Katherine Berntson is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds a Series 65 credential and has previously worked at Paracle Advisors, LLC and Ogorek Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Bacchus Wine Bar & Restaurant. 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 team-based portfolio management, financial planning, and access to a range of investment strategies, including alternatives and private fund management.

Ankit Vats is a financial advisor at Northwest Asset Management with a Series 65 credential. He has been active in the industry since 2026, including prior experience at Richmonks Advisory Services Private Limited. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm focuses on customized investment management and financial planning using strategic asset allocation and Modern Portfolio Theory, employing diversified ETFs, mutual funds, and individual securities with periodic rebalancing.

Chloe Chase is a financial advisor with Freestone Capital Management, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Freestone Capital Management in 2026, she worked at Morgan Stanley, JP Morgan Chase, First Republic Bank, and Washington Trust Bank. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Brian Hefele is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. He has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Cable Hill Partners. Hefele holds Series 63 and Series 65 licenses. Coldstream Wealth Management is an 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 and access to a range of alternative investments and affiliated services.

Quinn Snell is a CFA® charterholder currently with Empirical Wealth Management in Seattle, WA. He has experience at firms including Parcion Private Wealth and SLC Management. Outside of his advisory role, he has worked as an insurance agent involved in multi-line insurance brokerage. Empirical Wealth Management serves a broad client base including high-net-worth individuals, trusts, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified asset class portfolios and offers a range of investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at ProEquities, Inc. and Time Value Investments. 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 approach supported by proprietary research and artificial intelligence, managing multiple private funds and utilizing both ETFs and individual securities in client portfolios.

Jake Riddell is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Empirical Wealth Management since 2024 and prior to that spent nine years at Fisher Investments. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm utilizes Modern Portfolio Theory with diversified model portfolios spanning 12–21 asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and in-house affiliated services in real estate, insurance, and estate planning.

Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and consulting services.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

Simon Liu is a financial advisor with Empirical Wealth Management in Seattle, WA, holding a Series 65 designation and 17 years of industry experience. He has been with Empirical Financial Services, LLC, doing business as Empirical Wealth Management, since 2013. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, pensions, profit-sharing plans, and investors in its private pooled vehicle. The firm applies Modern Portfolio Theory across diversified asset classes and offers a range of investment management, financial planning, and affiliated insurance, estate-planning, and real estate services.

Daniel Neish is a CFP® professional with five years of experience in the financial services industry. He is currently with Brighton Jones LLC in Seattle, where he has worked since 2022. His prior experience includes roles at Trellis Advisors, Laird Norton Wealth Management, and other firms. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services that include financial planning, investment management, tax preparation, and family office services. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside its proprietary investment vehicles.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

Mitchell Steiner is a financial advisor at Badgley Phelps Wealth Managers with eight years of industry experience. He holds the Series 65 designation and has been with Badgley Phelps in various capacities since 2016. The firm provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. Badgley Phelps emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management alongside tax, insurance, and credit management solutions through affiliated and third-party providers.

Samuel Blank is a financial advisor at Brighton Jones LLC in Seattle, WA, holding CFP® and Series 65 credentials with four years of industry experience. His prior roles include positions at Cetera Investors and Slate Group Consulting. Outside of finance, his work history includes roles at Serendipity Cafe and Lounge and Ballard High School. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services through a balance-sheet, holistic approach, including discretionary investment management, retirement plan advisory, tax preparation, real estate consulting, and access to private investment opportunities.

Brett Carolan is a CFP® with 25 years of industry experience and has been with Brighton Jones LLC since 2003. He is based in Seattle, WA, and holds Series 63 and Series 65 licenses. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Craig Hanson is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Composition Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Unionview Wealth Partners and Wells Fargo Advisors Financial Network. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio construction and monitoring.

Tyler Kim is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he worked at Central Washington University and held roles in the hospitality sector. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm uses a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

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 Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously worked at Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 licenses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies, utilizing a combination of internally managed strategies and third-party sub-advisers.