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.

Alecia Modahl is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. She has worked with Kestra Advisory Services LLC since 2025 and previously served clients at MODAHL Collaborative LLC and Commonwealth Financial Network. Outside of her advisory role, she owns Feuillette, LLC, a real estate entity involved in property insurance and homeowners association matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support customized investment solutions.

Jonathan Ludeman is a CFP® with 20 years of industry experience, currently affiliated with United Planners Financial Services of America, where he has worked since 2022. He previously worked at Centaurus Financial, Inc. for ten years and has operated his own advisory and capital management businesses since 2005. Outside of financial advising, he owns Blue Heron Hill Farm in Ferndale, WA. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

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.

Heidi Ludeman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 18 years of industry experience. She has worked at United Planners since 2022 and previously spent eight years at Centaurus Financial, Inc., as well as nine years with Ludeman Capital Management, Inc. Outside of her advisory work, she owns Blue Heron Hill Farm in Ferndale, WA. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform utilizing multiple custodians and supports a range of management models, with a distinctive limited partnership ownership structure primarily held by financial professionals.

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.

Joseph Randall is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2014. He is based in Lummi Island, Washington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

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.