Nathan Schorsch is the sole advisor at Head to Toe Financial Planning in Hillsboro, OR. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior firms include Ares Financial Consulting LLC and Watershed Wealth Planning. Head to Toe Financial Planning serves individuals, high-net-worth clients, and employer plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm uses a fee-only, independent model and employs an investment approach that incorporates Modern Portfolio Theory with a combination of passive and active investment vehicles. It also offers educational seminars on personal finance topics and provides fiduciary retirement-plan consulting under ERISA.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC with 9 years of industry experience. He has been with Acentrus since 2015 and holds Series 63 and Series 65 designations. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients, utilizing proprietary model portfolios that integrate macroeconomic analysis, quantitative screening, and traditional investment tools. The firm offers discretionary account management and employs advanced trading strategies, including option writing and short sales.

Michael Remmerde is a financial advisor at Acentrus Financial Partners LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Acentrus since 2014. Prior to joining Acentrus, he was an engineer at Intel Corporation for 17 years. Outside of his advisory role, he continues to work as a semiconductor design engineer at Intel. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients. The firm employs proprietary model portfolios combined to meet client objectives, emphasizing macroeconomic analysis, quantitative screening, and a mix of traditional investment tools.

Christopher Mettee is a financial advisor with PACE Financial Advisors in Hillsboro, OR, holding a Series 66 designation and 11 years of industry experience. His prior firms include Edward Jones, Financial Advocates Investment Management, and LPL Financial. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies across various asset classes and offers wealth management relationships typically on a discretionary basis.

Nathan Bauer is a financial advisor at PACE Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Ameriprise Financial Services, Financial Advocates Investment Management, and LPL Financial. Bauer is also licensed as an independent insurance agent, selling and servicing insurance contracts. PACE Financial Advisors serves a range of clients including individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm utilizes diversified portfolio allocations across multiple asset classes and employs both long- and short-term investment strategies.

Grant Lawton is a financial advisor at PACE Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining PACE Financial Advisors in 2023, he worked at Corban University and has been involved with Christian educational and fellowship organizations. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies and ongoing portfolio monitoring.

Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.

Jeffrey Eischen is a financial advisor at PACE Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory work, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and provides discretionary monitoring and periodic reviews tailored to clients’ needs.

Jeremiah Eischen is a financial advisor at PACE Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at PACE Financial Advisors since 2021. Outside of his financial advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and businesses. The firm offers discretionary wealth management and financial planning, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, REITs, and options strategies.

Kevin Richman is an advisor at C2 Private Wealth with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked at Column Software Inc. for five years, the Organization of Economic Coordination and Development for three years, and the General Services Administration for two years. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm combines financial planning, discretionary portfolio management, insurance implementation, and tax and estate coordination, using risk-and-scenario analysis to align investment decisions with clients' retirement objectives.

Kevin Mellinger is a financial advisor at PACE Financial Advisors with two years of industry experience. He holds a Series 65 designation and has worked at firms including NW4S, 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 business in Tualatin, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and maintains wealth management relationships that typically involve ongoing monitoring and periodic reviews.

Erik Dante is a financial advisor with PACE Financial Advisors in Hillsboro, Oregon. He holds a Series 65 designation and has two years of industry experience. Outside of financial advising, he is a member of Dante Construction LLC, where he acts as a general contractor and laborer in residential construction projects. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning services, utilizing diversified portfolios and tailored investment strategies.

Jason Mitchell is a Series 65-licensed financial advisor at PACE Financial Advisors with one year of industry experience. Before joining PACE Financial Advisors in 2026, he worked at Lam Research and Tektronix. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning, using diversified portfolios with a range of asset classes and investment strategies tailored to client needs.

Zachary Moore is a financial advisor at PACE Financial Advisors with a Series 65 credential and three years of industry experience. Before joining the firm, he served in law enforcement for seven years in the cities of Redmond and Tucson. PACE Financial Advisors is an SEC-registered firm that serves individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies and maintains discretionary client relationships with ongoing monitoring and reviews.

Vivian Lopez is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She previously spent 27 years at Gaia Capital Management Inc. Outside of finance, she holds the position of Vice President and Secretary at Divine Drywall Incorporated, where she is involved in bookkeeping and business operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its substantial institutional work and use of various analytical and third-party tools.

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.

Sammie Guajardo is a CFP® with five years of industry experience, currently serving as a financial advisor at Facet since 2024. Prior to joining Facet, Guajardo worked at LPL Financial and Financial Freedom Wealth Management Group, LLC from 2020 to 2024. Before entering the financial industry, Guajardo held positions at Topgolf and Dave & Buster's. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, using technology-driven processes and model-based asset allocations focused on ETFs. The firm serves both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform.

Philip Eickhoff is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Iter-Silva Financial Group and SUMMIT KAI-ZEN FiNANCIAL. He also owns a sole proprietorship providing life insurance and annuity sales and brokerage services specializing in settlement planning for attorneys and their clients. IAMS Wealth Management offers investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party model portfolios and integrates a broad range of investment instruments alongside operational practices like AI research tools.

Edward Hassan is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and JPMORGAN Securities LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.