Michael Mchenry

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.

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.

Stephen Allen Jr. is a financial advisor at Blackburn Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Waddell & Reed, Inc. and various insurance carriers prior to joining Blackburn Financial in 2019. Outside of advising, he is president of SGSA, Inc., a record-keeping business, and owns an apartment complex. Blackburn Financial, LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments.

Thomas Velickoff is a Series 65-licensed financial advisor at Tucker Asset Management LLC with eight years of industry experience. He previously worked at Brookstone Capital Management and Paramount Financial Advisors and has entrepreneurial experience as Managing Member of Global Prosperity, LLC dba The Solution People. Outside of finance, he is involved in nutritional supplementation and wellness businesses. Tucker Asset Management serves individuals, high-net-worth clients, and various institutions by providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm uses a top-down, macroeconomic asset-allocation process with a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Mariette Luchini Jacobson is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She is also a Certified Public Accountant and owner of Tamarack Tax & Consulting, LLC. Jacobson serves on the board of the Lake Chelan Chamber of Commerce and is involved in multiple business ventures, including retail operations and property management. Cetera Investment Advisers supports a diverse client base with a wide range of advisory services, combining advisor-managed accounts, model portfolios, and third-party solutions. The firm offers distinct retirement and fiduciary capabilities alongside its institutional and trust services.