Drayton Carlberg is a financial advisor at Human Investing with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Oregon from 2015 to 2020. Human Investing provides 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 manages approximately $1.88 billion in assets across a 14-advisor team and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

Scott Thompson is a financial advisor with Allium Financial Advisors, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Allium in 2022, he worked at BenchmarkPlus Management and Concentric Wealth Advisors. Outside of his advisory role, Thompson serves as a high school volleyball head coach in Wilsonville, OR. Allium Financial Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million with a team of six advisors. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and diversification through mutual funds, ETFs, independent managers, and alternative investments overseen by an Investment Committee.

Nicholas Hubert is a financial advisor at Panoramic Capital Partners LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2024. Outside of his advisory role, he is involved as a minority owner and investor in real estate development projects. Panoramic Capital Partners LLC serves individuals, trusts, retirement plans, nonprofit organizations, and businesses with advisory services including discretionary asset management, financial planning, and business consulting. The firm constructs tailored portfolios using a mix of investment vehicles and combines in-house management with vetted third-party sub-advisors while providing ongoing portfolio monitoring and reviews.

James Auxier is a financial advisor at Auxier Asset Management with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Foreside Fund Services, LLC for two years. His role includes company research and supporting portfolio management, with plans to meet clients directly. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as various institutional accounts. The firm follows a value-oriented investment approach grounded in fundamental financial analysis and incorporates retirement capital analysis and AI tools alongside human oversight.

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Geneva Stegemoller is a financial advisor with TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with TPG Financial Advisors since 2013 and previously worked at Geneos Wealth Management. Outside of her advisory role, she volunteers with multiple nonprofit organizations including College Possible, Big Brothers Big Sisters, the Jesuit Booster Club, and the Kerr Contractor Annual Shoot Out Committee. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of systematic and active investment approaches, managing broadly diversified portfolios with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Michael Musco is a financial advisor with Pinnacle Wealth Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Pinnacle, he worked at Equilus Group, Inc., Nealy Pierce LLC, NEXA Mortgage LLC, Landmark Professional Mortgage Group, and Microsoft. He is also employed as an Asset Manager at Equilus Capital Partners, LLC, where he dedicates part of his time weekly. Pinnacle Wealth Advisors is an independent, team-based investment advisory firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to each client’s profile, using a variety of investment vehicles and tax-aware strategies, and incorporates independent third-party managers and a web-based planning tool.

Ronald Wilkinson is a CFP® with 28 years of industry experience and is currently affiliated with Pinnacle Wealth Advisors. His prior roles include positions at RK Management, LLC and REM 22, INC., where he worked for 16 years. Outside of advisory work, he serves as a board member of the Nehemiah Project in Vancouver, WA. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers a range of services including discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term financial recommendations.

Jacob Scarminach is a financial advisor at Etesian Wealth Advisors, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, multi-generational families, foundations, and retirement plan sponsors. The firm emphasizes individualized investment strategies with a focus on low-cost implementation through individual equities, bonds, and ETFs, complemented by alternative investment strategies.

Thane Cleland is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CWC Advisors since 2000. Outside of advisory work, he is a member of the investment committee at Alera Management Group LLC and holds a compensated role in general business consulting for Faro Solutions LLC, an importer and wholesaler of work gloves. CWC Advisors primarily serves high net worth individuals and offers 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, with additional involvement in private fund advising and sub-advisory arrangements.

Kobe Gustafson is a financial advisor at CGC Financial Services with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at OSAIC Wealth, Inc and MassMutual Oregon. He also serves as a notary public within CGC Financial Services, notarizing client documents as needed. CGC Financial Services is an SEC-registered advisory firm that manages approximately $876 million in client assets for individuals, pension plans, trusts, and other entities. The firm employs a tactical asset allocation strategy, tailoring portfolios to client risk tolerance and goals, with an emphasis on diversification and regular portfolio monitoring.

David Ross is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, and fixed annuities. 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 offers both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Amanda Earlywine is a Series 65-licensed financial advisor at Human Investing with 4 years at the firm and 2 years of industry experience. Prior to joining Human Investing in 2022, she worked at St. Cecilia Church for five years. 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 utilizes 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 with a notable emphasis on non-discretionary retirement plan assets.

Nicole Lindblom is a financial advisor at Human Investing with a Series 65 designation and two years of industry experience. Before joining Human Investing, she spent four years at George Fox University and four years at Capital High School. 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 employs a fee-only fiduciary model and offers diversified investment programs that often use low-cost index funds and ETFs, including direct indexing through a Vanguard Personalized Indexing relationship.

Jeremiah Forrister is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with SMB Financial Services, Inc. since 2017 and previously worked at Costco Wholesale for four years. SMB Financial Services serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporate clients. The firm offers discretionary asset management and written financial planning services, constructing tailored portfolios aligned with clients’ objectives and risk tolerances.

Jamieson Grabenhorst is a financial advisor with Horst & Graben Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Horst & Graben in 2018, he worked at CGC Financial Services and Royal Alliance Associates, INC. Outside of his advisory role, he serves as a managing partner and limited partner in a commercial real estate venture, consulting on leasing, building maintenance, and finances. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach with diversified portfolios, emphasizing risk control through diversification and ongoing monitoring, managing approximately $796.5 million for about 1,183 clients.

Yu Wu is a financial advisor at TPG Financial Advisors, LLC with a Series 65 credential and three years of industry experience. He has worked at TPG Financial Advisors since 2022 and previously held roles at ROI Financial Advisors, Lincoln Financial Group, ABIE English, and EF Education First. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting, using a mix of systematic and active investment approaches along with proprietary allocation models and third-party asset managers.

David Maisel is a financial advisor with Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Paulson Investment Company LLC and M Holdings Securities. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a range of investment strategies from capital preservation to equity growth using fundamental, technical, and cyclical analysis combined with diversification and periodic rebalancing.

Randy Gay is a financial advisor at Pinnacle Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Wealth Advisors since 2016. He also serves as president of R & R 419, Inc., a tax-related pass-through entity associated with his advisory and insurance activities. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term recommendations.

Pradeep Tempalli is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Allium Financial Advisors, LLC since 2017 and previously worked at Tru Independence Asset Management, LLC and Arnerich Massena, Inc. He serves as treasurer and board member for United Way of the Columbia-Willamette and provides software consulting through Saicon Consultants. Allium Financial Advisors, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $733 million and focuses on asset allocation and diversification using a combination of mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee.