Victoria Serles is a financial advisor at Coldstream Wealth Management with 22 years of industry experience and holds a Series 66 credential. Her prior roles include positions at Seidman Insurance Consultants LLC and New York Life Insurance Company. In addition to her advisory work, she is a partner at Hersman Serles Almond, LLC, a CPA firm providing tax and accounting services. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal strategy group and offers diversified portfolios incorporating tax-managed equities, alternatives, and access to third-party sub-advisors.

Christopher Certo is a CFP® professional with 10 years of industry experience, currently with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. His prior roles include positions at Lake Street Advisors, Charles Schwab, Wayfair, and Fidelity Brokerage Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities, offering integrated services such as financial and estate planning alongside investment management. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Connor Black is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers customized model portfolios alongside third-party strategies and tax-aware direct indexing.

Jackson Hartz is a financial advisor at Brighton Jones LLC in Seattle, WA, with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Business Consulting Resources and OnBuoy SPC, as well as four years at the University of California, Los Angeles. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering services such as discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach with access to a range of public and private investments and affiliated private investment funds.

Aimee Lloyd is a CFP®-credentialed financial advisor at Winthrop Wealth with 24 years of industry experience. She has held roles at LPL Financial, Private Advisor Group, Keel Financial Partners, and Burridge Group LLC. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm combines in-house management with third-party sub-advisers to implement tax-managed, systematic, and options-based strategies, managing approximately $3.1 billion in assets.

Jerome Mccarthy III is a CFP® and Series 65 registered advisor with Brighton Jones LLC in Seattle, WA, where he has worked since 2003, accumulating 21 years of industry experience. He provides financial planning and wealth management services within a multi-team firm environment. Brighton Jones serves individual, high-net-worth, and family-office clients, offering comprehensive wealth management, financial planning, and family office support through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by its affiliated subsidiary ecosystem including a trust company and private investment funds.

Amanda Short is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at the University of Washington and Gregory Seahurst Swim Club. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with discretionary and non-discretionary advisory services, managed accounts, and financial planning. The firm’s investment approach emphasizes diversification and managing downside risk through a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments.

Christine Opp is a CFP®, CFA®, and Series 65-licensed financial advisor with 14 years of industry experience. She has worked at Freestone Capital Management, LLC since 2014. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Steven Phelps is a CFA® and CIC credentialed advisor with 39 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016 and serves on the Board of Directors for C.D. Stimson Company, where he participates in the Budget and Audit Committee. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process focused on asset allocation and multi-strategy portfolio construction, offering a range of discretionary management and financial planning services.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Luke Roe is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lululemon and Northwestern Mutual. Roe’s background also includes roles outside of finance, such as positions at Glendale Country Club and Camp Tecumseh. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to private and public investment opportunities, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Pierson Zahn is a financial advisor at Coldstream Wealth Management with a Series 65 designation and four years of industry experience. He previously worked at Blue Water Wealth and has held various other roles in both financial and non-financial settings. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based wealth management approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary services.

Scott Moser is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at CliftonLarsonAllen Wealth Advisors, Northwestern Mutual, and has held roles related to financial services and academic work at the University of Wisconsin-Madison. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm employs a whole-balance-sheet approach for its Personal CFO clients and supports a range of public and private investment allocations through its affiliated entities.

Soren Erickson is a CFA® charterholder with 14 years of industry experience. He is currently with Badgley Phelps Wealth Managers and has previously worked at Steward Partners Global Advisory, Umpqua Investments, and several other firms. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to a diverse client base, including individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach combines disciplined asset allocation with multi-strategy portfolio construction and offers a range of services including discretionary portfolio management and access to affiliated tax, insurance, and credit solutions.

William Mayer is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds a Series 65 designation and has five years of industry experience, including prior roles at Northern Trust Asset Management and Brown Brothers Harriman & Co. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and offers access to private funds alongside integrated financial and estate planning services.

Anallely Valdez Johnson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Brighton Jones, she worked for the College Success Foundation for several years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering solutions such as discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support through multiple operating brands.

Carolyn Grabiel is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, she worked at JabuMind for six years and has experience in education at Corona Del Mar High School. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individual and institutional clients, including high-net-worth families and corporate retirement plans. The firm uses a team-based approach supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan services.

Steven Hanks is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked with Brighton Jones LLC since 2012 across multiple roles. Brighton Jones LLC offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices, emphasizing a whole-balance-sheet approach through its Personal CFO and OpenPlan offerings. The firm combines discretionary portfolio management with access to public and private investments and is supported by affiliated entities providing trust, legal, and private fund management services.

Clare Dandridge is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Rockefeller Financial LLC and Northwestern Mutual. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies and tax-aware direct indexing.

Garrick Gowing is a financial advisor with B. Riley Wealth Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with National Securities Corporation for 27 years before joining B. Riley Wealth Advisors in 2005 and B. Riley Wealth Management in 2022. He also serves as a senior account executive and agent in variable and term life insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.