"
<\/div>
<\/i>

Alanna Quinn-Jones<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Alannah Clark<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Alex Pear Rosenberg, FPQP\u2122<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Alex Schrempf<\/div>
<\/i>

Alex Schrempf<\/p>

Business Development Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Alexandra Lambert<\/div>
<\/i>

Alexandra Lambert<\/p>

Director of Client Service<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Ali Ward<\/p>

Office Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Alicia Follmer, CFP\u00ae<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Alison Hudders<\/div>
<\/i>

Alison Hudders<\/p>

Director of Marketing<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Alissa Wright<\/p>

Salesforce Solutions Engineer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Allison Bregoli, PHR<\/p>

Regional Human Resources Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Anna Shaw, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Anne Marie Stonich, CFP\u00ae, CPA<\/p>

Chief Client Experience Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Anthony Rue, CFP\u00ae<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Arthur Coyne, CFA\u00ae<\/p>

ISG Analyst<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Ashley Soares<\/p>

HR Coordinator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Austin Gormley<\/p>

Portfolio Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

Becky Wilcox<\/div>
<\/i>

Becky Wilcox, CFA\u00ae, MBA, FRM\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Benji Spector<\/p>

Senior Client Service Associate & Portfolio Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Bethany Purkapile<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Bill Vipond<\/p>

Business Development Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Brady Hasenberg<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Brian Hefele, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Brittany Gabelein, CPA<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Bryan Carr, CFA\u00ae<\/p>

Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Bryan P. Shipley, CFA\u00ae, CAIA\u00ae<\/p>

Chief Investment Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

C.J. McRae<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Cade Hampson<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Caitlin Lee<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Calm Qi<\/p>

Associate Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Carolyn Grabiel<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Casey McMonagle<\/p>

Tax Manager, Coldstream Tax & Consulting<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Chloe Cannon<\/p>

Portfolio Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Chris Blakeslee<\/p>

Ascent Capital | Team Lead<\/p><\/div><\/a><\/div><\/div><\/div>

Chris Chung<\/div>
<\/i>

Chris Chung, CFA\u00ae<\/p>

Associate Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Colby Stirrat, CFP\u00ae, CIMA\u00ae<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Corey Dallas<\/div>
<\/i>

Corey Dallas, MSF, APMA\u00ae<\/p>

Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Cynthia Brunzell<\/p>

Office Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Cynthia Rux<\/p>

Account Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Damek Fitz-Coy<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Dan Yeung, CFA\u00ae<\/p>

Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Daniel Hill<\/p>

Senior Wealth Management Associate, MBA<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Danielle McDonald<\/p>

Integration Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Danielle Uemura<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Daniels Voyteshonock<\/div>
<\/i>

Daniels Voyteshonock<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Darin Sevier, CRPC\u00ae<\/p>

Associate Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Darren Ritchie<\/div>
<\/i>

Darren Ritchie, CFA\u00ae, CAIA\u00ae<\/p>

Managing Director, Coldstream Capital Management<\/p><\/div><\/a><\/div><\/div><\/div>

Dave Roberts<\/div>
<\/i>

Dave Roberts, MBA<\/p>

Coldstream Capital Partners | Managing Director<\/p><\/div><\/a><\/div><\/div><\/div>

David Bigelow<\/div>
<\/i>

David Bigelow, CFP\u00ae, MBA<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

David Christian, CFP\u00ae<\/p>

Chief Growth Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

David Janec, FRM\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

David Mcintosh<\/div>
<\/i>

David McIntosh, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

David Powers<\/div>
<\/i>

David Powers, CFA\u00ae<\/p>

Senior Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Davis Karaica<\/div>
<\/i>

Davis Karaica, FPQP\u2122<\/p>

Senior Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Debbie Kincaid, SPHR<\/p>

HR Business Partner & Office Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Detlef Schrempf<\/div>
<\/i>

Detlef Schrempf\u200b<\/p>

Director of Business Development<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Diana Quist<\/p>

Office Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Dina Liening, CRPC\u00ae<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Dominic Hori, CFA\u00ae<\/p>

Portfolio Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Elaina Shemeta, CFP\u00ae<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Elizabeth Anderson<\/p>

WSG Analyst<\/p><\/div><\/a><\/div><\/div><\/div>

Emily Richardson<\/div>
<\/i>

Emily Richardson<\/p>

Senior Client Service Specialist<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Eric Newman<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Eric Schuehle<\/div>
<\/i>

Eric Schuehle<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Erika Allen, CPA, PFS<\/p>

Wealth Manager, Coldstream Wealth Management<\/p><\/div><\/a><\/div><\/div><\/div>

Erika Yelle<\/div>
<\/i>

Erika Yelle<\/p>

Chief Compliance Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Erin Rottler<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Ethan Luxton, FPQP\u2122<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Evan Fisher<\/div>
<\/i>

Evan Fisher<\/p>

Coldstream Capital Partners | Managing Director<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Fan Zhang<\/p>

Coldstream Capital Partners | Senior Analyst<\/p><\/div><\/a><\/div><\/div><\/div>

Frances Lee<\/div>
<\/i>

Frances Lee, FPQP\u2122<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Garrett Dean, PMP<\/p>

Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Glen Goland, CFP\u00ae, JD<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Glen White<\/div>
<\/i>

Glen White<\/p>

Coldstream Capital Partners | Technical Lead \u2013 Strategic Advisory <\/p><\/div><\/a><\/div><\/div><\/div>

Gunner Ildhuso<\/div>
<\/i>

Gunnar Ildhuso, CFA\u00ae, CEPA\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Hannah Collette<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Heather Hamamoto, CFP\u00ae, CDFA\u00ae<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Heather Kessler<\/div>
<\/i>

Heather Kessler, CFP\u00ae<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Heather Redman<\/div>
<\/i>

Heather Redman<\/p>

Board of Directors<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Henry LeMaster, FPQP\u2122<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Hilary Massee Clark<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Howard Coleman, JD<\/p>

General Counsel<\/p><\/div><\/a><\/div><\/div><\/div>

Ian Curtiss<\/div>
<\/i>

Ian Curtiss, CFP\u00ae, CFA\u00ae, CPWA\u00ae, ChSNC<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Ian Lung<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jack Gardner<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jacob Atkinson<\/p>

Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jake Jones<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jake Karavias<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

James L. Moore, AAMS\u00ae, CMFC\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

James Walsh<\/div>
<\/i>

James Walsh, CFA\u00ae, MBA<\/p>

Senior Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Janice Dsilva<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jasmin Garcia<\/p>

Marketing Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jay Guard, CPA, PFS<\/p>

Wealth Manager, Coldstream Wealth Management<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jay Winston, CFP\u00ae, CAP\u00ae<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jeff Gates, CFP\u00ae, MBA<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jeff Huber<\/p>

Ascent Capital | Business Development Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Jeff Skall<\/div>
<\/i>

Jeff Skall<\/p>

Ascent Capital | Business Development Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jennifer Estner<\/p>

Associate Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jennifer Harrison, FPQP\u2122<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jesse Martorano, JD<\/p>

Compliance Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jesse Sigrist<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jessica Chambers<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jillian Perkins<\/p>

Communications Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jim Claypool, CPA, PFS<\/p>

Team Lead & Wealth Manager, Coldstream Wealth Management<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jocelyn Stephens, FPQP\u2122<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Joe Cervantes<\/div>
<\/i>

Joe Cervantes, CFP\u00ae, CLU\u00ae, AEP\u00ae<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Joe Telafici<\/p>

Salesforce Solutions Engineer<\/p><\/div><\/a><\/div><\/div><\/div>

Jordan Lau<\/div>
<\/i>

Jordan Lau, FPQP\u2122<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Jordan Travis, MBA, FPQP\u2122<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Josh Harris<\/div>
<\/i>

Josh Harris<\/p>

President, M&A<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Julie Florence<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Karla Renne<\/div>
<\/i>

Karla Renne<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Karmela Babakhani<\/p>

Senior Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kate Brown, FPQP\u2122<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Katelyn Spangler, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Katie Mietus<\/div>
<\/i>

Katie Berntson, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Katie Devranos<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Katie Hollway<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Katie Quick, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kellie Smith<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Ken Hallack<\/div>
<\/i>

Ken Hallack<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kendall Acheson, CFP\u00ae, CPWA\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Kevis Fitzwilson<\/div>
<\/i>

Kevin Fitzwilson<\/p>

Chief Executive Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kevin Gabelein<\/p>

Team Lead & Managing Partner at HSA<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kevin Kepler<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kevin Peterson, ChFC\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kim Kerr<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kim Rosenberg, CFP\u00ae<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Klansi Hess<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kristi Panza, CFP\u00ae<\/p>

Associate Wealth Manager & Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Kurt Biederman, JD<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Kyle Larson<\/div>
<\/i>

Kyle Larson, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Kyle McMahill<\/div>
<\/i>

Kyle McMahill, FPQP\u2122<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Larissa Vidal, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Lauren Te, CPA, MBA, MPAC<\/p>

Director of Finance<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Lilia Haberman<\/p>

Recruiter<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Mackenzie Fenner<\/p>

Marketing Coordinator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Marcela Morris<\/p>

Senior Accountant<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Margaret Rettinger<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Marina Cigledy<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Mark Rosenbaum<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Matt Sampson, CFP\u00ae, CEPA\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Matt Sonnen<\/p>

Chief Operating Officer<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Melody M. Behnke, MBA, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Meredith Stewart, CFP\u00ae, CDFA\u00ae<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Michelle Bang<\/p>

Ascent Capital | Construction Loan Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

Michelle Decaire<\/div>
<\/i>

Michelle Decaire, FPQP\u2122, MSFP<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Michelle McGlasson<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Mitch Jackson, CPA<\/p>

Senior Accountant & Accounts Payable Lead<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Monica Tran, FPQP\u2122<\/p>

Operations Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Natalie Straub<\/p>

President, Wealth Management & Team Experience<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Nicholas Running<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Nick Buckley, CFA\u00ae<\/p>

Associate Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Nick Rodwick<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Nicole Benson, PHR<\/p>

Senior Human Resources Generalist<\/p><\/div><\/a><\/div><\/div><\/div>

Noel Sanchez<\/div>
<\/i>

Noel Sanchez, CFP\u00ae<\/p>

Senior Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Olivia Johnson<\/p>

Office Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

<\/div>
<\/i>

Parham Aleali<\/p>

Retirement Plan Specialist<\/p><\/div><\/a><\/div><\/div><\/div>

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Parker Bizjack<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Patrick Corcorran<\/div>
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Patrick Corcorran<\/p>

Coldstream Capital Partners | Managing Director<\/p><\/div><\/a><\/div><\/div><\/div>

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Peg Terry<\/p>

Senior Operations Associate & Office Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

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Peter Beeson, CAPI<\/p>

Team Lead<\/p><\/div><\/a><\/div><\/div><\/div>

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Pierson Zahn<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Rachel McCracken<\/div>
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Rachel McCracken, CFA\u00ae, MBA<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Reegan Rae, CPWA\u00ae<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Reem Rizk-Hunter, CFP\u00ae<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Rich Merrifield, CFP\u00ae, AIF\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Rob Young, CFP\u00ae, MBA<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Roger Reynolds<\/div>
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Roger Reynolds<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Rush Benton, CFA\u00ae<\/p>

Board of Directors<\/p><\/div><\/a><\/div><\/div><\/div>

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Ryan Christensen<\/p>

Retirement Plan Advisor<\/p><\/div><\/a><\/div><\/div><\/div>

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Ryan Oden<\/p>

Technologist<\/p><\/div><\/a><\/div><\/div><\/div>

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Ryland Moore<\/p>

Business Development Officer & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Sabrina Cross<\/p>

Risk Management Chief Operating Officer<\/p><\/div><\/a><\/div><\/div><\/div>

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Samra Meyer<\/p>

Senior Client Service Associate, Coldstream Wealth Management<\/p><\/div><\/a><\/div><\/div><\/div>

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Sarah Jacobson<\/p>

Office Administrator<\/p><\/div><\/a><\/div><\/div><\/div>

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Scott Schuler, CFA\u00ae<\/p>

Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Shane Payette<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Shelby DeSiervo, CFP\u00ae, CRPS\u00ae<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Shelly Kapoor<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Sherrill Klaver, FPQP\u2122<\/p>

Senior Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

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Sim Bajaj<\/p>

Client Team Operations Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Tara Mikosz<\/div>
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Tara McDonald, SPHR<\/p>

Director of Human Resources<\/p><\/div><\/a><\/div><\/div><\/div>

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Thanh Evoniuk, CPA, CFP\u00ae, MSF<\/p>

Associate Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Thomas Ovendale Jr., CBA<\/p>

Coldstream Capital Partners | Technical Lead \u2013 Investment Banking <\/p><\/div><\/a><\/div><\/div><\/div>

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Todd Hobson, CFP\u00ae, CPWA\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Toni Mercer<\/p>

Senior Operations Associate<\/p><\/div><\/a><\/div><\/div><\/div>

Tristan Mohn<\/div>
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Tristan Mohn, FPQP\u2122<\/p>

Client Service Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Victor Burgos, CFA\u00ae<\/p>

Associate Portfolio Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Victoria Serles, CPA<\/p>

Team Lead & Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Vince Lee<\/div>
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Vince Lee, CFP\u00ae, CPA<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

Vonie Bright<\/div>
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Vonie Bright, CFP\u00ae<\/p>

Wealth Manager<\/p><\/div><\/a><\/div><\/div><\/div>

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Wendy Holden<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

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Will Cunningham<\/p>

Client Service Associate<\/p><\/div><\/a><\/div><\/div><\/div>

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Yvette Weisend<\/p>

Wealth Management Associate<\/p><\/div><\/a><\/div><\/div><\/div>

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Zach Hammond<\/p>

Coldstream Capital Partners | Analyst <\/p><\/div><\/a><\/div><\/div><\/div>"