David Ross is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, and fixed annuities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Mateusz Sudol is a financial advisor at Price Financial Group Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Cwm, LLC. In addition to his advisory role, Sudol is the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his investment advisory activities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm uses a range of investment vehicles tailored to client risk profiles and maintains an affiliation with a CPA firm to coordinate tax services.

Mikela Rapattoni is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with two years of industry experience. She holds a Series 65 designation and previously worked at Harry Waller Insurance for 14 years. Outside of advising, she works as a licensed insurance agent specializing in life, accident, and health insurance. Price Financial Group Wealth Management serves individuals, foundations, retirement plans, trusts, and estates, managing approximately $173 million in discretionary assets. The firm uses a combination of target asset-class allocations, institutional third-party managers, and active monitoring, offering both discretionary and non-discretionary services.

Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Justin Exposito is a Series 66-licensed financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with 7 years of industry experience. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, and involvement with the Cincinnati Ballet and Cincinnati Symphony Orchestra. Price Financial Group Wealth Management offers investment and wealth management, financial planning, and retirement plan advisory services to individuals, foundations, trusts, and employer-sponsored plans. The firm utilizes target asset-class allocations, third-party managers, and active monitoring, serving approximately 511 clients with about $173 million in discretionary assets under management.