Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Harrison Maizels is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Core Planning since 2025 and previously held roles at Facet Wealth and HighTower Securities. Core Planning is a multi-team firm that provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients. The firm offers flexible engagement models and uses third-party model portfolios along with automated rebalancing tools to support portfolio management.