Jeffrey Pietsch is a CFA® charterholder with 14 years of industry experience, currently serving with Eastsound Capital Advisors, LLC. He has worked at Heritage Capital Advisors, Concert Wealth Management, Numetrix Capital, and Concert Capital Management among others. Outside of his advisory work, he co-owns Orcas Moon Alpacas, a small business selling alpaca and lamb products, and serves on the board of the Orcas Island Community Foundation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation in constructing client portfolios.

Thomas Roehl is a CFP® with 43 years of industry experience and has been a principal at Roehl & Yi Investment Advisors, LLC since 1998. He is also a part owner of an insurance business offering life, disability, and long-term care insurance. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis and Modern Portfolio Theory-based asset allocation, managing client portfolios primarily through a wrap fee program.

Loren Deshon is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Northwest Asset Management since 2012. Outside of his advisory work, Deshon is a part owner of Grand Aero, LLC, and serves on the Board of Trustees for the San Juan Golf & Tennis Club, where he is involved in the maintenance of club buildings. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Matthew Kochel is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2001, including 23 years at Oppenheimer Asset Management Inc. based in Friday Harbor, WA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Jonathan Piff is a financial advisor with Edward Jones in Friday Harbor, WA, holding Series 63 and Series 66 credentials and has 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved in musical activities locally. 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 and provides a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Laura Kogen is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she co-owns and operates Plum Berry Farm in Eastsound, WA, where she tends fruit trees and processes fruit for sale. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Brian Westlund is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 registrations and possessing 45 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he owns a rental property on Lopez Island, Washington. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, providing financial planning and portfolio management services tailored to client goals. The group offers a range of strategies including traditional allocations and more complex approaches, along with municipal advisory and public finance services.

Josh Miles is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Stephanie Dallas is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009. Based in Lopez Island, WA, her career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Craig Nett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, Craig is involved in a tax preparation and accounting business. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.