Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

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.

Jeremy Watson is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC. Before entering financial services, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial offers financial planning and portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with mutual funds, equities, bonds, ETFs, REITs, and government securities.

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. His prior positions include roles at Fisher Investments, Empower Annuity Insurance Company of America, and Mariner Wealth Advisors. He holds Series 63 and Series 65 licenses. Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, with offerings tailored to client goals and risk tolerances. The firm integrates fundamental analysis and modern portfolio theory through a long-term trading approach across various asset classes and incorporates a formal charitable giving framework that dedicates a portion of revenue to U.S. nonprofits.

Jantz Hoffman is a financial advisor at CSLA Financial Inc with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Fosterus since 2022. Outside of advising, Hoffman serves as Chairman of the Board of Directors for the Certified Student Loan Advisor Board of Standards and is a board member for Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial Inc. provides investment advisory and financial planning services to individuals, employer-sponsored programs, and retirement plans. The firm employs proprietary asset-allocation models and offers services including discretionary portfolio management, education planning, and student loan repayment assistance.

David Hofer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Brightwood Ventures, LLC since 2012 and previously worked at Portland State University from 2015 to 2018. Brightwood Ventures, LLC provides financial planning and wealth management services to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. The firm employs a disciplined investment approach based on an Investment Policy Statement and model portfolios, combining low-cost index funds, active funds, and individual stocks with research-driven satellite strategies.

Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.

George Zimmerman is a financial advisor at RIO Financial Planning in Portland, OR, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Mutual and Cuso Financial Services. In addition to his advisory role, he works as a Patient Financial Advisor for Kaiser Permanente, verifying healthcare insurance for emergency department patients. RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high-net-worth clients. The firm offers tailored investment strategies through a wrap-fee program, primarily on a non-discretionary basis, and conducts no-cost public seminars.

Seth Swenson is a financial advisor with Orchid Wealth Management in Portland, OR, holding a Series 65 credential and 10 years of industry experience. Prior to founding Orchid Wealth Management, he worked for five years at HomeXpress Mortgage and has operated a real estate brokerage under Akamai Real Estate since 2008. Outside of advisory work, he is actively involved in real estate brokerage. Orchid Wealth Management provides customized financial planning and portfolio management services to individuals, businesses, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and primarily manages portfolios on a nondiscretionary basis requiring client approval for trades.

Jennifer De Thomas is a CFP® professional with 14 years of industry experience. She has worked at Birch Elliott Financial, LLC since 2018 and was previously with New Outlook Financial, LLC from 2012 to 2019. Birch Elliott Financial, LLC serves individual and family clients with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds, ETFs, bonds, and municipal obligations, guided by client-specific Investment Policy Statements.

Michael Eugenio is a CFP®-certified financial advisor with over 31 years of industry experience. He is the sole advisor at Eugenio Financial, an independent firm he has led since 2009. Prior to that, he worked at Cascade Financial Concepts, Inc., where he has been involved since 1990. Eugenio Financial offers discretionary portfolio management and comprehensive financial, retirement, and estate planning services to individuals, business owners, profit-sharing plans, trusts, and estates. The firm manages approximately $37.8 million in client assets, employing a range of investment strategies including equities, mutual funds, ETFs, and fixed-income instruments, and provides pension consulting and rollover advisory services under a fiduciary standard.

Kyle Hunter is the principal of Hunter Investment Services LLC in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before founding his current firm. Hunter is also licensed as an insurance agent but does not accept compensation for insurance sales to his investment clients. Hunter Investment Services LLC is a single-advisor independent registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, employing a variety of analytical methods and strategies, including options trading, and advises on a broad range of instruments while maintaining a small client base.

Lyle Remington is the sole advisor at Oregon Financial Products & Services, LLC, an independent firm based in Portland, OR. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. In addition to his advisory role, he operates as a licensed life and health insurance agent and an income tax preparer under the same business name. Oregon Financial Products & Services provides portfolio management for individual clients using designated Charles Schwab accounts, with an emphasis on diversification and trend-based sector timing. The firm serves approximately 75 clients and manages about $14.2 million in assets, offering annual performance reports and ongoing client access.

Susan Nestor is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She has been the principal at Rose City Investment Consulting LLC since 2015. Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives, and retirees through a fixed-fee retainer model. The firm offers planning-only services without discretionary asset management, focusing on fundamental analysis, active asset allocation, and client-directed trade execution.

Andrea Vedder is a CFP® and Series 65-licensed financial advisor with one year of industry experience. She is the sole advisor at Iambic Financial L.L.C., where she has worked since 2025. Prior to joining Iambic Financial, Andrea was associated with the National Association of Personal Financial Advisors and held roles at Ballast Point Financial Planning and Silver Oak Advisory Group. She also has experience as a self-employed professional and worked at Writers House. Iambic Financial LLC is a fee-only, SEC-registered adviser providing investment management, comprehensive financial planning, and educational seminars to individuals, high-net-worth clients, and small businesses. The firm follows a passive, asset-allocation-driven approach using diversified portfolios of no-load mutual funds and ETFs, emphasizing documented investment policies and periodic rebalancing.

John Liu is a CFA® charterholder and the sole advisor at Laurelhurst Asset Management LLC, an independent firm based in Portland, OR. He has six years of experience at Laurelhurst and four years prior experience at US Bank. Laurelhurst Asset Management provides discretionary investment management to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a combination of quantitative screening and fundamental security analysis, focusing on higher-quality, growth-oriented companies with a multi-year holding period.

Lynn Mckelvey is a financial advisor at McKelvey Wealth Management, LLC in Tigard, OR, with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Mulligan Capital, Inc. and Penn Mutual Life Insurance Co. McKelvey Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and small businesses, focusing on discretionary portfolio management along with standalone financial planning and consulting. The firm manages approximately $59.3 million in discretionary assets, emphasizing custom-tailored portfolios implemented through a selected independent broker-dealer and a policy against accepting proxy-voting authority for client securities.