Elizabeth Roach is a CFP® and Series 65 licensed advisor at Aerodigm Wealth LLC with two years of industry experience. Her prior experience includes positions at Delap Wealth Advisory and Nestle, as well as operating her own advisory firm, Elizabeth Roach, LLC. Aerodigm Wealth LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm emphasizes passive, asset-allocation driven portfolios using Modern Portfolio Theory and third-party money managers, with a team structure focused on serving higher-net-worth accounts.

Stuart Robertson is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Columbia Trust Company and Fisher Investments. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of systematic and active investment approaches with broadly diversified portfolios and integrates retirement plan consulting alongside individual wealth management.

Cole Thomas is a Series 65-licensed financial advisor with one year of industry experience, currently with Human Investing in Lake Oswego, OR. Prior to joining Human Investing, he worked at Aldrich CPAs + Advisors and has a background that includes roles at George Fox University and Lucky 7 Beverage Company. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and manages approximately $1.88 billion in assets through a team of 14 advisors.

Carrie Maerz is a financial advisor at TPG Financial Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Trellis Advisors, LLC, M Holdings Securities, and Foresters Financial. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages investment portfolios using a combination of systematic and active strategies and integrates retirement plan consulting with individual wealth management.

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.

Nicole Bryson is a financial advisor at TPG Financial Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deschutes Investment Consulting, LLC, StanCorp Equities, Inc., and Standard Retirement Services, Inc. Outside of her advisory role, Bryson co-founded CocoGlow, LLC, a natural wellness and beauty supplements company, where she shares responsibilities including marketing and product development. 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 along with proprietary allocation models reviewed monthly by its Investment Committee.

Douglas Kintzinger is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked previously at Ims Capital Management and Pacific Seafood. Outside of his advisory role, Kintzinger serves on the boards of several non-investment-related companies, including a lumber producer, a job placement company, and an advertising and marketing firm. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as qualified retirement plans. The firm utilizes diversified portfolios tailored to client profiles, incorporating individual stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and covered-call option strategies.

Benjamin Wright is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, OR, holding a Series 65 designation with nine years of industry experience. He has been with Etesian Wealth Advisors since 2016, part of a six-advisor team. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, corporate executives, business owners, and institutional clients. The firm provides discretionary and non-discretionary asset management, integrated financial planning via an eMoney portal, retirement plan advisory, and consulting services, focusing on customized investment policies and cost-managed portfolios with a bias toward individual bonds and ETFs.

Cameron Hunt is a financial advisor at Alpha Zero LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Alpha Zero, he worked at Equitable Advisors and has a background involving roles with several professional sports organizations. He also serves as Director of Finance at Pro Athlete Community, a role unrelated to commissions. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm incorporates fundamental and cyclical analysis along with modern portfolio theory to manage portfolios and offers access to alternative investments and private placements.

Doris Schroeder is an advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 designation. She has experience working with Pinnacle Wealth Advisors since 2024 and previously held roles at Columbia Bank/Umpqua, First Tech Federal Credit Union, and US Bank Corp. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios with a range of investment vehicles tailored to client profiles and employs both discretionary management and financial planning services.

Carl Marker is a financial advisor at Pinnacle Wealth Advisors with 37 years of industry experience. He holds the Series 63 designation and previously worked for IMS Capital Management from 1988 until its acquisition by Pinnacle in 2025. Outside of advising, he manages a small residential property business. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individual and qualified retirement plan clients. The firm uses diversified portfolios tailored to client profiles and incorporates alternative investments, option strategies, and tax considerations in its approach.

Todd Smithpeter is a financial advisor at Cedar Mountain Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cedar Mountain Advisors since 2010, following nine years at Securities America, Inc. Outside of his advisory role, he owns and operates Smithpeter Equine Enterprises, an equine business focused on training, buying, selling, and breeding horses. 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 provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.

Bryceson Charlton is a CFA® charterholder with eight years of industry experience. He has been with Progressive Investment Management Corporation since 2015. The firm manages approximately $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering a range of investment services including separately managed accounts and fixed-income management. Progressive applies a proprietary ESG framework and combines fundamental equity and credit research with long-term portfolio construction, using recognized benchmarks to evaluate performance.

Holly Huddleson is a financial advisor at Human Investing in Lake Oswego, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Human Investing, she worked at Delap LLP for nine years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with broadly diversified, low-cost index funds alongside individual stocks and bonds.

Samuel Detke is a CFP®-certified financial advisor with nine years of industry experience, currently with TPG Financial Advisors, LLC in Portland, OR. His prior roles include positions at Merrill, Bank of America, and several financial services firms. Outside of his advisory work, he volunteers with the CFP Board on exam development, serves as a pro-bono financial advisor for the nonprofit Bradley Angle, and participates on the finance committee of Oregon Hillel. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm uses a mix of systematic and active investment strategies, proprietary allocation models, and third-party managers to maintain diversified portfolios and integrates retirement plan consulting alongside individual wealth management.

George Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. 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 and profit-sharing plans. The firm provides 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.

Mitchell Chilcott is a financial advisor with Human Investing in Lake Oswego, OR, holding a Series 65 designation. He joined Human Investing in 2025 and previously worked for Providence St. Joseph Health from 2017 to 2025. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing comprehensive financial planning, portfolio management, tax consulting, and workplace advisory services. The firm typically uses broadly diversified, low-cost index funds and ETFs, and offers direct indexing through Vanguard Personalized Indexing.

Debra Pellati is a CFP®-designated financial advisor with TPG Financial Advisors, LLC in Portland, OR. She has three years of industry experience and has also worked with KMS Financial Services, Inc., Johnson Bixby & Associates, LLC, key Investment Services, and KEY BANK. 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 strategic, tactical, and unconstrained investment approaches along with proprietary allocation models.

Malaika Maphalala is a financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.

Jeffrey Kuest is a CFP® and CFA® with 22 years of experience in financial advisory. He is currently with Range Financial Group, LLC, where he has worked since 2025, following a 16-year tenure at Counterpoint Capital Advisers, LLC. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and standalone financial planning, employing a diverse range of investment methods and maintaining regular portfolio monitoring under discretionary authority.