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 with one year of industry experience. He holds a Series 65 designation and has previously worked at Lululemon and Northwestern Mutual. Roe’s background also includes roles outside of finance, such as positions at Glendale Country Club and Camp Tecumseh. 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 private and public investment opportunities, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

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® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at CliftonLarsonAllen Wealth Advisors, Northwestern Mutual, and has held roles related to financial services and academic work at the University of Wisconsin-Madison. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm employs a whole-balance-sheet approach for its Personal CFO clients and supports a range of public and private investment allocations through its affiliated entities.

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 with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Brighton Jones, she worked for the College Success Foundation for several years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering solutions such as discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support through multiple operating brands.

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 Series 65-licensed financial advisor with 11 years of industry experience. He has been with Brighton Jones LLC since 2012. 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 discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, using a whole-balance-sheet approach and access to a range of public and private investments.

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 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.

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.

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