James Michael Mcevoy

Jeffrey Pietsch is a CFA® charterholder with 14 years of industry experience, currently serving with Eastsound Capital Advisors, LLC. He has worked at Heritage Capital Advisors, Concert Wealth Management, Numetrix Capital, and Concert Capital Management among others. Outside of his advisory work, he co-owns Orcas Moon Alpacas, a small business selling alpaca and lamb products, and serves on the board of the Orcas Island Community Foundation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in constructing client portfolios.

Niels Mcevoy is a financial advisor at Eastsound Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Google for seven years before joining Cross Border Planning, where he provides financial planning services. Mcevoy dedicates part of his time outside the firm to financial planning through Cross Border Planning. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to construct client portfolios.

Thomas Roehl is a CFP® with 43 years of industry experience and has been a principal at Roehl & Yi Investment Advisors, LLC since 1998. He is also a part owner of an insurance business offering life, disability, and long-term care insurance. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis and Modern Portfolio Theory-based asset allocation, managing client portfolios primarily through a wrap fee program.

Loren Deshon is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Northwest Asset Management since 2012. Outside of his advisory work, Deshon is a part owner of Grand Aero, LLC, and serves on the Board of Trustees for the San Juan Golf & Tennis Club, where he is involved in the maintenance of club buildings. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Alecia Modahl is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. She has worked with Kestra Advisory Services LLC since 2025 and previously served clients at MODAHL Collaborative LLC and Commonwealth Financial Network. Outside of her advisory role, she owns Feuillette, LLC, a real estate entity involved in property insurance and homeowners association matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support customized investment solutions.

Jonathan Ludeman is a CFP® with 20 years of industry experience, currently affiliated with United Planners Financial Services of America, where he has worked since 2022. He previously worked at Centaurus Financial, Inc. for ten years and has operated his own advisory and capital management businesses since 2005. Outside of financial advising, he owns Blue Heron Hill Farm in Ferndale, WA. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.