Jeffrey Pietsch is a CFA® charterholder with 14 years of industry experience, currently serving with Eastsound Capital Advisors, LLC. He has worked at Heritage Capital Advisors, Concert Wealth Management, Numetrix Capital, and Concert Capital Management among others. Outside of his advisory work, he co-owns Orcas Moon Alpacas, a small business selling alpaca and lamb products, and serves on the board of the Orcas Island Community Foundation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in constructing client portfolios.

Niels Mcevoy is a financial advisor at Eastsound Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Google for seven years before joining Cross Border Planning, where he provides financial planning services. Mcevoy dedicates part of his time outside the firm to financial planning through Cross Border Planning. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to construct client portfolios.

Thomas Roehl is a CFP® with 43 years of industry experience and has been a principal at Roehl & Yi Investment Advisors, LLC since 1998. He is also a part owner of an insurance business offering life, disability, and long-term care insurance. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis and Modern Portfolio Theory-based asset allocation, managing client portfolios primarily through a wrap fee program.

James Mcevoy is a ChFC® credentialed financial advisor with 21 years of industry experience. He is currently with Eastsound Capital Advisors, LLC, a firm comprised of seven advisors. His prior experience includes roles at Individual Asset Management and Transamerica Financial Advisors. In addition to his U.S.-based advisory work, he owns and operates a licensed insurance brokerage in Belgium, specializing in life, group, and pension insurance products. Eastsound Capital Advisors provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in managing diversified portfolios.

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 holds Series 63 and Series 65 licenses and has been with Oppenheimer and its affiliate firms since 2001, following five years at CIBC World Markets Corp. He is based in Friday Harbor, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

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.

Laura Kogen is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at Sand Hill Global Advisors, LLC. Outside of her advisory work, she is co-owner of Plum Berry Farm, a small-scale farming operation in Eastsound, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from an investable universe of mutual funds, ETFs, and ETPs.

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.

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.