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.

Korinda Bullard is a financial advisor at West Invest with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Thrivent Financial and LPL Financial LLC. Outside of finance, she was involved with Locker Room Fitness for several years before transitioning into advisory roles. West Invest provides discretionary portfolio management and financial planning to individuals, pension plans, and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach, managing accounts primarily on a discretionary basis and offering clients ongoing reviews and tailored financial planning.

Alice Tweit is a CFP® with six years of industry experience, currently serving as a financial advisor at West Invest in Bellingham, WA. Her prior experience includes roles at Northwest Wealth Advisors, LPL, Bank of America, Merrill, and Northwestern Mutual. She also provides administrative support to Northwest Wealth Advisors LLC. West Invest is a small team firm offering discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension plans, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term investment approach, producing written Investment Policy Statements and providing ongoing monitoring and tailored financial planning.

David Dick is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Financial Plan, Inc. since 2000. Outside of his advisory role, he is a passive owner of the Mustard Seed restaurant in Buhler, Kansas. Financial Plan, Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and selected institutional clients. The firm employs an enhanced passive investment approach, utilizing broadly diversified, low-cost mutual funds and ETFs, primarily managed by Dimensional Fund Advisors.

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.

Andrew Zender is a CFP® and Series 65-licensed advisor with Financial Plan, Inc. in Bellingham, WA, bringing five years of industry experience. He has worked at Financial Plan, Inc. since 2018 and has also been employed by Mt Baker School District since 2021. Previously, he spent a year with the U.S. Forest Service and nine years in high school and college roles. Financial Plan, Inc. serves individuals, high-net-worth clients, and selected institutional clients with discretionary portfolio management and financial planning. The firm employs an enhanced passive investment strategy focused on broadly diversified, low-cost mutual funds and ETFs, primarily using Dimensional Fund Advisors as its equity manager.

Dillon Quintana is a Series 65 licensed advisor with Financial Plan, Inc. in Bellingham, WA, where he has worked since 2023. He has two years of industry experience, including prior roles at Peoples Bank WA and involvement with Fairhaven Runners Inc., a retail business specializing in shoes, apparel, and accessories, where he serves as a shareholder. Financial Plan, Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and select institutional clients. The firm employs an enhanced passive investment strategy using low-cost mutual funds and ETFs, primarily managed by Dimensional Fund Advisors, and manages approximately $1.23 billion in assets across nine advisors.

Justin Gross is a CFP® and holds a Series 65 license with nine years of industry experience, currently serving as a financial advisor at Financial Plan, Inc. in Bellingham, WA. He has been with Financial Plan, Inc. for ten years. Financial Plan, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and select foundations, associations, and nonprofits. 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.

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.

Zachary Mindel is a CFP® with two years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. Prior to his advisory role, he served 11 years in the United States Navy and is presently a flight instructor in the United States Naval Reserves. He is also a board member and treasurer for Growing Veterans, a nonprofit organization supporting veterans. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

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.

Mark Hoemann is a financial advisor at ON Investment Management CO with 37 years of industry experience. He holds the CFP® and Series 63 credentials and has worked at The O.N. Equity Sales Company since 2018. Prior to that, he was with Independent Financial Group, LLC for 10 years and has a long tenure at Ohio National Financial Services dating back 21 years. Outside of his advisory role, he serves as president of Cascadia Financial Group Inc., a company focused on life, health, and disability insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment strategies, including access to third-party investment programs.

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.

Kelly Mc Cann is a financial advisor at Dynamic with a Series 65 designation and two years of industry experience. Prior to joining Dynamic, Kelly worked for eight years at Roger Jobs Automotive. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, emphasizing a long-term, client-specific investment approach that incorporates a variety of securities and strategies.

Cylynn Sheffield is a financial advisor at The Partners Wealth Management in Bellingham, WA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at Copytalk Business Services and TW Smith Planning and Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management, utilizing internally developed models, third-party managers, and the Amplify Platform for back-office and trading functions.

Jonathan Jonson is a financial advisor at Compound Planning, Inc. with eight years of industry experience. Prior to joining Compound Planning in 2024, he worked seven years at Bear Mountain Capital Inc. and two years at PricewaterhouseCoopers LLP. He also engages in contract work for a small family-run accounting and bookkeeping business, Jonson Accounting Services LLC. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program. Its investment process focuses on customized, risk-based allocations using a combination of fundamental, technical, and modern portfolio theory analysis, employing a mix of ETFs, direct indexing, and alternative strategies supported by technology partnerships and third-party sub-advisors.

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.

Logan Johnston is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and two years of industry experience. Prior to joining Zacks in 2023, he worked in roles including at Alleycat Bike Shop and the Open Roads Bike Program. Zacks Investment Management provides discretionary investment management for individuals, trusts, estates, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and delivers its strategies through wrap-fee and unified managed account programs.

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.