Patricia Spies is a CFP® professional with eight years of experience in the financial services industry. She is currently with Johnson Bixby, where she has worked since 2017, and has prior experience at Securities America, Inc. and KMS Financial Services, Inc. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a diverse investment approach that includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Zane Bratt is a financial advisor with NBC Capital Advisors in Beaverton, OR. He holds a Series 65 designation and has been working at NBC Capital Advisors since 2026. Prior to this, he has been involved with JHZ Holdings, LLC since 2023 and worked with the City of Lake Oswego (Swim Park) from 2022 to 2023. NBC Capital Advisors provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm employs a blended investment approach that includes active and passive management, diversification across asset classes, and a variety of analytical methods, while continuously monitoring and rebalancing portfolios to align with client objectives.

Meredith Morse is a CFP® professional with five years of experience, currently with First Pacific Financial, Inc. in Vancouver, WA. Prior to her current role, she worked at Kimsa Total Wealth and spent several years with United Way of the Columbia-Willamette. She serves as secretary of the Financial Planning Association of Oregon & SW Washington and is a member of the finance committee for the Southwest Washington Regional Health Alliance. First Pacific Financial serves a diverse client base including individuals, estates, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to construct tailored portfolios and provides discretionary and non-discretionary investment management alongside comprehensive financial planning and retirement plan consulting.

Grant Kerger is a financial advisor at Peregrine Asset Advisers, Inc. with 23 years of industry experience. He holds a Series 65 credential and is based in Portland, OR. Outside of his advisory role, he has been affiliated with Pumpkin Ridge Country Club for 30 years. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis.

Michael Taylor is a financial advisor with Wealth Teams Alliance in Corbett, OR, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Wealth Teams Alliance since 2018 and has concurrent experience with Retirement Plan Consul and Wealth Management, LLC dating back to 2011. In addition to his advisory work, he is a licensed life insurance agent and receives occasional compensation from that activity. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm integrates planning, consulting, and implementation referrals, employing technical analysis and a diversified approach that includes internal strategies and sub-advisers.

Andrew Bennison is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding a Series 65 designation with four years of industry experience. His background includes roles outside finance, such as work at Indian Creek Golf Course and The Greenbrier Companies. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers a range of planning and advisory services with a focus that includes municipal debt securities and specialized corporate and tax-related planning.

Harrison Hinz is a CFP® professional with six years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. Prior to joining First Pacific Financial in 2018, he worked at Wells Fargo from 2012 to 2018. He holds an insurance license in Washington state but does not engage in insurance sales or receive related compensation. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a disciplined investment approach using mutual funds, ETFs, equities, and debt securities, supported by an Investment Committee and strategic asset allocation, and offers both discretionary and non-discretionary portfolio management.

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. 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 employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Sarah Quist is a CFP® professional with 20 years of experience in financial advising, currently with Vision Capital Management, Inc. in Portland, OR. She has been with Vision Capital Management since 2005. Outside of her advisory work, she is a photographer for Oregon State University football during the football season. Vision Capital Management provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers tailored advisory services including proprietary portfolio options.

Kevin Williams is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Lifetime Financial Inc, Gennaker Capital LLC, and Goldbloom Wealth Management. He is also a licensed real estate broker with Synergy Mergers & Acquisitions, where he engages in commissions-based transactions. Synergy Asset Management, LLC provides personalized wealth management and financial planning services to individuals, business owners, trusts, and retirement plans. The firm manages over $1 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes through custom managed accounts and model portfolios.

Jack Holum is a financial advisor at NBC Capital Advisors in Beaverton, OR, holding a Series 65 license with one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors offers discretionary investment management, financial planning, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm combines active and passive investment strategies with diversification across asset classes and employs various analytical methods alongside tactical asset allocation and trend-following approaches.

Mitchel Ludtke is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Grange Capital in 2022, he worked at Fidelity Brokerage Services and R/West. Grange Capital provides discretionary investment management and financial planning to individuals, pension plans, corporations, and charities. The firm’s approach combines diversified asset allocation, fundamental analysis, and the use of AI tools, with a focus on both long-term investments and tactical strategies including options and private real estate offerings.

Katelyn Cummings is a CFP® professional with seven years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has been with Vision Capital Management since 2016. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $1.228 billion in discretionary assets for around 1,755 clients. The firm employs a team-driven approach to build risk-based, globally diversified portfolios using its proprietary Global Dynamic Strategy and provides wealth-planning services alongside automated ETF portfolio options.

Toby Wolfe is a Series 65 licensed advisor at Wealth Advisors NW with three years of industry experience. He has been with Wealth Advisors Northwest LLC since 2021 and has managed an online garden center business since 2007. Outside of his financial advisory role, he also works as a hockey referee. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, real-estate investment analysis, and 1031 Exchange consulting. The firm customizes advice based on client objectives and risk tolerance and is notable for its multiple offices, affiliation with a certified public accounting firm, and specialized educational seminars and real-estate analysis tools.

Robert Warmkessel Jr. is a financial advisor with Grange Capital, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Grange Capital since 2016 and previously spent nine years at Sound Investment Management, Inc. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a diversified, multi-asset approach emphasizing fundamental analysis and strategic asset allocation, incorporating both long-term holdings and tactical trading strategies.

Maria Malloy is a CFP® professional with one year of experience in financial advising, currently with Vision Capital Management Inc. Prior to joining Vision Capital Management, she worked in the dental and medical staffing sectors and at dental studios. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across around 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers proprietary investment options such as the Vision Vaxa Dynamic Portfolios.

George Myers is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Phillips and Company Advisors LLC since 2022. His prior experience includes roles at Greenbridge Investment Management, LLC and Columbia Threadneedle. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm utilizes a range of strategies including wrap-fee portfolio management, advisor-directed investment management, and access to third-party portfolio managers, employing various asset classes and analysis techniques.

Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.

Kristin Niedermeyer is a financial advisor at Bull Harbor Capital LLC with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Niedermeyer is also involved in insurance and financial services, focusing on life, disability, health, long-term care, and annuities. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including Independent Managers and third-party platforms.

Patricia Watson is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Baker Ellis, she worked at Reed College Admission Office for four years. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a fundamental, long-term value investment approach and manages approximately $1.04 billion in discretionary assets with a small team of credentialed professionals.