Stephanie Dallas

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 with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2001, including 23 years at Oppenheimer Asset Management Inc. based in Friday Harbor, WA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Karl Shilhanek is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously in various roles including ownership of Grillbilly Ventures LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jonathan Piff is a financial advisor with Edward Jones in Friday Harbor, WA, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he participates in musical activities locally. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of advisory programs and affiliated investment products, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices.

Erik Saunders is a financial advisor with LPL Financial in Anacortes, WA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been associated with LPL Financial since 2014 and Financial Advocates Investment Management from 2015 to 2025. Outside of his advisory work, Saunders has served as a hitting instructor and trainer for the Anacortes Baseball Club since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Noah Gaty is a financial advisor at Edward Jones in Friday Harbor, WA. He holds a Series 66 designation and has been with Edward Jones since 2026. His prior experience includes roles in academia at Creighton University and Chaminade University, as well as work in retail and the food and beverage industry. Edward Jones is a full-service wealth management firm serving individuals and institutions with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.