Naveen Gopal

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 holds a Series 65 license with two years of experience in financial advising. He is the sole advisor at Streamline Advisory LLC, a firm he joined in 2025 after working at Financial Plan, Inc. and other firms. Outside of advising, Benson owns a commercial fishing permit and maintains this activity alongside his advisory work. Streamline Advisory LLC is a fee-only investment adviser serving individuals and high-net-worth clients. The firm uses a modern portfolio theory-based approach with a focus on passive investment vehicles and offers discretionary account management, financial planning, and educational seminars.

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.

Timothy Brockman is a financial advisor at Stock Pro with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Independent Financial Group before founding Brockman Capital Management, LLC. Outside of advising, he teaches business courses at Whatcom Community College and Bellingham Technical College. Stock Pro provides discretionary portfolio management and model-portfolio services primarily to individual and high-net-worth investors, as well as certain pension and profit-sharing plans. The firm offers both strategic asset allocation through diversified index funds and an active Pro Account that uses a proprietary machine-learning system for portfolio decisions.

Edward Bright is a financial advisor at Stock Pro with eight years of industry experience. He holds Series 65 and Series 66 licenses and has been associated with Brockman Capital Management, LLC since 2019. Outside of his advisory role, he works as a Career and Technical Education (CTE) educator at Bellevue High School. Stock Pro provides discretionary portfolio management and model-portfolio services primarily to individual investors, including high-net-worth clients, as well as certain pension and profit-sharing plans. The firm offers both strategic asset allocation through diversified index funds and an active Pro Account that uses a proprietary machine-learning system for portfolio decisions.

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.