Beau Bowman is a financial advisor at Freestone Capital Management, LLC with six years of industry experience. He has worked at Freestone since 2018 and previously spent three years at Parametric Portfolio Associates. Bowman holds a Series 65 credential and is based in Seattle, WA. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm’s investment approach integrates internally managed model portfolios, third-party sub-advisers, and alternative investments, emphasizing diversification and downside risk management across multiple asset classes.

Jon Erickson is a Certified Financial Planner® with 11 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at the Institute for Wealth Advisors, Sowell Financial Services, and Concert Wealth Management. Erickson also serves as an investment advisor representative and insurance agent for Fortress Mega LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Katherine Wham is a CFA® charterholder with 17 years of industry experience. She has been with Badgley Phelps Wealth Managers in various capacities since 2017 and holds a Series 63 license. Prior to joining Badgley Phelps, she worked at Quasar Distributors, LLC and Rainier Investment Management. Badgley Phelps Wealth Managers is a multi-team registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined, model-based investment approach with a focus on asset allocation and offers a range of equity, fixed income, balanced, and alternative strategies.

Heather Kessler is a CFP® professional with 14 years of industry experience. She has worked at Coldstream Wealth Management since 2021 and was previously with Paracle Advisors for 12 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 employs a team-based investment approach supported by an internal Investment Strategy Group and offers diversified portfolios with access to a broad range of alternative investments and affiliated in-house services.

Lee Norah Sanzo is a financial advisor at LNW with a Series 65 designation and two years of industry experience. She previously worked at Wells Fargo Bank, NA for 11 years and spent five years at LNW Wealth Management, LLC before joining 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, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Jave Ragan is a CFP® with nine years of industry experience and is currently with Composition Wealth, LLC. He previously worked at Bordeaux Wealth Advisors and Wells Fargo Bank. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm uses a primarily long-term, diversified investment approach incorporating low-cost mutual funds, ETFs, individual securities, and occasionally options and alternative investments.

Jason Sulkosky is a CFP® with 22 years of experience in the financial industry and has been with Empirical Wealth Management since 2014. Based in Seattle, WA, he holds Series 63 and Series 65 licenses and operates an online gaming content channel as a hobby, where viewers voluntarily donate to watch his gameplay. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing multiple asset classes and alternative strategies, and offers affiliated real estate, insurance, and estate-planning services.

Brad Landry is a financial advisor at Northwest Asset Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer from 2015 to 2017. In addition to his advisory role, Landry is also a licensed insurance agent. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, utilizing a fiduciary approach with strategic asset allocation and both fundamental and technical analysis.

Jay Porter is a financial advisor with Realta Investment Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Realta Investment Advisors and its affiliated firm, Realta Equities, Inc., since 2015. Prior to that, he operated Porter Advisory Group, a stock broker DBA based in Sammamish, WA. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing diversified investment strategies across multiple asset classes and utilizing third-party manager programs and aggregation platforms.

Brian Hickox is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior experience includes roles at Q3 Advisors, Cetera, Regions Bank, Royal Alliance Associates, and CUNA Mutual Group. Brighton Jones LLC provides comprehensive wealth management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm uses a Personal CFO model and family office services to offer whole-balance-sheet planning, discretionary management, and access to private-investment opportunities through its subsidiary Lenora Capital.

Christopher Boesche is a financial advisor at Wedbush Securities Inc. with 28 years of industry experience. He has been with Wedbush Securities since 2009 and holds Series 63 and Series 65 designations. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custody, and prime services with managed account solutions.

Lindsey Hurt is a financial advisor at Brighton Jones LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2019, following five years at MERRIMAN Wealth Management, LLC. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management and financial planning services. The firm employs a holistic approach that includes discretionary and non-discretionary management, access to private investment opportunities, and integrated tax, legal, and estate resources.

Jennifer Laduca is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Pure Financial Advisors, LLC and has also been associated with Personal Investment Management, Inc. since 2014. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, including trusts, estates, charitable organizations, and pension plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized strategies within a multi-advisor platform.

Jeffrey Cygan is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northwest Asset Management in 2021, he worked at Charles Schwab for 24 years and had brief roles at UPS and BMW of Bellevue. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, utilizing both fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Kilian Larose is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Blueprint Technologies for eight years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based discretionary and non-discretionary investment management along with financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing services across real estate, insurance, and legal planning.

Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. in Seattle, where she has worked since 2004. She is also the owner of a property management business in Normandy Park, WA. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

Lily Gillman is a financial advisor at Composition Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked previously at firms including Merriman Wealth Management and Bernstein Private Wealth Management. Outside of her advisory role, she provides pet-sitting services in her local Seattle neighborhood. Composition Wealth offers discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and private funds.

Antriksh Kandhari is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Northwest Asset Management since 2018 and previously worked at Roy Street Coffee and Tea and Trader Joe’s. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Harve Menkens is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Pacific Portfolio Consulting, BANK of AMERICA, Merrill, and Morgan Stanley Smith Barney. Outside of his advisory role, Menkens serves as a director overseeing executive management at Mid-Mountain Materials, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Kurt Biederman is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has worked at Coldstream Capital Management, Inc. since 2012. Coldstream Wealth Management is an SEC-registered 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 a range of services including portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services.