David Roberts is a financial advisor at Coldstream Wealth Management in Bellevue, WA, with 38 years of industry experience. His career includes roles at Rainier Group Incorporated, RG Investment Advisory LLC, Cascadia Capital, LLC, and Coldstream Securities, Inc. Outside of his advisory work, he serves as a business transition consultant to privately held companies and holds board memberships with several non-investment-related businesses. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and provides integrated portfolio management, financial planning, and retirement plan fiduciary services.

Richard Gann is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including DFPG Investments, Inc., Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory role, Gann is an author of two books and involved with Altsillustrator.com, a cloud-based investment software application. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and provides ERISA retirement-plan advisory services with a focus on managing conflicts through supervision and documented policies.

Catherine Humbert is a CFP® and CFA® with 22 years of industry experience. She has been with United Capital Financial Advisors since 2012. Humbert serves on the Investment Committee of the YWCA, providing oversight for the nonprofit’s investments. United Capital Financial Advisors offers national financial planning and discretionary investment management to individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios, including ESG and faith-based options, and provides technology and sub-advisory services to independent advisors through its FinLife Partners platform.

Jackson Mc Carthy is a Series 65-licensed financial advisor with Brighton Jones LLC in Seattle, WA, and has one year of industry experience. Prior to joining Brighton Jones, he worked at Expeditors International of Washington and MassMutual Northwest. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers services including discretionary portfolio management, tax preparation, and family office administrative support.

Lauren Bowers is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealthcare, she worked in various roles at companies including Schneider Electric and Tactile Inc. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and combines quantitative metrics with fundamental, technical, and behavioral analysis to tailor long-term strategies.

Rory Shanks is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, he attended Gonzaga University from 2020 to 2024 and has held various positions including work at Mule Expedition Outfitters and Sano Cafe. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, financial planning, tax preparation, and family office support.

John Mell III is a CFP® and CFA® with 17 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2007 to 2023. He is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Blake Mckibbin is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm’s investment approach emphasizes long-term strategies centered on low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis and an internal due-diligence process.

Robert Seibel Jr. is a Series 66-licensed financial advisor at Merit Financial Advisors with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and Pacific Life Insurance Company. Outside of his advisory work, he has experience in the food service industry, having worked at Taste of Belgium and Trio Bistro. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and nearly $24 billion in assets under management. The firm offers coordinated wealth-management services using a long-term, diversified investment approach with customizable models overseen by an internal Investment Management team and supports both discretionary and non-discretionary authority arrangements.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Elevated Capital Advisors, LLC and has operated Mark A. Stimpson and Associates since 1980. Outside of advisory services, he is also involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and engages a network of affiliated offices and sub-advisers to deliver tailored investment advice.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 designations and having nine years of industry experience. Prior to joining Buck Wealth Strategies, he worked at J.P. Morgan Securities and Morgan Stanley. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach incorporating tactical asset allocation and sector rotation, and is notable for its use of options strategies and collaboration with outside money managers and TAMPs.

Christian Linares is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. His career has been primarily with Brighton Jones since 2018, with a brief period at CRH Materials in 2017. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients. The firm uses a whole-balance-sheet approach and offers investment management through both public and private assets, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Janice Dsilva is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2023. Outside of her advisory role, she has been involved with Tutor.com since 2022. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified investment strategies and access to a broad range of alternative investments and affiliated services.

David Moretsky is a CFP® and ChFC® with 26 years of experience in financial advisory. He is currently a financial advisor and founding partner at Keel Financial Partners and works with Winthrop Wealth. His career includes roles at firms such as LPL Financial and Crump Life Insurance Services. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm uses a four-step investment process focused on prudence and long-term goals, combining in-house management with third-party sub-advisers, and manages approximately $3.1 billion in assets.

Helena Dempsey is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds a Series 65 designation and has prior experience at Amazon, The Brattle Group, and UCLA Anderson School of Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension plans, and pooled vehicle investors. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Benjamin Silber is a financial advisor at Freestone Capital Management, LLC with Series 65 credentials and two years of industry experience. He has held various roles in athletic organizations and private tennis clubs, including positions as an assistant tennis professional and pro shop attendee. Silber is based in Seattle, WA. Freestone Capital Management, LLC 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, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Maximilian Arms is a CFP® professional at Brighton Jones LLC with five years of industry experience. He has held roles at Brighton Jones since 2021, with prior experience at firms including Freestone Capital Management, Corient Services, and Medtronic. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Megan Hannah is a CFA® charterholder with six years of industry experience. She has worked at Coldstream Wealth Management since 2026 and previously spent seven years at Emerald Advisors, LLC and twelve years at BlackRock, Inc. 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, offering portfolio management, financial and retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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.

Thomas Cranney III is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 65 and Series 66 licenses and has professional experience dating back to 2015 with roles at Wells Fargo Clearing and Wells Fargo Advisors before joining McCutchen Group LLC and subsequently LNW. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and diverse investment approaches including private funds and alternative investments.