David Schneider is a financial advisor at Waycross Investment Management Co in Bellingham, WA, with 12 years of industry experience. He holds the Series 65 designation and has operated DGS Consulting, a sole proprietorship providing economic and financial analyses for clients involved in the USCIS EB-5 foreign investor program, since 2003. Waycross Investment Management Co provides discretionary investment management and financial planning services to individual and high-net-worth clients, including non-discretionary 401(k) advisory. The firm uses fundamental analysis and diversified asset allocations, with a focus on companies above $1 billion in market capitalization, and integrates advanced economic research into its portfolio management and reporting.

Megan Cooley is a financial advisor at WealthMark, LLC with a Series 65 designation and over 11 years of industry experience. Prior to her current role, she worked at Gruff Brewing for six years. WealthMark, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis, and offers customized solutions including subadvisory and 529 college-savings services.

Shara Pagels is a financial advisor with Clearbrook Investment Management, LLC, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Avlon Financial since 2017 and has been with Clearbrook Investment Management and Full Point Designed Services since 2016. Outside of her advisory role, she owns Full Point Designed Services, LLC, which provides accounting and tax preparation services. Clearbrook Investment Management is a state-registered firm offering discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitatively driven investment systems across various model portfolios.

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.

Lino Marioni is a financial advisor at Waycross Investment Management Co with a Series 65 designation and one year of industry experience. His prior roles include positions at Pioneer Franklin Monroe, LLC and Avetta, as well as research and academic work at Western Washington University and the WWU Center for Economic and Business Research. Outside of finance, he has experience working in arts and education organizations. Waycross Investment Management Co provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, with a focus on diversified portfolios and fundamental analysis. The firm emphasizes economic research from principals with advanced training and manages assets exclusively on a discretionary basis.

Michael Ryan is a financial advisor with Waycross Investment Management Co in Bellingham, WA, holding a Series 63 designation and over 34 years of industry experience. He has been with Waycross since 1983. Outside of his advisory role, he serves as president of Quantitative Earnings Digest, Inc., where he conducts quantitative equity research. Waycross Investment Management provides discretionary investment management and retirement planning to individual clients, including high-net-worth households, as well as non-discretionary 401(k) advisory services. The firm emphasizes fundamental analysis and diversified portfolios across multiple asset classes, managing assets within target allocation ranges and considering tax implications in taxable accounts.

Benjamin Scellick is a financial advisor at Clearbrook Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2014. Outside of his advisory role, he is involved in business consulting through Finance & Resource Management Consultants, Inc., and serves as treasurer for Hillcrest Chapel. Clearbrook Investment Management is a state-registered advisory firm that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis with quantitatively driven investment systems across diverse model portfolios.

Benjamin Esget is a financial advisor with WealthMark, LLC in Bellingham, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with WealthMark since 2007 and with Matrix Capital Group since 2014. Outside of his advisory role, Esget is a certified TACFIT coach at the Bellingham Athletic Club, where he teaches fitness classes several hours per week. WealthMark LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers various strategies including absolute-return and all-weather approaches, along with ongoing portfolio monitoring and a quarterly client newsletter.

Casey Lederer is a financial advisor at Trail Financial Planning LLC in Bellingham, WA, holding a Series 65 designation. Lederer has less than one year of industry experience and previously worked at United Parcel Service and Bank Midwest. Trail Financial Planning LLC is a fee-only adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm uses a range of engagement types and emphasizes asset allocation based on Modern Portfolio Theory, combining passive and active strategies with attention to tax efficiency and regular account reviews.

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.

Emily Schultz is a Series 66-licensed financial advisor at West Invest with three years of industry experience. She previously worked at Whatcom County and Anderson Paper & Packaging before joining West Invest and Northwest Wealth Advisors, LLC. Outside of advising, she is a notary public and provides administrative support for Northwest Wealth Advisors. West Invest offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term investment decisions and provides clients with tailored financial planning and ongoing account monitoring.

Lydia Lok is a financial advisor at Financial Plan, Inc. with five years of industry experience. She holds the Series 65 and Series 66 designations and has previously worked at Trinity Legacy Partners, LLC, Usaa, and AIG-Valic among other firms. Financial Plan, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and select foundations, associations, and non-profits. The firm employs an enhanced passive investment approach based on the Fama–French factors, primarily using low-turnover mutual funds and ETFs, including core equity positions in Dimensional Fund Advisors funds.

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.

Audrey Emerson is a CFP® with four years of industry experience, currently serving as a financial advisor at AdviceOnly since 2025. She previously worked at Cultivating Wealth and has experience in both financial planning and related fields. Outside of AdviceOnly, she owns Emerson Financial Planning LLC, operating under the name Cents of Joy. AdviceOnly provides advice-only financial planning services to individuals, high-net-worth clients, and businesses through ongoing, project-based, and hourly engagements. The firm emphasizes passive investment strategies using index mutual funds and ETFs and does not manage client assets or accept custody of client funds.

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.

Gabriel Twining is a CFP® and Series 65–licensed advisor at Financial Plan, Inc. in Bellingham, WA, with 10 years of industry experience. He has been with Financial Plan, Inc. since 2015. Financial Plan, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and select foundations, associations, and non-profits. The firm employs an enhanced passive investment approach based on the Fama–French dimensions of return, primarily using low-turnover mutual funds and ETFs, including Dimensional Fund Advisors funds as a core equity component.

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.

Quinn Vicars is a financial advisor at Financial Plan, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Barrett Financial and Kestra Advisory Services, LLC. Financial Plan, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and select foundations, associations, and non-profits. The firm employs an enhanced passive investment approach focused on factor-based strategies and primarily uses low-turnover mutual funds and ETFs.

Mailinh Vu is a financial advisor at Financial Plan, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Financial Plan, Inc., she worked at Private Client Fiduciary and has a background in education, having taught at Biola University, Arlington High School, and Haller Middle School. Outside of her advisory role, she is involved with Bogey's Indoor Golf. Financial Plan, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select institutional clients. The firm employs an enhanced passive investment approach, focusing on broadly diversified portfolios using low-cost mutual funds and ETFs, primarily managed through Dimensional Fund Advisors.

Colin Denker is a financial advisor at Tandem Wealth Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Tandem Wealth Advisors since 2014. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines macroeconomic analysis with fundamental and relative valuation research to build balanced, risk-managed portfolios focused on long-term capital growth and downside protection.