Michael Patterson is a CFA® charterholder with 18 years of industry experience. He has been with Mengis Capital Management, Inc. since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and uses mutual funds and ETFs selectively to complement direct holdings.

Randall Fulks is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Succession Resource Group, Inc. and Osaic Wealth, Inc. He is based in Portland, OR. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a range of investment instruments and analytical methods to tailor portfolios to clients’ profiles and manages most accounts on a discretionary basis.

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.

Andrea Easterling is a CFP® and Series 66-licensed advisor with nine years of industry experience. She is currently with Fruitful, where she has worked since 2024. Her prior experience includes roles at Pattern Advisors, Mercer Global Advisors, Cable Hill Partners, and several other firms. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost portfolio approaches primarily using exchange-traded funds and index funds.

Richard Rogers is a CFP® professional with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2013 and previously worked at Securities America, Inc. He is also a speaker for the Society for Financial Awareness, providing educational seminars. 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 offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios that are periodically monitored and rebalanced.

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.

Michael Sorem is a financial advisor at Mengis Capital Management, Inc. in Portland, Oregon, holding a Series 65 designation with 11 years of industry experience. He has been with Mengis Capital Management since 2016. Mengis Capital Management is an independent SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and endowments. The firm manages approximately $903 million, focusing on highly customized equity and income portfolios built through fundamental and technical analysis, emphasizing individualized stock selection over model-based strategies.

William Carmichael is a CFP® with one year of industry experience, currently serving as an advisor at JGP Wealth Management, LLC. His prior experience includes roles at Fisher Investments, Deepgram Inc., and Ernst & Young. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, institutional clients, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis, with a focus on specialized corporate and tax-related planning alongside active portfolio management.

Catherine Gill is a financial advisor at Phillips and Company Advisors LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including M Holdings Securities, Merrill Lynch, and Commonwealth Financial Network. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options, including wrap-fee programs and access to third-party portfolio managers, employing diverse investment strategies across multiple asset classes.

Janell Denk is a financial advisor at CPR Investments Inc with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with CPR Financial Group, Ausdal Financial Partners, and her own firm, Denk and Associates, since 2004. In addition to her advisory roles, she sells insurance and annuities as an independent contractor with CPR Financial Group. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors, emphasizing defensive positioning and ongoing model monitoring.

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 19 years of industry experience. He has been with Allium Financial Advisors, LLC since 2017 and previously worked at Tru Independence Asset Management, Arnerich Massena, Steward Partners Investment Solutions, and Wells Fargo Investments. Outside of his advisory role, Tempalli serves as treasurer and board member for the United Way of the Columbia-Willamette and provides software consulting through Saicon Consultants. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm emphasizes asset allocation and diversification, utilizing mutual funds, ETFs, vetted independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

James Smith is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Phillips and Company Advisors LLC since 2013 and previously spent 31 years with Phillips & Company Securities Inc. Outside of advising, he is a member of Riverlab LLC, a company providing administrative services to family offices. Phillips and Company Advisors offers investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a variety of investment strategies through its investment committee and third-party portfolio managers, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Matthew Sheets is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Vision Capital Management Inc., where he has been since 2023. Prior to this, he was employed at Mercer Global Advisors Inc. and Sigma Investment Management Company. 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, including ESG approaches, and offers tailored advisory services along with educational seminars and client communications.

Martin Bats is a financial advisor at Mengis Capital Management, Inc. with a Series 65 credential and two years of industry experience. Before joining Mengis Capital Management in 2023, he held roles at Gorin Sports Inc., IMG Academy, Gonzaga University, Eastern Washington University, and Notre-Dame Des Anges. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios, combining fundamental and technical analysis, and offers written Investment Policy Statements reviewed annually.

Mark Loewen is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company Advisors since 2013, previously working at Phillips & Company Securities Inc. from 1997 to 2025. 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, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Kristen Hughes is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Alera Group, Cetera Advisors, and Compensation Systems NW, Inc. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering portfolio management and consulting through a multi-team approach that utilizes a range of investment strategies and third-party managers.

Marie Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Etesian Wealth Advisors in 2025, she worked for Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC from 2005 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as 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 through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.