of investment strategies tailored to client goals and risk tolerance.

Alex Medin is a CFP® with 10 years of experience in the financial services industry. He is currently with Empirical Wealth Management and has previously worked at Fidelity and Morgan Stanley. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and legal services in-house.

John D'amelio is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Harbour Investments, Inc. and Koenig Financial Group, having previously worked at Greystone Financial & Estate Services, The Mather Group, LLC, and Soundmark Wealth Management, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Michael Schultz is a ChFC® with 22 years of experience in the financial services industry. He has been with Badgley Phelps Wealth Managers since 2016 and is currently based in Seattle, WA. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to a diverse client base including individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation approach and combines fundamental equity selection with diversified portfolio strategies, offering both discretionary and non-discretionary management services.

Ken Lin is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 designation and joined the industry in 2025. His background includes positions at Empirical Wealth Management, Goldbloom Wealth Management, and Enterprise Mobility, as well as involvement with the Seattle Yacht Club. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, and institutional clients with a range of services including portfolio management, financial planning, and retirement plan fiduciary services, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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.