Curtis Pepin is a financial advisor with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Badgley Phelps Wealth Managers and its predecessor entity since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning for individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Stephanie Bruno is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with Mission Wealth Management, LP, where she has worked since 2021, following nine years at Dynamic Wealth Advisors. She serves as president of the Board of Trustees for The Center For Active Living, a nonprofit organization, without compensation. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies with a range of securities and alternative investments.

Glen Goland is a CFP® with six years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2024. He previously worked at Arnerich Massena, Inc. for seven years and Confluence Wealth Management for two years. Coldstream Wealth Management is an employee-owned firm with approximately 165 advisors managing $12.4 billion in assets for affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs team-based wealth management supported by an internal Investment Strategy Group and offers diversified, tax-managed portfolios along with access to alternative investments and in-house private fund management.

Erika Allen is a financial advisor at Coldstream Wealth Management with six years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Coldstream, she worked at HBCG PLLC and BDO, and she has 15 years of experience at Peterson Sullivan LLP. In addition to her advisory role, she is a senior manager and member at a CPA firm. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, families, corporate retirement plans, endowments, and institutional clients. The firm uses team-based wealth management supported by an internal Investment Strategy Group, combining internal and third-party strategies while providing discretionary and non-discretionary management.

Wayne Demeester is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Definitive Advisors LLC since 2011. Outside of his advisory role, he serves on the BYU Marriott School of Business Entrepreneur Advisory Board and holds board and partnership positions in several private companies, including Vesiflo Inc. and Blue Sky Inc. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct diversified portfolios.

Erich Gebbie is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management in Seattle, WA. His prior experience includes roles at Financial Engines Advisors L.L.C. and W.E. Nightingale & Co Inc. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios and also provides access to affiliated real estate, insurance, and estate-planning services through in-house subsidiaries.

Hilary Clark is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses with 14 years of industry experience. She has been with Coldstream Capital Management, Inc. since 2007. 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, offering portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Dustin Rue is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Empirical Wealth Management. He previously worked at E*TRADE Capital Management and E*TRADE Securities, where he spent six years. Rue is also an affiliated insurance producer with Empirical Insurance, providing insurance planning services to clients. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach, offering diversified model portfolios across multiple asset classes and managing alternative-strategy funds, with affiliated services in real estate, insurance, and estate planning.

Rana Ozcubukcu is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with no prior industry experience before joining the firm. Her earlier work experience includes roles in education and hospitality before entering the financial advisory field. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to construct diversified portfolios, and it offers both discretionary portfolio management and standalone financial planning.

Darren Ritchie is a CFA® charterholder with 13 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2011. 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, offering team-based portfolio management, financial planning, and access to a diversified range of investment strategies and affiliated services.

Bryan Larsen is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Cetera and Lockton Retirement Services. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations. The firm also provides financial planning, retirement plan consulting, and multi-family office services.

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.