Ethan Broga is a CFP® with 24 years of experience in the financial industry. He has been with Empirical Financial Services since 2010. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs investment strategies based on Modern Portfolio Theory, using diversified model portfolios across multiple asset classes and offers a range of services including discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.

Kevin Chen is a Series 65-licensed financial advisor at SCS with one year of industry experience. His prior work includes roles at Parcion Private Wealth LLC and Expedia Group. Outside of finance, he has experience working at Sambica Summer Camp and Retreat Center. 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 multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various forms of analysis to construct diversified portfolios, and also offers pension plan advisory and employee benefits consulting services.

Randy Greene is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation and 44 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2009 and has been with Wedbush Morgan Securities since 2009. Outside of his role at Wedbush, Greene is Vice President of Investments at Nautics Wealth Management, a securities business based in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm offers a range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Sean Gonzalez is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. He has worked at Freestone since 2019 and previously held roles at Aligne Wealth Preservation, Impac Mortgage Corp, and the University of Southern California. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Robert Lo is a financial advisor with LPL Financial in Kirkland, WA, holding a Series 66 credential and 17 years of industry experience. He has been with Cornerstone Wealth Management, LLC and LPL Financial since 2013. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Sage Swanson is a financial advisor at Evergreen Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Ten Capital Wealth Advisors, LLC, and Whitworth University. Evergreen Capital Management offers discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and pension and retirement plan accounts. The firm uses a Dynamic Asset Allocation process and a proprietary ETF-focused approach called Right Cycle Investing, supported by independent investment committees and a range of specialized strategies.

Brian Hegstad is a financial advisor at SCS with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pathstone, and Kathy Northrop Insurance. Outside of his advisory work, he is the owner of Masterfully Minted, LLC, a business unrelated to investments. 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 using various investment vehicles and offers ERISA fiduciary services, alongside insurance products through its licensed insurance agency.

Theodore Canfield is a CFP® and Series 65 licensed advisor with five years of industry experience. He has worked at Freestone Capital Management, LLC since 2022, following roles at ICONIQ Capital, LLC and Three Bell Capital. Prior to his financial career, he was affiliated with Gonzaga University from 2015 to 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing a combination of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Howard Miracle is a financial advisor at Badgley Phelps Wealth Managers with 36 years of industry experience. His prior roles include positions at Marshall & Sullivan, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 credentials. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives.

Albert Souza is a financial advisor with Compass Financial Management LLC in Seattle, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Adams Financial Concepts, Woodbury Financial Services, and Union Financial, among others. Outside of his advisory work, he owns and operates life insurance and annuity businesses and serves as managing director of Redwood Tax Specialist, which works with CPAs to assist high-net-worth clients on tax matters. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, offering both discretionary portfolio management and non-discretionary retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Colby Stirrat is a CFP® and holds a Series 66 license with six years of industry experience. He has worked primarily at Coldstream Wealth Management since 2019, with prior roles at Bank of America, Merrill, Expeditors International, Inc., The Golf Club at Newcastle, and Gonzaga University. 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, retirement plans, endowments, and institutional clients, offering services including portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services via team-based wealth management supported by an internal Investment Strategy Group.

Tristan Mohn is an investment advisory representative at Coldstream Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coldstream in various capacities since 2019. Prior to his financial services career, he held positions in hospitality and landscaping. 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 employs a team-based approach to portfolio management, incorporating diversified strategies and access to specialized investment vehicles.

Christopher Edwards is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at Empirical Wealth Management since 2020 and previously held roles at Avier Wealth Advisors and Robare & Jones Wealth Management. Edwards is based in Seattle, WA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a Modern Portfolio Theory approach with diversified model portfolios and manages alternative-strategy offerings while operating several affiliated businesses in real estate, insurance, and estate-planning services.

Brady Mcintyre is a financial advisor at SCS with 10 years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2015 while also providing investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to manage portfolios primarily on a discretionary basis, while also offering financial planning and consulting services.

Brian Clancy is a CFA® charterholder with 21 years of industry experience. He has been with Davidson Investment Advisors, Inc. in Seattle, WA since 2004. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity and fixed income strategies through a centralized investment team. The firm emphasizes active, long-term management and tax-related services, serving a diverse client base that includes registered investment companies, retirement plans, trusts, and pooled investment vehicles.

Michael Raine is a CFP® professional at Freestone Capital Management, LLC with eight years of industry experience. He has worked at several firms, including UBS Financial Services, Parcion Private Wealth Management, and Pathstone prior to joining Freestone in 2021. Based in Seattle, WA, Raine holds the Series 66 designation. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed portfolios, third-party sub-advisers, alternative investments, and an explicit focus on downside risk.

Kaitlenn Vercio is a CFP® and Series 65 credentialed advisor with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2015. She is based in Bellevue, WA, and serves as a board member of the Financial Planning Association of Puget Sound, where she helps organize networking and informational events related to financial planning. Evergreen Capital Management advises a diverse range of private clients, including high-net-worth individuals, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, integrating multiple research sources and artificial intelligence to guide investment decisions.

Aaron Hare is a financial advisor at SCS with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Cetera Investment Services, Heritage Bank, and Charles Schwab. Hare is based in Bellevue, WA. 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 blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Jose Ramos is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of experience in the industry, including prior work at Orion Portfolio Solutions. Ramos has also worked with Brighton Schools Summer Camp in previous years. 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, providing services such as portfolio management, financial and retirement planning, and wealth transfer planning.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.