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.

Kevin Mellinger is a financial advisor at PACE Financial Advisors with two years of industry experience. He holds a Series 65 designation and has worked at firms including NW4S, Inc. and Pioneer Natural Resources. Outside of his advisory role, he is the owner and Vice President of Operations and Production at NW4S, Inc., a manufacturing business in Tualatin, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and maintains wealth management relationships that typically involve ongoing monitoring and periodic reviews.

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.

Erik Dante is a financial advisor with PACE Financial Advisors in Hillsboro, Oregon. He holds a Series 65 designation and has two years of industry experience. Outside of financial advising, he is a member of Dante Construction LLC, where he acts as a general contractor and laborer in residential construction projects. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning services, utilizing diversified portfolios and tailored investment strategies.

Edward Truax is a ChFC® with 36 years of industry experience, currently serving as an advisor at Horst & Graben Wealth Management, LLC since 2019. He previously worked at Royal Alliance Associates, Inc. for 18 years and is president of Truax Consulting, Inc., a fixed life and long-term care insurance sales business he has operated since 2004. He also acts as an Affiliate Expert with the Bates Group LLC, providing expert assistance on insurance-related matters. Horst & Graben Wealth Management serves individuals, retirement plans, trusts, estates, and business entities with portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach emphasizing diversification, risk control, and tax considerations, managing approximately $796.5 million for about 1,183 clients.

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.

Michael Keeton is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Grange Capital since 2004. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified asset allocation and fundamental analysis approach, supplemented by AI tools, and offers involvement with real-estate-focused private offerings alongside its team-based advisory services.

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.

Thomas Ouimette is a financial advisor at Cross Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cross Financial Advisors since 2017, previously associated with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm combines strategic and tactical asset allocation with a range of investment vehicles, and maintains an affiliation with an accounting firm for potential tax planning referrals.

Scott Adler is a financial advisor at Range Financial Group, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Range Financial Group in 2020, he worked at Fidelity Brokerage Services LLC and Wells Fargo Investments. Outside of his advisory role, Adler co-owns Heitt Health Corp, a healthy vending business serving schools, which he operates jointly with his wife. 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, including quantitative and fundamental analysis, and provides discretionary portfolio management along with pension consulting and financial planning services.

Jason Mitchell is a Series 65-licensed financial advisor at PACE Financial Advisors with one year of industry experience. Before joining PACE Financial Advisors in 2026, he worked at Lam Research and Tektronix. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning, using diversified portfolios with a range of asset classes and investment strategies tailored to client needs.

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.

Heather Davis is a financial advisor with Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has worked with Paulson Investment Company, LLC and Umpqua Investments, Inc prior to joining Orca. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing diversified strategies including fundamental, technical, and cyclical analysis tailored to a range of objectives from capital preservation to equity growth.

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.

Philippe De La Motte is a financial advisor at Prospero Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at F5, Inc. and F5 Networks Inc. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment strategies including individual securities, ETFs, derivatives, and long-short approaches, and offers a unique assets-under-advisement consulting service to other investment advisers.