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.

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.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.

David Granger is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Retirement Solution LLC and has prior experience at Kestra Investment Services and Saturna Capital. Before entering financial services, he worked in various roles including at Pizza Hut and Bellingham Auto Auction. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Richard Anderson is a financial advisor with Royal Fund Management, LLC in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also the owner of Sound Benefits Consulting, where he advises on pension regulations. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting through a disciplined investment approach that includes fundamental, technical, and cyclical analysis.

Parker Collins is a financial advisor with Commonwealth Financial Network in Mount Vernon, WA. He holds the Series 66 designation and has been in the industry since 2025, previously working at Convergence Financial Partners and spending five years at CharacterStrong. His earlier experience includes roles with the City of Renton and Whidbey Island Kayaking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Edward Sanchez is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, and Colonial Life Insurance. Outside of his advisory role, he serves as Vice President of Stilly Valley Little League, stepping in as president when needed. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability, while leveraging its affiliation with KeyBank/KeyCorp for model development and operational support.

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and four years of industry experience. He previously worked at SaviBank for 15 years before joining D.A. Davidson in 2021. Outside of his advisory role, he serves as a high school golf coach at Mount Vernon Christian School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and combines qualitative and quantitative analysis in its advisory and planning services, with specialized offerings such as municipal advisory roles and a private wealth planning program for high-net-worth clients.

Cynthia Doussard is a financial advisor with Commonwealth Financial Network in Burlington, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Commonwealth since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jody Lease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. She has been with Commonwealth Financial Network and Susan Witten, CFP since 2009. Jody serves as an executor for a business partner outside of her advisory role. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Kendra Dobbs is a financial advisor with D.A. Davidson & Co. She holds a Series 66 designation and has 18 years of industry experience, including 17 years at D.A. Davidson & Co. in Burlington, WA. Outside of her advisory role, she provides notary public services on a limited basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Steve Piccini is a CFA® charterholder with 33 years of industry experience, currently serving at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses. In addition to his advisory work, he acts as a personal representative for estate matters related to client accounts. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm provides fiduciary-adherent advisory services that include retirement plan management, financial planning, and a private wealth program for clients with over $20 million in net worth.

Scott Elliott is a financial advisor at D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards for both advisory and retirement accounts.

Brittany Parkhurst is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and has prior work experience at SaviBank and The Grand Willow. Outside of finance, she serves as a board member for the Mount Vernon Public Schools Foundation and works as a bartender at La Conner Seafood & Prime Rib House. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Kyle Reep is a financial advisor at D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson since 2009. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Skagit Preschool & Resource Center and the YMCA of Skagit County, and participates on multiple investment committees for regional foundations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

William Goodman is a financial advisor at Edward Jones in Mount Vernon, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent ten years with SPIE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Aubrey Wilson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Aubrey worked at State Farm VP Management Corp and Renee Hyde Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Reynaldo Gomez Rojas is a Series 66 licensed financial advisor with Merrill, based in Mount Vernon, WA, and has three years of industry experience. His career includes roles at Bank of America and Wells Fargo Bank. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services supported by a platform integrated with Bank of America affiliates.

Brandon Carter is a CFA® charterholder with 14 years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. His current role is based in Mt Vernon, Washington. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches involving private funds and real assets.