Brian Hughes is a financial advisor at Waverly Advisors, LLC in Seattle, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Waverly Advisors, he worked at Pacific Portfolio Consulting, LLC for three years and PGA West for nineteen years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing around $29.9 billion in assets. The firm serves individuals, retirement plans, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private markets.

Orin Day is a financial advisor at KCD Financial, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he spent 22 years at RTI International. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of strategies from long-term investing to short-term trading, while utilizing third-party platforms and managers.

Connor Doran is a financial advisor at SCS with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2022 to 2024 before joining SCS and LPL Financial in 2024. SCS serves individuals, trusts, corporations, and retirement plans with discretionary asset management, financial planning, pension plan advisory, and employee benefits consulting. The firm manages approximately $1.64 billion in discretionary assets through a 27-advisor team and employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation.

Robyn Sabin is a financial advisor at Freestone Capital Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Freestone since 2015. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles using a diversified approach that includes model portfolios, third-party sub-advisers, and alternative investments.

James Hughes is a financial advisor at Freestone Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Transcend Wealth Collective, Purshe Kaplan Sterling Investments, and as a consultant. Outside of his advisory role, he serves as trustee for an irrevocable family trust established by his mother. Freestone Capital Management, LLC is a wealth management firm overseeing approximately $11.49 billion in assets for nearly 2,800 clients. The firm offers discretionary and non-discretionary investment advisory services and employs a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Julie Parisio Roy is a CFP® and CFA® with 27 years of industry experience. She has been with Badgley Phelps Wealth Managers since 2016, initially at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers before continuing with the firm in its current structure. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, fixed income, and alternatives, with regular account reviews and rebalancing.

Spencer Graham serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop and maintain customized financial plans, aiming to provide clarity and peace of mind as they pursue their financial goals. His professional background includes various positions at Fidelity Investments, such as Financial Consultant, Planning Consultant, Audit Manager, and Senior Audit Analyst, spanning from 2018 to the present. Prior to this, he worked as a Financial Institution Specialist at the Federal Deposit Insurance Corporation from 2014 to 2017. Spencer holds a California Insurance License. Outside of his professional life, Spencer has interests that include board games, golf, outdoor adventures, skiing, traveling, and volunteering.

Mari Nordstrom is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding a Series 65 credential with two years of industry experience. Prior to her current role, she worked at Willmott's Ghost and Great State Burger and has experience outside the financial sector. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management. The firm employs a diversified investment approach combining internally managed model portfolios, third-party sub-advisers, and alternative investments, with a focus on downside risk.

Michael Grimme is a financial advisor at SCS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park and Elm Investment Advisers LLC, Financial Advocates Investment Management, and One America Financial Partners. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment process combining tactical, strategic, and dynamic asset allocation with various analytical methods and offers a range of services including asset management, financial planning, pension plan advisory, and insurance product sales.

Shenyan Gu is a CFP® and CFA® with four years of industry experience. He is currently with Brighton Jones LLC and previously worked at BlueShore Financial Credit Union and CIBC. Brighton Jones LLC 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 and OpenPlan. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Anna Shaw is a CFP® with eight years of experience in the financial industry. She is currently an advisor at Coldstream Wealth Management, where she has worked since 2025. Prior to joining Coldstream, she was with Cable Hill Partners for four years and Fisher Investments for seven years. 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 offers portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex multi-entity financial needs.

Shyanne Render is a CFP® professional with seven years of industry experience. She has been with Brighton Jones LLC since 2015. Based in Seattle, WA, she is part of a firm offering wealth management and financial planning to individual, high-net-worth, and family-office clients. Brighton Jones provides services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office support. The firm employs a whole-balance-sheet approach for high-net-worth clients and offers access to public and private investments through an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Susan Katz is a financial advisor with Integrated Advisors Network LLC in Kirkland, WA, holding a Series 66 designation and 22 years of industry experience. She previously operated Katz Family Financial Advisors, LLC for 14 years before joining Integrated Advisors Network and Candid Financial, where she has worked for the past seven years. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning using a combination of fundamental and quantitative analysis, third-party sub-adviser platforms, and flexible investment strategies tailored to client risk profiles.

Gene Wong is a financial advisor at Wedbush Securities Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Morgan Securities since 2009, following prior roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, along with discretionary and non-discretionary portfolio management tailored to client objectives.

Adrian Cabrera Ramirez Jr. is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience, including prior roles at Career Launch Partnerships and Seattle Pacific University. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving a diverse client base that includes individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a range of services including portfolio management and retirement plan fiduciary services.

Rachel Mccracken is a CFA® charterholder with 10 years of experience in the financial industry, currently associated with Coldstream Wealth Management. She has worked at Rainier Group Investment Advisory, LLC since 2016. 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, wealth transfer planning, and fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

Harold Goren is a financial advisor with St. Bernard Financial Services, Inc. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Provident Mutual since 1992 and was with Independent Financial Group from 2008 to 2016. Outside of his advisory role, he operates his own sole proprietorship providing investment and insurance services, including fixed annuities and life insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services focused on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm combines fee-based and commission-based solutions within a dual adviser/broker-dealer structure.

Bijan Ramirez is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors providing wealth management services, including asset management, financial planning, and employee financial-wellness programs. The firm’s investment approach focuses on long-term, diversified portfolios overseen by an internal Investment Management team and allows customization by advisors.

Edwin Sondgroth Jr. is a CFA® charterholder with 24 years of industry experience, currently serving at Badgley Phelps Wealth Managers in Seattle, WA. His career includes positions at Brighton Jones and D.A. Davidson & Co. before joining Badgley Phelps in 2021. Badgley Phelps Wealth Managers offers personalized wealth and investment management as well as financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection with fixed income, alternatives, and ETF/model portfolios.