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 at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with two years of industry experience. His background includes multiple periods of full-time education and work at Brighton Jones, as well as a role at Woodmark Waterfront Adventures. Brighton Jones advises high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm provides comprehensive wealth management services through a Personal CFO model, offering integrated planning, investment management, and family office services, along with private investment opportunities via its subsidiary Lenora Capital.

Andrew Howard is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at GWFS Equities Inc / Great-West Financial and has operated an independent registered investment advisor firm, SCS, since 2020. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Samantha Kennedy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. Her prior experience includes roles at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, and Cambridge Management Inc. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven approach with diversified portfolios and ongoing oversight.

Michael Herron is a financial advisor at Citizens Private Wealth with 29 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and The Leaders Group Inc. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as institutional clients such as pension plans and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture investment framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by quantitative and qualitative research.

William Hay is a Series 65-licensed financial advisor at Evergreen Capital Management LLC with three years of industry experience. He has worked at ALPS Distributors Inc. since 2015 and has been affiliated with Evergreen Capital Management since 2010. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and branded programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests tailored to client needs.

Hailey Marlow is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Scs, she worked in various roles including positions at Woodland Coffee, September Boutique, and Hotel Ballard. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation and offers services including discretionary portfolio management, standalone financial planning, pension consulting, and participant education.

Thomas Petroff is an advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding Series 65 and Series 63 designations. He has one year of experience at LNW and twelve years prior experience at The Agnew Company. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm focuses on customized investment strategies that include strategic asset allocation, global diversification, and a core-satellite approach, with integrated services including financial and estate planning and coordination with other advisors.

Moses Park is a CFP® professional at The Mather Group, LLC with eight years of industry experience. He has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and utilizes AI and machine-learning tools under human oversight.

Anne Marie Stonich is a CFP® and holds a Series 65 license, with 24 years of experience in the financial advisory industry. She has worked at Coldstream Wealth Management since 2021 and previously spent 17 years at Paracle Advisors LLC. Coldstream Wealth Management is an 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 investment approach that includes diversified portfolios, tax-managed strategies, and access to various alternative investments.

Austin Bowlin is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Prior to joining Secure Asset Management, he worked at Aurora Securities Inc. and Concorde Asset Management, LLC. Outside of his advisory role, Bowlin is a partner and Chief Strategist at Real Estate Transition Solutions, LLC, a real estate consultancy. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and often utilizes third-party money managers and trading signals.

Douglass Mccrae is a financial advisor at Northwest Asset Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he is involved in probate court assistance as a legal attorney. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm follows a fiduciary approach focused on customized portfolios using Modern Portfolio Theory and strategic asset allocation, offering a range of investment and consulting services.

J Crosby is a financial advisor at Brighton Jones LLC with seven years of industry experience and holds a Series 65 designation. Their career includes multiple roles at Brighton Jones and prior positions at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Lutheran University. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including its Personal Chief Financial Officer program, family office services, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet and holistic approach to client advice.

Keith Swanson is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Scs since 2022. His prior experience includes roles at LPL Financial, Pacific Capital Resource Group, and Pacific Financial Group. Outside of his advisory work, he serves as a part-time soccer referee. Scs is a multi-advisor firm managing approximately $1.64 billion in discretionary assets for individuals, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset-allocation approaches with multiple analytical methods to manage portfolios, primarily on a discretionary basis through LPL’s platforms.

Julia Marzella is a financial advisor at Coldstream Wealth Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and UBS Financial Services. Coldstream Wealth Management is an 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 investment approach supported by an internal Investment Strategy Group, offering a range of portfolio management and financial planning services.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.