Robert Foretich is a financial advisor at Banner Investment Consultants with two years of industry experience. He holds the Series 63 designation and has worked at Wedbush Morgan Securities since 2009. Banner Investment Consultants provides advisory and consulting services primarily acting as a consultant and solicitor rather than a direct portfolio manager. The firm serves individuals, high-net-worth clients, employer retirement plans, trusts, and businesses through a non-discretionary approach, leveraging Envestnet’s platform and institutional portfolio managers for implementation and reporting.

Shona Martin is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with nine years of industry experience. She has worked with Curtis Financial Planning and Archer Investment Management before founding Fidalgo Financial Planning in 2016. Her background includes paraplanning and healthcare experience. Fidalgo Financial Planning serves individual clients, including high-net-worth individuals, offering comprehensive and hourly financial planning focused on cash flow, retirement, tax efficiency, and benefit optimization. The firm emphasizes passive asset allocation and uses third-party managers for ongoing portfolio management, prioritizing customized planning over asset growth and occasionally providing general education seminars and speaking engagements.

Kyle Rash is a financial advisor at Champion Financial Planning LLC in Anacortes, WA. He holds the ChFC® designation and Series 65 license, with five years of industry experience. In addition to his advisory role, he serves as Vice President and Chief Financial Officer of Kyabella, PLLC. Champion Financial Planning is an independent, state-registered firm serving individuals, families, and businesses with comprehensive financial planning and optional investment management. The firm emphasizes plan-first engagements and primarily uses passive investment strategies involving low-cost index funds and ETFs.

Paul Murk is the sole advisor at Sequoia Planning & Investments LLC in La Conner, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Sequoia Planning and Investments since 1998. Sequoia Planning & Investments provides investment advisory and financial planning services to individuals, families, high-net-worth clients, and trusts. The firm employs a research-driven, long-term strategic asset allocation approach using primarily low-cost mutual funds and ETFs, with a focus on tax efficiency and client approval before trades.

James Bunker is a financial advisor with Performance Tracking Inc. in Anacortes, WA. He holds a Series 63 designation and has 34 years of experience in the industry. He has worked at Performance Tracking Inc. since 1992 and also has long-standing roles with Acument Securities, Incorporated and 1 St Discount Brokerage, Inc. Performance Tracking Inc. is an independent firm providing investment portfolio creation and management services.

Stefan Cobb is the sole partner at Focus Capital, LLC, an independent investment advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a prior role at Coldstream Capital Management Inc. from 2015 to 2016. Cobb’s work focuses equally on research and managing investment portfolios for institutions, funds, and high-net-worth individuals. Focus Capital provides discretionary investment management, advisory, and research services primarily to high-net-worth individuals, families, businesses, trusts, and retirement plans. The firm employs an all-country, all-cap, all-style investment process and manages both separate client accounts and a private pooled long/short fund.

Elise Williams is a financial advisor at Baring Financial LLC with three years of industry experience. She holds the Series 65 designation and also works full-time as a tax accountant with Logan Danson LLC, a sister company to Baring Financial. Baring Financial LLC provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs combined with actively managed funds, offering globally diversified portfolios tailored to each client’s Investment Policy Statement.

Deka Wiebusch is a CFP® with 20 years of experience in the financial industry. She has been with Skyline Advisors, Inc. since 2015 and previously worked at Purshe Kaplan Sterling Investments. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, combining financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Dacey Durbin is a financial advisor at Skyline Advisors, Inc. based in Bellingham, WA. They hold a Series 65 designation and began their advisory career with Skyline Advisors in 2024. Prior to this role, Durbin held positions at Western Washington University, Barnes and Noble, Imagine Children's Museum, and American Eagle Outfitters. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning and investment management. The firm emphasizes a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Mark Logan is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Skyline Advisors, Inc. since 2015 and previously spent 12 years with Purshe Kaplan Sterling Investments. Logan is based in Bellingham, WA, and holds Series 63 and Series 65 licenses. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, providing wealth management through financial planning and investment management. The firm employs a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Briana Bromet is a Series 65-licensed financial advisor at Skyline Advisors, Inc. in Bellingham, WA, with two years of industry experience. Her prior work includes roles at PeaceHealth Orthopedics and Birch & Barley. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, providing wealth management that integrates financial planning with investment management. The firm emphasizes a long-term, research-based investment approach focused on minimizing costs and avoiding market timing, offering customizable solutions including discretionary portfolio management, retirement plan consulting, and access to third-party managers.

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.

Thomas Liddell is a financial advisor at Skyline Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for a decade. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning and investment management. The firm employs a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers when appropriate.

Sarah Arnold is a financial advisor at Skyline Advisors, Inc. with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Salish Wealth Management, and Moloney Securities Co. She also serves as a notary, providing signature notarization for clients. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Mark Wallace is a CFP® with 14 years of experience in financial advising. He has been with Skyline Advisors, Inc. since 2015 and holds Series 65 and Series 66 licenses. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, combining financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

David Granger is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Retirement Solution LLC and has prior experience at Kestra Investment Services and Saturna Capital. Before entering financial services, he worked in various roles including at Pizza Hut and Bellingham Auto Auction. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Nicole Burdick is a financial advisor at Savvy with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at LPL Financial and managing her own music business, Nicole Burdick Music, where she has been a business owner and musician since 2006. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms for portfolio management and tax optimization.

Richard Anderson is a financial advisor with Royal Fund Management, LLC in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also the owner of Sound Benefits Consulting, where he advises on pension regulations. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting through a disciplined investment approach that includes fundamental, technical, and cyclical analysis.

Benjamin Kurtis is a financial advisor with Mariner Independent based in Bellingham, WA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mariner, he worked at Peniel Solutions, LLC for eight years. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors.

Daniel Perrino is a financial advisor at Savvy with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Clarity Capital Management, Bank of America, Merrill, and Eze Software Group. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.