Nathan Schorsch is a financial advisor with Head to Toe Financial Planning in Hillsboro, OR, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Ares Financial Consulting LLC and Watershed Wealth Planning. Head to Toe Financial Planning serves individuals, high-net-worth clients, and employer plan sponsors by providing investment management, comprehensive financial planning, and retirement plan consulting. The firm operates as a fee-only independent advisor, managing discretionary accounts with a combination of passive and active investments and offering educational seminars on personal finance topics.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC in Hillsboro, OR, with eight years of industry experience. He holds Series 63 and Series 65 designations. Acentrus Financial Partners serves individual clients, trusts, retirement plans, and business entities with comprehensive financial planning and discretionary portfolio management. The firm uses proprietary model portfolios combined to suit client objectives and employs a range of strategies from long-term holdings to active tactics, including options and short sales, supported by macroeconomic analysis and quantitative backtesting.

Michael Remmerde is a financial advisor at Acentrus Financial Partners LLC in Hillsboro, OR, holding a Series 65 credential with 11 years of industry experience. He has been with Acentrus since 2014 and concurrently works as a semiconductor design engineer at Intel Corp. Acentrus Financial Partners provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm utilizes proprietary model portfolios and emphasizes macroeconomic analysis, quantitative backtesting, and a range of investment strategies including options and short sales.

Christopher Mettee is a financial advisor at Pace Financial Advisors in Hillsboro, OR, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, Financial Advocates Investment Management, and LPL Financial LLC prior to joining Pace Financial Advisors. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a variety of investment vehicles and strategies, with client accounts primarily custodied at Charles Schwab.

Nathan Bauer is a financial advisor at Pace Financial Advisors in Hillsboro, OR, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Ameriprise Financial Services, and Edward Jones. In addition to his advisory work, he is also licensed as an independent insurance agent. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of investment vehicles and strategies, with ongoing monitoring and periodic reviews.

Grant Lawton is a Series 65-licensed financial advisor at Pace Financial Advisors in Hillsboro, OR, with two years of industry experience. He has been with Pace Financial Advisors since 2023 and is involved with Corban University and Athey Creek Christian Fellowship. Lawton also has experience in education, having worked at New Covenant Christian Academy and in homeschooling. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios and employs various investment strategies, including options, with ongoing account monitoring and periodic reviews.

Anthony Walther is a Series 65-credentialed advisor with Pace Financial Advisors in Hillsboro, Oregon. He is part of a nine-advisor team at the firm. Pace Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning services. The firm employs diversified portfolio allocations across various asset classes and typically maintains discretionary relationships with ongoing monitoring and periodic reviews.

Jeffrey Eischen is a financial advisor at Pace Financial Advisors in Hillsboro, OR, with 16 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business. Pace Financial Advisors provides tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of investment vehicles and strategies, and serves a client base that includes high-net-worth individuals.

Jeremiah Eischen is a financial advisor at Pace Financial Advisors with a Series 65 designation and two years of industry experience. Prior to joining Pace Financial Advisors, he worked at Denfield Orchards, Inc. for eight years. He is also the owner and manager of Mountain Top Orchards, LLC, an orchard business based in Hillsboro, OR. Pace Financial Advisors is a 10-advisor team that provides tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios and offers ongoing account monitoring along with non-discretionary consulting services.

Kevin Richman is a financial advisor with C2 Private Wealth in Gaston, Oregon, holding a Series 65 designation and one year of experience with the firm. His prior work includes five years at Column Software Inc., three years with the Organization of Economic Coordination and Development, and two years at the General Services Administration. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distributions and reduce sequence-of-returns risk while maintaining market exposure for growth.

Kevin Mellinger is a financial advisor at Pace Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previous work experience at NW4S, Inc., Northwest Fourslide, Inc., and Pioneer Natural Resources. Outside of his advisory role, he is the owner and Vice President of Operations and Production at NW4S, Inc., a manufacturing company in Tualatin, Oregon. Pace Financial Advisors is a 10-advisor team that provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a variety of investment vehicles and strategies and offers both discretionary and non-discretionary advisory services.

Erik Dante is a financial advisor at Pace Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background in residential construction, serving as a general contractor and laborer through Dante Construction LLC since 2017. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, and other entities. The firm manages diversified portfolios and employs various investment strategies while maintaining ongoing account monitoring and periodic client consultations.

Jason Mitchell is a financial advisor at PACE Financial Advisors in Hillsboro, OR, holding a Series 65 designation. He is part of a nine-advisor team at the firm. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities, providing discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies including stocks, bonds, mutual funds, ETFs, REITs, cash equivalents, and options, with discretionary relationships typically involving ongoing monitoring and periodic reviews.

Zachary Moore is a financial advisor with Pace Financial Advisors in Hillsboro, OR, holding a Series 65 credential and three years of industry experience. Prior to joining Pace Financial Advisors, he worked in law enforcement with the City of Redmond Police Department and the City of Tucson Police Department. Pace Financial Advisors provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, REITs, and options strategies, and serves a broad client base with ongoing account monitoring and financial consulting.

Vivian Lopez is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gaia Capital Management Inc for 27 years. Outside of finance, she serves as Vice President and Secretary of Divine Drywall Incorporated, a construction company. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, providing asset management and consulting services to individuals, institutions, trusts, and retirement plans. The firm employs a range of investment strategies and serves a diverse client base, including sovereign wealth funds.

Brent Lince is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with CGN Advisors, LLC since 2012. Outside of his advisory role, he serves as a volunteer elder on the board of Harvest Community Church and was its Treasurer in 2021-22. CGN Advisors provides comprehensive financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Darren Williams is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Stifel Independent Advisors since 2003. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering a range of brokerage and advisory services. The firm uses proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations and operates as a dual-registered broker-dealer and SEC-registered investment adviser.

Sammie Guajardo is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet in 2024, Sammie worked at LPL Financial and Financial Freedom Wealth Management Group, LLC. Facet serves individual clients across a wide range of net worth levels through a subscription-based financial planning model that includes investment management. The firm utilizes technology-driven, model-based asset allocation and offers a flat subscription pricing structure rather than charging fees based on assets under management.

Edward Hassan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and JPMorgan Securities LLC. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs committees to oversee third-party strategists and program suitability.

Michelle Drewry is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes roles at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Iron Horse Financial Group. Outside of her advisory work, she serves as a personal support worker for disabled family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets, serving individuals, charities, corporations, retirement plans, and institutional entities. The firm offers managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven model utilizing a broad range of investment strategies and platforms.

Thomas Mc Meekan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with KeyBank and Key Investment Services since 2007, including his current role at Key Investment Services LLC since 2015. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and utilizes affiliated bank-developed models, with oversight committees reviewing third-party strategists and program suitability.

Alexander Litwora is a financial advisor with Principal Financial Services in Forest Grove, OR, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2016. Litwora serves as a Board Member at Large for the Western Pension & Benefits Council, an organization focused on education for pension and health and welfare professionals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Laura Andersen is a financial advisor at LPL Financial with six years of industry experience. She previously worked at Edward Jones for six years and was involved with Guardian Investigations LLC for seven years. Andersen holds the Series 66 designation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Belinda Petshow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she performs clerical work for Dean Petshow Construction, LLC. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Sarah Hargis is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she works as a server at McMenamins Grand Lodge in Forest Grove, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Peterson is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and Dragon's Keep. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services on a fiduciary basis.

Alexa Jossi is a financial advisor at LPL Financial with one year of industry experience. She previously served as a stay-at-home mom before beginning her advisory career in 2022. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gabriel Miller is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at PEMCO Mutual Insurance Company from 2012 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Angela Davis is a financial advisor at Cetera with nine years of industry experience. She holds the Series 66 designation and has been with Cetera and its related entities since 2016. In addition to her advisory role, Davis serves as a logistics officer in the Oregon Army National Guard. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Wendy Pace is a financial advisor at UBS Financial Services with 34 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Matthew Simon is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Benjamin Waibel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at SagePoint Financial for 13 years. He is also the owner of Forest Hills Wealth, LLC, which he established for office expenses and payroll. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing a comprehensive investment process that incorporates risk-tolerance assessments, asset-allocation planning, and portfolio optimization.

Sang Yoo is a financial advisor with Equitable Advisors in Hillsboro, OR, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AxA Advisors. Outside of his advisory role, Yoo volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance program in the Portland and Beaverton areas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Nicholas Green is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Securities America Advisors, Inc. and Kms Financial Services, Inc. His advisory work focuses on investing for pre-retired and retired clients, primarily in mutual funds, with ongoing portfolio assessment and performance evaluation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset allocation and portfolio optimization tools and manages approximately $200 billion in assets across over 6,000 advisors.

Sharon Olmstead is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as Treasurer for the Rotary Club of Forest Grove, handling financial reporting and coordination. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed solutions, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Bassam Tarazi is a financial advisor at Edward Jones in Forest Grove, OR, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, he was the sole owner of Colipera LLC, a consulting business focused on executive coaching and occasional public speaking. He also maintains a blog on personal development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Grant Anthony is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Chicago Capital Funds and in retail positions at Whole Foods Market and Sprouts Farmers Market. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product services.

Damon Mapes is a financial advisor with LPL Financial in Hillsboro, OR, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Banner Bank, Cetera, and Columbia State Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

Laura Holcombe is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Osaic Wealth, Inc. and has held roles at Resource Investment Advisory and Royal Alliance Associates. Holcombe also teaches financial management courses at Portland Community College. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and employs an investment process that incorporates risk tolerance assessments, asset allocation planning, and portfolio optimization.

Christopher Recek is a CFP® and holds a Series 66 license. He has been with Edward Jones since 2016 and has nine years of industry experience. He is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices. Edward Jones offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Recek is a financial advisor with Edward Jones in Forest Grove, OR, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of advising, he has conducted online sales through eBay and PayPal. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors. The firm offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary funds, operating under a fiduciary standard.

William Barton is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with firms including Forest Hills Wealth LLC and CorVel Corporation. Outside of his advisory role, he has experience supporting financial advisors through Forest Hills Wealth, LLC. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Ilya Yusufov is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, North Capital Private Securities, and Scottrade. Outside of his advisory role, he has been involved as a test site engineer for bar examinations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Laurel Luciani is a financial advisor with UBS Financial Services in Forest Grove, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Werner James is a financial advisor with Edward Jones in Hillsboro, OR. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 22 years of industry experience. James has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.