Shari Burns is a CFA® charterholder and holds a Series 65 license with 34 years of industry experience. She has been with United Capital Financial Advisors since 2012. Based in Seattle, WA, Burns has worked primarily within enterprise-level advisory firms. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client technology, and access to third-party managers.

Angelina Funtanilla is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney spanning over a decade. Outside of her advisory work, she contributes poetry to an online publication affiliated with a fitness and recreational company. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm provides both discretionary and non-discretionary managed accounts, clearing and custodial functions, and operates commodities and prime services businesses.

Alannah Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Coldstream, she worked at Brighton Jones and has experience in various non-financial roles including at Mochinut and university settings. Coldstream Wealth Management is an SEC-registered 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 employs team-based wealth management supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and fiduciary retirement plan services.

David Roberts is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding a Series 63 license and bringing 37 years of industry experience. He has worked with multiple firms, including Coldstream Securities, Cascadia Capital, RG Investment Advisory, and Rainier Group. Outside of his advisory role, Roberts serves as a business transition consultant for privately held companies under Rainier Group Consulting and holds board positions with several non-investment-related companies. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, and institutions. The firm employs a team-based investment approach, offering diversified portfolios and access to a range of alternative investments, supported by a broad affiliated ecosystem including broker-dealer, insurance, tax, and consulting services.

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 financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. He has prior experience at Expeditors International of Washington and MassMutual Northwest, and has a background that includes time at the University of Washington and Skyline High School. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans with comprehensive wealth-management services. The firm utilizes a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Lauren Bowers is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she held positions at Schneider Electric, Tactile Inc., and several other companies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and a behavioral economics framework, incorporating both passive and active investment strategies.

Rory Shanks is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Brighton Jones, Rory attended Gonzaga University and has worked in various roles including with Mule Expedition Outfitters and Sano Cafe. Brighton Jones serves high-net-worth and ultra-high-net-worth families, individuals, retirement plan sponsors, and charitable organizations by providing comprehensive wealth services such as family office support, discretionary investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and offers access to private investment opportunities alongside its specialized Personal Chief Financial Officer program.

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.

Kerry Chamberlin is a financial advisor with Buck Wealth Strategies, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses and nearly a decade of industry experience. Prior to joining Buck Wealth Strategies in 2025, he held roles at J.P. Morgan Securities, Fidelity, Morgan Stanley, and Key Bank. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and discretionary portfolio rebalancing.

Christian Linares is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Brighton Jones LLC since 2018, working in various capacities within the firm. Prior to joining Brighton Jones, he worked at CRH Materials for one year. Brighton Jones LLC provides wealth management services to individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers a comprehensive range of services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet, holistic approach to client advice.

Cody Crawford is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2025, and has previous experience at several advisory firms including SPG Advisors LLC and Dynamic Income Strategies LLC. In addition to his advisory role, Crawford assists clients with income planning and insurance integration through his work with Retirement Wealth Pro. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

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 financial advisor at Winthrop Wealth with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including LPL Financial and Private Advisor Group. Moretsky is a founding partner of Keel Financial Partners and incorporated Moretsky Financial, Inc. for tax and investment purposes. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a long-term investment approach that combines internal strategies, third-party managers, and a rigorous oversight process.

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® and Series 65-registered advisor at Brighton Jones LLC with five years of industry experience. He has worked at Brighton Jones since 2021, with prior roles at Freestone Capital Management, Corient Services, Medtronic, and other firms. Maximilian is based in Seattle, WA. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations by offering comprehensive wealth management, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside proprietary affiliated vehicles.

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.