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 with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Brighton Jones since 2000. Outside of his advisory role, Mr. Jones is a minority owner and board member of Blueprint Capital Services and RMB Capital Management, LLC, and serves on the board of Seneca Group, a real estate consulting firm. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients, offering a comprehensive whole-balance-sheet approach through multiple operating brands and affiliated entities.

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.

Vincent Lee is a CFP® and PFS™ credentialed advisor with 18 years of experience, currently serving clients at Coldstream Wealth Management in Bellevue, WA. He has been with Coldstream Capital Management, Inc. since 2007. 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 and employs a team-based investment approach that includes diversified portfolios, tax-managed equity strategies, and access to alternative investments and third-party sub-advisors.

Blake Hall is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he has experience in various sectors, including hospitality and distribution. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across multiple asset classes and focuses on individuals and plan-level consulting rather than traditional corporate clients.

Gregory Robinson is a CFA® charterholder with over 31 years of industry experience. He currently serves as an advisor at Badgley Phelps Wealth Managers, joining the firm in 2025 after a 31-year tenure at Marshall & Sullivan, Inc. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Badgley Phelps Wealth Managers provides wealth and investment management, along with standalone financial planning, to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs disciplined asset allocation and model-based portfolio construction, offering a range of equity, fixed income, balanced, and alternative strategies.

Bryan Alsbury is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2013. Outside of his advisory role, he is a member of RSA 405 LLC, managing office lease funding and expenses. Capital Analysts serves retail and institutional clients including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Megan Walsh is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation. She joined Coldstream in 2026 and has prior experience at Deloitte, where she worked for eight years. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Matthew Boissoneault is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) based in Seattle, WA. He holds a Series 65 designation and has been with LNW and its related entities since 2023. Prior to his financial advisory roles, he spent five years at Seattle University and was involved with Mercer Island Beach Club for four years. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing customized investment strategies, global diversification, and a core-satellite approach that includes both active and alternative investments.

Rodney Bench is a financial advisor with M HOLDINGS SECURITIES, Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Pillar International Insurance Advisors, LLC, Columbia Pacific Wealth Management, Ra Bench, Inc., and Nathan & Lewis Securities, Inc. Outside of advisory work, he is a member of Two Belles Farm, a vineyard that grows and sells wine grapes. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Reegan Rae is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 66 designation with 18 years of industry experience. Prior to joining Coldstream in 2024, Reegan spent 12 years at Arnerich Massena, Inc. Coldstream Wealth Management is a 100% employee/director-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 employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolios and access to a range of alternative investments and affiliated services.

Madison Clark is a Series 65 licensed financial advisor at Brighton Jones LLC in Seattle, WA, with three years of industry experience. Prior to joining Brighton Jones, Madison worked with the 21st Century Sharp Kids Enrichment Program and spent six years in the Wilbur School District. 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 affiliated private investment funds and trust services.

Gregory Conway is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and previously worked for Pacific Portfolio Consulting, LLC and Conway Jarvis LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving both high net worth and non-HNW clients through institutional custodians and third-party platforms.

Matthew Kelleher is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 46 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019. Outside of his advisory role, Kelleher is involved in several real estate ventures, including ownership and management of commercial and residential properties, and serves on the Finance Committee of The University Club in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management solutions, including discretionary and non-discretionary portfolio management, and conducts due diligence on third-party managers through its asset management group.

Jacob Jones is a CFP® with five years of industry experience currently advising at Brighton Jones LLC. His prior roles include employment at Westchase Golf Course and University of Mississippi. Brighton Jones LLC offers wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients, featuring a whole-balance-sheet approach and discretionary portfolio management. The firm operates multiple brands and maintains an affiliated ecosystem, including private investment funds, a trust company, and legal services for select clients.