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  Allard, Wendy
PRK Livengood PLLC
10900 NE 4th St., Ste. 1850
Bellevue, WA 98004
Tel: 425.462.4700
Email: wallard@prklaw.com
Website: https://prklaw.com/
Designation: Attorney
 
   



   

  Anderson, Mick
Northwestern Mutual Financial Network
601 Union St Suite 2500
Seattle, WA 98101
Tel: 206.915.1940
Email: mick.anderson@nm.com
Website: www.mick-anderson.com/
Designation: CLU
 
   



   

  Anderson, Paul F.
Paul Anderson, CPA
114 2nd Avenue South, Suite 103
Edmonds, WA 98020
Tel: 425.776.2001
Email: paul@pandersoncpa.com
Website: www.pandersoncpa.com
Designation: CPA
 
   



   

  Ash, Kristina
Smith & Zuccarini, PS
2155 112th Avenue NE
Bellevue, WA 98004-2912
Tel: 425-453-4455
Email: k.ash@smithzuccarini.com
Website: www.smithzuccarini.com
Designation: Attorney
 
   



   

  Au, Anna
VWC
10510 NE Northup Way, Suite 300
Kirkland, WA 98033
Tel: 425.250.0051
Email: aau@vwc-cpa.com
Website: www.vwc-cpa.com
Designation: CPA
 
   



   

  Baran, Elizabeth
Falco Sult
16150 NE 85th Street, Suite 203
Redmond, WA 98052
Tel: 425-883-3111
Email: elizabethb@falcosult.com
Website: www.falcosult.com
Designation: CPA
 
   



   

  Beck, Jessica
Krueger Beck, PLLC
520 Kirkland Way, Suite 400
Kirkland, WA 98033-6256
Tel: 425.828.7800
Email: jessica@kruegerbecklaw.com
Website: www.kruegerbecklaw.com
Designation: Attorney
 
   



   

  Beetham, Scott
The Private Client Reserve of U.S. Bank
1420 Fifth Avenue, Suite 2100
Seattle, WA 98101
Tel: 206-344-2162
Email: scott.beetham@usbank.com
Website: https://reserve.usbank.com/
Designation: Attorney
 
   



   

  Benson, Christine
Washington Trust Bank
601 Union Street, Suite 4747
Seattle, WA 98101
Tel: 206.515.4787
Email: cbenson@watrust.com
Website: www.watrust.com
Designation: CFP®, Trust Officer
 
   



   

  Bernard, Donna
Washington Trust Bank
10500 NE 8th Street, Suite 1100
Bellevue, WA 98004
Tel: 425.709.5506
Email: DBernard@watrust.com
Website: www.watrust.com
Designation: Relationship Manager
 
   



   

  Betz, Kathy
Joslin Capital Advisors
411 108th Ave NE Suite 2080
Bellevue, WA 98004
Tel: 425.688.0555
Email: kathyb@joslincapital.com
Website: www.joslincapital.com
Designation: CFP®
 
   



   

  Borriello, Tama
The Meydenbauer Group
777 108th Ave. NE Ste. 2500
Bellevue, WA 98004
Tel: 4256464873
Email: tama.borriello@wfadvisors.com
Website: https://www.themeydenbauergroup.com/
Designation: CFP®
 
   



   

  Bowers, Michael
Pacific Northwest Asset Management
2211 Elliott Avenue, Suite 200
Seattle, WA 98121
Tel: 206.455.2903
Email: mbowers@pnwam.com
Website: www.pnw-assetmanagement.com/
Designation: CPA, CFA, Private Wealth Advisor
 
   



   

  Boyle, Kathleen
Parcion Private Wealth
10700 Northup Way, Suite 110
Bellevue, WA 98004
Tel: 425-278-9555
Email: kathleen.boyle@parcionpw.com
Website: http://parcionpw.com/
Designation: CFP®
 
   



   

  Burgess, Bridget
Laird Norton Wealth Management
801 2nd Avenue, Suite 1600
Seattle, WA 98104
Tel: 206.464.3871
Email: bridget.burgess@lnwm.com
Website: www.lnwm.com
Designation: CFP®
 
   



   

  Cairns, Sandy
Wells Fargo Private Bank
205 108th Avenue NE, Suite 600
Bellevue, WA 98004
Tel: 425.577.8212
Email: sandy.cairns@wellsfargo.com
Website: www.wellsfargo.com
Designation: Attorney
 
   



   

  Cantor, Paul
Whittier Trust Company of Washington
520 Pike Street, Suite 1415
Seattle, WA 98101-4040
Tel: 206.834.1380
Email: pcantor@whittiertrust.com
Website: www.whittiertrust.com
Designation: Attorney, Trust Officer
 
   



   

  Caouette, Kyle
Parcion Private Wealth
10700 Northup Way, Suite 110
Bellevue, WA 98004
Tel: 425-278-9555
Email: kyle@parcionpw.com
Website: http://parcionpw.com
Designation: CFP®
 
   



   

  Cappa, Marta, First Vice President - Investment Officer
Hall Wealth Management Group of Wells Fargo Advisors
1180 NW Maple Street, Suite 150
Issaquah, WA 98027
Tel: 425.369.5107
Email: marta.cappa@wellsfargoadvisors.com
Website: www.hallwmg.com
Designation: CFP®
 
   



   

  Chang, Gina
Hellam Varon & Co.
1750 112th Avenue NE, Suite E200
Bellevue, WA 98004
Tel: 425-453-9192
Email: gchang@hellamvaron.com
Website: www.hellamvaron.com
Designation: CPA
 
   



   

  Cohen, Charles
A State Farm® Agent
9750 Greenwood Ave N Suite 104
Seattle, WA 98103
Tel: 206-399-1462
Email: charles.cohen.b2j9@statefarm.com
Website: www.charlescohenagency.com
Designation: RICP®, CFP®
 
   



   

  Copeland, Erik
Meritage Wealth Insurance Advisors
21052 NE 115th Street
Redmond, WA 98053
Tel: 2062936669
Email: erik.copeland@meritagewia.com
Website: www.meritagewia.com
Designation: At Large
 
   



   

  Crowley, Tracy
Edward Jones
8103 164th Ave NE
Redmond, WA 98052
Tel: 425.881.7054
Email: tracy.crowley@edwardjones.com
Website: www.edwardjones.com
Designation: At Large
 
   



   

  Cutler, Joyce
Washington Trust Bank
10500 NE 8th St, Suite 1100
Bellevue, WA 98004
Tel: 425-709-5515
Email: JCutler@watrust.com
Website: www.watrust.com
Designation: CTFA, Trust Officer
 
   



   

  Czaplinski, Rachelle
BECU Trust Services
12770 Gateway Drive, MS 1017-1
Tukwila, WA 98168
Tel: 206.439.5746
Email: rachelle.czaplinski@becu.org
Website: www.becu.org/trust
Designation: Trust Officer
 
   



   

  Davenport, Linda
BECU Trust Services
12770 Gateway Drive / MS1017-1
Tukwila, WA 98168
Tel: 206.439.5751
Email: linda.davenport@becu.org
Website: www.becu.org/trust
Designation: Trust Officer
 
   



   

  DeKay, Dan
Smith & DeKay, PS
2353 130th Ave NE, Suite 130
Bellevue, WA 98005
Tel: 425-455-6600
Email: dand@smithdekay.com
Website: www.smithdekay.com
Designation: CPA
 
   



   

  Digel, Bryan
Cornerstone Advisors
225 108th Avenue NE, Suite 400
Bellevue, WA 98004
Tel: 425.455.8192
Email: bdigel@buildbeyond.com
Website: www.buildbeyond.com
Designation: CFP®
 
   



   

  Dowling, Scott
Cornerstone Advisors
225 108th Ave NE, Suite 400
Bellevue, WA 98004
Tel: 425-456-8438
Email: scottd@buildbeyond.com
Website: www.buildbeyond.com
Designation: CPA
 
   



   

  Downs, Lisa
New Aspect Coaching
16207 NE 90th Ct
Redmond, WA 98052
Tel: 425.216.3015
Email: lisa@yournewaspect.com
Website: https://yournewaspect.com
Designation: At Large
 
   



   

  Dunbar, Jason
Corporate Advisory Associates, Inc.
1325 Fourth Avenue, Suite 1000
Seattle, WA 98101
Tel: (206) 382-9898
Email: jasondunbar@caaval.com
Website: www.caaval.com
Designation: CFA
 
   



   

  Eickerman, Doug
Kairos Capital Management, LLC
14205 SE 36th Street, Suite 100
Bellevue, WA 98006
Tel: 425-649-1149
Email: doug@kairoscm.com
Website: www.KairosCM.com
Designation: Trust Officer
 
   



   

  Ellison, Pam
Wells Fargo Private Bank
999 3rd Avenue, Suite 4000
Seattle, WA 98104-4009
Tel: 206.292-3578
Email: pamela.c.ellison@wellsfargo.com
Website: www.wellsfargo.com
Designation: Private Banker
 
   



   

  Erisman, CIMA (R), Andrew
Freestone Capital Managment
701 Fifth Avenue Floor 74
Seattle, WA 98104
Tel: 2067077330
Email: andrew@freestonecapital.com
Website: www.freestonecapital.com
Designation: At Large
 
   



   

  Fain, David
MCM
1325 4th Ave, Suite 2100
Seattle, WA 98101
Tel: 206.232.2294
Email: david.fain@assuredpartners.com
Website: www.mcmnw.com
Designation: CFP®
 
   



   

  Feek, James
Conover Feek
155 108th Ave. NE, Suite 725
Bellevue, WA 98004
Tel: 425.777.4655
Email: jimf@conoverfeek.com
Website: www.conoverfeek.com
Designation: At Large
 
   



   

  Findley, Dan
Inslee Best Doezie & Ryder PS
10900 NE 4th Street, Suite 1500
Bellevue, WA 98004
Tel: 425.455.1234
Email: dfindley@insleebest.com
Website: www.insleebest.com
Designation: Attorney
 
   



   

  Fowler, Thomas E.
The Fowler Group
12400 SE 38th Street, Suite 203
Bellevue, WA 98006
Tel: 425.453.1585
Email: tom@fowlerfinancial.com
Website: www.fowlerfinancial.com
Designation: CLU
 
   



   

  Gauthier, Madeline
Attorney at Law
2223 - 112th Avenue NE, Suite 202
Bellevue, WA 98004
Tel: 425-637-3019
Email: madelinegauthier@msn.com
Website: www.madelinegauthier.com
Designation: Attorney
 
   



   

  Glazier, Jason
Edward Jones
4935 Lakemont Blvd SE, Ste B5
Bellevue, WA 98006
Tel: 425-747-0604
Email: jason.glazier@edwardjones.com
Website: www.edwardjones.com
Designation: CLU
 
   



   

  Go, Sabrina
Rehberg Law Group
18000 International Blvd., Ste. 550
SeaTac , WA 98188
Tel: 206-246-8772
Email: sgo@rehberglaw.com
Website: rehberglaw.com
Designation: Attorney
 
   



   

  Goussev, Jeanne
Laird Norton Wealth Management
801 Second Avenue, Suite 1600
Seattle, WA 98104
Tel: 206.464.3883
Email: j.goussev@lnwm.com
Website: www.lnwm.com
Designation: Attorney, Trust Officer, CTFA
 
   



   

  Gray, Jullie
Aging Wisdom
40 Lake Bellevue Drive
Bellevue, WA 98005
Tel: 425.894.9100
Email: jgray@agingwisdom.com
Website: www.agingwisdom.com
Designation: At Large
 
   



   

  Griffith, Dave
Northwestern Mutual Financial Network
10800 NE 8th Street, Suite 910
Bellevue, WA 98004
Tel: 425-455-0156
Email: dave.griffith@nm.com
Website: www.davegriffith-nm.com
Designation: CLU
 
   



   

  Hall, Yvonne D., Managing Director - Investments
Hall Wealth Management Group of Wells Fargo Advisors
1180 NW Maple Street, Suite 150
Issaquah, WA 98027
Tel: 425-369-5102
Email: yvonne.hall@wfadvisors.com
Website: www.hallwmg.com
Designation: CFP®
 
   



   

  Halleran, Ryan
Parcion Private Wealth
10700 Northup Way, Suite 110
Bellevue, WA 98004
Tel: 425-278-9555
Email: ryan.halleran@parcionpw.com
Website: parcionpw.com
Designation: At Large
 
   



   

  Hamamoto, Heather
Merrill
10400 NE 4th St, Ste. 2500
Bellevue, WA 98004
Tel: 425-462-8156
Email: heather.o.hamamoto@ml.com
Website: www.ml.com
Designation: CFP®
 
   



   

  Hardman, Chris
Hellam Varon
1750 112th Avenue NE, Suite E200
Bellevue, WA 98004
Tel: 425.453.9192
Email: chardman@hellamvaron.com
Website: www.hellamvaron.com
Designation: CPA, CLU, ChFC
 
   



   

  Hawkes, Renee
Cornerstone Advisors
225 108th Ave NE STE 400
Bellevue, WA 98004
Tel: 425-456-8439
Email: rhawkes@buildbeyond.com
Website: www.bpcpa.com
Designation: CPA
 
   



   

  Hernan, Juliann
Washington Trust Bank
10500 NE 8th Street
Bellevue, WA 98004
Tel: 425.467.1790
Email: jlmh0131@yahoo.com
Website: watrust.com
Designation: Trust Officer
 
   



   

  Hersch, Matthew
Morgan Stanley
601 Union Street, Suite 5200
Seattle, WA 98101
Tel: 206-343-2770
Email: matthew.f.hersch@ms.com
Website: www.morganstanleyfa.com/hersch
Designation: CFP®
 
   



   

  Hirate, Chiaki
Edward Jones
7293 W Lake Sammamish Pkwy
Redmond, WA 98052
Tel: 425-883-8698
Email: chiaki.hirate@edwardjones.com
Website: www.edwardjones.com/chiaki-hirate
Designation: At Large
 
   



   

  Hoexter, Laura E.
Helsell Fetterman LLP
1001 4th Avenue, Suite 4200
Seattle, WA 98154
Tel: 206-689-2153
Email: lhoexter@helsell.com
Website:
Designation: Attorney
 
   



   

  Home, Greg
Greg Home, Inc., P.S.
10900 NE 8th Street, Suite 1000
Bellevue, WA 98004
Tel: 425.455.1008
Email: homelaw@msn.com
Website: www.greghomelaw.com
Designation: Attorney
 
   



   

  Houston, Lori P.
Whittier Trust Company
520 Pike Street, Suite 1415
Seattle, WA 98101-4040
Tel: 206.332.0836
Email: lhouston@whittiertrust.com
Website: www.whittiertrust.com
Designation: CTFA
 
   



   

  Howard, Randy
Rekdal Hopkins Howard, PS
2275 116th Avenue NE, Suite 100
Bellevue, WA 98004
Tel: 425.658.1400
Email: rhoward@rh2cpas.com
Website: www.rh2cpas.com
Designation: CPA
 
   



   

  Hueffed, Kathy
Berntson Porter & Co., PLLC
11100 NE 8th Street, Suite 400
Bellevue, WA 98004
Tel: 425-454-7990
Email: khueffed@bpcpa.com
Website: www.bpcpa.com
Designation: CPA
 
   



   

  Hutchinson, David
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004
Tel: 206.956.6261
Email: david.hutchinson@axa-advisors.com
Website: www.davidhutchinson.net
Designation: CFP®, CLU, ChFC
 
   



   

  Ida, Kelsi
AssuredPartners MCM
1325 4th Ave, Suite 2100
Seattle, WA 98101
Tel: 206-343-8769
Email: kelsi.ida@assuredpartners.com
Website: www.assuredpartnersmcm.com
Designation: At Large
 
   



   

  Johnson, Ben
Highland Private Wealth Management, LLC
305 108th Avenue NE, Suite 102
Bellevue, WA 98004
Tel: 425.495.8704
Email: ben@highlandprivate.com
Website: www.highlandprivate.com
Designation: CFP®
 
   



   

  Josephson, Karen
Wells Fargo Private Bank
205 108th Avenue NE, Suite 600
Bellevue, WA 98004
Tel: 425.450.8103
Email: karen.b.josephson@wellsfargo.com
Website: www.wellsfargo.com
Designation: Attorney
 
   



   

  Joslin, Michael D.
Joslin Capital Advisors
411 108th Avenue NE, Suite 2080
Bellevue, WA 98004
Tel: 425-688-0555
Email: mikej@joslincapital.com
Website: www.joslincapital.com
Designation: CPA, CIMA
 
   



   

  Kaempf, Joseph
Perkins Coie
10885 N.E. Fourth Street, Suite 700
Bellevue, WA 98004
Tel: 425.635.2621
Email: jkaempf@perkinscoie.com
Website: www.perkinscoie.com
Designation: Attorney
 
   



   

  Kang, Hoon
Cultivant LLC
11000 NE 33rd Place Ste 301
Bellevue, WA 98004
Tel: 206-486-8701
Email: hoon@cultivant.com
Website: www.cultivant.com
Designation: CFP®
 
   



   

  Keller, David
Morgan Stanley
225 108th Ave NE, St 800
Bellevue, WA 98004
Tel: 425-455-8021
Email: david.c.keller@morganstanley.com
Website: https://advisor.morganstanley.com/the-pacific-wealth-management-group
Designation: CFP®
 
   



   

  Kilbreath, Ken
Wells Fargo Private Bank
999 Third Avenue, Suite 4000
Seattle, WA 98104
Tel: 206.343.4523
Email: ken.kilbreath@wellsfargo.com
Website: www.wellsfargo.com
Designation: Attorney
 
   



   

  King, Jennifer
Three60 Law Group PLLC
915 118th Ave SE, Suite 360
Bellevue, WA 98005
Tel: 425-289-5360
Email: jennifer@three60law.com
Website: http://Three60law.com/
Designation: Attorney
 
   



   

  King, Steve
Somers Tamblyn King Isenhour Bleck PLLC
2955 80th Avenue SE, Suite 201
Mercer Island, WA 98040
Tel: 206.232.4050
Email: steve@stklawfirm.com
Website: www.stkib.com
Designation: Attorney
 
   



   

  Kirwan, Kris
Fedelta Home Care
155 NE 100th Street, Suite 200
Seattle, WA 98125
Tel: 206.362.2366
Email: kkirwan@fedeltahomecare.com
Website: www.fedeltahomecare.com
Designation: At Large
 
   



   

  Klobucher, Rick
Davis Wright Tremaine LLP
929 108th Avenue NE, Suite 1500
Bellevue, WA 98004
Tel: 425.646.6131
Email: rickklobucher@dwt.com
Website: www.dwt.com
Designation: Attorney
 
   



   

  Koenig, Tiffany
U.S. Bank Private Wealth Management
10800 NE 8th Street, Suite 500
Bellevue, WA 98004
Tel: 425.637.2432
Email: tiffany.koenig@usbank.com
Website: reserve.usbank.com
Designation: Trust Officer
 
   



   

  Krueger, Walter R.
Krueger Beck, PLLC
520 Kirkland Way, Suite 400
Kirkland, WA 98033-6256
Tel: 425-828-7800
Email: walt@kruegerbecklaw.com
Website: www.kruegerbecklaw.com
Designation: Attorney
 
   



   

  Larson, Melissa
Pacific Capital Resource Group, Inc.
10900 NE 8th Street, Suite 1550
Bellevue, WA 98004-4449
Tel: 425-641-8788
Email: mlarson@pcrg.com
Website: www.pcrg.com
Designation: CFP®, CLU, ChFC
 
   



   

  Launceford, John
Berntson Porter & Company, PLLC
155 108th Avenue NE, Suite 510
Bellevue, WA 98004
Tel: 425-454-7990
Email: jlaunceford@bpcpa.com
Website: www.bpcpa.com
Designation: CPA
 
   



   

  Lee, Jessica
Northern Trust
1301 2nd Avenue, Suite 2600
Seattle, WA 98101
Tel: 206.381.8322
Email: JL296@ntrs.com
Website: www.ntrs.com
Designation: CTFA
 
   



   

  Little, Bernie
Bernie Little, P.S.
P.O. Box 87
Kirkland, WA 98083-0087
Tel: 425-889-5381
Email: bernie@bernielittlecpa.com
Website: www.bernielittlecpa.com
Designation: CPA
 
   



   

  Liu, Margaret
First Republic Investment Management
10900 NE 4th St, Suite 2329
Bellevue, WA 98004
Tel: 425.519.8884
Email: margliu@firstrepublic.com
Website: www.firstrepublic.com
Designation: VP, Sr. Trust and Fiduciary Advisor
 
   



   

  Loftin, Matt
Carney Badley Spellman, P.S.
701 Fifth Ave., Suite 3600
Seattle, WA 98104-7010
Tel: 206-607-4156
Email: loftin@carneylaw.com
Website: www.carneylaw.com
Designation: Attorney
 
   



   

  Lucas, Cynthia M.
Lucas & Lucas, P.S.
919 124th Avenue NE, Suite 101
Bellevue, WA 98005
Tel: 425-454-3302
Email: cindylucas@lucasandlucas.net
Website: www.lucasandlucas.net
Designation: Attorney
 
   



   

  Lynch, Patrick
Fedelta Home Care
155 NE 100th St, Ste 200
Seattle, WA 98125
Tel: (206) 362-2366
Email: plynch@fedeltahomecare.com
Website: http://fedeltahomecare.com/
Designation: At Large
 
   



   

  Maurer, Mitch
Equitable Advisors
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004-4360
Tel: 206-956-6256
Email: mitchell.maurer@equitable.com
Website: www.mitchellvmaurer.com
Designation: CFP®
 
   



   

  McAlee, Tarek
Joslin Capital Advisors
411 108th Avenue NE, Suite 2080
Bellevue, WA 98004
Tel: 425.688.0555
Email: tarekm@joslincapital.com
Website: www.joslincapital.com
Designation: CFP®
 
   



   

  McBride, Mark
Perkins Coie
10885 NE 4th Street, Suite 700
Bellevue, WA 98004
Tel: 425.635.1459
Email: mmcbride@perkinscoie.com
Website: www.perkinscoie.com
Designation: Attorney
 
   



   

  McDaniel, Beth
Law Offices of Beth A. McDaniel, PLLC
272 Hardie Avenue SW
Renton, WA 98057
Tel: 425-251-8880
Email: beth@betmcdaniel.com
Website: www.bethmcdaniel.com
Designation: Attorney
 
   



   

  McGehee, Stuart
Pacific Northwest Asset Management, LLC
2211 Elliott Avenue, Suite 200
Seattle, WA 98121
Tel: 206.259.0575
Email: smcgehee@pnwam.com
Website: pnwam.com
Designation: At Large
 
   



   

  McIvor, Ross
Bauer Evans Inc PS
2050 112th Avenue N.E., Suite 130
Bellevue, WA 98004
Tel: 425-450-0585 x202
Email: ross@bauerevans.com
Website: www.bauerevans.com
Designation: CPA
 
   



   

  Meyer, Steve
Fedelta Home Care
155 NE 100th Street, Suite 200
Seattle, WA 98125
Tel: 206.362.2366
Email: smeyer@fedeltahomecare.com
Website: www.fedeltahomecare.com
Designation: At Large
 
   



   

  Miller, Kathleen
Miller Advisors, Inc.
11 10th Avenue
Kirkland, WA 98033
Tel: 425-822-8122
Email: k.miller@kathleenmiller.com
Website:
Designation: CFP®
 
   



   

  Miller, Nicole
Miller Advisors, Inc.
11 10th Avenue
Kirkland, WA 98033
Tel: 425-822-8122
Email: n.miller@milleradvisors.com
Website: www.milleradvisors.com
Designation: CFP®, CDFA
 
   



   

  Moes, Megan
Falco Sult
16150 NE 85th Street, Suite 203
Redmond, WA 98052
Tel: 425.883.3111
Email: meganm@falcosult.com
Website: www.falcosult.com
Designation: CPA
 
   



   

  Momyer, Nick
Tiedemann Wealth Management
1415 Western Avenue, Suite 600
Seattle, WA 98101
Tel: 206.954.8430
Email: nmomyer@tiedemannwealth.com
Website: www.tiedemannwealth.com
Designation: Trust Officer
 
   



   

  Moser, Scott
Moser & Company CPAs
2135 112th Avenue NE, Suite 100
Bellevue, WA 98004
Tel: 425-818-9400
Email: scott@mosercpas.com
Website: www.mosercpas.com
Designation: CPA
 
   



   

  Muska, Kimberly
UBS Private Wealth Management
601 108th Ave NE, 20th Floor
Bellevue, WA 98004
Tel: 425.451.2355
Email: kimberly.muska@ubs.com
Website: financialservicesinc.ubs.com/team/thematthewsgroup/
Designation: CFP®
 
   



   

  Mycroft, Debby
Memories Worth Telling
10320 Kay Way
Mukilteo, WA 98275-4608
Tel: 425-870-9181
Email: Debby@MemoriesWorthTelling.com
Website: www.MemoriesWorthTelling.com
Designation: At Large
 
   



   

  Nausin, Tim
Waddell & Reed
11225 SE 6th St Suite 100 Bldg C
Bellevue, WA 98004
Tel: 206.819.0737
Email: Tnausin@wradvisors.com
Website: www.wradivsors.com
Designation: At Large
 
   



   

  Norman, Ann N.
Hutchinson & Walter, PLLC
1407 116th Avenue NE, Suite 222
Bellevue, WA 98004
Tel: 425.455.1620
Email: anncpa@hutchcpa.com
Website: www.hutchcpa.com
Designation: CPA
 
   



   

  Opp, Christine
Freestone Capital Management
701 5th Avenue, 74th Floor
Seattle, WA 98104
Tel: 206.707.7342
Email: christine.o@freestonecapital.com
Website: www.freestonecapital.com
Designation: CFP®
 
   



   

  Opp, Tyler
Benton Bray, PLLC
3006 Northup Way Ste 100
Bellevue, WA 98004
Tel: 425.827.8100
Email: tyler@bentonbray.com
Website: www.bentonbray.com
Designation: CPA
 
   



   

  Pagones, Anthony
Compass Washington
305 - 108th Avenue NE, Suite 200
Bellevue, WA 98004
Tel: 4252172172
Email: AnthonyPagones@hotmail.com
Website: compass.com
Designation: At Large
 
   



   

  Palmer, John
Law Office of John S. Palmer
11911 NE 1st St Ste B204
Bellevue, WA 98005-3056
Tel: 425.455.5513
Email: john@palmerlegal.com
Website: www.palmerlegal.com
Designation: Attorney
 
   



   

  Parker, Allison
Seattle Foundation
1601 5th Ave, Ste 1900
Seattle, WA 98101
Tel: 206-515-2128
Email: a.parker@seattlefoundation.org
Website: www.seattlefoundation.org
Designation: At Large
 
   



   

  Peshtaz, Bareq A., Financial Advisor
Morgan Stanley
601 Union Street, Suite 5200
Seattle, WA 98101
Tel: 206-344-5024
Email: bareq.peshtaz@morganstanley.com
Website: fa.morganstanley.com/theaisteargroup
Designation: Financial Advisor
 
   



   

  Petrie, Cynthia H.
Hellam Varon & Co., Inc., PS
1750 112th Avenue NE, Suite 200
Bellevue, WA 98004
Tel: 425-453-9192
Email: cpetrie@hellamvaron.com
Website: www.hellamvaron.com
Designation: At Large
 
   



   

  Platt, John
Profiducia Services, Inc.
200 W Mercer St Ste 107
Seattle, WA 98119
Tel: 206-573-5276
Email: john@profiducia.com
Website: www.profiducia.com
Designation: Trust Officer
 
   



   

  Pleasants, Nicholas
James Pleasants, P.C.
2300 130th Ave NE Suite A-101
Bellevue, WA 98005
Tel: 425.615.7070
Email: nick@pleasantslaw.com
Website: www.pleasantslaw.com
Designation: Attorney
 
   



   

  Portillo, Charissa
Joslin Capital Advisors, LLC
411 108th Ave NE
Bellevue, WA 98004
Tel: 425.688.0555
Email: charissap@joslincapital.com
Website: https://www.joslincapital.com/
Designation: At Large
 
   



   

  Potter, Nicholas A.
Perkins Coie LLP
10885 NE 4th St Ste 700
Bellevue, WA 98004-5579
Tel: 425.635.1636
Email: npotter@perkinscoie.com
Website: www.perkinscoie.com
Designation: Attorney
 
   



   

  Ramsey, Mimi
Ramsey Coaching & Consulting
14535 Bel-Red Road, Suite #202
Bellevue, WA 98007
Tel: 206.604.2020
Email: mimi@mimiramsey.com
Website: mimiramsey.com/
Designation: ACC
 
   



   

  Reaves, Cody
Laird Norton Wealth Management
801 Second Avenue, Suite 1600
Seattle, WA 98104
Tel: 206.464.5100
Email: c.reaves@lnwm.com
Website: www.lnwm.com
Designation: CFP®
 
   



   

  Reeder, Kristin L.
Law Office of Kristin L. Reeder
2370 130th Avenue NE, Suite 103
Bellevue, WA 98005
Tel: 425.861.1109
Email: kristin@klrlaw.net
Website: www.klrlaw.net
Designation: Attorney
 
   



   

  Reinhardt, Mark
Rehberg Law Group, P.S.
18000 International Blvd
Seatac, WA 98188
Tel: 206.246.8772
Email: mreinhardt@rehberglaw.com
Website: www.rehberglaw.com
Designation: Attorney
 
   



   

  Riffle, Christina, Senior Vice President -- Investment Officer
Fox & Riffle Wealth Management Group of Wells Fargo Advisors
777 108th Ave NE, 25th Floor
Bellevue, WA 98004
Tel: 425-450-2249
Email: christina.riffle@wfadvisors.com
Website: www.foxandrifflewealthmanagementgroup.com
Designation: CFP®
 
   



   

  Rozanski, Kara
Caliber Home Loans
371 NE Gilman Blvd Ste 340
Issaquah, WA 98027
Tel: 425-241-1941
Email: Kara.Rozanski@caliberhomeloans.com
Website: www.caliberhomeloans.com/krozanski
Designation: At Large
 
   



   

  Sanzo, Lee-Norah
Wells Fargo Bank, N.A.
999 Third Avenue, Suite 4000
Seattle, WA 98104
Tel: (206) 292-3541
Email: lee-norah.sanzo@wellsfargo.com
Website: www.wellsfargo.com
Designation: Trust Officer
 
   



   

  Sheffield, Scott
Sovereign Wealth Management, LLC
777 108th Avenue NE, Suite 1880
Bellevue, WA 98004
Tel: 425-289-4222
Email: scotts@emailswa.com
Website:
Designation: CFP®
 
   



   

  Sherman, Vaughn
Edward Jones
7329 Better Way SE, A-105
Snoqualmie, WA 98065
Tel: 425-888-2068
Email: vaughn.sherman@edwardjones.com
Website: www.edwardjones.com/VaughnSherman
Designation: At Large
 
   



   

  Siegel, Randy
Aletheian Wealth Advisors
10655 NE 4th Street, Suite 312
Bellevue, WA 98004
Tel: 425.458.2840
Email: rsiegel@aletheianadvisors.com
Website: www.aletheianadvisors.com
Designation: CTFA, CFP®, CDFA
 
   



   

  Simmons, Angela B., Managing Director -- Investments
The Gregory-Simmons Group
1201 3rd Avenue, Suite 3090
Seattle, WA 98101
Tel: 206-971-2422
Email: angela@thegregorysimmonsgroup.com
Website: www.thegregorysimmonsgroup.com
Designation: CFP®, CDFA
 
   



   

  Smiley, Debra
Laird Norton Wealth Management
801 Second Avenue, Suite 1600
Seattle, WA 98104
Tel: 206-464-3858
Email: d.smiley@lnwm.com
Website: lairdnorthwm.com
Designation: Trust Officer
 
   



   

  Smith, Michael
Merrill Lynch
10500 NE 8th Street, Suite 750
Bellevue, WA 98004
Tel: 425.467.4955
Email: michael.smith@ml.com
Website: www.fa.ml.com/smith-group
Designation: At Large
 
   



   

  Smith, Perry L.
Perry L. Smith Consulting
40 Lake Bellevue, Suite 100
Bellevue, WA 98005
Tel: 425-462-2072
Email: pls@perrylsmithconsulting.com
Website: www.perrylsmithconsulting.com
Designation: CLU, ChFC
 
   



   

  Spearman, Sarah
Hellam Varon & Co., P.S.
1750 112th Avenue NE, Suite E200
Bellevue, WA 98004
Tel: 425.453.9192
Email: sspearman@hellamvaron.com
Website: www.hellamvaron.com
Designation: CPA
 
   



   

  Stavig, Paul
Bank of America Private Bank
800 5th Avenue, Suite 3200
Seattle, WA 98104
Tel: 206-358-0721
Email: paul.d.stavig@bofa.com
Website: www.bofa.com
Designation: Attorney
 
   



   

  Stephan, Elizabeth
Berntson Porter & Company, PLLC
11100 NE 8th St, Ste 400
Bellevue, WA 98004
Tel: 425-454-7990
Email: estephan@bpcpa.com
Website: www.bpcpa.com
Designation: Attorney
 
   



   

  Stuard, Andrew
Peterson Sullivan LLP
601 Union Street, Suite #2300
Seattle, WA 98101
Tel: 2063827777
Email: astuard@pscpa.com
Website: www.pscpa.com
Designation: CPA
 
   



   

  Sullivan, John
Lyons | Sullivan
10655 NE 4th Street
Bellevue, WA 98004
Tel: 425.451.2400
Email: jsullivan@dljslaw.com
Website: https://www.dljslaw.com/
Designation: Attorney
 
   



   

  Sult, Bruce
Falco Sult & Company, CPAs
16150 NE 85th Street, Suite 203
Redmond, WA 98052
Tel: 425.883.3111
Email: bruce@falcosult.com
Website: www.falcosult.com
Designation: CPA
 
   



   

  Takahashi, Kosuke
Capstone Wealth Advisors, LLC
11900 NE 1st ST Ste 300
Bellevue, WA 98005
Tel: 4257364964
Email: kos@capstonewealthadvisors.com
Website: www.capstoenwealthadvisors.com
Designation: CFP®
 
   



   

  Taylor, Carvell
BECU Trust Services
12770 Gateway Drive M/S 1017-1
Tukwila, WA 98168
Tel: 2064395702
Email: carvell.taylor@becu.org
Website: becu.org
Designation: Trust Officer
 
   



   

  Thomas, Kyle
Cornerstone Advisors, Inc.
225 108th Ave. NE Suite 400
Bellevue, WA 98004-5782
Tel: 425-455-8156
Email: kylet@buildbeyond.com
Website: http://www.buildbeyond.com/
Designation: CFP®
 
   



   

  Toomey, Robert
S.R. Schill & Associates
2448 76th Ave SE, Suite 107
Mercer Island, WA 98040
Tel: 206.275.2700
Email: bob@srschill.com
Website: www.srschill.com
Designation: CFA
 
   



   

  Tribolet, Nancy
Parker, Smith & Feek
2233 112th Ave NE
Bellevue, WA 98004
Tel: 425-709-3674
Email: njtribolet@psfinc.com
Website: www.psfinc.com
Designation: CFP®
 
   



   

  Waltar, Stephen
Legacy Estate Planning, LLC
1750 112th Avenue NE, Suite C245
Bellevue, WA 98004
Tel: 425-455-6788
Email: steve@waltar.com
Website: www.waltar.com
Designation: Attorney
 
   



   

  White, John
PRK Livengood PLLC
10900 NE 4th St Ste 1850
Bellevue, WA 98004-8341
Tel: 425-462-4700
Email: jwhite@prklaw.com
Website: www.prklaw.com
Designation: Attorney
 
   



   

  Whiting, Dwight
Auxano Advisors, LLC
10900 NE 4th Street, Suite 1950
Bellevue, WA 98004
Tel: 425.889.1261
Email: dwight@auxanoadvisors.com
Website: www.auxanoadvisors.com
Designation: At Large
 
   



   

  Whitman, Keith R.
Morgan Stanley
225 108th Avenue NE, Suite 800
Bellevue, WA 98004
Tel: 425.453.7232
Email: keith.whitman@ms.com
Website: www.morganstanleyfa.com/pacificwealthmanagement
Designation: CFP®, CLU, ChFC
 
   



   

  Wigen, Carla
Laird Norton Wealth Management
801 Second Avenue, Suite 1600
Seattle, WA 98104
Tel: 800.426.5105
Email: c.wigen@lnwm.com
Website: www.lnwm.com
Designation: Attorney, CPA, Trust Officer
 
   



   

  Wilkes, Mary L.
CliftonLarsonAllen
3000 Northup Way, Suite 200
Bellevue, WA 98004
Tel: 425-250-6045
Email: mary.wilkes@claconnect.com
Website: www.cliftonlarsonallen.com
Designation: CPA
 
   



   

  Wilmes, Jeremy
MassMutual
600 108th Ave #300
Bellevue, WA 98004
Tel: 425-945-2332
Email: jwilmes@massmutualbrokerage.com
Website: www.massmutualbrokerage.com/jeremy-captain-wilmes-wilmes
Designation: ChFC
 
   



   

  Young, Kelli
Miller Advisors
11 10th AVenue
Kirkland, WA 98033
Tel: 4258228122
Email: k.young@milleradvisors.com
Website: milleradvisors.com
Designation: ChFC
 
   



   

  Zeman, Laura H.
Zeman Law Group, PLLC
11100 Main Street, Suite 301
Bellevue, WA 98004
Tel: 425.947.5405
Email: lzeman@zemanlaw.com
Website: www.zemanlaw.com
Designation: Attorney
 
   



   

  Zook, Bill
Evergreen Planned Giving, LLC
4500 9th Avenue NE, Suite 300
Seattle, WA 98105
Tel: (206) 632-3912
Email: bill@evergreenpg.com
Website: https://evergreenpg.com
Designation: At Large
 
   



   

  Zurek, Susan
Laird Norton Wealth Management
801 Second Ave #1600
Seattle, WA 98104
Tel: 206.464.5108
Email: s.zurek@lnwm.com
Website: https://lairdnortonwm.com/
Designation: Trust Officer