Jody L Lease

Robert Foretich is a financial advisor at Banner Investment Consultants in Burlington, WA, with 2 years of industry experience. He holds a Series 63 designation and has a background that includes over 17 years at Wedbush Morgan Securities, as well as prior roles at First Wall Street Corp. and Oakwood Capital Management LLC. Banner Investment Consultants serves individuals, high-net-worth clients, trusts, estates, IRAs, employer retirement plans, and businesses by providing non-discretionary investment advice. The firm leverages an affiliated platform to generate portfolio proposals for client review and uses an approved list of institutional portfolio managers, offering investment access without directly managing client assets.

Paul Murk is the sole advisor at Sequoia Planning & Investments LLC in La Conner, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Sequoia Planning and Investments since 1998. Sequoia Planning & Investments provides investment advisory and financial planning services to individuals, families, high-net-worth clients, and trusts. The firm employs a research-driven, long-term strategic asset allocation approach using primarily low-cost mutual funds and ETFs, with a focus on tax efficiency and client approval before trades.

Stefan Cobb is the sole partner of Focus Capital, LLC, an independent advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, managing research and investment portfolios for institutions, funds, and high-net-worth individuals since 1999. Focus Capital, LLC provides discretionary investment management and advisory services primarily to high-net-worth clients, businesses, trusts, and qualified plans. The firm combines macroeconomic, fundamental, quantitative, and technical analysis in an all-cap, all-style investment approach and sponsors a private pooled vehicle utilizing long-short strategies and derivatives for tactical positioning.

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.

David Granger is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Retirement Solution LLC and has prior experience at Kestra Investment Services and Saturna Capital. Before entering financial services, he worked in various roles including at Pizza Hut and Bellingham Auto Auction. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Richard Anderson is a financial advisor with Royal Fund Management, LLC in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also the owner of Sound Benefits Consulting, where he advises on pension regulations. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting through a disciplined investment approach that includes fundamental, technical, and cyclical analysis.