Jonathan Montes

Shona Martin is a CFP® and holds a Series 65 license, with nine years of industry experience. She currently operates Fidalgo Financial Planning, a solo independent advisory firm, and has prior experience with Curtis Financial Planning and Archer Investment Management. Before entering financial planning, she worked at the University of Washington Medical Center for four years. Fidalgo Financial Planning provides comprehensive and hourly financial planning services primarily to individual clients, including some high-net-worth individuals. The firm focuses on detailed, benefits-oriented planning and emphasizes passive asset-allocation strategies when investment analysis is involved, relying on third-party money managers for ongoing portfolio management. It offers educational seminars and speaking engagements as a general education service.

Kyle Rash is a financial advisor at Champion Financial Planning LLC in Anacortes, WA, holding the ChFC® designation and a Series 65 license with five years of industry experience. He also serves as Vice President and Chief Financial Officer of Kyabella, PLLC. Rash’s financial planning primarily focuses on passive buy-and-hold investment strategies. Champion Financial Planning LLC is an independent, fee-only advisory firm serving individual and family clients with comprehensive financial planning on topics such as retirement, tax, estate, and risk management. The firm emphasizes project-based planning with written deliverables and offers optional ongoing services, using a passive, low-cost investment approach grounded in Modern Portfolio Theory.

Paul Murk is the sole advisor at Sequoia Planning & Investments LLC in La Conner, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Sequoia Planning and Investments since 1998. Sequoia Planning & Investments provides investment advisory and financial planning services to individuals, families, high-net-worth clients, and trusts. The firm employs a research-driven, long-term strategic asset allocation approach using primarily low-cost mutual funds and ETFs, with a focus on tax efficiency and client approval before trades.

James Bunker is a financial advisor with Performance Tracking Inc. in Anacortes, WA. He holds a Series 63 designation and has 34 years of experience in the industry. He has worked at Performance Tracking Inc. since 1992 and also has long-standing roles with Acument Securities, Incorporated and 1 St Discount Brokerage, Inc. Performance Tracking Inc. is an independent firm providing investment portfolio creation and management services.

Stefan Cobb is the sole partner at Focus Capital, LLC, an independent investment advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a prior role at Coldstream Capital Management Inc. from 2015 to 2016. Cobb’s work focuses equally on research and managing investment portfolios for institutions, funds, and high-net-worth individuals. Focus Capital provides discretionary investment management, advisory, and research services primarily to high-net-worth individuals, families, businesses, trusts, and retirement plans. The firm employs an all-country, all-cap, all-style investment process and manages both separate client accounts and a private pooled long/short fund.

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.