Chad Parlow is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 2001 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 uses a range of investment strategies, including wrap-fee portfolio management, advisor-directed management, and third-party portfolio managers, employing various asset classes and analytical approaches, with a notable use of performance-based fee arrangements and institutional custody relationships.

Julienne Valois is a CFP® professional with 11 years of industry experience, currently serving clients at First Pacific Financial, Inc. in Vancouver, WA. She has been with First Pacific Financial since 2016 and previously worked at KMS Financial Services, Inc. Valois holds a Series 66 license and maintains an insurance license with the Washington state insurance commission, though she is not authorized to sell insurance products. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a disciplined investment approach with strategic asset allocation and integrates services such as tax preparation and access to insurance marketplaces.

Michael Goodrich is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Phillips and Company entities since 1995, including his current role at Phillips and Company Advisors since 2013. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers portfolio management, advisor-directed investment management, and pension consulting, utilizing a range of investment strategies and third-party managers, with a notable use of performance-based fee arrangements and institutional custody relationships.

Nikolas Miner is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and PKS Investments. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm uses a tailored, continuously monitored investment approach that combines fundamental and technical methods, ESG considerations, and periodic rebalancing to align portfolios with client goals.

Brian Baker is a CFA® charterholder with 25 years of industry experience. He has been a principal at Baker Ellis Asset Management LLC since its founding in 2002. Outside of his advisory role, he serves as a manager for Canyon Court LLC, an investment portfolio owned by two trusts. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term value approach, managing customized accounts across various asset types and maintaining full investment discretion.

Craig Smith is a CFP®, CFA®, and ChFC® with 18 years of industry experience. He has worked at von Borstel & Associates since 2014, with additional experience at Financial Advocates Investment Management and LPL Financial. Smith is also an independent insurance agent licensed to sell life, disability, annuities, and long-term care insurance. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm uses a client-focused approach based on Modern Portfolio Theory, offering diversified portfolios and a combination of portfolio management strategies including automated programs and fee-based insurance products.

Alexander Ali is a CFP® with two years of industry experience, currently serving as a financial advisor at Johnson Bixby. He has worked at Johnson Bixby & Associates since 2022 and has prior experience in private client services and various other roles. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a comprehensive investment process that includes strategic asset allocation, fixed-income management, and ongoing portfolio monitoring.

Todd Montalbo is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Woodbury Financial Services and Ameriprise Financial Services. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, utilizing a range of investment vehicles guided by both quantitative and qualitative analysis within a tailored investment policy framework.

John Aarhus is a Series 65-licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with three years of industry experience. Prior to his financial advisory career, he spent sixteen years with the Federal Aviation Administration. He is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, offering investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm employs a combination of index strategies and active allocations through third-party Sub-Advisors, tailoring portfolios to client objectives and risk tolerances.

David Ream is a financial advisor at Blue Water Wealth in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Water Wealth since 2022, after previous roles at Kathleen Kendziorski, CFP, and Cetera Advisor Networks LLC. Blue Water Wealth serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to tailor portfolios aligned with clients’ goals and risk profiles.

Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Stacy Noll is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Phillips and Company since 2009 and has served at Phillips and Company Advisors since 2013. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a range of investment strategies through its investment committee and third-party portfolio managers, offering both discretionary and non-discretionary portfolio management with access to various asset allocation models and analysis techniques.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KMS Financial Services, Inc. and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017 as part of an eight-advisor team. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and due diligence, managing over $1.45 billion in client assets and offering both advisory and discretionary fiduciary services.

Cyndi Thompson is a CFP® professional with six years of industry experience, currently serving as an advisor at Johnson Bixby. Her prior roles include positions at KMS Financial Services, Inc. and CINDER LLC. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Holly Ross is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation and one year of industry experience. Prior to joining First Pacific Financial, she worked at Intuit, Facebook, and Samsung Electronics America. Ross serves as the Board Secretary for the Tashi Lhunpo Foundation, a nonprofit supporting a Tibetan monastery in India. First Pacific Financial serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm uses a combination of quantitative and qualitative analysis to construct portfolios tailored to client objectives, and maintains a 19-advisor team managing approximately $1.9 billion in assets across five offices.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.

Amanda Peterson is a financial advisor with Johnson Bixby who holds a Series 65 designation and has seven years of industry experience. Her work history includes roles at Private Client Services, KMS Financial Services, and Cable Hill Partners, with an earlier career at King County Superior Court lasting 11 years. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages a diversified portfolio across multiple asset classes using a fiduciary and client-focused approach that incorporates strategic asset allocation, qualitative analysis, and ongoing portfolio monitoring.

Matthew Conti is a financial advisor with Cross Financial Advisors in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cross Financial Advisors since 2017 and has maintained a relationship with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, combining strategic and tactical asset allocation with long-term, value-oriented investments. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and integrates in-house management with LPL-sponsored programs and technology platforms.

Adam Wishard is a CFP® professional with 19 years of industry experience, currently serving at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes over a decade at Kms Financial Services Inc. He serves on the finance committee and SWIIFT initiative committee at the Community Foundation for Southwest Washington. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations, offering financial planning, wealth management, retirement plan consulting, and tax-preparation support. The firm employs a disciplined investment approach that combines quantitative and qualitative analysis with strategic asset allocation, overseen by an Investment Committee.

Heidi Johnson Bixby is a CFP® professional with over 32 years of experience in the financial services industry. She is currently with Johnson Bixby, a team-based firm in Vancouver, WA, and has held roles at several firms including Securities America, Inc. Outside of advising, she serves as treasurer and board member of the Global Sojourns Giving Circle, a nonprofit focused on youth empowerment and education in Southern African countries. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm employs a multi-faceted investment approach emphasizing asset allocation, fixed-income management, and ongoing portfolio monitoring, managing approximately $789.5 million in regulatory assets.