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.

Wenwen Dong is a CFP®-designated financial advisor at Empirical Wealth Management in Seattle, WA, with eight years of industry experience. Prior to joining Empirical Wealth Management in 2022, she held roles at several firms including Confidence Wealth Management, Alaska Permanent Capital Management, and The Vanguard Group. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm follows a Modern Portfolio Theory-based investment approach, using diversified model portfolios across multiple asset classes and offering a range of services including discretionary and non-discretionary management, financial planning, and retirement-plan consulting.

Shane Payette is a financial advisor at Coldstream Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Seidman Insurance Consultants and Hersman Serles Almond, an accounting firm. Payette is also a partner at Hersman Serles Almond, LLC, which provides tax preparation services for individuals and corporations. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach supported by an internal strategy group, offering diversified portfolios and access to a variety of alternative investments and affiliated services.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Mark Dennie is a CFP® professional with 30 years of industry experience currently with Composition Wealth, LLC. He previously worked at Vinoble Group for six years and Ameriprise Financial Services, Inc. for 14 years. In addition to his advisory role, Dennie is a licensed insurance agent. Composition Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities with investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and external managers, managing approximately $9.47 billion in discretionary assets as of year-end 2025.

David Owen is a financial advisor at SCS with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013 and at SCS since 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical techniques, offering discretionary asset management, financial planning, pension plan advisory, and insurance products.

Elaina Shemeta is a CFP® with 18 years of industry experience, currently serving as an advisor at Coldstream Wealth Management. She has been with Coldstream Securities, Inc. and Coldstream Capital Management Inc. since 2015 and has prior experience with Linsco/Private Ledger dating back to 2006. 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 through team-based portfolio management supported by an internal Investment Strategy Group and offers a range of services including financial planning, wealth transfer, and retirement plan advisory.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.

Derrick Casey is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his financial advisory role, he is involved in a family business, Seattle Clinical Psychology, where he serves as CFO. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, emphasizing tailored investment advice through continuous supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Kathleen O’dell is a financial advisor at Merit Financial Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Ameriprise, and SG Long Financial. Prior to her financial career, she held retail positions at Bath & Body Works and Maurices. 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 emphasizes long-term, diversified asset allocation through centrally managed portfolios and supports both discretionary and non-discretionary accounts.

Halle Shaeffer is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Johnson Investment Counsel and the University of Cincinnati, among other roles. Freestone Capital Management is a comprehensive wealth management firm serving individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and privately offered investment vehicles. The firm uses a combination of internally managed models, third-party sub-advisers, and alternative investments, with a focus on downside risk and diversified portfolio construction.

Matthew Abrams is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Freestone Capital Management, LLC since 2016 and previously worked at Wells Fargo Clearing. Based in Seattle, WA, Abrams holds a Series 66 license. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with about $14.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors privately offered pooled investment vehicles, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Conner Lambro is a Series 65 credentialed financial advisor at SCS with one year of industry experience. Prior to joining SCS, he held positions at Costco Wholesale and Uber Eats. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation across various asset classes and delivers services through its proprietary wrap platform and model portfolios on LPL’s program.