Becky Vogt Lundeen is a CFP® with eight years of industry experience, currently serving as an advisor at Trihelix Wealth Collective in Portland, OR. Her prior experience includes roles at Northwestern Mutual and several independent advisory practices. Outside of financial advising, she is the owner of a non-financial business focused on writing a memoir and is involved in nonprofit event planning. Trihelix Wealth Collective provides financial planning and investment advisory services to individual clients, including high-net-worth households, and retirement plan sponsors. The firm specializes in tailored investment plans with an emphasis on medical-training financial planning and offers both discretionary and non-discretionary portfolio management.

Stephan Morris is a CFP® with 10 years of industry experience, currently serving as an advisor at Trihelix Wealth Collective. He previously worked at Northwestern Mutual in various roles from 2016 to 2025. Outside of his advisory work, he serves as the Treasurer for Beacon Village PDX, a nonprofit organization, and is a co-owner of Easy Eddy LLC, a short-term rental business. Trihelix Wealth Collective provides financial planning and personalized investment advisory services to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm emphasizes financial planning for medical trainees and offers discretionary and non-discretionary portfolio management using a range of investment methodologies.