Robert Fankhauser is a CFP® professional with nine years of experience in financial advising. He has worked at Range Financial Group, LLC since 2017 and previously at Human Investing. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension and employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension consulting, employing a range of analytical methods and investment strategies tailored to client needs.

Harry Striplin is a financial advisor at Orca Investment Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paulson Investment Advisors, LLC, Paulson Investment Company, LLC, and Umpqua Investments, Inc. Outside of advising, he co-owns an engraving business operated with his wife and serves as a FINRA-appointed arbitrator on an as-needed basis. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage a range of equity-centric and fixed-income strategies tailored to client objectives from capital preservation to aggressive growth.

Andrew Carter is a financial advisor at Panoramic Capital Partners LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various private banking and wealth management roles from 2009 to 2024. Outside of advisory work, he manages several family investment properties through multiple LLCs. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by offering asset management, comprehensive portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of securities and alternative investments, integrates planning and business considerations into portfolio construction, and conducts ongoing due diligence on third-party managers.

Maria Bell is a financial advisor with Human Investing in Lake Oswego, OR, holding a Series 65 license and three years of industry experience. She has been with Human Investing since 2017 and previously worked at Lady Hill Winery. Outside of her advisory role, she serves as a wedding coordinator at St. Patrick Catholic Church and is a consultant for Beautycounter, an online beauty product retailer. Human Investing provides comprehensive 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 financial planning process and typically uses broadly diversified, low-cost index funds alongside individual stocks and bonds.

Danica Sachs is a financial advisor at Horst & Graben Wealth Management, LLC in Portland, OR. She holds a Series 66 designation and has one year of industry experience. Prior to joining Horst & Graben, she worked at Merrill and Converge 45 and was self-employed for four years. Horst & Graben serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and investor education, employing a tactical asset allocation approach with regular account reviews.

Adam Woods is a financial advisor with Cedar Mountain Advisors, LLC in Lake Oswego, OR. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Woods has been with Cedar Mountain Advisors since 2006 and previously worked at Securities America, Inc. for 13 years. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, using proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities to tailor investment strategies.

Michael Walters is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at Deschutes Investment Consulting, LLC for nine years. 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 strategies with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Kevin Jordan is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2009, following previous roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and securities lending, and manages both discretionary and non-discretionary portfolios tailored to client objectives.

Kevin Barchus is a financial advisor at Aldrich Wealth LP with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Aldrich Wealth since 1998. Outside of his advisory role, he is a partner in AKT Services, LLP and involved with Who's on First LLC and Rose City Baseball, LLC, a baseball franchise. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm uses a combination of active and passive management across multiple asset classes and incorporates tax-aware strategies, while also offering complementary trustee-directed plan management and tax services through an affiliated accounting firm.

David Riback is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at several firms including LPL Financial and Oswego Wealth Advisors, where he is also an owner. Riback serves as a director for the Lake Oswego Chamber of Commerce. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management solutions using model asset allocations, discretionary and non-discretionary manager relationships, and conducts ongoing account monitoring.

Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.

Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.

Darin Richards is a CFA® charterholder based in Lake Oswego, OR, with 18 years of industry experience. He is affiliated with Aldrich Wealth LP and has worked at AKT Wealth Advisors, LP since 2004. Richards is a principal of AKT Services, LP, a holding company unrelated to investment advisory activities. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions, combining active and passive investment strategies with tax-aware implementation and regular portfolio reviews.

Casey Mckillip is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. He holds a Series 65 designation and has worked at Aldrich Wealth since 2017, following six years at Northwest Capital Management Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware implementation alongside complementary services through affiliated accounting and broker-dealer entities.

Samantha Gianella is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley, Portland General Electric, and Deloitte & Touche. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering a range of investment management, financial planning, and multi-family office services that integrate traditional and alternative strategies.

Nikolaas Schuurmans is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Pure Portfolios Holdings LLC and Tru Independence Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of financial planning and multi-family office services.

Nate Baim, CFP®, MBA My name is Nate Baim, and I'm a financial planner who enjoys helping working professionals and professional nearing retirement plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your goals. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. Because I believe in ongoing financial planning, I place a strong focus on actionable strategies, accountability, and monitoring of your ever-evolving plan. ​For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical pushy salesmanship reputation accompanying the title "financial advisor." So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent firm not beholden to selling products. As a Fee-Only firm we are focused on providing our best advice. ​My pursuit thus far has been focused on exploration, education, and growth. After graduating from Indiana University's Kelley School of Business with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. Here I served to work on and led back-country trail maintenance teams. This led me to become interested in the intersection between sustainability and finance. Thus, I went back to school, and I earned an MBA at Willamette University's Atkinson Graduate School of Management, focused on sustainability management and investment finance. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon's Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, hiking, backpacking, camping, or exploring with my wife and kids.

Heidi Jeromanovs is a CFP® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC. She previously worked at Vision Capital Management and Key Private Bank. Jeromanovs is a board member of CASA Clackamas County, a nonprofit organization. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, incorporating fundamental and macroeconomic research as well as artificial intelligence in its investment decisions.

William Weber Jr. is a CFA® charterholder and Series 65 registrant with 10 years of experience in financial advisory. He is currently with Waverly Advisors, LLC and previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors LLC. Outside of his advisory role, he serves as General Partner for two private investment groups, W&W Investments and Weber Investment Group, which focus on equities and other investments. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, providing a range of investment management and financial planning services.

Timothy Metz is a financial advisor at Waverly Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Pure Portfolios, Lineage Trust Company, and Lineage Family Office. Outside of advising, Metz is the managing member of Hartford Metz Ventures, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a combination of traditional equity and fixed-income strategies alongside alternative and private-markets allocations.