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.

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.

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.

Robert Reamer is a CFP® certificant with 18 years of experience in financial advising, currently with Winthrop Wealth. His prior roles include positions at Private Advisor Group, MyICON, and LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and serves both retail and institutional clients.

Chase Mauro is a financial advisor at Mariner Independent with six years of industry experience. He holds the Series 66 designation and has worked at Mauro Capital Management, UBS Financial Services, and in early childhood education. Mauro is also licensed as a fixed insurance agent. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting, utilizing both model portfolios and customized strategies supported by affiliated and third-party managers.

Joshua Konen is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Woodbury Financial Services, and Reis Financial Services. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, using a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Michael Perry is a financial advisor at &Partners with 30 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, providing investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches.

Jackson Morrow is a CFP® and holds a Series 66 license. He is currently affiliated with &PARTNERS and has one year of industry experience. Prior to joining &PARTNERS, he worked at US Tech Solutions and held roles in education and golf course management. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

Peter Moormeier is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Creative Planning since 2018 and previously spent five years at TIAA-CREF. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Lauren Snider is a financial advisor with Lincoln Investment, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Capital Analysts, Thrivent Financial, and CHS NW. Outside of her advisory work, she manages social media marketing for Buckskin Brand, a horse gear boutique. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios using both strategic and dynamic investment approaches.

Scott Steele is a financial advisor with TIAA-CREF in Bellingham, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes roles at Calamos Advisors LLC, Cetera, and Hennion & Walsh Asset Management, among others. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios through its various managed account programs.