Steven Olds

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.

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.

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.