Martin Calvert

Kathleen Gallagher is the sole advisor at Gallagher Capital Corp., an independent firm based in Bainbridge Island, WA. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having led Gallagher Capital Corp. since 2004. Gallagher Capital Corp. specializes in discretionary fixed-income portfolio management for high-net-worth individuals, trusts, and retirement accounts, focusing on income generation and capital preservation. The firm employs an active, risk-aware investment approach with an emphasis on holding bonds to maturity and uses independent credit research to guide investment selection.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

Gary Harris is the sole advisor at Bedfield Asset Management, LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 credential and has 18 years of industry experience, having led Bedfield Asset Management since 2006. Prior to founding the firm, Harris had a career in aviation and data/engineering entrepreneurship. Bedfield Asset Management provides discretionary investment management to individuals, trusts, business entities, and corporate pension and profit-sharing plans. The firm employs a blend of active and passive management using fundamental macroeconomic analysis and technical tools across multiple asset classes, with a focus on sector and index rotation and tactical positioning.

Edward Labanara is a financial advisor at Seattle Asset Management, Inc. with 31 years of industry experience. He has been with the firm since 1993 and holds a Series 63 designation. Seattle Asset Management is an independent investment adviser serving a small client base that includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses fundamental analysis and a proprietary model focused on long-term equity, fixed-income, and balanced portfolio management, emphasizing asset allocation as the primary risk-management tool.

Michael Lizon is a CFP® professional with 18 years of industry experience, currently serving at Provident Living Advisors LLC since 2018. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2014 to 2017. In addition to his advisory role, he operates a tax preparation business. Provident Living Advisors LLC provides fee-based discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, focusing on long-term purchase strategies and ongoing portfolio monitoring.

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Key Investment Services and Key Bank. In addition to his advisory role, he has served at Bible Baptist Church since 2016. Advent Capital Strategies is a single-advisor firm offering discretionary portfolio management and retirement-plan consulting for individuals, charitable organizations, and corporate clients. The firm employs a passive, asset-class approach using low-cost index funds and ETFs, supplemented by third-party model portfolios, with account supervision tailored to client objectives and risk tolerances.