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.

Naveen Gopal is a financial advisor at Pacifica Partners Capital Management with 10 years of industry experience. He holds a Series 65 designation and has been with Pacifica Partners Inc. since 2008. Pacifica Partners Capital Management provides portfolio management, financial consulting, retirement rollover guidance, and sub-advisory services to individuals, trusts, corporations, and businesses. The firm employs a multi-method security analysis and tactical asset allocation with a value bias blended with momentum and growth strategies, serving both U.S. and Canadian clients through its cross-border structure.

Nancy Peterson is a financial advisor with Bolton Securities Corporation and holds Series 63, 65, and 66 designations. She has 28 years of industry experience and has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Peterson is also co-owner and president of Amity Wealth Management, Inc., an entity focused on securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios based on client goals and risk tolerance, using a variety of investment vehicles with a generally long-term orientation.

Aron Thompson is a Series 66-registered financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He previously worked at Merrill from 2007 to 2018 before joining D.A. Davidson in 2018. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Alecia Modahl is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. She has worked with Kestra Advisory Services LLC since 2025 and previously served clients at MODAHL Collaborative LLC and Commonwealth Financial Network. Outside of her advisory role, she owns Feuillette, LLC, a real estate entity involved in property insurance and homeowners association matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support customized investment solutions.

Lee Trevino is a CFP® professional affiliated with Valic Financial Advisors, with 10 years of experience in the financial services industry. He has worked at Valic Financial Advisors and its predecessor entities since 2015 and holds Series 63 and Series 65 licenses. Outside of advisory services, he is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and a range of investment options.

Jonathan Ludeman is a CFP® with 20 years of industry experience, currently affiliated with United Planners Financial Services of America, where he has worked since 2022. He previously worked at Centaurus Financial, Inc. for ten years and has operated his own advisory and capital management businesses since 2005. Outside of financial advising, he owns Blue Heron Hill Farm in Ferndale, WA. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

Heidi Ludeman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 18 years of industry experience. She has worked at United Planners since 2022 and previously spent eight years at Centaurus Financial, Inc., as well as nine years with Ludeman Capital Management, Inc. Outside of her advisory work, she owns Blue Heron Hill Farm in Ferndale, WA. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform utilizing multiple custodians and supports a range of management models, with a distinctive limited partnership ownership structure primarily held by financial professionals.

Nicholas La Vigne is a financial advisor at Edward Jones in Ferndale, WA, with three years of industry experience. He holds a Series 66 designation and previously worked for Sound Beverage Distributors for 19 years before joining Edward Jones. 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 solutions supported by a large nationwide network of advisors and branch offices.

Marley Schiavone is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Marley has worked with Thrivent and its affiliated firms since 2021 and previously was involved with Locker Room Fitness, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a range of financial planning topics. The firm emphasizes goal-based analyses and separates planning services from managed-account programs.

Israel Jacob is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors Inc. and LPL Financial. Jacob is also involved with KJ Wealth Group LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and offers diverse investment solutions, combining large-scale advisory services with non-advisory products such as insurance and credit options.

Terrell Goertz is a CFP® and ChFC® credentialed financial advisor with Edward Jones, based in Blaine, WA. He has 34 years of industry experience, including 30 years with Edward D. Jones & Co., L.P. Since 2013, he has participated on the Finance Committee of Whatcom Lodge #151 Free and Accepted Masons in Bellingham, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust and securities-based lending services.

Jackson Phillips is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked with an independent financial group for seven years and has experience outside finance, including roles at Christ the King Church and North Bellingham Golf Course. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Dale Aune is a financial advisor at Edward Jones in Blaine, WA, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked for VECA Electric for 17 years. Outside of his advisory role, he is involved in managing rental properties through his ownership of residential units in Ferndale and Bellingham, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jacob Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management for eight years and has experience with public service roles in fire districts and local government. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

John Phillips is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Independent Financial Group for 17 years. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brian Lydiard is a CFP®-credentialed financial advisor with Edward Jones in Lynden, WA, where he has worked since 2001. He has 24 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a family tree farm business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Stephanie Tobkin is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 33 years before joining LPL Financial in 2023. She also operates a notary service in Ferndale, WA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.

Dawson Phillips is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial, he worked at Independent Financial Group, LLC and operates JD Phillips & Associates. Outside of finance, he is involved as an artist and musician with Idiom Theater. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Lucas Jacob is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Peoples Bank. Outside of his advisory work, he is a notary in Lynden, WA. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team, providing model portfolios and a range of investment options tailored to client needs.

Korinda Bullard is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent since 2021. Prior to her advisory role, she worked in the fitness industry for several years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Dorothy Whitman is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Key Investment Services LLC and has previously worked at Securities America Advisors, Allstate Financial Services, and Principal Life Insurance Company. Outside of her advisory role, she serves as International Chair for the Sunrise Rotary Club in Bellingham, where she coordinates international activities for charitable fundraising. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs third-party managers to implement trades within selected models.

Matthew Kok is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Raymond James Financial Services Advisors Inc. and Peoples Bank. Kok is also involved with KJ Wealth Group LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Richard Donahue is a CFP® professional with 59 years of experience in the financial industry. He is currently affiliated with LPL Financial and has held prior roles at Cetera Advisor Networks, CWM, LLC, and Linsco/Private Ledger Corp. Donahue has also been involved with various insurance carriers and has maintained long-term roles at Asset Advisors, LLC and CWM, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuities.

Monisha Brandt is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She holds the Series 66 designation and is based in Ferndale, WA. Outside of her advisory role, she serves as secretary for the Kulshan Ridge Pony Club in Lynden, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.