Luke Roe is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at Lululemon, Northwestern Mutual, and Glendale Country Club. He has also worked in educational settings such as the University of Washington and Notre Dame High School. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services including financial planning, discretionary investment management, tax preparation, and private investment opportunities, using a balance-sheet, holistic approach and a combination of discretionary and non-discretionary management strategies.

Pierson Zahn is a financial advisor at Coldstream Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining Coldstream in 2024, he worked at Blue Water Wealth from 2021 to 2024. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management supported by an internal Investment Strategy Group and offers a range of investment solutions including diversified allocations, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.

Scott Moser is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Brighton Jones LLC in Seattle, where he has worked since 2021. Prior to that, he was with CliftonLarsonAllen Wealth Advisors, LLC and Northwestern Mutual. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including family office programs, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities, using a holistic balance-sheet approach and continuous monitoring tools.

Soren Erickson is a CFA® charterholder with 14 years of experience in the financial advisory industry. He is currently with Badgley Phelps Wealth Managers and has previously worked at Steward Partners Global Advisory, Umpqua Investments, and other firms. Erickson holds Series 65 and Series 63 licenses. Badgley Phelps Wealth Managers provides personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, with services including discretionary portfolio management and comprehensive financial planning.

Troy Dawson is a financial advisor with Capital Analysts in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with Shelgren Financial Group and Lincoln Investment Planning since 2011. Outside of his advisory role, Dawson serves on the board of directors for Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a consumer retail product company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through multiple strategies and access to third-party managers. The firm employs an in-house Investment Management & Research team and emphasizes fiduciary responsibility, providing a range of portfolio options along with customized advisor-managed 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 at Brighton Jones LLC with a Series 65 designation and three years of industry experience. She has been with Brighton Jones since 2022 and previously worked for the College Success Foundation from 2016 to 2022. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services including financial planning, discretionary investment management, and access to private investment opportunities, using a holistic, balance-sheet approach.

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 11 years of industry experience. He has been with Brighton Jones LLC since 2012, working continuously at the firm through its various phases and currently serving in Dallas, TX. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, emphasizing a Personal CFO (PCFO) model and family office offerings that integrate whole-balance-sheet planning and discretionary management. The firm offers a range of investment options and family-office administrative services, supported by affiliated entities including Lenora Capital and 2030 Law.

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.

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 a Series 66 designation and one year of industry experience. Prior to joining Freestone, Yuasa held roles at Bank of America and Merrill. Outside of financial advisory, Yuasa is an officer of Nao Nutrition, a company that develops and sells nutritional protein supplements, and has worked as a personal trainer at the Stroum Jewish Community Center. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified strategies including internally managed models, third-party sub-advisers, and alternative investments with 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 at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, she worked at Kenworth Truck Company and Village Concepts Retirement Communities, and attended the University of Toronto’s Rotman School of Management. Outside of her advisory role, she was involved with Ullr Snow Sports. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations with comprehensive wealth services, including financial planning, 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 resources such as Lenora Capital and 2030 Law.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and J.P. Morgan Securities LLC. Parail also operates Guard Legacy, a side business focused on investment-related services. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management alongside estate and business planning support.

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.