Brett Timothy Hendricks

Howard Eriksen is the principal of Eriksen Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has served as CEO of Solitron Devices Inc., a semiconductor and electronics company, on a part-time basis for the past 10 years. Eriksen Capital Management provides discretionary portfolio management primarily to individual clients through separately managed accounts and operates a private pooled vehicle, Cedar Creek Partners LLC. The firm employs a bottom-up fundamental value investment approach and manages approximately $43.8 million in assets with a limited client roster.

Naveen Gopal is a financial advisor at Pacifica Partners Capital Management with 10 years of industry experience. He holds a Series 65 designation and has been with Pacifica Partners Inc. since 2008. Pacifica Partners Capital Management provides portfolio management, financial consulting, retirement rollover guidance, and sub-advisory services to individuals, trusts, corporations, and businesses. The firm employs a multi-method security analysis and tactical asset allocation with a value bias blended with momentum and growth strategies, serving both U.S. and Canadian clients through its cross-border structure.

Lettie Sihota is a financial advisor at Capstone RIA with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Multop Financial, Cetera Advisors LLC, and LPL Financial. Outside of her advisory role, she is a notary public and involved as a manager in her husband's farming business. Capstone RIA provides investment advisory, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a long-term, diversified approach to discretionary portfolio management, utilizing ETFs, equities, bonds, REITs, and alternative investments, supported by third-party technology platforms for held-away assets and client reporting.

Lucille Dobson is a financial advisor at Bellingham Capital with five years of industry experience. She holds a Series 65 designation and previously worked at Roots Marketing Group and Western Governor's University in Washington. Bellingham Capital offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm uses a long-term, strategic asset-allocation approach with proprietary model portfolios and performs internal due diligence on mutual funds and ETFs.

Randal Best is a CFP® and ChFC® with 22 years of industry experience. He is currently with PlanVision, LLC, where he has worked since 2026. His prior experience includes roles at Magellan Federal, U.S. Bancorp Investments, LPL Financial, and Waddell & Reed, among others. PlanVision provides fee-only financial planning and consulting to high-net-worth individuals through written plans and ad-hoc consultations without account minimums. The firm emphasizes fundamental analysis and a long-term, passive investment allocation approach, delivering advice rather than managing client assets.

Eric Petersen is a financial advisor at Bellingham Capital with 12 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed for one year before joining Bellingham Capital in 2014. Petersen is also a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset-allocation approach using proprietary model portfolios and fundamental analysis, and it differentiates itself through a fee-only structure and work with a range of institutional and individual clients.