Jonathan Martin Piff

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.

James Mcevoy is a ChFC® credentialed financial advisor with 21 years of industry experience. He is currently with Eastsound Capital Advisors, LLC, a firm comprised of seven advisors. His prior experience includes roles at Individual Asset Management and Transamerica Financial Advisors. In addition to his U.S.-based advisory work, he owns and operates a licensed insurance brokerage in Belgium, specializing in life, group, and pension insurance products. Eastsound Capital Advisors provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in managing diversified portfolios.

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.

Matthew Kochel is a financial advisor at Oppenheimer with 28 years of industry experience. He has held roles at Oppenheimer since 2001, including a prior position at Oppenheimer Asset Management Inc. from 2003 to 2007, and worked at CIBC World Markets Corp. from 1998 to 2003. He holds Series 63 and Series 65 credentials and is based in Friday Harbor, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.