Anne Winship is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Triune Financial Partners and has experience in construction and nonprofit employment. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies with strategic asset allocation, global diversification, and access to private funds, supported by integrated services including financial and estate planning.

Sally De Witt is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services and Fisher Investments. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Rebecca Wilcox is a CFA® charterholder with 11 years of industry experience. She is an advisor at Coldstream Wealth Management in Bellevue, WA, and has been with Rainier Group Investment Advisory, LLC since 2014. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to alternative investments through a broad affiliated ecosystem.

Michael Welk is a financial advisor at Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Brighton Jones since 2015, with prior roles at Fortitude Advisory Group L.L.C., SCA, and Strategic Capital Group LLC. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Jacob Demharter is a financial advisor at Threadline Wealth in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at OSAIC Wealth, Driven Investments, Mountain America Credit Union, and several other organizations since 2021. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, business owners, and institutional clients. The firm uses a discretionary, fee-based approach with diversified, long-term portfolio strategies incorporating third-party managers, tax-aware programs, and customized investment solutions.

Wenqi Huang is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019 and has prior experience at the University of Washington and University of Washington Medical Center. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through multiple operating brands including its Personal CFO service and OpenPlan. The firm integrates discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, along with access to affiliated private investment funds and trustee services.

Mairin Murphy is a CFP®-certified financial advisor with six years of industry experience. She is currently with Freestone Capital Management, LLC, where she has worked since 2021, and previously worked at Fisher Investments. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Shawna Bain is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with 15 years of industry experience. She has worked at several firms, including PKS Investments, LPL Financial, and Wells Fargo Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients from 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally constructed models and offers services such as asset management, financial planning, retirement plan advice, and employee financial-wellness programs.

Lisa George is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining B.O.S.S., she was involved with Clothes For Kids for six years and worked with Maplewood Presbyterian Church for eight years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers or platform providers.

Rocco Pearson is a financial advisor at Freestone Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Freestone, he worked at Zevenbergen Capital Investments LLC, Symmetry Financial Group, Pitney Bowes, and The North Face. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Richard Hultquist is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His career includes long-term roles at Assured Partners and related entities from 2006 to 2025, with more recent positions at LPL Financial and AssuredPartners Investment Advisors. He currently provides investment advisory services through SCS, an independent 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 combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, offering financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Samiran Kundu is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016, having previously worked at HSBC Bank USA NA starting in 2010. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process that combines strategic and tactical asset allocation supported by global asset management and fund due diligence services.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carmen Iamandii is a financial advisor at Corient with nine years of industry experience and holds a Series 66 designation. Prior to joining Corient, she worked at Columbia Pacific Wealth Management and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Mary Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked within KeyBank and its affiliated firms since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm operates a multi-provider platform integrating KeyCorp affiliates and emphasizes non-discretionary model-based management with various wrap-fee programs.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as a board member for the Providence Mt. St. Vincent Foundation, a senior care community. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a dedicated Private Wealth program for high-net-worth clients.

Aaron Yoon is a CFP® and ChFC® with 17 years of industry experience, currently advising at \u0026Partners since 2025. Prior to joining \u0026Partners, he spent 16 years with Edward Jones. Outside of his advisory role, he is involved in managing real estate through his ownership and coordination duties at two real estate LLCs. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative strategies, with portfolio management supported by both in-house advisors and third-party managers.

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and UsI Insurance Services. Outside of her financial advisory roles, her earlier career includes positions at UW Medical Center and University of Washington Residential Life. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and third-party managers.

Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.