Joshua Harris is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with 25 years of industry experience. His prior experience includes 17 years at Paracle Advisors LLC before joining Coldstream. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering services including portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Claire Alexander is a financial advisor at Brookwood Investment Group with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Raymond James Financial Services and Crux Wealth Advisors. Outside of her advisory role, she owns and operates Crux Insurance Agency, LLC, transacting fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and offers both discretionary and non-discretionary management approaches.

Michael Mcbride is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously operated McBride Financial Advisors for 36 years before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Sean Owen is a CFP® professional with 22 years of industry experience, currently serving at Composition Wealth, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Vinoble Group. Outside of investment advisory, he is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth is an SEC-registered adviser managing approximately $9.5 billion through a multi-advisor platform. The firm provides investment management, comprehensive wealth planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation-driven approach with diversified portfolios and selective use of alternative investments.

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® with 10 years of industry experience, currently serving at 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 to high-net-worth individuals, families, and related entities, emphasizing strategic asset allocation, global diversification, and a core-satellite approach with discretionary portfolio management supported by due diligence and tax-aware implementation.

Jackson Hartz is a Series 65-licensed financial advisor at Brighton Jones LLC in Seattle, WA, with two years of industry experience. His work history includes roles at Brighton Jones, OnBuoy SPC, Business Consulting Resources, and Wall Street Oasis. 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 such as Personal Chief Financial Officer (PCFO) programs, family office services, discretionary investment management, tax preparation, real estate consulting, and access to private investments, taking a holistic, balance-sheet approach to client advice.

Aimee Lloyd is a CFP® with 23 years of industry experience and is currently with Winthrop Wealth in Bellevue, WA. She previously worked at LPL Financial and Private Advisor Group, LLC. Outside of her advisory role, she owns A-Team Financial Partners, Inc., an investment-related business entity. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional accounts. The firm offers integrated Private Wealth Management with a focus on prudence and long-term investment strategies, combining internally managed portfolios, third-party managers, and human oversight of investment decisions.

Jerome Mccarthy III is a CFP® and holds a Series 65 license, with 21 years of experience in financial advising. He has been with Brighton Jones LLC since 2003. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary, Lenora Capital.

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.

Thomas Bakamus is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Russell Investments. Merit Financial Group manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

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.

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.