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.

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, holding a Series 65 designation with one year of industry experience. Prior to joining The Partners Wealth Management, Sheffield worked at Copytalk Business Services and TW Smith Planning and Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, mutual funds, ETFs, equities, and fixed-income securities.

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 a ChFC® designation and three years of industry experience. He has worked with Michael P. Kelly Financial Solutions since 2026 and has over 36 years of experience in insurance and retirement planning through Kelly Insurance LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services to advisers.

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®-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Winthrop Wealth and has previously worked at Private Advisor Group, MyICON, and LPL Financial. He is also involved with Keel Financial Partners. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management with a focus on prudence and long-term investment strategies, utilizing a combination of internal management, third-party managers, and human oversight.

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 with &PARTNERS in Bellingham, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years before joining &PARTNERS in 2025. &PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm employs a variety of analytical approaches and offers both proprietary models and third-party manager solutions through the Envestnet platform.

Jackson Morrow is a CFP® certificant affiliated with \u0026PARTNERS and holds a Series 66 license. He has one year of industry experience and previously worked at US Tech Solutions and Western Washington University. Outside of his advisory role, he has experience in educational and recreational settings, including work at Bellingham High School and Lake Padden Golf Course. \u0026PARTNERS serves a diverse range of individual and institutional clients, offering investment advisory, brokerage, financial planning, ERISA consulting, retirement plan management, and investment banking services. The firm employs a combination of fundamental, technical, and quantitative analysis through proprietary and third-party strategies and operates as both a broker-dealer and registered investment adviser.

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 and holds a Series 66 designation. She has four years of industry experience and has previously worked at Capital Analysts, Thrivent Financial, Thrivent Investment Management Inc., CHS NW, Lithtex NW, Carla Benson Accounting, and Western Washington University. Outside of her advisory role, she manages social media marketing for a horse gear boutique called Buckskin Brand and is interested in taking over ownership. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management services, employing both strategic and tactical approaches supported by an Investment Management & Research team.

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.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.