Timothy Brockman is a financial advisor at Stock Pro (Brockman Capital Management, LLC) with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Independent Financial Group. Outside of advisory work, he teaches business courses at Whatcom Community College and Bellingham Technical College. Stock Pro provides discretionary portfolio management and financial planning to individuals, trusts, and certain retirement plans, and offers a public subscription research service. The firm uses model portfolios and a tiered service approach, including machine-learning models and options strategies, and allows direct digital asset holdings through separate trust arrangements.

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 Series 65-licensed advisor with three years of industry experience, currently serving as the sole advisor at Streamline Advisory in Bellingham, WA. Prior to founding Streamline Advisory, he worked at Financial Plan, Inc. and GAC North America. Outside of his advisory role, Benson owns a commercial fishing permit. Streamline Advisory LLC is an independent, fee-only registered investment adviser that provides discretionary wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a Modern Portfolio Theory-based investment approach, primarily employing passive index funds and ETFs, and offers both integrated and limited-scope financial planning engagements.

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.

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 financial advisor at Bellingham Capital with five years of industry experience. She holds a Series 65 designation and previously worked at Roots Marketing Group and Western Governor's University in Washington. Bellingham Capital offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm uses a long-term, strategic asset-allocation approach with proprietary model portfolios and performs internal due diligence on mutual funds and ETFs.

Randal Best is a CFP® and ChFC® with 22 years of industry experience. He is currently with PlanVision, LLC, where he has worked since 2026. His prior experience includes roles at Magellan Federal, U.S. Bancorp Investments, LPL Financial, and Waddell & Reed, among others. PlanVision provides fee-only financial planning and consulting to high-net-worth individuals through written plans and ad-hoc consultations without account minimums. The firm emphasizes fundamental analysis and a long-term, passive investment allocation approach, delivering advice rather than managing client assets.

Eric Petersen is a financial advisor at Bellingham Capital with 12 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed for one year before joining Bellingham Capital in 2014. Petersen is also a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset-allocation approach using proprietary model portfolios and fundamental analysis, and it differentiates itself through a fee-only structure and work with a range of institutional and individual clients.

Brian Smith is a financial advisor at Bellingham Capital with 19 years of industry experience. He has been with Bellingham Capital Management, Inc. since 2009 and previously worked at Edward Jones from 2007 to 2009. He holds Series 63 and Series 66 licenses. Smith is a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset-allocation approach using proprietary model portfolios and combines fundamental analysis with technical indicators for trade timing.

Patrick Corcorran is a financial advisor with Coldstream Wealth Management in Lynden, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Coldstream Securities since 2017 and also works with Rainier Group Investment Advisory, LLC. In addition to his advisory role, Corcorran serves as a business transition consultant to privately held companies through Rainier Group Consulting, a separate entity within the Coldstream Holdings family. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm offers a range of wealth management services supported by team-based investment decision-making and access to diverse investment strategies and affiliated business services.

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.

Michael Kelly is a financial advisor at Simplicity Wealth with 3 years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Simplicity Wealth, he worked at Michael P. Kelly Financial Solutions and has over three decades of experience with Kelly Insurance LLC, focusing on retirement and income planning. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a range of advisory and technology services for other advisors.

Matthew Nichols is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and previously worked at Edward Jones for 12 years. Nichols provides investment advisory services through WCG Wealth Advisors, LLC, an independent firm. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports plan sponsors with fiduciary services alongside integration with legal-service pathways.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Aron Thompson is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018, following an 11-year tenure at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, 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.

Jay Bluhm is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Lewis & Bluhm Financial Group, Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Outside his advisory work, Bluhm serves as president of the Seattle chapter of Business Networking International’s Sound Business Leaders and owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Lee Trevino is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Valic Financial Advisors and has prior experience at Agia, where he held an agent position related to non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.