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 at Freestone Capital Management, LLC with 20 years of industry experience. He has previously worked at Parallel Advisors, LLC, Lenox Wealth Advisors, Lenox Advisors, Inc., MML Investors Services Inc., and MassMutual. Freestone Capital Management, LLC is a wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and private pooled investment vehicles. The firm employs a mix of internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios, with a focus on downside risk and the use of both fundamental and quantitative analysis.

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, holding a Series 65 designation with 14 years of industry experience. He has been with Brighton Jones since 2007. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. 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.

Amy Graham is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Tschetter Group, Wells Fargo Advisors, and Kms Financial Services, Inc. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, using a mix of internally managed portfolios, third-party sub-advisers, and alternative investments with a focus on downside risk.

Warn Willis is a Certified Financial Planner® with 26 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at LPL Financial, LLC, and KMS Financial Services, Inc. Willis is also involved in managing Willis Eckfeldt Asset Management, LLC and operates as an independent insurance agent offering life insurance and fixed annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies tailored to client objectives, utilizing multiple analytical approaches and specialized tools to manage various account types.

Garrett Dean is a financial advisor at Coldstream Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Coldstream Capital Management Inc. since 2015, with prior experience at Petersen Hastings Wealth Advisors, Inc. from 2014 to 2016. 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 institutional clients, delivering advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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 in Seattle, WA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Brighton Jones, he worked in various roles including 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 provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office support, with access to affiliated private investment funds, trust services, and legal services.

Michael Diotalevi is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fisher Investments, Empower Financial Services, Personal Capital Advisors Corporation, and Voya Financial Advisors. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs tailored portfolios based on documented risk tolerance and uses diverse strategies ranging from conservative allocations to options writing, managing approximately $1.55 billion in assets with a team of 84 advisors.

Andres Rivera Uribe is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has spent time focused on full-time education between stints at Brighton Jones. Andres previously worked at Woodmark Waterfront Adventures in 2021. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan financial planning. The firm uses a whole-balance-sheet approach, managing a mix of public and private investments and supporting clients with trustee, fiduciary, legal, and family office administrative services through its affiliated entities.

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.

Travis Bomgardner is a financial advisor at SCS with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Transamerica Capital, Inc., Waddell & Reed, and DDD Partners dba Tschetter Group, where he also served as Chief Business Development Officer. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, standalone planning, and pension consulting. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various securities and includes fiduciary services for retirement plans.

Dennis Chiu is a CFP® and Series 65-licensed financial advisor at Brighton Jones LLC with five years of industry experience. He has worked at Brighton Jones since 2021 and has prior experience at firms including Weinstein & Riley, P.S., and several other businesses in the Seattle area. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem including a trust company and private investment funds.

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.

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) with Series 65 and Series 63 credentials. He has over 13 years of industry experience, including 12 years at The Agnew Company before joining LNW. LNW provides wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, offering integrated services such as financial and estate planning alongside investment management. The firm focuses on customized investment strategies with an emphasis on strategic asset allocation, global diversification, and a core-satellite approach.