Zachary Cole is a CFP® professional with four years of industry experience, currently serving as an advisor at Arrowstone Wealth, LLC. His prior experience includes roles at U.S. Bancorp Investments, BKD Wealth Advisors, and several other financial firms. In addition to his advisory work, he is involved with American Tax Strategies, LLC as an insurance agent. Arrowstone Wealth, LLC is a privately owned registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, employer-sponsored plans, and charitable organizations. The firm manages approximately $53 million in client assets and emphasizes individualized investment policy statements, strategic asset allocation, and regular portfolio monitoring.

Cody Gunn is a financial advisor at Arrowstone Wealth, LLC in Malaga, Washington, holding a Series 65 designation with 17 years of industry experience. He has worked at Arrowstone Wealth since 2014 and previously spent six years at Garland Capital Management Inc. Arrowstone Wealth is a privately owned registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $53 million in assets across about 45 client relationships.