James L. Gillis IV provides investment advisory services through NWAM, LLC dba Northwest Asset Management, an SEC registered investment adviser. Dynamic Capital Group is not a registered investment advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.