Timothy Brockman is a financial advisor at Stock Pro with 12 years of industry experience. He holds a Series 66 designation and has worked at Brockman Capital Management, LLC since 2016. Outside of advisory services, he teaches business courses at Whatcom Community College and Bellingham Technical College. Stock Pro offers discretionary portfolio management and financial planning to individuals, trusts, and retirement plans, providing model portfolios with machine-learning and options strategies alongside a public subscription research service. The firm supports digital asset holdings for certain accounts and integrates insurance brokerage services with its advisory offerings.

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.

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.

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 has previously worked at Roots Marketing Group and Western Governor's University. Dobson’s background includes a combination of financial advisory and marketing roles. 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 focuses on a long-term, strategic asset-allocation approach using proprietary model portfolios and internal due diligence on mutual funds and ETFs, distinguishing itself with a fee-only model and specialized services for foundations and corporate retirement plans.

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.

Christopher Lang is a CFA® charterholder with 21 years of experience in the financial services industry. He has worked at Tradewinds Capital Management, LLC since 2023 and previously spent over a decade with Saturna Capital Corporation and Saturna Brokerage Services. Tradewinds Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles that combine quantitative, tactical, and passive strategies, utilizing technology and documented processes to serve a diverse client base.

Kyle Jackson is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers several defined management styles, using mutual funds and ETFs, and employs technology and documented processes to serve a diverse client base.

Amy Brown is a Series 65-licensed financial advisor at Tradewinds Capital Management, LLC with two years of industry experience. She has held previous roles at Vail Ridge Capital, Keller Williams Realty, and Alaska Airlines. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of management styles, including quantitative, hybrid, and passive approaches, and utilizes technology and documented processes to serve a high client load efficiently.

Azita Simler is a financial advisor with Tradewinds Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Saturna Capital Corporation for seven years before joining Tradewinds in 2019. Outside of her advisory role, she supports a ballroom dance instruction business by handling bookkeeping, marketing, and office functions. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm offers multiple management styles combining quantitative, hybrid, and passive strategies, using technology and documented processes to serve a high volume of clients efficiently.

Bryant Engebretson is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles, including quantitative and passive strategies, and uses technology to manage diverse client accounts and support service delivery.

Justin Slagle is a financial advisor with Tradewinds Capital Management, LLC in Bellingham, WA. He holds a Series 65 credential and has two years of industry experience. Prior to joining Tradewinds, he worked for the Burlington-Edison School District for ten years. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs defined management styles ranging from quantitative momentum-driven strategies to passive, low-turnover options and uses technology and documented processes to serve a diverse client base.

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.

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.

Beverly Kimball is a financial advisor at BFC PLANNING, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial LLC and Washington Federal Bank. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives.