David Anderson is a CFP® professional with 8 years of industry experience. He is currently with Human Investing and has prior experience at M Financial Group, Financial Advocates Investment Management, LPL Financial, and vonBorstel & Associates. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing comprehensive financial planning, portfolio management, tax consulting, and workplace advisory services. The firm uses broadly diversified, low-cost index funds and ETFs, offers direct indexing through a Vanguard Personalized Indexing relationship, and manages approximately $2.22 billion in assets.

John Woolley is a financial advisor with TPG Financial Advisors, LLC in Portland, OR. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. John has been with TPG Financial Advisors since 2016 and previously worked at Geneos Wealth Management, Inc. from 2016 to 2019. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach includes broadly diversified portfolios with a combination of systematic and active strategies, using proprietary allocation models reviewed monthly by the Investment Committee.

Andrew Gladhill is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Human Investing since 2014. He is based in Lake Oswego, OR, and works alongside a team of 14 advisors. Human Investing offers financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

David Nanson is a financial advisor with NBC Capital Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, True Private Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he is also an insurance agent servicing annuities and co-owns two real estate investment LLCs. NBC Capital Advisors is a four-advisor team providing discretionary investment management, financial planning, ERISA and retirement-plan advisory services, and third-party manager selection. The firm manages approximately $710.5 million across about 2,100 accounts, utilizing a blend of fundamental, cyclical, charting, and technical analysis with both active and passive strategies tailored to individual client profiles.

Gary Woolworth is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CWC Advisors since 2000. He serves on the investment committee of Alera Management Group LLC, dedicating several hours weekly to this role. CWC Advisors primarily serves high net worth individuals and provides discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, while also acting as a private fund adviser and sponsor.

Jared Siegel is a financial advisor with Aerodigm Wealth LLC, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has worked at Delap Wealth Advisory and Delap LLP since 2010, where he is also a partner in an accounting firm focused on business and product development. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation approach guided by Modern Portfolio Theory and utilizes third-party money managers to implement strategies in line with clients' investment policy statements.

Rebecca Phillips is a CFP® at Horst & Graben Wealth Management, LLC in Portland, OR, with four years of industry experience. Prior to joining the firm, she worked for seven years at Hotel California by the Sea. Horst & Graben serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, offering tailored investment strategies based on client objectives and risk tolerance.

David De Lap is a financial advisor at Aerodigm Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Delap Wealth Advisory since 2015. In addition to his advisory work, Mr. De Lap is a partner in Delap LLP, an accounting firm, where he devotes half of his business time. Aerodigm Wealth provides discretionary investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation focused approach grounded in Modern Portfolio Theory, utilizing third-party money managers and maintaining a fiduciary standard.

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.

Jason Bratt is a financial advisor at NBC Capital Advisors in Beaverton, Oregon, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc, TRUE Private Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Outside of advisory roles, he is an insurance agent servicing annuities. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm manages approximately $710.5 million across about 2,100 accounts, employing a diversified investment approach that combines fundamental, cyclical, and technical analysis with both active and passive strategies.

Mateusz Sudol is a financial advisor at Price Financial Group Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Cwm, LLC. In addition to his advisory role, Sudol is the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his investment advisory activities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm uses a range of investment vehicles tailored to client risk profiles and maintains an affiliation with a CPA firm to coordinate tax services.

Mikela Rapattoni is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with two years of industry experience. She holds a Series 65 designation and previously worked at Harry Waller Insurance for 14 years. Outside of advising, she works as a licensed insurance agent specializing in life, accident, and health insurance. Price Financial Group Wealth Management serves individuals, foundations, retirement plans, trusts, and estates, managing approximately $173 million in discretionary assets. The firm uses a combination of target asset-class allocations, institutional third-party managers, and active monitoring, offering both discretionary and non-discretionary services.

Luke Auxier is a financial advisor at Auxier Asset Management with two years of industry experience. He holds a Series 65 designation and has prior work experience at Deloitte and Touche and Oregon State University. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension plans, trusts, and estates. The firm employs a value-oriented investment approach grounded in fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Andrew Nelson is a Series 65-licensed financial advisor with Human Investing in Lake Oswego, OR, where he has worked since 2009. He has 14 years of industry experience. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets for over 1,000 clients and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

William Kellar is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with AndersonFisher LLC dba Human Investing since 2015. In addition to his advisory role, he serves as an adjunct professor at George Fox University, teaching a financial planning course during the fall semester. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets and employs a proprietary four-pillar financial planning process, typically using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Troy Duppenthaler is a Series 65-licensed advisor with Range Financial Group, LLC in Tigard, Oregon. He has been with the firm since 2025 and has prior work experience with First Pacific Financial, Inc. and Countryside Community Church. Range Financial Group is a team-based registered investment adviser managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and financial planning services.

Davena Yee is a financial advisor at CGC Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CGC Financial Services since 2012. Outside of her advisory role, she jointly owns a residential property with her spouse. CGC Financial Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets using a tactical asset allocation approach tailored to client risk tolerance and goals, with ongoing portfolio monitoring and regular client reviews.

Sheryl Olson is a financial advisor at TPG Financial Advisors, LLC with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with TPG Financial Advisors since 2006 and has over three decades of experience with The Partners Group. Outside of advising, she is involved with Buck's Executive Meet & Assist Services. TPG Financial Advisors serves individuals, businesses, and various institutional clients, providing investment management, financial planning, and retirement plan consulting. The firm combines systematic and active investment strategies with proprietary allocation models and emphasizes integrated services including retirement plan consulting alongside individual wealth management.

Lisa Caselli is a financial advisor at Panoramic Capital Partners LLC with a Series 65 designation and experience at Goldman Sachs & Co., Inc. from 2011 to 2024. She has been with Panoramic Capital Partners since 2024. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, offering asset management, portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of asset types and integrates planning and business considerations into portfolio construction.