Richard Anderson

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 at Focus Capital, LLC, an independent investment advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a prior role at Coldstream Capital Management Inc. from 2015 to 2016. Cobb’s work focuses equally on research and managing investment portfolios for institutions, funds, and high-net-worth individuals. Focus Capital provides discretionary investment management, advisory, and research services primarily to high-net-worth individuals, families, businesses, trusts, and retirement plans. The firm employs an all-country, all-cap, all-style investment process and manages both separate client accounts and a private pooled long/short fund.

Jamie Low is a financial advisor at Palouse Capital Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has worked with Palouse Capital since 2025. In addition to his advisory role, he serves as a QuickBase Administrator for American Power Systems, LLC, a company specializing in DC power solutions. Palouse Capital Management provides discretionary investment management to individuals, corporations, pension plans, endowments, and foundations, as well as model-portfolio recommendations to other financial firms. The firm combines macro and cyclical analysis with fundamental research to create customized portfolios and offers a range of named strategies while managing both discretionary and model assets.

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.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.

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.