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.

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.

Lettie Sihota is a financial advisor at Capstone RIA with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Multop Financial, Cetera Advisors LLC, and LPL Financial. Outside of her advisory role, she is a notary public and involved as a manager in her husband's farming business. Capstone RIA provides investment advisory, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a long-term, diversified approach to discretionary portfolio management, utilizing ETFs, equities, bonds, REITs, and alternative investments, supported by third-party technology platforms for held-away assets and client reporting.

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.

Wendy Chambers is a financial advisor at Truvestments Capital LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Larson Gross for 20 years. In addition to her advisory role, she serves as a Tax Manager at Safstrom CPAs & Advisors, PLLC. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses by providing asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions and manages a private fund focused on long-term Bitcoin holdings.

Lucille Dobson is a Series 65-licensed financial advisor at Bellingham Capital with four years of industry experience. She has worked at Bellingham Capital Management since 2021 and previously held roles at Roots Marketing Group and Western Governor's University in Washington. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm manages approximately $142 million for about 240 clients, using a primarily long-term, strategic asset-allocation approach through customizable model portfolios that incorporate fundamental and technical analysis.

Christopher Lang is a CFA® charterholder with 20 years of industry experience. He is currently with Tradewinds Capital Management, LLC, where he has worked since 2023. Prior to that, he spent over a decade at Saturna Capital Corporation and Saturna Brokerage Services. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors, providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and ETFs to implement client portfolios.

Samantha Mc Garrity is a CFP® and holds a Series 66 license, with seven years of industry experience. She has worked at Tradewinds Capital Management, LLC since 2023 and previously was employed at Saturna Capital Corporation and AK USA FCU. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors, providing fee-only investment advisory services, financial planning, and retirement plan consulting. The firm employs three defined management styles—quantitative tactical, blended core-passive with tactical overlay, and broad passive low-turnover—primarily using mutual funds and ETFs, and manages a high client-to-advisor ratio within a seven-advisor team.

Kyle Jackson is a CFP® and ChFC® with 18 years of industry experience. He has been with Tradewinds Capital Management, LLC since 2008. The firm serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors by providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. Tradewinds employs a mix of quantitative, tactical, and passive investment strategies, primarily using mutual funds and ETFs, and serves a large client base relative to its team size.

Amy Brown is a Series 65-licensed advisor at Tradewinds Capital Management, LLC with one year of industry experience. Her prior work includes roles at Vail Ridge Capital, Keller Williams Realty, and Alaska Airlines. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors with discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and exchange-traded funds to implement portfolios.

Azita Simler is a financial advisor at Tradewinds Capital Management, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Saturna Capital Corporation from 2012 to 2019. Outside of finance, she supports bookkeeping, marketing, and office functions for a ballroom dance instruction business. Tradewinds Capital Management serves a diverse client base including individuals, trusts, and retirement-plan sponsors, offering discretionary and non-discretionary investment advisory services with a focus on mutual funds and ETFs through defined management styles.

Bryant Engebretson is a CFP® and ChFC® with 19 years of industry experience. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors with discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs three defined management styles, primarily using mutual funds and exchange-traded funds, and supports a high client-to-advisor ratio with specialized programs tailored to various client needs.

Justin Slagle is a financial advisor at Tradewinds Capital Management, LLC in Bellingham, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Tradewinds in 2023, he worked for ten years with the Burlington-Edison School District. Tradewinds Capital Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement-plan sponsors by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs multiple management styles and primarily uses mutual funds and ETFs, managing client portfolios on a fee-only basis.

John Sloan III is a financial advisor at Farther with a Series 65 designation and one year of industry experience. His prior work includes roles at Bellingham Capital Management and Grabow Therapy & Wellness Center. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Eric Petersen is a financial advisor at Bellingham Capital with 12 years of industry experience. He holds the Series 66 designation and has been with Bellingham Capital Management, Inc. since 2014. He is also a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital Management is a team of four advisors managing approximately $142 million for about 240 clients. The firm serves individuals, trusts, foundations, corporations, and retirement plans, focusing on long-term, strategic asset allocation through customized model portfolios using both fundamental and technical analysis.

Brian Smith is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bellingham Capital Management, Inc. since 2009. Smith is also a member of Cumulus360, LLC, a pooled investment fund. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.