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.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

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. Menkens serves as a director for Mid-Mountain Materials, Inc., overseeing executive management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Kurt Biederman is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Coldstream Capital Management, Inc. since 2012. 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 institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary services.

Paul Pradel is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 32 years of industry experience. He has worked at Merit Financial Advisors and Purshe Kaplan Sterling Investments since 2026, following a 23-year tenure at Pradel Financial Group and Commonwealth Financial Network, and seven years at Ameriprise. He conducts fixed insurance sales through Pradel Financial Group for a limited number of hours weekly. Merit Financial Advisors is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment team, offering both discretionary and non-discretionary services through a network of advisers operating under local DBAs.

Eric Jarvis is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, and offers comprehensive investment management, financial planning, and multi-family office services.

Riley Vetto is a financial advisor at Brighton Jones LLC with one year of industry experience. Prior to joining Brighton Jones in 2025, Riley worked at Russell Investments and Deloitte. Outside of finance, Riley operates a small sole proprietorship, Riley Marie Design, where they create and sell handmade crafts. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, offering a range of solutions including discretionary and non-discretionary portfolio management and family office support. The firm employs a whole-balance-sheet approach and manages client assets across both public and private investments through a network of affiliated entities.

Lawerence Hood is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes 19 years at Pacific Portfolio Consulting, LLC and over two decades with Elliott Cove Capital Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, providing both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Scott Seidel is a financial advisor at MissionSquare Retirement in Seattle, WA, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions. Outside of his advisory role, he contributes as a tester for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, delivering personalized investment advice through a multi-team advisory structure supported by Morningstar Investment Management’s asset allocation models and fund research.

David Dunn is a CFP® and PFS™ with 37 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Capital Planning LLC for 11 years. Dunn is also involved with David Dunn Wealth, LLC, an advisory entity operating in Bellevue, WA. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, providing investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside additional financial and risk planning services.

Roger Reynolds is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Coldstream Securities, Inc. and Coldstream Capital Management since 1996. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, wealth transfer planning, and retirement plan fiduciary services.

Thomas McDonnell is a CFP® certificant with 16 years of experience in financial advisory roles. He currently works at Merit Financial Advisors and has held prior positions at firms including Lido Advisors, Morgan Stanley, E*TRADE Capital Management, and Merrill. 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 model portfolios and employs both internal and third-party investment management resources.

Thomas Howell is a financial advisor with Composition Wealth, LLC in Seattle, WA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Composition Wealth in 2026, he worked at Northwestern Mutual Investment Management for 24 years. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, low-cost, diversified portfolios, utilizing mutual funds, ETFs, individual securities, and occasionally private funds and structured notes, supported by fundamental and technical analysis and an internal due diligence process.

Matthew Kelley is a CFP® with seven years of experience in financial services. He is currently an advisor at Brighton Jones LLC, where he has worked since 2023. Prior to that, he held positions at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO offering for high‑net‑worth clients. The firm uses a whole-balance-sheet approach and invests client assets across public and private markets, supported by an affiliated ecosystem that includes a trust company and legal services.

Graham Johnson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Equitable Advisors LLC and several short-term positions in various organizations. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm offers tailored portfolio management strategies and a variety of institutional research and clearing services.

Michelle Decaire is a financial advisor at Badgley Phelps Wealth Managers with six years of industry experience. She has previously worked at Coldstream Wealth Management and held positions at Marriott Corp., Hyatt Corp., and Laris Architectural Products. In addition to her advisory role, Michelle provides occasional event and banquet services at major hotels in the Bellevue, WA area. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and multi-strategy portfolio construction approach, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with regular portfolio reviews and rebalancing.

Daniels Voyteshonock is a CFP®-certified financial advisor at Coldstream Wealth Management with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Integrity Financial Corporation before joining Coldstream and its affiliates in 2019. 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 other institutional clients, employing a team-based wealth management approach supported by an internal Investment Strategy Group.

Natalie Mackey is a Series 65 credentialed financial advisor with five years of industry experience. She has been with Badgley Phelps Wealth Managers since 2018, following prior work at A.E.G. Facilities and Little Caesars. 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 emphasizes disciplined asset allocation and multi-strategy portfolio construction across equity, fixed income, and alternative investments, and offers both discretionary and non-discretionary client relationships.

Jesse Doran is a financial advisor at Northwest Asset Management with one year of industry experience and holds a Series 65 credential. Before joining Northwest Asset Management, he was involved with Metadude LLC for five years and has served as a Quality Improvement Project Manager in behavioral health treatment services at YFA Connections since 2017. Northwest Asset Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory to manage diversified portfolios and offers a range of services including customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory support.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.