Naveen Chandra Gopal

Timothy Brockman is a financial advisor at Stock Pro (Brockman Capital Management, LLC) with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Independent Financial Group. Outside of advisory work, he teaches business courses at Whatcom Community College and Bellingham Technical College. Stock Pro provides discretionary portfolio management and financial planning to individuals, trusts, and certain retirement plans, and offers a public subscription research service. The firm uses model portfolios and a tiered service approach, including machine-learning models and options strategies, and allows direct digital asset holdings through separate trust arrangements.

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.

Tor Benson is a CFP® and Series 65-licensed advisor with three years of industry experience, currently serving as the sole advisor at Streamline Advisory in Bellingham, WA. Prior to founding Streamline Advisory, he worked at Financial Plan, Inc. and GAC North America. Outside of his advisory role, Benson owns a commercial fishing permit. Streamline Advisory LLC is an independent, fee-only registered investment adviser that provides discretionary wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a Modern Portfolio Theory-based investment approach, primarily employing passive index funds and ETFs, and offers both integrated and limited-scope financial planning engagements.

Marvin Tjoelker is a CFP® professional with one year of experience at LG Financial Services, LLC. He is also the owner and a board member of Larson Gross PLLC, a public accounting and consulting firm where he provides tax planning, consulting, and financial planning services. LG Financial Services is a referral-focused investment advisory firm that assists individuals, trusts, businesses, nonprofits, and retirement plan trustees in selecting third-party investment managers. The firm conducts due diligence on these managers and maintains ongoing client contact, while the third-party advisers retain investment discretion and reporting responsibilities.

Kelli Visser is a PFS™ credentialed financial advisor with LG Financial Services, LLC, based in Bellingham, WA. She has one year of experience in financial advising and has been associated with Larson Gross PLLC since 2008. LG Financial Services is a referral-focused advisory firm that assists clients—including individuals, trusts, businesses, nonprofits, and retirement plan trustees—in selecting third-party investment managers. The firm does not manage assets directly but conducts due diligence on managers and maintains ongoing client contact, leveraging its affiliation with Larson Gross to provide integrated tax and financial planning support.

Wendy Chambers is a Series 65-licensed advisor with Truvestments Capital LLC, bringing two years of industry experience. Prior to joining Truvestments, she worked for 20 years at Larson Gross and currently serves as a Tax Manager at Safstrom CPAs & Advisors, PLLC. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering customized portfolios that primarily utilize low-cost mutual funds and ETFs alongside other investment vehicles. The firm also manages a private Bitcoin fund and employs a variety of analytical approaches to portfolio management.