Andrew Kangas is the owner and sole advisor at Columbia Wealth Advisors LLC in Scappoose, Oregon, holding a Series 66 designation with 10 years of industry experience. He previously worked at KMS Financial Services, Inc. from 2015 to 2017 and has been with Columbia Wealth Advisors and Realta Equities, Inc. since 2017. Outside of his financial advisory work, Andrew is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based investment adviser serving individuals, families, businesses, and nonprofit clients. The firm combines fundamental and technical analysis with asset allocation and cyclical analysis to manage discretionary investment accounts and coordinates with other professionals for estate planning and tax matters.

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

Steven Fox Middleton is a CFP® and holds a Series 65 license with nine years of industry experience. He founded SFM Financial Advisors LLC in 2016 and previously worked at Origin Financial LLC and H&R Block. SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services primarily to retirees, widows/widowers, and those nearing retirement. The firm uses a strategic asset-allocation approach focused on low-cost index ETFs and no-load mutual funds, managing accounts on a non-discretionary basis.

Peter Scruggs is the principal of Scruggs Advisors, LLC and holds Series 63 and Series 65 licenses, with 27 years of experience in the financial industry. He has maintained leadership roles at several entities, including consulting businesses outside of finance, and is a co-author of a book on health insurance. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice, and wealth management services. The firm employs a documented due-diligence framework using both quantitative and qualitative analysis to select and monitor diversified passive and active investments, while primarily managing assets on a non-discretionary basis for institutional plan clients.

Stuart Quint is a CFA® charterholder with 15 years of industry experience currently serving as an advisor at Ambassador Wealth Management, LLC in Vancouver, WA. He has been with Ambassador Wealth Management since 2017 and previously operated independently for one year. Ambassador Wealth Management provides discretionary investment management and standalone financial planning to individuals, business entities, and pension plans. The firm employs fundamental analysis to construct diversified portfolios focused on long-term asset allocation and offers integrated tax preparation and bookkeeping services through a related business.

Petr Burunov is a financial advisor with Ambassador Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at LPL Financial and has operated Ambassador Wealth Management since 2009. In addition to advising, he provides tax preparation and bookkeeping services through Ambassador Tax Consultants, LLC, a business he has managed since 2013. Ambassador Wealth Management offers discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, equities, debt instruments, and private placements, managing accounts on a discretionary basis with regular reviews.

Hayley Haslett is a CFP® with six years of industry experience, currently serving as an advisor at Lake Road Advisors, LLC since 2022. Her prior roles include positions at Blue Water Wealth, Inc. and work experience within the brewing industry. Outside of financial advising, she is involved in social media content creation and brand management for a private residence in Ridgefield, WA. Lake Road Advisors provides portfolio management, comprehensive financial planning, and pension consulting to individual clients and plan sponsors. The firm emphasizes passive, asset-class-based investment strategies primarily implemented through third-party managers and maintains ongoing oversight and planning reviews for its clients.

Asoka Weeraratne is a financial advisor with UTA, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and multiple Wells Fargo entities over a 15-year span. Outside of advisory work, he serves as CEO of Kelly International, a clothing manufacturing and retail business. UTA, LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning services. The firm employs a combined passive and active investment approach tailored to client objectives and risk tolerance, managing approximately $214.6 million in assets with a two-advisor team.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Rebecca Meats is a financial advisor at Apforia with seven years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apforia, she worked at Independent Progressive Advisors and Warga Asset Management, and she owns Rebecca E Meats CPA LLC, where she prepares tax returns and provides tax planning for individuals and businesses. Apforia serves primarily individual and high-net-worth clients through a team of about 10 advisors, offering investment management and comprehensive financial planning. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a combination of passive and active strategies and operates under a fee-only, fiduciary framework.

David Rutan is a financial advisor at Stirlingshire Investments in La Center, WA, holding a Series 66 license with 13 years of industry experience. He previously worked at Fisher Investments and Prudential Insurance Company of America, among other firms. Outside of advising, he owns an LLC that holds a creditor judgment, with collection managed by an attorney. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover services. The firm employs a range of investment instruments and analytical methods, managing most accounts on a discretionary basis while tailoring strategies to client profiles.

Erin Varghese is a CFP® and holds a Series 65 license, with five years of industry experience. She joined Root Financial Partners in 2025 after five years at Pure Portfolios Holdings LLC and has prior roles at E*TRADE and U.S. Bank. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified passive investment strategies using index funds and ETFs, with customized portfolios tailored to client objectives and tax considerations.

Dennis Wilt is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Creativeone Wealth, LLC. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., as well as operating Dennis E. Wilt and Associates since 1981. Outside of finance, he owns and oversees a commercial blueberry farm in La Center, WA. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a discretionary investment approach using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Joyce Pereira is a Series 65 licensed advisor with 16 years of industry experience. She has worked at Wealthcare Advisory Partners LLC since 2022 and previously spent 14 years at Sommers Financial Management. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and incorporates both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Shannon Powers is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining IP Financial Advisory Services in 2023, Powers worked at Western International Securities, Inc. for 11 years. Powers is also involved in the Ridgefield community as a member of the local Chamber of Commerce. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a combination of traditional investment advisory services alongside actuarial analysis and insurance consulting, with an emphasis on non–high-net-worth individuals.

Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.

James Benjamson is a financial advisor at IP Financial Advisory Services LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and previously spent 25 years with Crown Capital Securities, L.P. He also operates a CPA practice providing accounting and tax preparation services and works as an insurance agent receiving referral fees for commercial insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolio construction and discretionary management, employing various analytical methods and specialized consulting services including actuarial analysis and benefits consulting.

James Ryan is a financial advisor at CreativeOne Wealth, LLC, holding Series 65 and Series 66 designations with four years of industry experience. He has worked at Schultz Financial Services, Inc., U.S. Bank, and Edward Jones. Ryan also provides investment advisory services as a junior financial planner at Schultz Financial Services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a mix of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Patrick Ihnken is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He began his career at Fidelity as a Financial Representative in 2018 and served as an Investment Consultant in 2020 before his current position. Patrick is a CERTIFIED FINANCIAL PLANNER™ Professional and draws on his experience as a former Army Officer to collaborate with clients in creating simple and adaptable financial plans aimed at helping them pursue their retirement goals. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional life, Patrick engages in family activities, fitness, and traveling, and he has interests in food, reading, and military service.