Brian Zuschlag

Andrew Kangas is a financial advisor and owner of Columbia Wealth Advisors LLC in Scappoose, Oregon. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at KMS Financial Services, Inc. and Realta Equities, Inc. Outside of his advisory work, he is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers discretionary portfolio management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, with ongoing account monitoring and coordination of estate-planning services.

Aaron Saunders is a financial advisor at Comus Investment, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Comus Investment since 2016. Prior to this, he worked at United Parcel Service for three years. Comus Investment provides discretionary equity portfolio management to individual and institutional clients, focusing exclusively on direct stock investing with an international, deep-value approach centered on small-cap and microcap companies in developed foreign markets. The firm manages concentrated, fully invested portfolios without leverage and offers performance-based fee arrangements for qualified clients.

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

Samuel Khalil is a financial advisor at Wide Eye Capital with three years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments and Principal Consulting Group. Outside of his advisory role, he works as a Development Analyst for Multnomah County Behavioral Health, where he writes SQL scripts and manages data dashboards. Wide Eye Capital provides customized financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a bottom-up, individual equity investment approach supported by fundamental and technical analysis, and offers discretionary portfolio management alongside written financial plans and consulting services.

Mark Currier is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Wipple Creek, LLC since 2021. Prior to founding Wipple Creek, he worked at Tenbridge Partners and Kms Financial Services, Inc. Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across about 26 accounts. The firm uses long-term strategies based on Modern Portfolio Theory and offers a quarterly subscription newsletter with market views and investment recommendations, a service uncommon among similar independent advisors.