Timothy Brockman is a financial advisor at Stock Pro with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2016. Outside of advisory work, he teaches business courses at Whatcom Community College and Bellingham Technical College. Stock Pro provides discretionary portfolio management and financial planning to individuals, trusts, and certain retirement plans, and also offers a public subscription research service. The firm employs model portfolios and a tiered service structure, including machine-learning strategies and options trading, with an emphasis on ongoing account monitoring and access to digital assets for select accounts.

Howard Eriksen is the principal of Eriksen Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has served as CEO of Solitron Devices Inc., a semiconductor and electronics company, on a part-time basis for the past 10 years. Eriksen Capital Management provides discretionary portfolio management primarily to individual clients through separately managed accounts and operates a private pooled vehicle, Cedar Creek Partners LLC. The firm employs a bottom-up fundamental value investment approach and manages approximately $43.8 million in assets with a limited client roster.

Tor Benson is a CFP® and Series 65-licensed advisor with three years of industry experience, currently serving as the sole advisor at Streamline Advisory in Bellingham, WA. Prior to founding Streamline Advisory, he worked at Financial Plan, Inc. and GAC North America. Outside of his advisory role, Benson owns a commercial fishing permit. Streamline Advisory LLC is an independent, fee-only registered investment adviser that provides discretionary wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a Modern Portfolio Theory-based investment approach, primarily employing passive index funds and ETFs, and offers both integrated and limited-scope financial planning engagements.

Marvin Tjoelker is a CFP® professional with one year of experience at LG Financial Services, LLC. He is also the owner and a board member of Larson Gross PLLC, a public accounting and consulting firm where he provides tax planning, consulting, and financial planning services. LG Financial Services is a referral-focused investment advisory firm that assists individuals, trusts, businesses, nonprofits, and retirement plan trustees in selecting third-party investment managers. The firm conducts due diligence on these managers and maintains ongoing client contact, while the third-party advisers retain investment discretion and reporting responsibilities.

Naveen Gopal is a financial advisor at Pacifica Partners Capital Management with 10 years of industry experience. He holds a Series 65 designation and has been with Pacifica Partners Inc. since 2008. Pacifica Partners Capital Management provides portfolio management, financial consulting, retirement rollover guidance, and sub-advisory services to individuals, trusts, corporations, and businesses. The firm employs a multi-method security analysis and tactical asset allocation with a value bias blended with momentum and growth strategies, serving both U.S. and Canadian clients through its cross-border structure.

Lettie Sihota is a financial advisor at Capstone RIA with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Multop Financial, Cetera Advisors LLC, and LPL Financial. Outside of her advisory role, she is a notary public and involved as a manager in her husband's farming business. Capstone RIA provides investment advisory, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a long-term, diversified approach to discretionary portfolio management, utilizing ETFs, equities, bonds, REITs, and alternative investments, supported by third-party technology platforms for held-away assets and client reporting.

Kelli Visser is a PFS™ credentialed financial advisor with LG Financial Services, LLC, based in Bellingham, WA. She has one year of experience in financial advising and has been associated with Larson Gross PLLC since 2008. LG Financial Services is a referral-focused advisory firm that assists clients—including individuals, trusts, businesses, nonprofits, and retirement plan trustees—in selecting third-party investment managers. The firm does not manage assets directly but conducts due diligence on managers and maintains ongoing client contact, leveraging its affiliation with Larson Gross to provide integrated tax and financial planning support.

Wendy Chambers is a Series 65-licensed advisor with Truvestments Capital LLC, bringing two years of industry experience. Prior to joining Truvestments, she worked for 20 years at Larson Gross and currently serves as a Tax Manager at Safstrom CPAs & Advisors, PLLC. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering customized portfolios that primarily utilize low-cost mutual funds and ETFs alongside other investment vehicles. The firm also manages a private Bitcoin fund and employs a variety of analytical approaches to portfolio management.

Lucille Dobson is a financial advisor at Bellingham Capital with five years of industry experience. She holds a Series 65 designation and previously worked at Roots Marketing Group and Western Governor's University in Washington. Bellingham Capital offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm uses a long-term, strategic asset-allocation approach with proprietary model portfolios and performs internal due diligence on mutual funds and ETFs.

Randal Best is a financial advisor at PlanVision, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. His career includes roles at Magellan Federal, U.S. Bancorp Investments, LPL Financial, and Waddell & Reed, among others. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm emphasizes fundamental analysis and a long-term, simplified allocation approach favoring passive investments, delivering written plans and ad-hoc advice without managing client assets or imposing account minimums.

Christopher Lang is a CFA® charterholder with 21 years of experience in the financial services industry. He has worked at Tradewinds Capital Management, LLC since 2023 and previously spent over a decade with Saturna Capital Corporation and Saturna Brokerage Services. Tradewinds Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles that combine quantitative, tactical, and passive strategies, utilizing technology and documented processes to serve a diverse client base.

Kyle Jackson is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers several defined management styles, using mutual funds and ETFs, and employs technology and documented processes to serve a diverse client base.

Amy Brown is a Series 65-licensed financial advisor at Tradewinds Capital Management, LLC with two years of industry experience. She has held previous roles at Vail Ridge Capital, Keller Williams Realty, and Alaska Airlines. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of management styles, including quantitative, hybrid, and passive approaches, and utilizes technology and documented processes to serve a high client load efficiently.

Azita Simler is a financial advisor with Tradewinds Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Saturna Capital Corporation for seven years before joining Tradewinds in 2019. Outside of her advisory role, she supports a ballroom dance instruction business by handling bookkeeping, marketing, and office functions. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm offers multiple management styles combining quantitative, hybrid, and passive strategies, using technology and documented processes to serve a high volume of clients efficiently.

Bryant Engebretson is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with Tradewinds Capital Management, LLC since 2008. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers multiple management styles, including quantitative and passive strategies, and uses technology to manage diverse client accounts and support service delivery.

Justin Slagle is a financial advisor with Tradewinds Capital Management, LLC in Bellingham, WA. He holds a Series 65 credential and has two years of industry experience. Prior to joining Tradewinds, he worked for the Burlington-Edison School District for ten years. Tradewinds Capital Management provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs defined management styles ranging from quantitative momentum-driven strategies to passive, low-turnover options and uses technology and documented processes to serve a diverse client base.

Eric Petersen is a financial advisor at Bellingham Capital with 12 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed for one year before joining Bellingham Capital in 2014. Petersen is also a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset-allocation approach using proprietary model portfolios and fundamental analysis, and it differentiates itself through a fee-only structure and work with a range of institutional and individual clients.

Brian Smith is a financial advisor at Bellingham Capital with 19 years of industry experience. He has been with Bellingham Capital Management, Inc. since 2009 and previously worked at Edward Jones from 2007 to 2009. He holds Series 63 and Series 66 licenses. Smith is a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset-allocation approach using proprietary model portfolios and combines fundamental analysis with technical indicators for trade timing.

Patrick Corcorran is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley before joining Coldstream Securities and Rainier Group Investment Advisory. Outside of his advisory role, Corcorran serves as a business transition consultant for privately held companies through Rainier Group Consulting, a separate entity owned by Coldstream Holdings. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary 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.