Edward Doubleday is a financial advisor with Freestone Capital Management, LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has been with Freestone since 2013. Outside of his advisory role, Doubleday serves on the board of directors for InnerAsia Travel Group, a family company based in San Francisco. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm provides 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.

William Allen is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Vicus Capital, Inc. and Robert W. Baird & Co. Incorporated. Prior to his financial career, he served five years in the United States Army. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including 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 management.

Charles Pyle is a financial advisor at Empirical Wealth Management in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Empirical Wealth Management in 2023, he worked at Westmount Asset Management, LLC and Dimensional Fund Advisors Inc. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and various retirement plans, employing a diversified investment approach grounded in Modern Portfolio Theory. The firm also offers affiliated real estate, insurance, and legal services through its related businesses.

Frances Lee is a financial advisor at Coldstream Wealth Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Coldstream since 2019. Prior to that, she worked at Umpqua Investments and ShareBuilder. 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 and offers diversified portfolios, financial and retirement planning, and access to a range of alternative investments.

Rory Cannon is a financial professional at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, and Charles Schwab. In addition to his advisory role, he provides financial services through Sagient Financial Group, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening processes, while supporting a range of advisor-managed and third-party investment strategies.

Kristen Bauer is a financial advisor at LNW with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior firms include Tiedemann Advisors and The Threshold Group, where she spent two decades. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.

Gary Mitchell is a CFA® charterholder with 30 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. United Capital employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports its services with proprietary technology and research.

Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Her previous roles include positions at LPL Financial and Securities America Advisors. Outside of her advisory work, she is involved in real estate development through ownership of Portal 8 LLC and operates Studio B, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser that serves individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm utilizes a diversified investment approach, allocating assets among low-cost mutual funds, ETFs, individual securities, and independent managers.

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 43 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer functions with clearing, custodial, and prime services, particularly in commodities and derivatives.

Sean Gonzalez is a financial advisor at Freestone Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Freestone since 2019. Prior to that, he held roles at Aligne Wealth Preservation, Impac Mortgage Corp, and the University of Southern California. Freestone Capital Management, LLC manages approximately $11.49 billion in regulatory assets for around 2,783 clients through 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 model portfolios, third-party sub-advisers, and alternative investments with a focus on managing 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 with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Marshall & Sullivan, Inc., Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Badgley Phelps Wealth Managers provides wealth and investment management as well as standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation strategy with model-based portfolio construction and acts as an ERISA fiduciary for plan clients.

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.