Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.

James Hindes is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Xena Financial Planning, LLC and previously provided advisory services at More Signal Planning, LLC, d/b/a ENOW Financial, where he was also owner and Chief Compliance Officer. Prior to his advisory career, he worked at BlueWolf, an IBM company, for seven years. Xena Financial Planning, LLC offers discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs alongside fundamental, technical, and cyclical analysis as part of its research.

Michael English is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003, totaling 23 years in that firm. Outside of his advisory role, he is involved with COHO PROPERTIES LLC and WESTWOOD PROPERTIES LLC. Rostad Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to tailor non-discretionary portfolios, with an integrated approach that includes accounting and tax services.

Philip Bagdade is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Baker Ellis Asset Management, LLC from 2012 to 2023 before joining Blue River Capital Management in 2023. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

Tyson Papenfuss is a financial advisor at Strada Financial Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at US Bank since 2015. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, consulting, and private investment advice. The firm follows a Modern Portfolio Theory-based approach, emphasizing asset allocation and diversification, and integrates tax and accounting support through a commonly owned accounting practice.

Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.

Richard Goud Jr. is a financial advisor at Marquam Capital in Portland, OR, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at HP Securities, Inc. for 13 years and has been with Marquam Asset Management LLC since 2008. Outside of his advisory role, he serves as CEO of the RFI Foundation, a nonprofit focused on research and education in responsible finance, and is a member of the panel of experts at PT Hurriyah Global Consulting Firm. Marquam Capital provides discretionary investment supervisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios across mutual funds, ETFs, equities, and fixed income, and offers specialized Shari’ah-compliant investment options through third-party managers.

Thomas Grunbeck is a CFP® professional affiliated with J.R. Prunier Capital Management LLC with seven years of industry experience. He previously worked at Grunbeck Financial Services, LLC and Core Corner, and held other roles since 2016. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios to client goals and risk tolerance using fundamental analysis and modern portfolio theory, operating mostly under discretionary authority with quarterly custodial reporting.

Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.

Parker Gallagher is a CFP® professional at Silver Oak Advisory Group with two years of industry experience. Prior to joining Silver Oak, he worked at Allen Trust Company / Allen Capital Management for four years and held various roles at financial and educational institutions, including Campbell University. Outside of finance, he has been involved with Creek Coffee and Ashworth's Clothing Store. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified equity and fixed-income portfolios implemented through no-load mutual funds and ETFs, offering clients individualized investment policy statements within a fee-only advisory model.

Mark Gaskill is the sole advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led MKG Financial Group since 1999. Outside of his advisory work, Mr. Gaskill operates MKG Productions, a personal DBA through which he collaborates with media outlets. MKG Financial Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $16 million across about 71 accounts. The firm focuses on U.S. small- to mid-cap equity portfolios using a top-down, research-driven process that integrates technical and fundamental analysis and employs value, contrarian, and special-situation investment styles.

Stephan Morris is a CFP® with nine years of industry experience, currently serving as an advisor at Trihelix Wealth Collective. He previously worked at Northwestern Mutual in various capacities for nine years and has been involved with Pacific Crest Consultants for ten years. Morris holds a treasurer position at the nonprofit Beacon Village PDX and is a 50% owner of Easy Eddy LLC, a short-term rental business. Trihelix Wealth Collective provides financial planning and personalized investment advisory services to individual clients, including high-net-worth households, and retirement plan sponsors. The firm offers specialized financial planning for medical trainees and manages portfolios using a combination of investment methodologies with ongoing monitoring and rebalancing.

The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return. Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning. Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!) If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Catherine Cuthbert is a Series 65-licensed financial advisor at Cuthbert Financial Guidance with three years of industry experience. She has been self-employed since 2019 and joined her current firm in 2021. Outside of advising, she manages a short-term rental property in Oregon. Cuthbert Financial Guidance provides comprehensive financial planning and limited ERISA Section 3(21) advisory services for individuals, families, and qualified plan sponsors. The firm emphasizes a long-term, passive investment approach focused on strategic asset allocation and broad diversification, and delivers financial education workshops without managing client assets directly.

Austen Auger is a financial advisor at Shira Ridge Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in several roles including at Break Bread Sandwich Shop and Big Brothers & Big Sisters Columbia NorthWest. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations by providing discretionary asset management and comprehensive financial planning. The firm emphasizes a planning-first approach combined with diversified, tax-aware investment strategies and utilizes separate managed account programs through institutional platforms.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.

Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

Michael Hardy is a financial advisor at Phillips and Company Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company in various capacities since 1999. Outside of his advisory work, Hardy serves as Treasurer on the board of West Linn Youth Football, overseeing budgeting and accounts. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options and employs various investment strategies through its investment committee and third-party managers.