Kurt Biederman is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has worked at Coldstream Capital Management, Inc. since 2012. 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 institutional clients, offering a range of services including portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services.

Paul Pradel is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and was previously with Pradel Financial Group and Commonwealth Financial Network for over two decades. In addition to his advisory work, he conducts fixed insurance sales on a limited basis through his branch office. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach managed through centrally coordinated models and an internal Investment Management team.

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 in Seattle, WA, holding a Series 65 credential. Riley has one year of industry experience, with prior roles at Russell Investments and Deloitte. Outside of advisory work, Riley operates a small sole proprietorship called Riley Marie Design, creating and selling handmade crafts. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, and family office support. The firm utilizes a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

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 with 11 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining MissionSquare, he worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions for nine years. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

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®-credentialed financial advisor at Merit Financial Advisors with 16 years of industry experience. His career includes positions at Morgan Stanley, Lido Advisors, and a lengthy tenure at E*TRADE Capital Management. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable model allocations.

Thomas Howell is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding the ChFC® designation with 24 years of industry experience. Prior to joining Composition Wealth in 2026, he spent 24 years at Northwestern Mutual Investment Management. Outside of his advisory role, Howell manages an Airbnb property in Packwood, Washington. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, alongside third-party managers and various investment strategies.

Matthew Kelley is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Brighton Jones LLC and has previously worked at Merriman Wealth Management, Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, Capital One, Hilton, and JP Morgan Chase. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans, using a Personal CFO model that emphasizes whole-balance-sheet planning and discretionary management. The firm offers a range of investment options and family-office services, supported by affiliated private funds and legal service partnerships.

Graham Johnson is a financial advisor with Wedbush Securities Inc. holding a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors LLC and several other firms. His background includes roles outside finance, and he studied at the University of Arizona from 2021 to 2025. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services. The firm operates multiple managed account programs and provides a combination of brokerage, clearing, custodial, and capital markets services.

Michelle Decaire is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Coldstream since 2019. Prior to her advisory role, she held positions at Marriott Corporation and Hyatt Corporation, and she also provided event and banquet services at major hotels in the Bellevue, WA area. 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 with access to a range of alternative investments and affiliated services.

Daniels Voyteshonock is a CFP® with 11 years of industry experience, currently serving at Coldstream Wealth Management. His career includes roles at Morgan Stanley, Integrity Financial Corporation, Oppenheimer & Co. Inc., and various positions within Coldstream entities since 2019. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion across 128 advisors, serving 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, offering discretionary and non-discretionary portfolio management alongside comprehensive financial and retirement planning services.

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. He holds a Series 65 designation and previously worked at Metadude LLC and has been involved with YFA Connections since 2017, where he serves as a Quality Improvement Project Manager in behavioral health treatment services. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management and financial planning services, utilizing strategic asset allocation and Modern Portfolio Theory with a diversified range of investment vehicles.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Personal Investment Management, Inc. and Charles Schwab. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

Robert Higueria is a financial advisor at Empirical Wealth Management in Seattle, WA, with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual Investment Services LLC, Wells Fargo, and Koenig Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios based on Modern Portfolio Theory and operates several affiliated businesses, including real estate brokerage and insurance subsidiaries.

Mary Moon is a financial advisor at Northwest Asset Management with 42 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Hightower Advisors, and Charles Schwab in various capacities. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including high-net-worth individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Gavin Dayment is a financial advisor at Brighton Jones LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and Washington Trust Bank. His background also includes roles at California Polytechnic State University and other organizations. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts by providing comprehensive wealth services such as financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management tailored to client needs.