Susan Zurek is a financial advisor at LNW with 11 years of industry experience. She holds a Series 65 designation and has worked at LNW Wealth Management, LLC since 2014, continuing with Laird Norton Wetherby Wealth Management, LLC from 2025. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm’s investment approach emphasizes customized policy statements, global diversification, active manager due diligence, and tailored portfolios that incorporate tax-aware decision making and alternative investments.

Tegan Yuasa is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. Prior to joining Freestone, Yuasa worked at Bank of America and Merrill. Outside of financial advising, Yuasa is involved as an officer at Nao Nutrition, a company that develops and sells nutritional protein supplements, and also works as a personal trainer at the Stroum Jewish Community Center. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private investment vehicles, utilizing a combination of internally managed portfolios, third-party sub-advisers, alternative investments, and a focus on downside risk.

Shelby Eckhardt is a financial advisor at Northwest Asset Management with 21 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 17 years before joining Northwest Asset Management in 2019. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach, applying Modern Portfolio Theory and strategic asset allocation to construct diversified portfolios, and offers a range of services including investment management, retirement and financial planning, and ERISA consulting.

Timothy Thomas is a CFA® charterholder with 18 years of industry experience. He is currently with Badgley Phelps Wealth Managers in Seattle, WA, where he has worked since 2016 in various capacities. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services 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 alternatives.

Vivienne Sam is a financial advisor with Brighton Jones LLC in Seattle, WA. She holds a Series 65 designation and has recently begun her career in the industry. Her prior work experience includes roles at Kenworth Truck Company, Village Concepts Retirement Communities, and Ullr Snow Sports, alongside studies at the University of Toronto’s Rotman School of Management. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, J.P. Morgan Securities, Chase Investment Services, and Ronald Blue & Co., among others. In addition to his advisory role, he owns and operates Guard Legacy, a business involving licensed life and disability insurance sales. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning support, and third-party insurance resource access.

Ryan Kingma is a financial advisor at Coldstream Wealth Management in Bellevue, WA. He holds a Series 65 license and has experience working at Coldstream since 2026, with prior roles at The Siegfried Group and Moss Adams. 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, and fiduciary services through team-based approaches and a combination of internal and third-party investment strategies.

Erik Reigle is a financial advisor at SCS with a Series 65 designation and four years of industry experience. He previously worked at Cashman Consulting for eight years before joining SCS. SCS serves individuals, trusts, corporations, and retirement plans with a team of 27 advisors managing approximately $1.64 billion in discretionary assets. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, alongside offering financial planning and pension plan advisory services.

Joseph Wiser is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has worked at CliftonLarsonAllen LLP and its wealth advisory subsidiary since 2021, following prior roles at Whittier Trust and Evergreen Capital Management. He is also a Principal of CliftonLarsonAllen LLP, the parent company. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs strategic asset allocation using model portfolios with mutual funds and ETFs, offers coordinated planning through its integrated Private Client Services model, and operates as both a registered broker-dealer and licensed insurance agency.

As a modern individual living in a modern world, you are no stranger to life’s complexities. You want to simplify what you have and what you need. To get there seamlessly. Be it planning for the future or investing for retirement, it takes care and guidance to operate with confidence. Whether you feel assured, cluttered, or bewildered about your financial path, a financial plan can guide you on your path. When you work with the team at CS Wealth Management, you get knowledge and experience to help you make your financial decisions with the confidence you desire, and the peace of mind you deserve. Develop a comprehensive map of your financial situation. Build an understanding of where you are and where you are going. Understand your risks and timeline. Invest in your future and your family. No plan is one-size-fits-all. With experts by your side, you can develop the path to get you where you want to go. To make your complexity, simplified.

Peter Michel IV is a CFA® charterholder with 12 years of industry experience. He has worked at Empirical Wealth Management since 2023 and previously spent eight years at Fisher Investments and Fisher Investments Japan. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans through a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses providing integrated real estate, insurance, and estate-planning services.

Rebecca Miles is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior roles include positions at Highland Private Wealth Management and SNW Asset Management, LLC. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, including strategic asset allocation and global diversification, supported by discretionary portfolio management and the use of advanced tools such as financial modeling and artificial intelligence.

Steven Brace is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2010 and was previously with Financial Advocates Investment Management. Brace provides investment advisory services through SCS, an independent firm he has been affiliated with since 2022. SCS offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset allocation and employs a variety of analyses to construct portfolios, managing assets through its proprietary platforms and model portfolios, while also providing ERISA fiduciary services and insurance products through licensed representatives.

Jon Jones is a financial advisor at Brighton Jones LLC in Seattle, WA, with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Brighton Jones for 26 years. Outside of his advisory role, Mr. Jones is a minority owner and board member of Blueprint Capital Services and Blueprint Capital REIT, as well as a board member and minority owner of RMB Capital Management, LLC and Seneca Group. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering a whole-balance-sheet approach that includes discretionary portfolio management and allocations to both public and private investments. The firm is notable for its affiliated ecosystem, which includes private investment funds, a trust company, and legal services for certain clients.

Austin Gormley is a CFA® charterholder and registered investment advisor at Coldstream Wealth Management, based in Bellevue, WA, with four years of industry experience. His prior roles include positions at Big League Edge and Amazon, Inc., as well as work at Pacific Lutheran University. Coldstream Wealth Management serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients through team-based wealth management supported by an internal Investment Strategy Group. The firm manages approximately $13.9 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Thomas Ovendale Jr. is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has been associated with Rainier Group since 1992. Coldstream Wealth Management is an 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 and offers a range of services including portfolio management, financial planning, and retirement plan advisory through team-based wealth management supported by an internal Investment Strategy Group.

Dennis Trinh is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Brighton Jones LLC in Seattle, WA, and has prior experience at Vanguard Marketing Corporation and The Vanguard Group, Inc. Additionally, he has operated DT Online Holdings LLC since 2018. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Dave Stanfield is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Regal Investment Advisors LLC in Seattle since 2015. His prior experience includes roles at Regulus Advisors and Fidelity. He is also the owner of Evergreen Wealth Management, LLC, which provides tax preparation and insurance planning services. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Marvel Morgan Jr. is a financial advisor with SCS (Bensler, LLC), holding a Series 66 designation and 25 years of industry experience. His career includes roles at KMS Financial Services, LPL Financial, and R. Todd Stabler. Morgan also provides investment advisory services through SCS, an independent registered investment advisor firm. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blend of tactical, strategic, and dynamic asset allocation using fundamental and technical analysis to manage portfolios, and it also offers financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Matthew Patterson is a CFP® professional with 12 years of experience in financial advising, currently with Brighton Jones LLC in Seattle, WA. He has worked exclusively at Brighton Jones throughout his advisory career. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.