Loren Deshon is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Northwest Asset Management since 2012. Outside of his advisory work, Deshon is a part owner of Grand Aero, LLC, and serves on the Board of Trustees for the San Juan Golf & Tennis Club, where he is involved in the maintenance of club buildings. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Matthew Kochel is a financial advisor at Oppenheimer with 28 years of industry experience. He has held roles at Oppenheimer since 2001, including a prior position at Oppenheimer Asset Management Inc. from 2003 to 2007, and worked at CIBC World Markets Corp. from 1998 to 2003. He holds Series 63 and Series 65 credentials and is based in Friday Harbor, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Karl Shilhanek is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously in various roles including ownership of Grillbilly Ventures LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jonathan Piff is a financial advisor with Edward Jones in Friday Harbor, WA, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he participates in musical activities locally. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of advisory programs and affiliated investment products, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices.

Erik Saunders is a financial advisor with LPL Financial in Anacortes, WA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has previously worked at Charles Schwab and Financial Advocates Investment Management. Outside of his advisory role, he has served as a hitting instructor and trainer for the Anacortes Baseball Club since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing various investment strategies supported by proprietary research and technology tools.

Noah Gaty is a financial advisor at Edward Jones in Friday Harbor, WA. He holds a Series 66 designation and has been with Edward Jones since 2026. His prior experience includes roles in academia at Creighton University and Chaminade University, as well as work in retail and the food and beverage industry. Edward Jones is a full-service wealth management firm serving individuals and institutions with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Brian Westlund is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 registrations and possessing 45 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he owns a rental property on Lopez Island, Washington. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, providing financial planning and portfolio management services tailored to client goals. The group offers a range of strategies including traditional allocations and more complex approaches, along with municipal advisory and public finance services.

Steven Rutz is a financial advisor with Edward Jones in Anacortes, WA, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns several rental properties in Anacortes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices, operating under a fiduciary standard.

Josh Miles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charities, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Dallas is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009. Based in Lopez Island, WA, her career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Craig Nett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Lucia Capital Group and Raymond J. Lucia Companies, Inc. He is also involved in a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.