Adrian Cabrera Ramirez Jr. is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience, including prior roles at Career Launch Partnerships and Seattle Pacific University. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving a diverse client base that includes individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a range of services including portfolio management and retirement plan fiduciary services.

Rachel Mccracken is a CFA® charterholder with 10 years of experience in the financial industry, currently associated with Coldstream Wealth Management. She has worked at Rainier Group Investment Advisory, LLC since 2016. 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 and retirement planning, wealth transfer planning, and fiduciary services through a team-based approach supported by an internal Investment Strategy Group.

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 holds a Series 65 license, currently serving as a financial advisor at Merit Financial Advisors with eight years of industry experience. His prior roles include positions at Real Talk Capital, LLC, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using customizable model portfolios and offers services such as asset management, financial planning, retirement plan advice, and employee financial wellness programs.

Edwin Sondgroth Jr. is a CFA® charterholder with 23 years of industry experience. He is currently with Badgley Phelps Wealth Managers in Seattle, where he has worked since 2021. His prior experience includes roles at Brighton Jones and D.A. Davidson & Co. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and alternative strategies.

Bradley Anderson is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 14 years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Mainsail Financial, Mercer Global Advisors, and Symetra Life Insurance Company. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach grounded in academic frameworks such as modern portfolio theory and tax-aware asset-location.

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 financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at MBSC Securities Corporation, BNY Mellon, and Charles Schwab. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, technology-driven reporting, and access to third-party managers and alternative investments.

Keith Vonderharr is a financial advisor at Mutual of Omaha Investor Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mutual of Omaha since 2013. Prior to his advisory career, he worked at LA Fitness Inc. for 14 years. Vonderharr is also licensed as an insurance agent, selling life, annuities, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who utilize model portfolios and approved managers on MOIS’s platform.

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 with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Brighton Jones since 2000. Mr. Brighton serves as a board member of Blueprint Capital REIT. 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 and family office offerings, including investment management, financial planning, tax preparation, estate planning, and private-investment opportunities via its subsidiary Lenora Capital.

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® with 11 years of industry experience and currently serves as a financial advisor at Threadline Wealth in Bellevue, WA. He previously worked at Moss Adams Wealth Advisors and Charles Schwab in various roles from 2013 to 2021. Outside of his advisory work, he is involved with Cellitti Capital LLC, a real estate and property management business. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, businesses, and institutional clients. The firm employs a discretionary, fee-based approach with diversified, long-term portfolio allocations, incorporating strategies such as options-based hedging and tax-aware investing.

Tait Lane is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Triad Financial Strategies. Outside of advising, he serves on the board of a professional condominium association. Merit Financial Group, LLC manages approximately $10.6 billion and serves individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm uses a long-term, diversified investment approach with model portfolios and customizable strategies, supported by an internal investment management team and committee.

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®-credentialed financial advisor with 10 years of industry experience. He has worked at Mission Wealth Management, LP since 2026 and previously spent 20 years at Financial Resources Group. Johnson is based in Bellevue, WA. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients including non-profits, endowments, and pension plans. The firm offers wealth management, personalized portfolio management, financial planning, and institutional retirement plan services, using a tiered service model and emphasizing long-term investment strategies.

Sophia Hampton is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Brighton Jones in 2019, she worked in roles outside the financial industry, including at Titan Restoration of AZ LLC and Bobby Q Restaurant. Outside of her advisory work, she is a contracted Pilates instructor at Reformed Pilates. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as family office programs, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers and proprietary investment vehicles to support client needs.

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 with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Washington Trust Bank and Northwestern Mutual. West has also been involved with Boise State University’s Outdoor Program and held a long-term role with Eastmont School District. Brighton Jones advises individuals, including high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services through a Personal CFO model, combining financial planning, investment management, and family office services with access to private-investment opportunities via its subsidiary Lenora Capital.