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.

William Allen is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Composition Wealth, LLC with five years of industry experience. His career includes roles at Vicus Capital, Inc. and Robert Baird & Co., as well as five years of service in the United States Army. Composition Wealth, LLC manages approximately $9.47 billion in discretionary assets and provides investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and serves clients under a multi-advisor structure.

Charles Pyle is a financial advisor at Empirical Wealth Management in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Empirical Wealth Management in 2023, he worked at Westmount Asset Management, LLC and Dimensional Fund Advisors Inc. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and various retirement plans, employing a diversified investment approach grounded in Modern Portfolio Theory. The firm also offers affiliated real estate, insurance, and legal services through its related businesses.

Frances Lee is a financial advisor at Coldstream Wealth Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Coldstream since 2019. Prior to that, she worked at Umpqua Investments and ShareBuilder. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, financial and retirement planning, and access to a range of alternative investments.

Kristen Bauer is a financial advisor at LNW with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior firms include Tiedemann Advisors and The Threshold Group, where she spent two decades. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.

Gary Mitchell is a CFA® charterholder with 30 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. United Capital employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports its services with proprietary technology and research.

Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Her previous roles include positions at LPL Financial and Securities America Advisors. Outside of her advisory work, she is involved in real estate development through ownership of Portal 8 LLC and operates Studio B, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser that serves individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm utilizes a diversified investment approach, allocating assets among low-cost mutual funds, ETFs, individual securities, and independent managers.

Ethan Broga is a CFP® with 24 years of experience in the financial industry. He has been with Empirical Financial Services since 2010. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs investment strategies based on Modern Portfolio Theory, using diversified model portfolios across multiple asset classes and offers a range of services including discretionary investment management, financial planning, and affiliated insurance and real estate brokerage services.

Kevin Chen is a Series 65-licensed financial advisor at SCS with one year of industry experience. His prior work includes roles at Parcion Private Wealth LLC and Expedia Group. Outside of finance, he has experience working at Sambica Summer Camp and Retreat Center. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various forms of analysis to construct diversified portfolios, and also offers pension plan advisory and employee benefits consulting services.

Randy Greene is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation and 43 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer functions with clearing, custodial, and prime services, particularly in commodities and derivatives.

Sean Gonzalez is a financial advisor at Freestone Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Freestone since 2019. Prior to that, he held roles at Aligne Wealth Preservation, Impac Mortgage Corp, and the University of Southern California. Freestone Capital Management, LLC manages approximately $11.49 billion in regulatory assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with a focus on managing downside risk.

Jeffrey Janeway is a CFP® with 11 years of experience in financial advisory. He is currently with Harbour Investments, Inc., where he has worked since 2019, and he also owns Koenig Financial Group, an independent insurance agency. His prior roles include positions at Securities America and Bank of America. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with varying investment approaches tailored by individual advisors and approved third-party managers.