Sarah Michelle Woehrman

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.

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.

Steven Fox Middleton is a CFP® and holds a Series 65 license with nine years of industry experience. He founded SFM Financial Advisors LLC in 2016 and previously worked at Origin Financial LLC and H&R Block. SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services primarily to retirees, widows/widowers, and those nearing retirement. The firm uses a strategic asset-allocation approach focused on low-cost index ETFs and no-load mutual funds, managing accounts on a non-discretionary basis.

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.

Stuart Quint is a CFA® charterholder with 15 years of industry experience currently serving as an advisor at Ambassador Wealth Management, LLC in Vancouver, WA. He has been with Ambassador Wealth Management since 2017 and previously operated independently for one year. Ambassador Wealth Management provides discretionary investment management and standalone financial planning to individuals, business entities, and pension plans. The firm employs fundamental analysis to construct diversified portfolios focused on long-term asset allocation and offers integrated tax preparation and bookkeeping services through a related business.