Michael Mchenry is a CFP® professional with 21 years of experience in the financial services industry. He founded McHenry Capital, L.L.C. in 2005 and also worked at MyScout in 2019. Based in Leavenworth, WA, he holds Series 63 and Series 65 licenses. McHenry Capital is a fee-only wealth management firm that serves individuals, families—including high-net-worth clients—and retirement plans through discretionary portfolio management and comprehensive financial planning. The firm employs a structured, multi-step planning process focused on cash flow, protection, estate, investment, and college/retirement/tax planning, utilizing a factor- and risk-based investment approach with individual equities, ETFs, and mutual funds.

Kelly Kortman is the principal of Icicle Creek Investments in Leavenworth, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and U.S. Bancorp Investments, Inc. In addition to his advisory work, he has operated an independent insurance agency and owns Icicle Properties LLC, a property rental business. Icicle Creek Investments is an independent advisory firm serving individual clients with tailored, primarily non-discretionary asset management. The firm emphasizes client involvement in trade approvals and offers ongoing portfolio management alongside public investment seminars and workshops.

Bradley Blackburn is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been a principal at Blackburn Financial since 2011. Blackburn Financial, LLC provides fee-based investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of instruments, managing portfolios on both discretionary and non-discretionary bases.

Stephen Allen Jr. is a financial advisor at Blackburn Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Waddell & Reed, Inc. and various insurance carriers. In addition to his advisory work, he is president of SGSA, Inc., a record-keeping business. Blackburn Financial provides fee-based investment advisory and financial planning services to individuals, retirement plan participants, and institutional clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage risk and performance across a diverse client base.

Thomas Velickoff is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management since 2022, following five years at Brookstone Capital Management. Outside of his advisory role, he is involved in Global Prosperity, LLC dba The Solution People, providing life insurance retirement plans and investment advisory services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm uses a top-down, macroeconomic asset-allocation process and integrates a range of strategies, including growth, fixed income, alternative investments, and direct indexing.

Mariette Luchini Jacobson is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. She has held roles at multiple firms including Avantax Advisory Services and 1st Global Advisors. Outside of her advisory work, she is owner and principal of Tamarack Tax & Consulting, LLC, an accounting and tax preparation firm, and serves as a board member of the Lake Chelan Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management options through both affiliated and third-party managers, with a multi-manager platform supporting various investment strategies across discretionary and non-discretionary programs.