Christopher Winn is a CFP® professional with 14 years of experience in financial advising, currently serving at Interactive Wealth Advisors since 2013. He holds Series 63 and Series 65 licenses and operates from Portland, OR. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 clients, including retirees, professionals, business owners, and executives. The firm provides ongoing wealth management combined with financial planning, using a tactical, proactive asset-allocation approach that blends passive and active strategies across various asset classes.

Erik Miller is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Interactive Wealth Advisors since 2013, following prior roles at Confluence Wealth Management LLC and CMC Advisers, LLC. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 individual clients, including retirees, business owners, and executives. The firm provides ongoing wealth management and coordinated financial planning, employing a tactical, proactive asset-allocation approach that combines passive and active strategies across multiple asset classes.