Cynthia Aschbacher is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mengis Capital Management 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 offers tailored strategies supported by written Investment Policy Statements reviewed annually.

Dorothy Tennant is a financial advisor at Johnson Bixby with Series 63 and Series 65 licenses and one year of industry experience. She has worked at Johnson Bixby since 2023 and previously held positions at Focus Point Solutions and The Ivy School. Johnson Bixby provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a fiduciary, client-focused approach with a range of investment strategies and manages approximately $933.7 million as of December 31, 2025.

Rebecca Garrow is a CFP® professional with 13 years of industry experience, currently serving at First Pacific Financial, Inc. since 2018. She previously worked at D.A. Davidson & Co. from 2016 to 2018. Outside of her advisory role, she volunteers as a reading buddy and mentor for elementary school children at the Boys and Girls Club of Southwest Washington. First Pacific Financial serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis, offering tailored portfolio construction and consulting services supported by a 19-advisor team managing approximately $1.9 billion in assets.

Francis Roman is a financial advisor at Synergy Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boeing Commercial Airplanes from 2015 to 2019 before joining Synergy Financial Services in 2019. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in regulatory assets.

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.

Drake Dunlap is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 65 designation and with approximately one year of experience in advisory roles. His prior work includes private math tutoring and roles outside the financial industry such as positions at Rose City Golf and Mathnasium. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans, employing a mix of fundamental analysis and modern portfolio theory tailored to client objectives. The firm offers a range of services including pension consulting, real estate analysis, and estate-planning support, with a notable expanded physical presence and affiliation with an accounting firm.

Jay Torgerson is a financial advisor at Cross Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, having also worked at LPL Financial since 2003. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans by providing investment management, financial planning, and retirement-plan services. The firm utilizes a blend of strategic and tactical asset allocation with a focus on long-term and value-oriented holdings, combining in-house management with access to third-party managers and LPL-sponsored programs.

Mark Martel is a CFP® with 43 years of experience in financial advising. He is the principal at Martel Wealth Advisors, LLC in Vancouver, WA, where he has worked since 2018, following 27 years at Kms Financial Services, Inc. Martel serves on the board of the PeaceHealth SW Medical Center Foundation. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets.

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.

Rafik Fouad is a CFP® professional with 17 years of industry experience, currently serving at First Pacific Financial, Inc. since 2016. He previously worked at KMS Financial Services, Inc. from 2014 to 2017. Outside of his advisory role, Fouad is involved with nonprofit organizations, including serving on the finance and investment committees of YWCA Clark County and assisting the Sisters of St. Mary of Oregon and PeaceHealth with their investment and planned giving strategies. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, wealth management, and retirement plan consulting, utilizing a range of investment vehicles guided by both quantitative and qualitative analysis, with oversight from 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.

Ryan Oldroyd is a CFP® and PFS™ with 10 years of industry experience. He has been with First Pacific Financial, Inc. since 2018 and previously worked at WealthValues, LLC for four years. Oldroyd holds a Series 65 license and maintains an insurance license, though he does not sell insurance products or receive related compensation. First Pacific Financial serves a diverse client base, including individuals, pension plans, trusts, businesses, and charitable organizations. The firm offers comprehensive financial planning and wealth management services, employing a disciplined investment approach that combines quantitative and qualitative analysis, strategic asset allocation, and both discretionary and non-discretionary portfolio management.

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.

Andrew Strong is an advisor at Martel Wealth Advisors, LLC in Vancouver, WA. He holds Series 65 and Series 63 registrations and has one year of industry experience. Prior to joining Martel Wealth Advisors, he worked at Drug Hunter, Inc. and CorrelationOne, Inc. 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 discretionary portfolio management and offers both fiduciary advisory and discretionary services for retirement plans.

Devin Jackson is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Martel Wealth Advisors in 2026, he worked at Columbia Bank and previously held roles at Pacific Premier Bank and Grandpoint Bank. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach tailored to clients’ risk tolerance and goals, managing over $1.45 billion in assets with both advisory and discretionary fiduciary services.

Aaron Claridge is a CFP® professional with five years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes roles at San Diego State University, TCI Wealth Advisors, Equity Residential, and CarMax. He maintains an insurance license but is not authorized to sell insurance products or receive related compensation through First Pacific Financial. First Pacific Financial is a team of 19 advisors managing approximately $1.9 billion in assets across five offices. The firm serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement consulting. Their approach combines proprietary quantitative models with fundamental research to tailor portfolios that may include a range of asset classes and alternative investments.

Lana Alvarez is a financial advisor with Johnson Bixby in Vancouver, WA, holding Series 63, Series 65, and Series 66 licenses and totaling four years of industry experience. She has been with Johnson Bixby since 2013. Outside of her advisory role, she manages a residential rental property. Johnson Bixby provides discretionary asset management and financial planning services to individuals, trusts, estates, and businesses, managing approximately $933.7 million as of the end of 2025. The firm employs a fiduciary, client-focused approach with individualized planning, ongoing portfolio monitoring, and strategies including asset allocation and sector analysis.

Kristen Rajotte is a financial advisor at Blue Water Wealth with four years of industry experience. She holds a Series 65 designation and has worked at Blue Water Wealth since 2019. Prior to joining the firm, she held positions at Nike and Fred Meyer. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental and technical analysis to tailor portfolios aligned with clients' goals and risk profiles.

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.