Stuart Allen is a financial advisor with Allen Capital Management, LLC in Vancouver, WA, holding 20 years of industry experience. He has been with Allen Capital Management since 2005 and also serves as principal of Allen Trust Company, a role he has held since 1998. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm offers customized discretionary portfolio management and financial planning, emphasizing strategic asset allocation and a combination of fundamental, technical, and cyclical analysis.

Erik Miller is a CFP® and holds a Series 63 license with 19 years of industry experience. He has been with Interactive Wealth Advisors since 2013. The firm is an independent, fee-only registered investment adviser managing approximately $91 million for about 63 clients, including retirees, professionals, business owners, and executives. Interactive Wealth Advisors provides ongoing wealth management and coordinated financial planning through a tactical, proactive asset allocation approach that combines passive and active strategies across multiple asset classes.

Daniel Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ryan Financial Solutions, LLC since 2021. Prior to this, he worked at PepsiCo for four years and has been involved with Lynchwood Church of God for over a decade, where he leads music ministries on Sunday mornings. He is also a partner in a coffee consulting business advising his brother. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to public servants such as educators, firefighters, police, and military personnel, alongside other individual clients. The firm employs a structured four-step process and integrates various analytical methods and technology tools, including supervised artificial intelligence, to construct portfolios and offers a combination of retirement, insurance, and tax services.

Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with a Series 65 designation and one year of industry experience. He has held various roles in educational and church settings, including positions at George Fox University and Athey Creek Church. Rooted Financial Group provides investment advisory services to individuals, families, and institutional clients, offering discretionary and non-discretionary asset management, Unified Managed Account solutions, tax overlay services, and ERISA investment fiduciary services. The firm employs individualized asset allocation strategies and manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers.

Becky Vogt Lundeen is a CFP® with eight years of industry experience. She is currently with Trihelix Wealth Collective and has previously worked with firms including Northwestern Mutual Investment Services and Steve Morris. Outside of her advisory role, she is the owner of Marriage, Money, & Medicine, LLC, a non-financial services business related to a memoir she is writing. Trihelix Wealth Collective provides financial planning and investment advisory services to individuals and small businesses, with a focus on medical professionals, including a specialized medical-training financial planning program. The firm manages portfolios using a variety of analytical methods and offers both discretionary and non-discretionary services, coordinating with other professionals as requested.

Chad Peterson is a CFP® professional with 33 years of industry experience, currently serving at Columbia River Financial Group since 2016. His prior experience includes 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically discretionary, and constructs portfolios using a mix of quantitative and qualitative analysis across a broad range of instruments.

Blaine Burnett is a financial advisor with Eldon Reese Advisory Group in Beaverton, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Great Oak Financial Group and Cetera ADVISORS LLC. Outside of advising, he owns and manages a horse barn in Oregon. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, financial coaching, and business consulting. The firm emphasizes asset allocation and long-term buy-and-hold strategies, often using mutual funds, ETFs, and individual securities, while also offering third-party manager recommendations and a subscription-based financial coaching service.

Mary Minshall is a financial advisor with Encompass Wealth Advisors, LLC in Portland, OR, holding a Series 66 credential and 25 years of industry experience. She has worked at Encompass Wealth Advisors and Purshe Kaplan Sterling Investments since 2014. In addition to her advisory role, she serves as a notary public, providing client document notarization. Encompass Wealth Advisors is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning and wealth management services, employing tailored investment strategies that include mutual funds, individual securities, and Independent Managers, with ongoing portfolio monitoring and quarterly reviews.

Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.

Michelle Rand is a CFA® charterholder with 28 years of industry experience. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals and macroeconomic trends. Cascade maintains a compact team of professionals who all hold the CFA charter and provide ongoing portfolio monitoring and annual reviews aligned with clients’ investment policy statements.

Quinn Kahn is a financial advisor at Dyad Capital LLC with two years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. Dyad Capital provides discretionary portfolio management for individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans and charitable organizations. The firm employs a value-oriented investment approach focused on equity securities and manages individualized portfolios with diversification and documented trade processes.

Garth Shinn is a CFP® professional with 24 years of industry experience. He has been with aLuman since 2015. Based in Portland, OR, he holds the Series 65 designation. aLuman primarily serves individual clients, including a significant number of high-net-worth individuals, and small business owners, offering discretionary portfolio management and comprehensive financial planning. The firm employs an academically based, tactical buy-and-hold investment approach with broad diversification and emphasizes low turnover and periodic rebalancing.

Celeste Al Hashim is a financial advisor at Maxiam Capital, LLC with a Series 66 designation and three years of industry experience. She has held positions at several firms, including Merrill and Bank of America N.A., and also works as an Area Communications & Administration Specialist at HDR, an engineering firm. Maxiam Capital is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and financial planning, using a top-down global macroeconomic approach across a range of asset classes.

James Cook is a financial advisor at Rutherford Investment Management with 23 years of industry experience. He holds the Series 65 designation and has been with W D Rutherford since 2013. Rutherford Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides discretionary portfolio management using a combination of fundamental and technical analysis and manages approximately $250 million across a concentrated client base.

Timothy Gallagher is a financial advisor at Vita Planning Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Financial Services, Liberty Wealth Management, and Liberty Group. Outside of advisory work, he is involved in insurance sales through Vita Insurance Associates, Inc. Vita Planning Group serves participant-directed retirement plans and individual clients, offering retirement-plan advisory, discretionary and nondiscretionary investment management, and financial planning. The firm emphasizes asset allocation and diversification, provides ongoing plan monitoring, and maintains multiple branch offices despite a small advisor team.

Robert Zagunis is a financial advisor at Keturi Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jensen Investment Management for 25 years before joining Keturi. Keturi Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment horizon, managing portfolios across equities, non-U.S. securities, fixed income, and cash management.

Scott Theodorson is a CFP® professional with 34 years of industry experience. He has worked at VergePointe Wealth Management, LLC since 2019 and previously spent 14 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance representative authorized to sell insurance products from various companies. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, investment consulting, and financial planning with a focus on coordinated fiduciary services.

Scott Roberts is a financial advisor at VergePointe Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with VergePointe since 2009. Roberts is also involved as managing director of VergePointe Transactions, LLC, a consulting firm focused on mergers and acquisitions, and serves on multiple corporate boards as well as on the council board for East Hill Church. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, utilizing fundamental and technical analysis alongside a mix of public and private investment vehicles, with an emphasis on coordination of investment, tax, estate, and liquidity planning.

David Newbore is a CFP® professional with 27 years of experience in the financial services industry. He is the principal of Newbore Wealth Management, Inc., which he has led since 2020, and has been associated with LPL Financial since 2002. Newbore Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and retirement plan participants, including some clients referred through unaffiliated credit unions. The firm emphasizes diversified, asset-allocation strategies combined with financial planning and tax considerations, managing accounts primarily on a discretionary basis with periodic reviews.

Todd Newell is a financial advisor with Miller Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Miller Financial Group since 2015. Miller Financial Group is a small, fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds with actively managed investments and maintains discretionary trading authority and a timing service to adjust portfolios based on market conditions.