John La Barca is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Vision Capital Management, Inc. since 2015 and is part of a nine-advisor team based in Portland, OR. 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 U.S. large-cap and ESG approaches, and offers tailored advisory services alongside proprietary investment options and educational resources.

Joseph Ollila is a financial advisor at Aegis Wealth Management, Inc. in Gresham, Oregon. He holds a Series 65 designation and has been in the industry since 2023. In addition to his advisory role, Ollila works as a licensed independent insurance agent. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans by providing broad financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm manages portfolios primarily by supervising third-party sub-advisers and employs AI-based tools alongside direct indexing strategies.

Melody Rice is a financial advisor at Veridan Wealth with 18 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2024. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, comprehensive financial planning, and retirement consulting. The firm focuses on customized portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes.

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.

Cameron Roberts is a financial advisor with Progressive Investment Management Corporation, holding a Series 65 designation and one year of industry experience. He has worked at Progressive Investment Management since 2020 and was previously with tru Independence from 2016 to 2020. Progressive Investment Management provides discretionary investment management and consulting services to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm employs a fundamental, long-term investment approach with ESG integration across equity and fixed-income strategies, aiming for capital appreciation while managing risk through diversification.

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.

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.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Irvington Capital LLC since 2008. Allium Financial Advisors manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management as well as comprehensive financial planning and consulting services, focusing on asset allocation, diversification, manager selection, and ongoing monitoring.

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.

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.

Christopher Sizemore is a financial advisor with Vision Capital Management Inc in Portland, OR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Vision Capital Management since 2001. Outside of his advisory role, Sizemore serves as an assistant coach for the girls varsity basketball team at Tigard High School. Vision Capital Management 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 and places a notable focus on client education and communication.

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.

Matthew Schmidt is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with Phillips and Company Securities Inc. since 1996 and has been with Phillips and Company Advisors LLC since 2013. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a range of investment strategies through its investment committee and third-party portfolio managers, using ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Alexander Krider is a CFP® professional with 16 years of industry experience, currently serving at Avier Wealth Advisors since 2019. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he owns an internet-based publishing service that provides editing for academic books and journals and serves as a board member of Birch Community Services, a nonprofit focused on promoting financial stability for families. Avier Wealth Advisors offers investment management and financial planning services to individuals, families, and various business entities. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, informed by academic factor research, and maintains a multi-advisor team with a structured succession plan and several operational distinctions.

Rachael Schweiger is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Pinnacle Wealth Advisors since 2024 and previously spent ten years with Security First Advisors, Inc. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that serves individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified portfolios tailored to each client’s profile and using a range of investment vehicles including alternative investments and covered-call option strategies.

John Wendland is a financial advisor at M Financial Asset Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aldrich Wealth LP and Cambridge Investment Research, Inc. prior to joining M Financial Asset Management in 2022. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a nationwide network of advisors. The firm manages approximately $1.5 billion in client assets using diversified, risk-based model portfolios that include mutual funds, ETFs, individual securities, and third-party managers, with systematic rebalancing and portfolio-level tax considerations.

Courtney Ranstrom is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Freedom Day Solutions, LLC since 2026 and has prior experience at Trailhead Planners, LLC and Ranstrom Berg Wealth Management. Courtney maintains a consulting contract with Freedom Day Solutions, though she does not provide investment advice or work directly with the firm’s clients through this arrangement. Freedom Day Solutions serves individuals including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis as well as quantitative methods for its ETF management.

Nathan Perry is a CFA® charterholder with 20 years of industry experience, currently serving at M Financial Asset Management, Inc. in Portland, OR. His prior experience includes roles at BlackRock Investments, Inc. and Fisher Investments. Outside of his advisory work, he is the secretary of the Allen Eagle Lacrosse Club, a nonprofit organization, where he participates in board meetings and helps with fundraising and event setup. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation using mutual funds, ETFs, individual securities, and third-party managers, offering model portfolios with ongoing monitoring and regular rebalancing.