Shane Veitenheimer

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.

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.

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.

Sean Gross is a CFP® certificant with 34 years of experience in the financial services industry. He currently serves as the sole advisor at Telos Wealth, where he has worked since 2007 through affiliated entities. Gross is also a managing member and co-owner of Telos Real Estate Holdings, LLC, a private company managing commercial office property in Wenatchee, WA. Telos Wealth is a fee-only advisory firm serving individual clients, broker/dealers, retirement plans, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis within a modern portfolio theory framework to create diversified portfolios incorporating passive and active funds as well as individual securities tailored to client objectives and risk tolerance.

Scott Blaesing is a CFP® with 14 years of industry experience and is a principal at Cascade Wealth Advisors, Inc. He has worked at ICON Capital & Development since 2007. In addition to his advisory role, he devotes part of his time to a certified public accounting practice, providing tax, accounting, and business consulting services. Cascade Wealth Advisors, Inc. serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and financial planning. The firm emphasizes academically grounded asset allocation using Modern Portfolio Theory and risk budgeting, primarily through ETFs and mutual funds, and integrates investment advisory with affiliated tax and accounting services.

Joel Frank is a financial advisor with Equilus Group Inc. based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Apex Advisory Group Inc. and has been with Equilus Financial Group, Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he is a co-managing member of Equilus Capital Partners LLC, a business involved in real estate investment. Equilus Group Inc. provides investment advisory, financial planning, trust consulting, and related services to a diverse client base including individuals, institutions, and charitable organizations. The firm primarily manages non-discretionary assets and operates with a small team, offering a subscription-based planning model and involvement in sponsoring private real estate funds.