Mateusz Sudol is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., among other roles. He is also the managing member of a CPA firm, Price Financial Group Accounting & Tax, LLC, which provides tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, foundations, and trusts. The firm manages approximately $173 million in discretionary assets and uses a combination of institutional third-party managers, target asset-class allocations, and active monitoring to build portfolios.

Mikela Rapattoni is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with two years of industry experience. She holds a Series 65 designation and previously worked at Harry Waller Insurance for 14 years. Outside of advising, she works as a licensed insurance agent specializing in life, accident, and health insurance. Price Financial Group Wealth Management serves individuals, foundations, retirement plans, trusts, and estates, managing approximately $173 million in discretionary assets. The firm uses a combination of target asset-class allocations, institutional third-party managers, and active monitoring, offering both discretionary and non-discretionary services.

Luke Auxier is a financial advisor at Auxier Asset Management with a Series 65 designation and three years of industry experience. He has also worked at Deloitte and Touche for seven years and was employed at Oregon State University for three years prior to his current role. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension plans, trusts, and other entities. The firm follows a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis alongside portfolio management.

Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. 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 employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Andrew Nelson is a Series 65-licensed financial advisor with Human Investing in Lake Oswego, OR, where he has worked since 2009. He has 14 years of industry experience. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets for over 1,000 clients and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

William Kellar is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with AndersonFisher LLC dba Human Investing since 2015. In addition to his advisory role, he serves as an adjunct professor at George Fox University, teaching a financial planning course during the fall semester. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets and employs a proprietary four-pillar financial planning process, typically using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Troy Duppenthaler is a Series 65-licensed advisor with Range Financial Group, LLC in Tigard, Oregon. He has been with the firm since 2025 and has prior work experience with First Pacific Financial, Inc. and Countryside Community Church. Range Financial Group is a team-based registered investment adviser managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and financial planning services.

Davena Yee is a financial advisor at CGC Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CGC Financial Services since 2012. Outside of her advisory role, she jointly owns a residential property with her spouse. CGC Financial Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets using a tactical asset allocation approach tailored to client risk tolerance and goals, with ongoing portfolio monitoring and regular client reviews.

Cameron Roberts is a financial advisor at Progressive Investment Management Corporation with six years at the firm and a total of ten years in the industry. He holds a Series 65 designation. Prior to joining Progressive Investment Management in 2020, he worked at tru Independence from 2016 to 2020. Progressive Investment Management provides discretionary investment management and consulting services to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm employs a fundamental, long-term investment approach that integrates proprietary ESG criteria across equity and fixed-income strategies while maintaining diversification to mitigate risk.

Sheryl Olson is a financial advisor at TPG Financial Advisors, LLC with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with TPG Financial Advisors since 2006 and has over three decades of experience with The Partners Group. Outside of advising, she is involved with Buck's Executive Meet & Assist Services. TPG Financial Advisors serves individuals, businesses, and various institutional clients, providing investment management, financial planning, and retirement plan consulting. The firm combines systematic and active investment strategies with proprietary allocation models and emphasizes integrated services including retirement plan consulting alongside individual wealth management.

Lisa Caselli is a financial advisor at Panoramic Capital Partners LLC with a Series 65 designation and experience at Goldman Sachs & Co., Inc. from 2011 to 2024. She has been with Panoramic Capital Partners since 2024. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, offering asset management, portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of asset types and integrates planning and business considerations into portfolio construction.

Steven Harpham is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Range Financial Group, LLC since 2020 and was previously with Anderson Fisher LLC, dba Human Investing, from 2016 to 2020. Harpham also conducts a small unrelated life and health insurance business. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension and employee benefit plans, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, typically managing accounts on a discretionary basis using a variety of analytical methods and investment strategies.

Karl Harrop is a CFP® with 28 years of experience in the financial industry. He is affiliated with TPG Financial Advisors, LLC and previously worked at Geneos Wealth Management for seven years. Harrop is also licensed to sell insurance under the firm’s parent company, The Partners Group, Ltd. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, proprietary allocation models, and uses both in-house and third-party asset managers to manage client portfolios.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Allium, he worked 16 years at Irvington Capital LLC and 17 years at Wells Fargo Investments, LLC. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm employs a team-based approach focused on asset allocation and diversification, combining various investment vehicles and providing both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Shane Hunt is a CFP® with six years of experience in the financial services industry. He is currently a financial advisor at CGC Financial Services, where he has worked since 2018, following prior roles at Royal Alliance Associates and OSAIC. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets, using a tactical asset allocation approach tailored to client risk tolerance, tax considerations, and goals.

Erica Smiley is a financial advisor at TPG Financial Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at TPG Financial Advisors since 2016, following prior roles at Geneos Wealth Management, Inc and Rosen and Associates. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a mix of systematic and active investment approaches and proprietary allocation models reviewed monthly by the Investment Committee.

Justin Exposito is a Series 66-licensed financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with 7 years of industry experience. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, and involvement with the Cincinnati Ballet and Cincinnati Symphony Orchestra. Price Financial Group Wealth Management offers investment and wealth management, financial planning, and retirement plan advisory services to individuals, foundations, trusts, and employer-sponsored plans. The firm utilizes target asset-class allocations, third-party managers, and active monitoring, serving approximately 511 clients with about $173 million in discretionary assets under management.

James Flad is a financial advisor at SMB Financial Services, Inc. in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has operated his own CPA practice since 1974. He has been with SMB Financial Services since 2011. SMB Financial Services serves individuals, including high-net-worth clients, as well as pension, profit-sharing plans, and corporate clients. The firm provides discretionary asset management and written financial planning services, constructing tailored portfolios aligned with clients’ objectives and risk tolerances.

Kyle Hagmeier is a Series 65 licensed financial advisor with three years of industry experience. He is currently with TPG Financial Advisors, LLC and previously worked at RVK, Inc. for eight years. He serves as a board member of the Western Pension & Benefits Council and participates in outreach and membership promotion for the Association of General Contractors-Professional & Industry Associates Council. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of systematic and active investment approaches, emphasizes broadly diversified portfolios, and integrates retirement plan consulting alongside individual wealth management.

After a long career in tech, I hit my retirement number. I was ready for something different, but I didn’t want a typical retirement. In 2024, I decided I’d rather spend the last third of my life doing something more personally meaningful and human-focused: helping people make smart, confident financial decisions. I’d done it for years with co-workers, friends, and family. It was a logical next step. Before Prospero Wealth, I spent 25 years in tech. I worked for Fortune 500 companies like Dell, as well as smaller startups. Most notably, I spent 19 years at F5. Along the way, I earned a double major in Finance and Economics from the University of Oregon (go Ducks!) and an MBA from the MIT Sloan School of Management. I enjoyed my career in tech. It brought some success. I think I was good at it. But as the years went by, I had a nagging feeling it wasn’t what I was truly wired to do. In October 2022, I spent a long weekend with a career coach who helped confirm what I already knew: my tech career was no longer personally fulfilling. After some soul-searching, I wrote a values statement: I’m happiest when I research, analyze, and think strategically through challenges and opportunities to counsel and encourage others. That was the spark I needed to begin a two-year process of unwinding from tech, retiring early, and pursuing a second-act career. Shrewd investing helped me reach financial independence, giving me the freedom to pivot. These days, I work because I love it. The world is a hard place, and encouragement is essential to what I do. I’m happiest when I’m encouraging others. I spent 30 years earning, saving, investing, making mistakes, learning from them, navigating market crashes, and putting three kids through college. So I know firsthand how overwhelming finances can be. I’d love to help you! Rather than build a practice from scratch, I joined Prospero Wealth, a Seattle-based firm of likeminded peers who all came from the tech industry. Although I operate effectively as a solo practitioner with my own clients, I am registered under Prospero Wealth. This brought me into a small team of advisors with deep experience serving the unique needs of tech employees. We collaborate closely, share ideas, learn from each other, and laugh a lot.