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.

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.

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® professional with 20 years of industry experience, currently serving at Composition Wealth, LLC since 2025. He has previously worked at Vinoble Group and Ameriprise Financial Services, Inc. Johnson is a director and trustee for The Soule Foundation, a charitable organization involved in financial oversight and grant making. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments.

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.

Garrett Dean is a financial advisor at Coldstream Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has been with Coldstream Capital Management Inc. since 2015. Coldstream Wealth Management is an 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, tax-managed strategies and access to a broad range of alternative investments and affiliated financial services.

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 with a Series 65 designation and less than one year of industry experience. His prior work includes roles 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 serves high-net-worth and ultra-high-net-worth individuals and families, business entities, trusts, charitable organizations, and retirement plan sponsors. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Andres Rivera Uribe is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. His work history includes multiple periods at Brighton Jones interrupted by full-time education and a role at Woodmark Waterfront Adventures. Brighton Jones serves a broad client base including high-net-worth individuals and families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a balance-sheet, holistic approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

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® and Series 65 licensed advisor with Brighton Jones LLC, based in Seattle, WA. He has four years of industry experience, including roles at Weinstein & Riley, P.S., and completed work at Reef Kitchens. Brighton Jones serves a diverse client base including high-net-worth individuals, families, and retirement plan sponsors, offering comprehensive wealth management services such as financial planning, discretionary investment management, family office services, and tax preparation. The firm emphasizes a balance-sheet, holistic approach and utilizes independent managers and private investment opportunities.