Mary Robertson is a financial advisor with Synergy Asset Management, LLC in Vancouver, WA. She holds a Series 65 designation and has three years of industry experience. Prior to joining Synergy Asset Management in 2019, she worked at O'Connor Photography from 2017 to 2019. Synergy Asset Management provides personalized wealth management and financial planning services 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 investment strategies.

Robert Kirkpatrick is a financial advisor with Strategic Financial Partners, LTD in Portland, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Strategic Financial Partners since 2009 and has also worked with LPL Financial since 2004. Outside of his advisory work, he operates a home-based business entity for tax and investment purposes and is involved in non-variable insurance sales. Strategic Financial Partners, Ltd. provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers continuous monitoring, rebalancing, and ERISA 3(38) investment manager services.

Ryan Coffee is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JGP Wealth Management, LLC since 2019. Prior to joining JGP, he worked at Opus Agency and nChannel. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets, providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a fiduciary-oriented approach that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with a focus on ongoing monitoring and tailored portfolio management.

Morgan Wickline is a financial advisor at Helium Advisors LLC in Vancouver, WA, holding a Series 65 license with four years of industry experience. Prior to joining Helium Advisors, Morgan worked at Washington State University Athletics and The Ken Blanchard Companies. Outside of advising, Morgan is a licensed insurance agent authorized to sell life insurance policies. Helium Advisors serves individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds, managing approximately $308 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analysis alongside modern portfolio theory, and offers services including portfolio management, financial planning, retirement consulting, and coordination of tax preparation through affiliated entities.

Nick Krautscheid is a financial advisor at Gannett Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Sound Advisory, LLC and Unchained Capital, LLC. Prior to his financial advisory roles, he was involved with Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors serves individual and high-net-worth clients, offering wealth management, financial planning, retirement consulting, and tax preparation. The firm utilizes a mixed investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies across multiple offices and integrating bitcoin analysis and custody services in its offerings.

Linde Carroll is a CFP® with 14 years of industry experience, currently serving as an advisor at Momentous Wealth Management, Inc. in Vancouver, WA. Carroll previously worked at Purshe Kaplan Sterling Investments and Kms Financial Services, Inc., among other firms. Outside of advisory work, Carroll volunteers as treasurer for Lakeshore Community Church, managing financial reporting and oversight. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

Kevin Sanger is a financial advisor with JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management serves a diverse client base including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm offers comprehensive portfolio management and financial planning services, employing multiple investment strategies across a range of risk categories and incorporates municipal debt securities within its fixed income offerings.

Anthony Dobberfuhl is a financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 license and has experience working at Fisher Investments and Harlow Insurance Agency. Dobberfuhl has been with Harlow Wealth Management since 2026. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, access to third-party sub-advisors, model portfolios, and fee-only financial planning, typically implementing client portfolios through core index strategies combined with satellite allocations tailored to client goals and risk tolerance.

David Paustian is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management provides investment advisory and planning services to a diverse client base including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs multiple investment strategies across various risk levels and incorporates both fundamental and technical analysis in portfolio management, with a notable focus on municipal debt securities and specialized corporate and tax-related planning.

Peter Nordlund is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Aldrich Wealth and as a student at George Fox University. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, employing a combination of discretionary portfolio management and strategic asset allocation guided by both quantitative and qualitative analysis.

Erik Bjorvik is a financial advisor with LRI Investments, LLC and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including roles at M Holdings Securities, Inc. and M Financial Asset Management, Inc. He is also a passive investor in a private securities investment. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with a focus on customized asset allocation and offers both discretionary and non-discretionary services.

Maxwell Puzzo is a financial advisor at First Pacific Financial, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for five years. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers comprehensive financial planning and wealth management services, employing a combination of quantitative and qualitative analysis to tailor investment strategies that include mutual funds, ETFs, individual securities, and alternative investments.

Paul Wedin is a financial advisor at Sloy, Dahl & Holst, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Smart Investor from 2017 to 2022, in addition to his ongoing role at Sloy, Dahl & Holst since 2013. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles, managing roughly $1.68 billion in discretionary assets.

Elizabeth Perry is a financial advisor at First Pacific Financial, Inc. in Vancouver, Washington, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at First Pacific Financial since 2016, previously spending five years at Kms Financial Services, Inc. First Pacific Financial serves a diverse client base, including individuals, estates, trusts, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and provides specialized services such as ERISA fiduciary consulting and a model-based advisory service through Spark Financial Advisory.

Barnes Ellis is a financial advisor at Baker Ellis Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Baker Ellis since 2002. Outside of his advisory role, Ellis is the owner of Minam River Ranch LLC, which operates a hospitality business called Minam River Lodge. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a long-term value investment approach based on fundamental analysis and manages approximately $1.04 billion in discretionary assets through a small, credentialed advisory team.

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.

Brandon Treasure is a CFA® charterholder with 10 years of industry experience. He is currently with First Pacific Financial, Inc., where he has worked since 2016, including a prior year at Kms Financial Services, Inc. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation for Southwest Washington. First Pacific Financial serves individuals, estates, trusts, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to manage portfolios tailored to client objectives, offering services including discretionary investment management, financial planning, and ERISA fiduciary consulting.

John Groh Sr. is a financial advisor at Baker Ellis Asset Management LLC with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Baker Ellis since 2016. Outside of advisory work, he is a half-owner and manager of a rental property, where he performs limited duties such as collecting rent and paying bills. Baker Ellis Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm follows a fundamental, long-term value investment approach, managing customized accounts with full investment discretion.

Katia Prochovnic is a financial advisor at JGP Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities and First Republic Investment Management. Prior to her career in finance, she spent 13 years with the Beaverton School District and four years at Gonzaga University. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a fiduciary-oriented, tailored investment approach that combines fundamental and technical analysis across diversified strategies and asset allocations.

Timothy Phillips is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Phillips and Company Advisors since 2013 and previously with Phillips & Co Securities and Phillips & Company Securities Inc. for over three decades. Outside of his advisory role, he is a member of Riverlab LLC, which provides administrative services to family offices. Phillips and Company Advisors serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering a range of investment advisory services including portfolio management, pension consulting, and access to model and SMA programs. The firm utilizes an investment committee and third-party portfolio managers, employing various asset allocation models and analysis techniques, with a significant portion of assets managed on a non-discretionary basis.