Jose Ramos is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of experience in the industry, including prior work at Orion Portfolio Solutions. Ramos has also worked with Brighton Schools Summer Camp in previous years. 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, corporate retirement plans, endowments, and other institutional clients, providing services such as portfolio management, financial and retirement planning, and wealth transfer planning.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Chance Leiseth is a CFP® with 13 years of experience in the financial services industry. He has been with Empirical Wealth Management since 2021 and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is also an affiliated insurance producer with Empirical Insurance, where he recommends insurance products addressing life, disability, and long-term care needs. Empirical Wealth Management serves a range of clients including high-net-worth individuals, trusts, estates, and charitable organizations, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and estate-planning services.

Matthew Tigert is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential and with 18 years of industry experience. He has been with Freestone Capital Management since 2015. Freestone Capital Management is a wealth management firm with 42 advisors managing approximately $11.49 billion in regulatory assets for about 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles, employing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Rachel Borsini is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Four Seasons Design, Inc. from 2017 to 2024. 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, corporate retirement plans, endowments, and institutional clients, providing services that include portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services.

Scott Schuler is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds the CFA® designation and Series 66 license and joined Coldstream in 2024. Prior to his advisory role, he worked at Microsoft Corporation from 2013 to 2024. 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, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial and retirement planning, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Arnita Hallman is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CliftonLarsonAllen Wealth Advisors since 2010. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Leonard Van Dorp is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 17 years of industry experience. He previously worked at Garde Capital, Inc. from 2015 to 2019 before joining Northwest Asset Management in 2019. Outside of his advisory role, he serves as the Honorary Consul for the Netherlands, covering Washington, Idaho, and Montana. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, utilizing fundamental and technical analysis to build diversified portfolios and provide ongoing monitoring.

Jenna Brazile is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with Freestone Capital Management, LLC since 2015. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary advisory services, combining internally managed portfolios, third-party sub-advisers, and alternative investments, with an emphasis on diversification and downside risk management.

Wentao Liu is a CFP® and Series 66-registered advisor with one year of industry experience, currently with Coldstream Wealth Management. His prior roles include positions at Mainsail Financial, PNC Wealth Management, and Evoke Advisors. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios that include alternatives and specialized strategies.

David Goren is a financial advisor at MissionSquare Retirement with 27 years of industry experience. He has worked at ICMA Retirement Corporation since 2000. Outside of his advisory role, he serves as a committee member for Sahalee Country Club, a nonprofit golf club in Sammamish, WA. MissionSquare Retirement provides retirement plan administration, recordkeeping, education, and advisory services to state and local government employers, employees, and certain nonprofits. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, using investment advice developed by Morningstar Investment Management.

Matthew Loreen is a financial advisor at Northwest Asset Management with a Series 65 credential and four years of industry experience. His prior work includes roles at Mutual of Omaha, Foresters Financial, and the Carson Center for Student Success. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

Greer Smith is a financial advisor at Brighton Jones LLC with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Brighton Jones since 2012. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model and Lenora Family Office, combining whole-balance-sheet planning with discretionary management and private-investment opportunities.

William Cunningham is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Denison University’s Department of Economics and Academic Resource Center. Outside of finance, he has also been involved with the Skyhawks Sport Academy. 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, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based wealth management and a combination of internal and external investment strategies.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. Roth is also the owner of CBR Investment Advisors, LLC, a business focused on assisting clients with life insurance and annuity needs. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisors.

Jonathan Wittlin is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Freestone Capital Management, LLC since 2023. His prior roles include positions at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. He holds Series 63 and Series 65 licenses. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through 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 portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Brian Johnson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. His prior experience includes roles at Vinoble Group and Ameriprise Financial Services, Inc. He is also a director and trustee of The Soule Foundation, a charitable organization involved in financial oversight and grant making. Composition Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients, 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 may utilize options and alternative investments when appropriate.

Eric Schuehle is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coldstream since 2021, following an 11-year tenure at Paracle Advisors LLC. 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, offering diversified strategies and access to various alternative investments and affiliated services.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, with 14 years of industry experience. He holds a Series 65 designation and has been with Brighton Jones since 2007. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm emphasizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Warn Willis is a financial advisor at Mutual Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Mutual Advisors, Willis worked at LPL Financial, LLC and KMS Financial Services, Inc. Outside of his advisory role, he manages the operations and finances of Willis Eckfeldt Asset Management, LLC and works as an independent insurance agent. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, ERISA plan advisory, and sub-advisory programs, employing both passive and active investment strategies tailored to client objectives.