Mathew Whiteaker is a financial advisor at Cross Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, alongside a longstanding association with LPL Financial dating back to 2003. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, using a mix of individual equities, fixed income, mutual funds, ETFs, options, and alternatives, while integrating in-house management with third-party programs and technology platforms.

Thomas Snyder is a Series 65 licensed financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with two years of industry experience. He has worked with Harlow Wealth Management in various capacities since 2022 and is also involved with Harlow Insurance Agency. Harlow Wealth Management serves individuals, including high-net-worth clients, as well as 401(k) participants, trusts, estates, and businesses. The firm offers investment management and financial planning, typically implementing client portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations.

Catherine Gill is a financial advisor at Phillips and Company Advisors LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including M Holdings Securities, Merrill Lynch, and Commonwealth Financial Network. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options, including wrap-fee programs and access to third-party portfolio managers, employing diverse investment strategies across multiple asset classes.

Aaron Argiso is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Harlow Wealth Management, Inc. and has prior experience at Fisher Investments. Argiso is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, plan participants, trusts, estates, and businesses by providing investment management, financial planning, and insurance products through its affiliated agency. The firm employs a combination of third-party Sub-Advisors and model portfolios, tailoring allocations to client objectives and risk tolerances while maintaining client oversight and relationship management.

Janell Denk is a financial advisor at CPR Investments Inc with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with CPR Financial Group, Ausdal Financial Partners, and her own firm, Denk and Associates, since 2004. In addition to her advisory roles, she sells insurance and annuities as an independent contractor with CPR Financial Group. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors, emphasizing defensive positioning and ongoing model monitoring.

Carrie Jorgensen is a Series 65-credentialed financial advisor with three years of industry experience, currently serving at Wealth Advisors NW in Portland, OR. Her prior work includes roles at PACE Financial Advisors, Inc. and Arkos Global Advisors, LLC. She has also been involved with Athey Creek Christian Fellowship. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory, offering tailored portfolios, ongoing monitoring, and a range of specialized services including real estate and 1031 exchange consulting.

James Smith is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Phillips and Company Advisors LLC since 2013 and previously spent 31 years with Phillips & Company Securities Inc. Outside of advising, he is a member of Riverlab LLC, a company providing administrative services to family offices. Phillips and Company Advisors offers investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a variety of investment strategies through its investment committee and third-party portfolio managers, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Howard Morin is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. He has worked at Helium Advisors since 2016 and previously spent eight years at Infinity Financial Services. Outside of his advisory role, Morin is a partner in several accounting and consulting firms, including Clarity Tax Group LLC and The Expert Group LLC, where he participates in executive management oversight. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds, offering portfolio management, financial planning, Family Office services, and retirement plan consulting. The firm employs a multi-method investment approach and operates affiliated entities providing tax preparation and fund management services, including oversight of income-producing real estate assets through its private fund.

Kathryn McDonald is a CFP® and Series 66 license holder with six years of industry experience. She has worked at Baker Ellis Asset Management LLC since 2026 and previously held roles at Brighton Jones, Royal Alliance, Big B Farms, and Mark Hastings Foot Specialist. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a long-term value investment approach based on fundamental analysis and manages customized accounts with full investment discretion.

Matthew Sheets is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Vision Capital Management Inc., where he has been since 2023. Prior to this, he was employed at Mercer Global Advisors Inc. and Sigma Investment Management Company. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including ESG approaches, and offers tailored advisory services along with educational seminars and client communications.

Martin Bats is a financial advisor at Mengis Capital Management, Inc. with a Series 65 credential and two years of industry experience. Before joining Mengis Capital Management in 2023, he held roles at Gorin Sports Inc., IMG Academy, Gonzaga University, Eastern Washington University, and Notre-Dame Des Anges. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios, combining fundamental and technical analysis, and offers written Investment Policy Statements reviewed annually.

Kristine Stawinski is a financial advisor at Blue Water Wealth with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera, Columbia Bank, Fidelity Investments, and Umpqua Bank. Outside of advisory work, she is involved as a beauty consultant with Beautycounter.com. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional analysis to tailor portfolios and manages approximately $473 million in discretionary assets.

Rustin Feldman is a financial advisor at Helium Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at B Riley Wealth Management and Miracle Mile Advisors. In addition to his advisory role, Feldman is a licensed insurance agent authorized to sell life insurance products. Helium Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds. The firm manages approximately $308 million in discretionary assets across a four-advisor team, offering portfolio management, retirement plan consulting, financial planning, and family office services, with an investment approach that combines fundamental, technical, and quantitative analysis alongside specialized tax-sensitive strategies.

Ann Moore is a CFA® charterholder with seven years of industry experience. She currently serves as an advisor at Martel Wealth Advisors, LLC, where she has worked since 2021. Prior to joining Martel, she held roles at Amazon Web Services and J.P. Morgan in various capacities from 2016 to 2021. Martel Wealth Advisors works with 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 tailored to client goals and risk tolerance, managing over $1.45 billion in assets and offering both advisory and discretionary fiduciary services for retirement plans.

Taren Bennett is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 credential with three years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and prior roles at the University of Portland and Aldrich Wealth. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans by offering asset 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.

Mark Loewen is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company Advisors since 2013, previously working at Phillips & Company Securities Inc. from 1997 to 2025. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers wrap-fee portfolio management, advisor-directed investment management, and access to various model and SMA programs, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Kristen Hughes is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Alera Group, Cetera Advisors, and Compensation Systems NW, Inc. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering portfolio management and consulting through a multi-team approach that utilizes a range of investment strategies and third-party managers.

Jason Martel is a CFP® professional with nine years of industry experience. He is currently with Martel Wealth Advisors, LLC, where he has worked since 2015, following two years at KMS Financial Services, Inc. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm manages portfolios through strategic asset allocation using mutual funds and ETFs, tailoring investments to clients’ objectives and risk tolerance, and oversees approximately $1.25 billion in assets with a significant presence among high-net-worth and institutional clients.

Brian Clark is a financial advisor at Cross Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cross Financial Advisors since 2017, also maintaining a role with LPL Financial since 2009. Outside of his advisory work, he serves as a junior varsity football coach for the Scappoose School District. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and offering both discretionary and non-discretionary portfolio management.

Daniel Kaufman is a CFP® and CFA® affiliated with Maslow Wealth Advisors in Portland, OR, with four years of industry experience. He has worked at Durbin Bennett Private Wealth Management (dba Maslow Wealth) since 2022. Prior to that, he held positions at Staffing Solutions Organization, The Shop, and participated in a Study Abroad Program. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm implements a documented Investment Policy Statement for each client, combining passive and active strategies, and serves as an investment sub-advisor to private and insurance-dedicated funds.