Robert Foretich is a financial advisor at Banner Investment Consultants with two years of industry experience. He holds the Series 63 designation and has worked at Wedbush Morgan Securities since 2009. Banner Investment Consultants provides advisory and consulting services primarily acting as a consultant and solicitor rather than a direct portfolio manager. The firm serves individuals, high-net-worth clients, employer retirement plans, trusts, and businesses through a non-discretionary approach, leveraging Envestnet’s platform and institutional portfolio managers for implementation and reporting.

Shona Martin is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with nine years of industry experience. She has worked with Curtis Financial Planning and Archer Investment Management before founding Fidalgo Financial Planning in 2016. Her background includes paraplanning and healthcare experience. Fidalgo Financial Planning serves individual clients, including high-net-worth individuals, offering comprehensive and hourly financial planning focused on cash flow, retirement, tax efficiency, and benefit optimization. The firm emphasizes passive asset allocation and uses third-party managers for ongoing portfolio management, prioritizing customized planning over asset growth and occasionally providing general education seminars and speaking engagements.

Kyle Rash is a financial advisor at Champion Financial Planning LLC in Anacortes, WA. He holds the ChFC® designation and Series 65 license, with five years of industry experience. In addition to his advisory role, he serves as Vice President and Chief Financial Officer of Kyabella, PLLC. Champion Financial Planning is an independent, state-registered firm serving individuals, families, and businesses with comprehensive financial planning and optional investment management. The firm emphasizes plan-first engagements and primarily uses passive investment strategies involving low-cost index funds and ETFs.

Paul Murk is the sole advisor at Sequoia Planning & Investments LLC in La Conner, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Sequoia Planning and Investments since 1998. Sequoia Planning & Investments provides investment advisory and financial planning services to individuals, families, high-net-worth clients, and trusts. The firm employs a research-driven, long-term strategic asset allocation approach using primarily low-cost mutual funds and ETFs, with a focus on tax efficiency and client approval before trades.

James Bunker is a financial advisor with Performance Tracking Inc. in Anacortes, WA. He holds a Series 63 designation and has 34 years of experience in the industry. He has worked at Performance Tracking Inc. since 1992 and also has long-standing roles with Acument Securities, Incorporated and 1 St Discount Brokerage, Inc. Performance Tracking Inc. is an independent firm providing investment portfolio creation and management services.

Stefan Cobb is the sole partner of Focus Capital, LLC, an independent advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, managing research and investment portfolios for institutions, funds, and high-net-worth individuals since 1999. Focus Capital, LLC provides discretionary investment management and advisory services primarily to high-net-worth clients, businesses, trusts, and qualified plans. The firm combines macroeconomic, fundamental, quantitative, and technical analysis in an all-cap, all-style investment approach and sponsors a private pooled vehicle utilizing long-short strategies and derivatives for tactical positioning.

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.

David Granger is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Retirement Solution LLC and has prior experience at Kestra Investment Services and Saturna Capital. Before entering financial services, he worked in various roles including at Pizza Hut and Bellingham Auto Auction. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Richard Anderson is a financial advisor with Royal Fund Management, LLC in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also the owner of Sound Benefits Consulting, where he advises on pension regulations. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting through a disciplined investment approach that includes fundamental, technical, and cyclical analysis.

Parker Collins is a Series 66-licensed financial advisor at Commonwealth Financial Network with one year of industry experience. Prior to entering the financial sector, he worked at CharacterStrong for five years and held roles at the City of Renton and Whidbey Island Kayaking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Amy Hong is a CFP®-designated financial advisor with Kestra Advisory who has six years of industry experience. She has been affiliated with Kestra Advisory since 2020 and also works with Kestra Investment Services, LLC. Outside of her advisory role, she holds several community and nonprofit positions, including serving on the Economic Development Alliance of Skagit County board and participating in local school district advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large investors such as sovereign wealth funds and providing access to multiple management platforms.

Edward Sanchez is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc, and Colonial Life Insurance. Outside of his advisory role, he serves as Vice President of Stilly Valley Little League, filling in for the president as needed. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing oversight while leveraging third-party discretionary managers and maintaining affiliations within the KeyCorp group.

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson, he worked at SaviBank for 15 years. Outside of his advisory role, he serves as a high school golf coach at Mount Vernon Christian School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Reynaldo Gomez Rojas is a financial advisor with Empower Advisory Group holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kelley Conley is a financial advisor with First Command Advisory Services and holds a Series 66 credential. Conley has four years of industry experience, including roles at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. Prior to joining the firm, Conley held various positions in academia and retail. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Sasha Bollman is a Series 66 licensed financial advisor with First Command Advisory Services, bringing three years of industry experience. Prior to joining First Command, Sasha served in the U.S. Navy and held roles with the Navy-Marine Corps Relief Society and Naval Postgraduate School. Outside of advisory work, Sasha is a limited partner in CD Heritage El Cajon, LLC, involved in real estate development investment projects. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized team that selects model portfolios and third-party managers under discretionary authority.

Alana Crouch is a financial advisor with First Command Advisory Services based in Anacortes, WA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at ValueBank Texas and over ten years with Domino's. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who manage model portfolios and third-party managers from approved lists.

Jody Lease is a Series 66-licensed financial advisor with Commonwealth Financial Network, located in Mount Vernon, WA. She has 16 years of industry experience and has been with Commonwealth since 2009. In addition to her advisory role, she serves as an executor for a business partner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Rodney Mott is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Financial, LPL Financial, and First Federal of Port Angeles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers along with ongoing portfolio monitoring and supervisory oversight.

Lisa Benjamin is a financial advisor at Empower Advisory Group with a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for six years and spent 14 years at Tapestry/Coach before transitioning to financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.