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.

Bettina Lee is a financial advisor with The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with The Lam Group since 2006. Lee also serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser serving high-net-worth families, family offices, foundations, endowments, and select institutions. The firm employs a disciplined investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs, with a focus on tax efficiency, manager research, and minimizing transaction costs.

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.

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

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.

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.

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.

Jacque Lefore is a CFP® professional with Series 63 and Series 65 licenses, currently serving at Womack Wealth Management, Inc. in Portland, OR. She has over a decade of experience in financial planning, including 12 years at Outsource Financial Planning, LLC. Womack Wealth Management provides investment management, comprehensive financial and wealth planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments, and corporate clients. The firm’s investment approach incorporates Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing diversified portfolios with long-term strategies tailored to client risk profiles.

Nelson Lam is a financial advisor at The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with The Lam Group since 2000 and serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser that manages approximately $388 million for high-net-worth families, family offices, foundations, endowments, and select institutions. The firm follows a disciplined investment process based on Modern Portfolio Theory, emphasizing passive investments, tax efficiency, and customized portfolio management.

Marina Johnson is a CFA® charterholder with 26 years of industry experience, currently serving at Vision Capital Management Inc. in Portland, OR, where she has worked since 1999. She holds Series 63 and Series 65 licenses and is part of a nine-advisor team. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies and offers tailored advisory services, including an internally branded investment option called Vision Vaxa Dynamic Portfolios, with a focus on client education and communication.

George Macdonald is a financial advisor at Phillips and Company Advisors LLC with 31 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1994 to 2025. He holds Series 63 and Series 65 designations. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers wrap-fee portfolio management, advisor-directed investment management, and access to various model and SMA programs, employing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Donald Mc Closkey is a CFP® professional with 22 years of experience in the financial industry. He has worked with Summit Wealth and Retirement Partners since 2018 and previously spent 14 years at Lincoln Financial Advisors. Mc Closkey also holds a role as Branch Principal at Mutual Securities, Inc., where he oversees compliance and supervises registered representatives. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations by providing investment management, financial planning, and pension consulting. The firm emphasizes diversified, risk-based portfolio allocations and long-term investing, offering both discretionary and non-discretionary services.