Neal Alan Rodman

Andrew Kangas is the sole advisor at Columbia Wealth Advisors LLC in Scappoose, OR, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Realta Equities, Inc. and KMS Financial Services, Inc. Outside of his financial advisory work, Kangas is active as a musician, performing at events. Columbia Wealth Advisors LLC is a fee-based investment adviser serving individuals, families, businesses, and nonprofit organizations. The firm provides discretionary account management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, while coordinating estate planning and maintaining licensure to sell insurance products.

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

Peter Scruggs is the principal of Scruggs Advisors, LLC and holds Series 63 and Series 65 licenses, with 27 years of experience in the financial industry. He has maintained leadership roles at several entities, including consulting businesses outside of finance, and is a co-author of a book on health insurance. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice, and wealth management services. The firm employs a documented due-diligence framework using both quantitative and qualitative analysis to select and monitor diversified passive and active investments, while primarily managing assets on a non-discretionary basis for institutional plan clients.

Hayley Haslett is a CFP® with six years of industry experience, currently serving as an advisor at Lake Road Advisors, LLC since 2022. Her prior roles include positions at Blue Water Wealth, Inc. and work experience within the brewing industry. Outside of financial advising, she is involved in social media content creation and brand management for a private residence in Ridgefield, WA. Lake Road Advisors provides portfolio management, comprehensive financial planning, and pension consulting to individual clients and plan sponsors. The firm emphasizes passive, asset-class-based investment strategies primarily implemented through third-party managers and maintains ongoing oversight and planning reviews for its clients.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Rebecca Meats is a financial advisor at Apforia with seven years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apforia, she worked at Independent Progressive Advisors and Warga Asset Management, and she owns Rebecca E Meats CPA LLC, where she prepares tax returns and provides tax planning for individuals and businesses. Apforia serves primarily individual and high-net-worth clients through a team of about 10 advisors, offering investment management and comprehensive financial planning. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a combination of passive and active strategies and operates under a fee-only, fiduciary framework.