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.

Shane Veitenheimer is a financial advisor at Equilus Group Inc with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual, Merrill Lynch, Wells Fargo Advisors, and Chase Bank. Shane is also licensed as an independent insurance agent. Equilus Group Inc provides investment advisory, financial planning, and trust consulting services to individuals and institutional clients, managing primarily non-discretionary assets. The firm emphasizes client-directed portfolio management and operates with a subscription-based planning model, supplementing advice with third-party resources and independent managers.

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.

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.

Lucas Stauffer Evans is a financial advisor with Cascade Wealth Advisors, Inc. in Wenatchee, WA, holding a Series 65 designation. He has been with the firm since 2025 and has seven years of experience as a self-employed professional. Outside of his advisory role, he is involved in managing residential real estate rental properties. Cascade Wealth Advisors, Inc. serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, providing discretionary portfolio management along with financial planning and consulting. The firm employs an investment approach based on Modern Portfolio Theory, using model portfolios primarily composed of exchange-traded funds and mutual funds, and integrates investment advisory services with affiliated tax planning through a related accounting practice.

Bradley Vander Velde is a financial advisor at Cascade Wealth Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Telos Wealth Management, Homchick Smith & Associates, CapinCrouse LLP, and BDO USA, LLP. Vander Velde also provides CPA services as an independent contractor for Cascade Tax & Accounting Services. Cascade Wealth Advisors, Inc. serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, offering discretionary portfolio management alongside financial planning and consulting. The firm emphasizes academically grounded asset allocation using Modern Portfolio Theory and primarily manages portfolios through exchange-traded funds and mutual funds with a buy-and-hold strategy.

Marc Bannos is a financial advisor at Equilus Group Inc with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, Bank of America, Merrill, and Charles Schwab. Equilus Group Inc. provides investment advisory, financial planning, and trust consulting services to individual and institutional clients, primarily managing non-discretionary assets. The firm emphasizes client-directed decisions and uses a subscription-based planning model supplemented by third-party resources and selected independent managers.

Doug Graumann is a financial advisor with Dominion Portfolio Management, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at KMS Financial Services, Inc. and Dominion Investor Services, Inc. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using fundamental, technical, charting, and economic analysis, managing portfolios that may include individual securities, ETFs, mutual funds, and third-party money managers.

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.

Eric Flaten is a financial advisor at Simplicity Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LifePro Asset Management, Sowell Management, and Concert Wealth Management. Outside of advising, he serves as treasurer of the Legacy Landing Homeowners Association and provides college planning and admission services through ePersonal College LLC. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm utilizes a model-driven, fund-of-funds investment approach combined with technology and operations services, including a Managed Account Program and customizable asset management software for advisers.

Robert Johnson II is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding a Series 63 designation and 43 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Johnson serves as a trustee for the Wenatchee Valley WMCA, a local health and fitness organization. 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, equity research, and private wealth management programs.

Austin Scott is a CFP®-certified financial advisor with eight years of industry experience, currently associated with Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Outside of his advisory work, he volunteers as a youth hockey coach and as a greeter at Mission Ridge Ski Resort in Wenatchee, WA. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, and consulting services through a representative-driven advisory model.

Kimberly Johnson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has operated her own financial practices, including KMJ Financial Solutions and KMJ Financial Services, LLC, since 2017. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives.

William Mc Nair is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at New York Life Insurance Company and its affiliated entities, as well as operating under the Draggoo Financial Group for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, delivering services through a large network of investment adviser representatives.

Thomas Krawczyk is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Crystal Clear Financial Group, Draggoo Financial Group, New York Life Insurance Co., and Berkshire Hathaway HomeServices Jessup Real Estate. Outside of finance, he teaches guitar lessons and operates Tommy's Guitar Lessons and Repair. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting through a large network of advisors. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Wayde Knowles is a financial advisor at Lincoln Investment with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2010. Outside of his advisory work, he serves as the Head Boys Basketball Coach at Eastmont High School. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves individuals, retirement plans, charitable organizations, and corporations through a combination of advisor-managed portfolios, model portfolios, and third-party strategies.