Jennifer Harrison is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 credential with three years of industry experience. She has worked at Coldstream since 2021 and previously spent seven years at Rosenbaum Financial and seven years at Big Al's. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers services including portfolio management, financial and retirement planning, and wealth transfer planning through team-based wealth management supported by an internal Investment Strategy Group.

Payton Chipley is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with four years of industry experience. He holds a Series 65 credential and previously worked at Arrian Investments, Inc. and Northwestern Mutual. Chipley also acts as an independent licensed insurance agent, providing life, accident, and health insurance products. Badgley Phelps Wealth Managers offers personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach featuring multi-strategy portfolio construction and provides tax, insurance, and credit/cash management solutions through affiliated and third-party providers.

Harrison Leu is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Brighton Jones, he worked in various roles including at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office support, with access to affiliated private investment funds, trust services, and legal services.

Robin Gruber is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has worked at Capital Analysts since 2019, as well as Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products including annuities and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Andres Rivera Uribe is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has spent time focused on full-time education between stints at Brighton Jones. Andres previously worked at Woodmark Waterfront Adventures in 2021. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan financial planning. The firm uses a whole-balance-sheet approach, managing a mix of public and private investments and supporting clients with trustee, fiduciary, legal, and family office administrative services through its affiliated entities.

Andrew Howard is a financial advisor at SCS with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial and GWFS Equities Inc / Great-West Financial. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation using a variety of instruments and offers services including portfolio management, pension consulting, and participant education programs.

Dennis Chiu is a CFP® professional with four years of industry experience, currently serving at Brighton Jones LLC since 2021. His prior work includes roles at Reef Kitchens, Weinstein & Riley, P.S., and several other organizations. He is based in Seattle, WA. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering a range of services including discretionary portfolio management, financial planning, tax preparation, and family office administrative support. The firm employs a whole-balance-sheet approach and operates an affiliated ecosystem including private investment management, trust services, and legal offerings.

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.

Michael Herron is a financial advisor at Citizens Private Wealth with 29 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and The Leaders Group Inc. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as institutional clients such as pension plans and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture investment framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by quantitative and qualitative research.

William Hay is a Series 65-licensed financial advisor at Evergreen Capital Management LLC with three years of industry experience. He has worked at ALPS Distributors Inc. since 2015 and has been affiliated with Evergreen Capital Management since 2010. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and branded programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests tailored to client needs.

Hailey Marlow is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Scs, she worked in various roles including positions at Woodland Coffee, September Boutique, and Hotel Ballard. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation and offers services including discretionary portfolio management, standalone financial planning, pension consulting, and participant education.

Thomas Petroff is an advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding Series 65 and Series 63 designations. He has one year of experience at LNW and twelve years prior experience at The Agnew Company. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm focuses on customized investment strategies that include strategic asset allocation, global diversification, and a core-satellite approach, with integrated services including financial and estate planning and coordination with other advisors.

Moses Park is a CFP® professional with nine years of industry experience, currently serving at The Mather Group, LLC in Bellevue, WA. He has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Anne Marie Stonich is a CFP® and holds a Series 65 license with 25 years of experience in the financial services industry. She has worked at Coldstream Wealth Management since 2021, including a prior period from 2025 onward. Her previous roles include positions at Paracle Advisors LLC and Brighton Jones LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Austin Bowlin is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding Series 63 and Series 65 licenses and has eight years of industry experience. He is a partner and Chief Strategist at Real Estate Transition Solutions, LLC, a real estate consultancy firm, where he oversees marketing, process, and client tracking. Bowlin has worked at Secure Asset Management and Aurora Securities since 2021, with prior experience at Concorde Asset Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs client-specific investment policies and a combination of fundamental, technical, and cyclical analysis across various asset classes.

Douglass Mccrae is a financial advisor at Northwest Asset Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he is involved in probate court assistance as a legal attorney. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm follows a fiduciary approach focused on customized portfolios using Modern Portfolio Theory and strategic asset allocation, offering a range of investment and consulting services.

J Crosby is a financial advisor at Brighton Jones LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining Brighton Jones, Crosby held roles at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Capital Resource Group. Their background also includes work at Pacific Lutheran University and Abercrombie & Fitch. Brighton Jones provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including Personal CFO and OpenPlan. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem of investment funds, trust services, and legal support.

Keith Swanson is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Scs since 2022. His prior experience includes roles at LPL Financial, Pacific Capital Resource Group, and Pacific Financial Group. Outside of his advisory work, he serves as a part-time soccer referee. Scs is a multi-advisor firm managing approximately $1.64 billion in discretionary assets for individuals, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset-allocation approaches with multiple analytical methods to manage portfolios, primarily on a discretionary basis through LPL’s platforms.

Julia Marzella is a financial advisor at Coldstream Wealth Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and UBS Financial Services. Coldstream Wealth Management is an 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 investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and financial planning services.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.