Mariette Luchini Jacobson

Michael McHenry is a CFP® with 20 years of experience in the financial advisory industry. He is the sole advisor at McHenry Capital, L.L.C., an independent firm he has led since 2005. Prior to founding McHenry Capital, he was associated with MyScout in 2019. McHenry Capital provides fee-based investment advisory and financial planning services primarily to individual clients. The firm focuses on personalized asset allocation and ongoing portfolio management, maintaining multiple offices while serving a limited number of households.

Cody Gunn is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Arrowstone Wealth, LLC since 2014, where he is the sole advisor. Arrowstone Wealth, LLC is an independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations. The firm uses fundamental and qualitative analysis combined with asset-allocation principles to build portfolios with a generally long-term orientation, and it offers additional services such as retirement planning and insurance policy reviews without separate fees.

Steven Olds is a CFP® professional with six years of industry experience. He is the principal advisor at Cultivate Wealth LLC, where he has worked since 2024. Prior to this, he held roles at Fidelity Brokerage Services LLC and The Vanguard Group, Inc. Outside of his advisory work, Mr. Olds is employed as a sales representative in fruit sales at Gee Whiz II. Cultivate Wealth LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals. The firm offers discretionary wealth management and financial planning services, using a Modern Portfolio Theory-based investment approach with a mix of passive and active funds tailored to clients’ risk tolerance and long-term goals.

Richard Bliggenstorfer is the sole advisor at James Capital Management LLC in Wenatchee, WA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has led James Capital Management since its founding in 2012. James Capital Management provides discretionary and non-discretionary investment advisory services to individual clients through separately managed accounts, employing a blend of fundamental and technical analysis combined with behavioral economics to identify mispriced opportunities. The firm manages approximately $4.0 million for a small client base, using concentrated portfolios and strategies that may include short selling, derivatives, and leverage.

Kelly Kortman is the principal of Icicle Creek Investments in Leavenworth, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and U.S. Bancorp Investments, Inc. In addition to his advisory work, he has operated an independent insurance agency and owns Icicle Properties LLC, a property rental business. Icicle Creek Investments is an independent advisory firm serving individual clients with tailored, primarily non-discretionary asset management. The firm emphasizes client involvement in trade approvals and offers ongoing portfolio management alongside public investment seminars and workshops.

Bradley Blackburn is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been a principal at Blackburn Financial since 2011. Blackburn Financial, LLC provides fee-based investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of instruments, managing portfolios on both discretionary and non-discretionary bases.