Rachel Mccracken is a CFA® charterholder with Series 65 and Series 66 licenses, currently serving at Coldstream Wealth Management in Bellevue, WA. She has 10 years of industry experience, including her ongoing tenure at Rainier Group Investment Advisory, LLC since 2016. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group, offering portfolio management, financial planning, retirement plan fiduciary services, and access to proprietary investment vehicles.

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® and Series 65 credentialed 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 Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy with customizable model portfolios, supported by an internal investment management team and external sub-advisers.

Tassie Medlin is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Her prior experience includes roles at Tunyo Inc., United Planners Financial Services, 5 Point Financial Group, and KMS Financial Services. She is also an affiliated insurance producer with Empirical Insurance, LLC, where she recommends life, disability, and long-term care insurance products to clients. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management and financial planning. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates affiliated businesses providing insurance, real estate brokerage, and estate-planning referral services.

Ryan Ingram is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has worked at United Capital Financial Advisors since 2020 and previously held roles at MBSC Securities, BNY Mellon, Schwab Wealth Advisory, Charles Schwab, Wells Fargo Clearing, and MICG Investment Management. Ryan is based in Seattle, WA. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams utilize client-specific financial plans and offer customizable options, including ESG and faith-based portfolios, supported by an extensive affiliate network and a technology-driven platform.

Keith Vonderharr is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and 12 years of industry experience. He has been with Mutual of Omaha since 2013 and also worked at LA Fitness Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, annuities, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Sheila Lindsay is a financial advisor at SCS with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC, Securities America, Inc., and KMS Financial Services, LLC. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to construct diversified portfolios and offers services including financial planning, pension plan advisory, and employee benefits consulting.

Charles Brighton is a financial advisor at Brighton Jones LLC in Seattle, WA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brighton Jones since 2000. He serves as a board member of Blueprint Capital REIT. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and access to public and private investments.

John Miller is a CFP® and holds a Series 65 license with eight years of experience in financial advising. He has been with Empirical Wealth Management since 2016, with a brief role at the University of Washington between 2014 and 2017. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified asset classes and offers a range of services such as investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Dominic Cellitti is a CFP® professional with 11 years of experience in financial advising. He is currently with Threadline Wealth, having previously worked at Moss Adams Wealth Advisors and Charles Schwab. Outside of his advisory role, he is involved with Cellitti Capital LLC, a real estate and property management business. Threadline Wealth provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, families, businesses, and institutional clients. The firm employs a long-term, diversified investment approach with strategies such as core-and-satellite allocations and tax-aware programs.

Tait Lane is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Triad Financial Strategies, Financial Advocates Investment Management, and LPL Financial. Lane serves as a board member of the Pearl Professional Condominium Association in Tacoma, WA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation strategies managed by an internal investment team and committee, offering both discretionary and non-discretionary account options.

Alissa Wright is a Series 65 licensed advisor with 14 years of industry experience. She currently works at Coldstream Wealth Management and has previously held roles at Fulcrum Capital, LLC and Rainier Group Investment Advisory LLC. Wright has been with Coldstream Wealth Management across two periods totaling seven years. Coldstream Wealth Management is an employee-owned firm serving affluent individuals and 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 supported by an internal Investment Strategy Group, offering diversified portfolios that include tax-managed strategies and access to alternative investments.

Bryce Fitzwilson is a Series 65–registered advisor with Coldstream Wealth Management in Bellevue, WA, with one year of industry experience. Prior to his current role, he worked at the Keck Science Department. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Benjamin Johnson is a CFP®-certified financial advisor at Mission Wealth Management, LP with 11 years of industry experience. He previously spent 20 years with Financial Resources Group before joining Mission Wealth in 2026. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm uses a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Sophia Hampton is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Brighton Jones in 2019, she worked at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory role, she works as a contracted Pilates instructor at Reformed Pilates. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including a Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments while offering affiliated trust, legal, and private fund management services.

Wendy Taylor is a financial advisor at Badgley Phelps Wealth Managers with 25 years of industry experience. She holds a Series 65 designation and has been with the firm and its predecessors since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach includes disciplined asset allocation and multi-strategy portfolio construction across equities, fixed income, and alternatives, with regular portfolio reviews and rebalancing.

Brayden West is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Washington Trust Bank and Northwestern Mutual. Outside of finance, he was involved with Boise State University’s Outdoor Program and held various positions there from 2019 to 2023. 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. The firm employs a whole-balance-sheet approach, utilizing discretionary investment authority and a mix of public and private investments, supported by affiliated entities that offer trust, legal, and private fund management services.

Timothy Griffith is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Schmidt Financial Group, Inc. for 20 years and has more recently been with ORG Partners, LLC and WealthShield Partners, LLC. Outside of advising, he owns Sher-Footed Farm LLC, a private farm on Whidbey Island, WA. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers asset management and comprehensive financial planning, employing a combination of discretionary management, third-party managers, and private direct investments tailored to client objectives.

Mellany Lengeling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC since 2018. Prior to joining Freestone, she worked at The Lyman Group and Pitchbook Data. She volunteers as NexGen Chair for the Financial Planning Association of Puget Sound, assisting with event planning and outreach. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients with a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, 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 address complex, multi-entity financial needs.