Roger Reynolds is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Coldstream Securities, Inc. and Coldstream Capital Management since 1996. 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 uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.

Thomas McDonnell is a CFP®-credentialed financial advisor at Merit Financial Advisors with 16 years of industry experience. His career includes positions at Morgan Stanley, Lido Advisors, and a lengthy tenure at E*TRADE Capital Management. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable model allocations.

Thomas Howell is a financial advisor with Composition Wealth, LLC in Seattle, WA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Composition Wealth in 2026, he worked at Northwestern Mutual Investment Management for 24 years. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, low-cost, diversified portfolios, utilizing mutual funds, ETFs, individual securities, and occasionally private funds and structured notes, supported by fundamental and technical analysis and an internal due diligence process.

Matthew Kelley is a CFP® with seven years of experience in financial services. He is currently an advisor at Brighton Jones LLC, where he has worked since 2023. Prior to that, he held positions at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO offering for high‑net‑worth clients. The firm uses a whole-balance-sheet approach and invests client assets across public and private markets, supported by an affiliated ecosystem that includes a trust company and legal services.

Graham Johnson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Equitable Advisors LLC and several short-term positions in various organizations. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm offers tailored portfolio management strategies and a variety of institutional research and clearing services.

Michelle Decaire is a financial advisor at Badgley Phelps Wealth Managers with six years of industry experience. She has previously worked at Coldstream Wealth Management and held positions at Marriott Corp., Hyatt Corp., and Laris Architectural Products. In addition to her advisory role, Michelle provides occasional event and banquet services at major hotels in the Bellevue, WA area. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and multi-strategy portfolio construction approach, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Daniels Voyteshonock is a CFP® with 11 years of industry experience, currently serving at Coldstream Wealth Management in Bellevue, WA. His career includes roles at Coldstream Wealth Management and Coldstream Securities Inc., as well as positions at Oppenheimer & Co. Inc., Integrity Financial Corporation, and Morgan Stanley. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, using a team-based approach supported by an internal Investment Strategy Group and offering a range of portfolio management and financial planning services.

Natalie Mackey is a Series 65 credentialed financial advisor with five years of industry experience. She has been with Badgley Phelps Wealth Managers since 2018, following prior work at A.E.G. Facilities and Little Caesars. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternative investments, and offers both discretionary and non-discretionary client relationships.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.

Robert Higueria is a financial advisor at Empirical Wealth Management in Seattle, WA, with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual Investment Services LLC, Wells Fargo, and Koenig Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios based on Modern Portfolio Theory and operates several affiliated businesses, including real estate brokerage and insurance subsidiaries.

Gavin Dayment 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 in 2024, he worked at Parametric Portfolio Associates and Washington Trust Bank. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach with discretionary investment authority and offers a range of services including portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

Hinnah Daryani is a CFP®-designated financial advisor with nine years of industry experience, currently with Brighton Jones LLC in Seattle. Prior to joining Brighton Jones, she worked at The Vanguard Group for several years. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering a whole-balance-sheet approach and discretionary portfolio management combined with access to private and public investments.

David Mcintosh is a CFP® and holds a Series 65 license with 13 years of experience in the financial services industry. He has worked at Coldstream Wealth Management since 2019 and previously held positions at Paracle Advisors, LLC and Fisher Investments. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial and retirement planning, family advisory, and fiduciary services through team-based wealth management supported by an internal Investment Strategy Group.

Brandon Beckner is a CFP® professional with nine years of industry experience, currently serving at Composition Wealth, LLC since 2024. His prior experience includes roles at EP Wealth Advisors, Filament, LLC, and Glassman Wealth Services, LLC. Based in Seattle, WA, he has worked across multiple advisory firms during his career. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and other investment vehicles.

Todd Hobson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2025. His prior experience includes roles at Cable Hill Partners, Steward Partners Investment Solutions, Umpqua Bank, and BancWest Investment Services. Outside of his advisory work, he is a passive limited investor in restaurant-related entities in Utah. 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 investment approach supported by an internal strategy group and offers diversified portfolios incorporating tax-managed equities, alternatives, and access to various sub-advisors and private funds.

Arika Larson is an advisor with Gibbs Wealth Management, LLC in Bellevue, WA. She holds Series 63 and Series 65 registrations and has been involved in financial services through her own firm, Arika Larson Insurance and Financial Services, since 2001. She joined Gibbs Wealth Management in 2026. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios tailored to clients’ financial situations and risk tolerance.

Austin Flora is a CFA® charterholder currently with Brighton Jones LLC in Seattle, WA. He has held positions at Northern Trust, Signature Consultants, and Sanctuary Wealth prior to joining Brighton Jones in 2026. Brighton Jones LLC serves individual, high-net-worth, and family-office clients, offering comprehensive wealth management and financial planning services. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management alongside access to private funds and affiliated entities for investment and fiduciary services.

Michael Ridgeway is a financial advisor at Robertson Stephens with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Steelhead Partners, LLC for 19 years and Columbia Pacific Wealth Management. Ridgeway also serves as a strategic planning consultant for Altpep, a life sciences development company. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering both discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a mix of in-house and third-party investment strategies overseen by a dedicated investment office and committee.

Joshua Harris is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with 25 years of industry experience. His prior experience includes 17 years at Paracle Advisors LLC before joining Coldstream. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering services including portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Claire Alexander is a financial advisor at Brookwood Investment Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors and Crux Wealth Advisors. Outside of her advisory role, she owns Crux Insurance Agency, LLC, where she transacts fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement advisory services. The firm customizes portfolios using a range of passive, active, tactical, and blended strategies, and maintains a network of affiliated businesses including insurance and legal services.