Dominic Cellitti is a CFP® with 11 years of industry experience and currently serves as a financial advisor at Threadline Wealth in Bellevue, WA. He previously worked at Moss Adams Wealth Advisors and Charles Schwab in various roles from 2013 to 2021. Outside of his advisory work, he is involved with Cellitti Capital LLC, a real estate and property management business. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, businesses, and institutional clients. The firm employs a discretionary, fee-based approach with diversified, long-term portfolio allocations, incorporating strategies such as options-based hedging and tax-aware investing.

Alissa Wright is a Series 65 licensed advisor with 14 years of industry experience. She currently works at Coldstream Wealth Management and has previously held roles at Fulcrum Capital, LLC and Rainier Group Investment Advisory LLC. Wright has been with Coldstream Wealth Management across two periods totaling seven years. Coldstream Wealth Management is an employee-owned firm serving affluent individuals and 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 supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed strategies and access to alternative investments.

Bryce Fitzwilson is a Series 65–registered advisor with Coldstream Wealth Management in Bellevue, WA, with one year of industry experience. Prior to his current role, he worked at the Keck Science Department. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Benjamin Johnson is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Mission Wealth Management, LP since 2026 and previously spent 20 years at Financial Resources Group. Johnson is based in Bellevue, WA. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients including non-profits, endowments, and pension plans. The firm offers wealth management, personalized portfolio management, financial planning, and institutional retirement plan services, using a tiered service model and emphasizing long-term investment strategies.

Sophia Hampton is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Brighton Jones in 2019, she worked in roles outside the financial industry, including at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory work, she is a contracted Pilates instructor at Reformed Pilates. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as family office programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers and proprietary investment vehicles to support client needs.

Wendy Taylor is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. She holds a Series 65 designation and has been with the firm and its predecessors since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach includes disciplined asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives, with regular portfolio reviews and rebalancing.

Brayden West is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Washington Trust Bank and Northwestern Mutual. West has also been involved with Boise State University’s Outdoor Program and held a long-term role with Eastmont School District. Brighton Jones advises individuals, including high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model, combining financial planning, investment management, and family office services with access to private-investment opportunities via its subsidiary Lenora Capital.

Timothy Griffith is a financial advisor at Ascentis Independent Advisors, LLC in Seattle, WA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ORG Partners, LLC and WealthShield Partners, LLC, as well as Schmidt Financial Group, Inc. for two decades. Outside of his advisory role, he owns and manages a private farm on Whidbey Island, WA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Mellany Lengeling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2018. Prior to joining Freestone, she worked at The Lyman Group and Pitchbook Data. She volunteers as NexGen Chair for the Financial Planning Association of Puget Sound, assisting with event planning and outreach. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 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, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Wenwen Dong is a CFP®-designated financial advisor with eight years of industry experience, currently with Empirical Wealth Management. Her prior roles include positions at The Vanguard Group, Alaska Permanent Capital Management, and several other wealth management firms. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm offers a range of affiliated services including insurance, estate-planning referrals, and residential real estate brokerage.

Shane Payette is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Seidman Insurance Consultants and Hersman Serles Almond, an accounting firm. Payette is also a partner at Hersman Serles Almond, LLC, which provides tax preparation services for individuals and corporations. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach supported by an internal strategy group, offering diversified portfolios and access to a variety of alternative investments and affiliated services.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Mark Dennie is a CFP® professional with 29 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Vinoble Group and Ameriprise Financial Services, Inc. He is also a licensed insurance agent in Seattle, WA. 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, and businesses. The firm uses a primarily long-term, diversified investment approach with low-cost mutual funds, ETFs, individual stocks and bonds, and employs both fundamental and technical analysis to manage portfolios.

David Owen is a financial advisor at SCS with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013 and at SCS since 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical techniques, offering discretionary asset management, financial planning, pension plan advisory, and insurance products.

Elaina Shemeta is a CFP® with 18 years of industry experience, currently serving as an advisor at Coldstream Wealth Management. She has been with Coldstream Securities, Inc. and Coldstream Capital Management Inc. since 2015 and has prior experience with Linsco/Private Ledger dating back to 2006. 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 through team-based portfolio management supported by an internal Investment Strategy Group and offers a range of services including financial planning, wealth transfer, and retirement plan advisory.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and 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 emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.

Derrick Casey is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his financial advisory role, he is involved in a family business, Seattle Clinical Psychology, where he serves as CFO. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, emphasizing tailored investment advice through continuous supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Halle Shaeffer is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Johnson Investment Counsel and the University of Cincinnati, among other roles. Freestone Capital Management is a comprehensive wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and privately offered investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments, with a focus on downside risk and diversified portfolio construction.

Matthew Abrams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2016. Prior to joining Freestone, he worked at Wells Fargo Bank NA and Wells Fargo Advisors LLC. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages a family of private pooled investment vehicles with an investment approach focused on diversification and downside risk management across multiple asset classes.