Olivia Sell is a CFP® professional at Evergreen Capital Management LLC with three years of industry experience. Prior to joining Evergreen, she held roles at Winged Keel Group and Locust Walk. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and a range of specialized investment tools.

Heather Hamamoto is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Coldstream Wealth Management. Her prior experience includes roles at Bank of America, N.A., and Merrill. 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 other institutional clients through team-based wealth management supported by an internal Investment Strategy Group.

Christopher Odem is a financial advisor at Freestone Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freestone since 2015. Outside of his advisory role, he serves as a trustee for the GR Family Trust. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with a team of 42 advisors. 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 focused on managing downside risk.

Robert Skinner is a ChFC® credentialed financial advisor with 42 years of industry experience, currently with Prosperity Wealth Management, Inc. in Seattle, WA. His career includes roles at Fortune Financial Services, USAdvisors Wealth Management, Securities America, and Woodstone Financial Services. Outside of his advisory work, he volunteers with Mom's Demand Action/Everytown Survivor Network on gun safety and supports a nonprofit foundation that provides skating instruction and hockey equipment to youth in the Puget Sound area. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and utilizes a multi-method investment approach with ongoing portfolio supervision and third-party manager oversight.

Kevin Johnson is a financial advisor at Composition Wealth, LLC in Seattle, WA, with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Composition Wealth in 2026, he spent 37 years with Northwestern Mutual Investment Management. Johnson is a 100% owner of KMKM Enterprises, LLC, and a 44% owner of Bogey Enterprises, LLC. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans, managing approximately $9.5 billion on a discretionary basis. The firm employs a long-term, asset allocation-driven approach using diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and selective use of alternative investments, supported by fundamental and technical analysis and third-party management when appropriate.

Bryan Carr is a CFA® charterholder at Coldstream Wealth Management with three years of industry experience. He previously worked at Pacific Portfolio Consulting and CTC myCFO. 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 using a team-based approach supported by an internal Investment Strategy Group.

Noah Arrick is a CFP®-credentialed financial advisor with four years of industry experience, currently with Brighton Jones LLC since 2022. He previously worked at Parcion Private Wealth and held positions at Snap! Raise and Elix Incubator. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various other clients, offering comprehensive wealth management services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

Jeffrey Eulberg is a CFP® professional with 16 years of experience in financial advising. He has been with Evergreen Capital Management LLC since 2006. Outside of his advisory role, he serves as a board member for the O'Dea High School Campaign, assisting with campaign promotion and development. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private funds to meet client needs.

Curtis Pepin is a financial advisor with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Badgley Phelps Wealth Managers and its predecessor entity since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning for individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Marc Kamber is a financial advisor with Dana Investment Advisors Inc in Seattle, WA, holding 34 years of industry experience. He has been with Dana Investment Advisors since 1991. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and offering customized investment approaches through various platforms.

Stephanie Bruno is a CFP® with 21 years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2021. She previously worked at Dynamic Wealth Advisors for nine years. Bruno is president of the Board of Trustees for The Center For Active Living, a nonprofit organization, without compensation. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services through a tiered service model, emphasizing long-term investment strategies and incorporating alternative investments.

Glen Goland is a CFP® with six years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2024. He previously worked at Arnerich Massena, Inc. for seven years and Confluence Wealth Management for two years. Coldstream Wealth Management is an employee-owned firm with approximately 165 advisors managing $12.4 billion in assets for affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers diversified, tax-managed portfolios along with access to alternative investments and in-house private fund management.

Erika Allen is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Coldstream in 2025, she worked at HBCG PLLC and HBC Financial Services, and she has over 15 years of experience at Peterson Sullivan LLP. Allen is also a full-time CPA and senior manager at HBCG PLLC, a separate CPA firm. Coldstream Wealth Management is a 100% 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 utilizes team-based investment management with diversified, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Wayne Demeester is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Definitive Advisors LLC since 2011. Outside of his advisory role, he serves on the BYU Marriott School of Business Entrepreneur Advisory Board and holds board and partnership positions in several private companies, including Vesiflo Inc. and Blue Sky Inc. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct diversified portfolios.

Erich Gebbie is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management in Seattle, WA. His prior experience includes roles at Financial Engines Advisors L.L.C. and W.E. Nightingale & Co Inc. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios and also provides access to affiliated real estate, insurance, and estate-planning services through in-house subsidiaries.

Hilary Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses with 14 years of industry experience. She has been with Coldstream Capital Management, Inc. since 2007. 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 planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Dustin Rue is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Empirical Wealth Management. He previously worked at E*TRADE Capital Management and E*TRADE Securities, where he spent six years. Rue is also an affiliated insurance producer with Empirical Insurance, providing insurance planning services to clients. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach, offering diversified model portfolios across multiple asset classes and managing alternative-strategy funds, with affiliated services in real estate, insurance, and estate planning.

Rana Ozcubukcu is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with no prior industry experience before joining the firm. Her earlier work experience includes roles in education and hospitality before entering the financial advisory field. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to construct diversified portfolios, and it offers both discretionary portfolio management and standalone financial planning.

Darren Ritchie is a CFA® charterholder with 13 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2011. Coldstream Wealth Management is a 100% 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, offering team-based portfolio management, financial planning, and access to a diversified range of investment strategies and affiliated services.

Bryan Larsen is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Cetera and Lockton Retirement Services. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations. The firm also provides financial planning, retirement plan consulting, and multi-family office services.