Tawny Ramones is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2016. Prior to this, she worked at Aldrich Advisors from 2013 to 2016. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions, combining active and passive investment strategies with tax-aware implementation and third-party management.

Joanne Galligan is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has been with Wedbush Securities since 2011. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension plans, and foundations. The firm offers a range of services across wealth management, fixed income, commodities, and capital markets, with both discretionary and non-discretionary portfolio management options.

Anthony Hutchinson is a CFA® charterholder with three years of industry experience. He is currently with Aldrich Wealth LP and has held prior roles at Peak Brokerage Services, Financial Investment Team, Alan Biller and Associates, Oregon State Treasury Investment Division, and Grosvenor Capital Management. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management within diversified portfolios overseen by an Investment Committee and employs tax-aware strategies alongside a range of specialized investment solutions.

Christopher Mc Nabb is a CFP® professional with five years of industry experience, currently with Aldrich Wealth LP. He previously worked at Parcion Private Wealth and has a background that includes roles at the University of Oregon and Protalus. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across various asset classes and utilizes tax-aware strategies within a structure overseen by an Investment Committee.

Patrick Eghlidi is a financial advisor at Calton & Associates, Inc. in Newburg, OR, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calton & Associates since 2019. Prior to his current role, he was with Mac Eghlidi Insurance and Chartwell Financial Advisory, Inc. He is also a licensed insurance producer, connecting clients with life and long-term care insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance.

Heather Wonderly is a Series 66 credentialed advisor with 24 years of industry experience. She has been with Aldrich Wealth LP since 2005. Outside of her advisory role, she is a principal of AKT Services LLP, a holding company. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an investment committee to guide portfolio construction and uses a mix of active and passive managers, tax-aware strategies, and private market vehicles to serve its diverse client base.

Travis Wesley is a CFP® professional with 10 years of industry experience, currently advising at Summit Wealth Group in Portland, OR. His prior roles include positions at Ameriprise Financial Services and Fisher Investments. Wesley is also involved with the Financial Investment Team, where he provides financial planning services. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized target allocations and a combination of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

Kayla Cook is a CFP® and holds a Series 63 license with 11 years of industry experience. She has worked at AKT Wealth Advisors, LP since 2014. Outside of her advisory role, she is a partner and board member of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive management strategies and incorporates tax-aware implementation while offering complementary services through affiliated accounting and broker-dealer entities.

Joseph Strauss is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Aldrich Wealth LP, where he has worked since 2022, following prior roles at Mariner Wealth Advisors and Authent Advisors, Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs a committee-driven approach to asset allocation and manager selection, combining active and passive strategies across multiple asset classes and offering tax-aware techniques and specialized solutions.

Grace Hornecker is a financial advisor with Aldrich Wealth LP in Lake Oswego, OR. She holds a Series 65 designation and has been with Aldrich Wealth since 2022. Prior to that, she held positions at RVK Inc., Sapient Private Wealth Management, Columbia Trust Company, Portland Business Alliance, Nordstrom, and the University of Oregon. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management strategies overseen by an Investment Committee and offers tax-aware techniques and various portfolio options.

Kelsey Walker is a CFP® with nine years of industry experience, currently serving at Aldrich Wealth LP since 2021. Prior to joining Aldrich, she worked at Summit Trail Securities, LLC and Summit Trail Advisors, LLC from 2016 to 2020. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and businesses. The firm employs a combination of active and passive investment strategies overseen by an Investment Committee and offers specialized services including tax-aware techniques and sub-advisory roles for insurance-dedicated funds.

Claudia Porter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2025. She previously worked for nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Porter serves on the boards of The W-Source and The Speakers Alliance and is involved in business coaching through Find Your Voice Communications. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Nicole Rice is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. She holds a Series 65 designation and has been with Aldrich Wealth since 2012. Rice is also a principal of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Yule Schrock is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 credential and has previous work experience in various roles including at Oregon State University and Big Reds Bar & Grill. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive investment strategies overseen by an Investment Committee and offers tax-aware management techniques alongside innovative private market and retirement plan solutions.

Megan Richardson is a CFP® with 10 years of industry experience. She is currently with Evergreen Capital Management LLC and has previously worked at Allium Financial, Horst & Graben Wealth Management, CGC Financial Services, and Royal Alliance Associates. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental and macroeconomic analysis alongside third-party research and selective artificial intelligence.

Tygue Howland is a Series 65 licensed advisor at Evergreen Capital Management LLC with six years of industry experience. He has worked at Evergreen Gavekal since 2019 and previously was affiliated with the Portland State University Foundation from 2016 to 2019. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental, fund-flow, and macroeconomic analysis along with third-party research and selective artificial intelligence.

Marcus David is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 designation. Prior to joining Aldrich Wealth, he worked at First Western Trust and Raytheon Technologies, and he has academic experience at The University of Arizona. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across various asset classes and employs tax-aware strategies, with oversight from an Investment Committee.

Charles Cannon is a CFP® with 11 years of industry experience, currently with Wealth Watch Advisors, Inc in Tigard, OR. His prior roles include positions at Impact Partnership Wealth, Aegis Wealth Management, Specialized Advisors, Secure Investment Management, and JD Mellberg Financial. He also operates Cannon Insurance Solutions, Inc, a separate insurance business he has managed for over 19 years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of discretionary and non-discretionary portfolio management through approved third-party model managers, applying quantitative, qualitative, and technical methods alongside alternative private placements for eligible accredited investors.

Michael Radakovich is a financial advisor with Consolidated Portfolio Review Corp in Portland, OR, holding the CFP® and ChFC® designations and possessing 39 years of industry experience. He has worked at Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2020, and previously at Kms Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Radakovich serves as president of the Fly Fishing Club of Oregon. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Jason Stewart is a financial advisor at Independent Solutions Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Blackridge Asset Management, LLC and Peak Brokerage Services, LLC. Outside of his advisory role, Stewart owns and operates HealthcarePDX.com, a health insurance consulting and sales business. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and employs a strategic asset allocation and manager selection process across diversified risk profiles.