Craig Nett

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.

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.

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 with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2001, including 23 years at Oppenheimer Asset Management Inc. based in Friday Harbor, WA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Jonathan Piff is a financial advisor with Edward Jones in Friday Harbor, WA, holding Series 63 and Series 66 credentials and has 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved in musical activities locally. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Laura Kogen is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she co-owns and operates Plum Berry Farm in Eastsound, WA, where she tends fruit trees and processes fruit for sale. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.