Mitchell Chilcott is a financial advisor with Human Investing in Lake Oswego, OR, holding a Series 65 designation. He joined Human Investing in 2025 and previously worked for Providence St. Joseph Health from 2017 to 2025. 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 typically uses broadly diversified, low-cost index funds and ETFs, and offers direct indexing through Vanguard Personalized Indexing.

Debra Pellati is a CFP® with three years of industry experience, currently advising with TPG Financial Advisors, LLC in Portland, OR. She has previously worked at KMS Financial Services, Inc. and holds concurrent roles with Johnson Bixby & Associates, LLC and Key Bank. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach combining systematic and active strategies, and is known for integrating retirement plan consulting with individual wealth management.

Malaika Maphalala is a financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.

Jeffrey Kuest is a CFP® and CFA® with 22 years of experience in financial advisory. He is currently with Range Financial Group, LLC, where he has worked since 2025, following a 16-year tenure at Counterpoint Capital Advisers, LLC. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and standalone financial planning, employing a diverse range of investment methods and maintaining regular portfolio monitoring under discretionary authority.

Emily Roselle is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 66 designation with 18 years of industry experience. She has been with TPG Financial Advisors since 2007 and was previously associated with Geneos Wealth Management. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, using a mix of systematic and active investment approaches along with proprietary allocation models reviewed monthly by the Investment Committee.

Laura Steagall Cissell is a financial advisor at Veridan Wealth with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. She is involved in a business ownership role outside of her advisory work. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations. The firm focuses on asset allocation and portfolio construction using various analytical methods and manages both discretionary and non-discretionary accounts.

Fred Freimark III is a financial advisor with CPR Investments Inc. in Wilsonville, OR, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with CPR Financial Group and CPR Investments Inc. since 2016. In addition to his advisory role, he spends part of his time as a licensed insurance agent involved in insurance services and product sales. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm constructs multi-manager portfolios using in-house tactical models alongside third-party sub-advisors, focusing on defensive positioning and managing accounts on a discretionary basis.

Nathan Coffey is a CFP® with 13 years of industry experience, currently serving at Cedar Mountain Advisors, LLC since 2013. He previously worked at Securities America, Inc. and is president of Tax Matters, Inc., a tax preparation and consultation firm. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes proprietary model portfolios and works with third-party money managers, combining mutual funds, ETFs, and individual securities with ongoing discretionary portfolio management.

Glen Clemans is a financial advisor with CGC Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with CGC Financial Services and Royal Alliance Associates since 2006 and has a longstanding association with OSAIC since 1989. Clemans serves on the advisory board of the Glen Garcelon Foundation, which focuses on brain tumor research and education, and participates in the stewardship advisory board of Sherwood Community Friends Church. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset allocation strategy based on technical, fundamental, and charting analyses, tailoring portfolios to client risk tolerance and tax considerations while managing approximately $876 million in assets for around 1,140 clients.

Maximus Molyneux is a financial advisor with CGC Financial Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Co, and involvement with the University of Oregon and Nick Alexander Films. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach informed by technical, fundamental, and charting analysis, tailoring portfolios to client risk tolerance, tax considerations, and goals.

Garrett Johnson is a Series 65-licensed financial advisor at TPG Financial Advisors, LLC in Portland, OR, with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment approaches with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Joshua Gay is a financial advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at MML Investors Services, MassMutual Life Insurance, Convex Logistics, and Chick-Fil-A. He also maintains life and health insurance licensure in multiple states. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients with nine advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, and alternative investments.

Stanley Lochrie is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, Oregon, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Etesian Wealth Advisors since 2009. Etesian Wealth Advisors serves individual clients and families—including high-net-worth individuals—corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, focusing on individualized fixed-income portfolio construction and cost-managed investment strategies.

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.

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 at Aerodigm Wealth LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Delap Wealth Advisory, Delap LLP, LPL Financial, and Strategic Wealth Advisors Group. Siegel is also a partner at Delap LLP, an accounting firm, where he is involved in business and product development. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm utilizes a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and Monte Carlo analysis, typically implementing strategies via independent third-party money managers.

Melody Rice is a financial advisor at Veridan Wealth with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Ameriprise Financial Services from 2007 to 2024 before joining Veridan Wealth. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, financial planning, and retirement plan consulting. The firm focuses on customized portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes.

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.