Kristin Niedermeyer is a financial advisor at Bull Harbor Capital LLC with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Niedermeyer is also involved in insurance and financial services, focusing on life, disability, health, long-term care, and annuities. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including Independent Managers and third-party platforms.

Patricia Watson is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Baker Ellis, she worked at Reed College Admission Office for four years. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a fundamental, long-term value investment approach and manages approximately $1.04 billion in discretionary assets with a small team of credentialed professionals.

Viviana Bigolin is a CFP® with 13 years of experience in financial advising, currently with TPG Financial Advisors, LLC. Her prior roles include positions at The Partners Group, OSAIC, Securities America, PFG Advisors, and Bank of the West. Outside of advising, she serves as President of the Overlook Condominium Association and holds a logistics specialist position in the Navy Reserves. TPG Financial Advisors serves individuals, businesses, and various institutional clients, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment strategies, managing broadly diversified portfolios with oversight from an Investment Committee.

Jacque Lefore is a CFP® professional with Series 63 and Series 65 licenses, currently serving at Womack Wealth Management, Inc. in Portland, OR. She has over a decade of experience in financial planning, including 12 years at Outsource Financial Planning, LLC. Womack Wealth Management provides investment management, comprehensive financial and wealth planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments, and corporate clients. The firm’s investment approach incorporates Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing diversified portfolios with long-term strategies tailored to client risk profiles.

Marina Johnson is a CFA® charterholder with 26 years of industry experience, currently serving at Vision Capital Management Inc. in Portland, OR, where she has worked since 1999. She holds Series 63 and Series 65 licenses and is part of a nine-advisor team. 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 and offers tailored advisory services, including an internally branded investment option called Vision Vaxa Dynamic Portfolios, with a focus on client education and communication.

George Macdonald is a financial advisor at Phillips and Company Advisors LLC with 31 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1994 to 2025. He holds Series 63 and Series 65 designations. 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, employing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Daniel Botti is a financial advisor with Peregrine Asset Advisers, Inc. in Portland, OR, holding Series 63 and 66 licenses and bringing 24 years of industry experience. He has been associated with Merrill since 1984. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million across several hundred client relationships, employing a dynamic investment approach that combines macroeconomic, fundamental, and technical analysis with strategies for appreciation, income, and active trading.

Melissa Lamarche is a financial advisor with Johnson Bixby in Vancouver, WA, holding a Series 66 designation and totaling 14 years of industry experience. She has held roles at Securities America Advisors and KMS Financial Services, among others. Lamarche also serves as Chief of Staff at Johnson Bixby & Associates. Johnson Bixby provides discretionary asset management and standalone financial planning to individuals, trusts, estates, and business entities. The firm manages approximately $933.7 million and employs fiduciary, client-focused investment strategies including asset allocation, sector analysis, and discretionary trading authority.

Bruce Denk is a financial advisor with CPR Investments Inc and holds Series 63 and Series 65 credentials. He has 15 years of industry experience and has been associated with multiple firms, including Denk & Associates, Inc. and Denk Financial Advisors, where he has served as president and owner. In addition to his advisory roles, he works as an independent contractor in insurance sales, including Medicare insurance. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to manage multi-manager portfolios, emphasizing defensive positioning and ongoing model monitoring and rebalancing.

Grant Lawton is a financial advisor at PACE Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining PACE Financial Advisors in 2023, he worked at Corban University and has been involved with Christian educational and fellowship organizations. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies and ongoing portfolio monitoring.

Jeffrey Press is a financial advisor at Faithward Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His work history includes roles at multiple firms such as Atomic Brokerage LLC and ICM Capital Markets, LLC. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing over $1 billion in assets across approximately 3,000 client relationships. The firm utilizes Modern Portfolio Theory and model portfolios incorporating mutual funds, ETFs, and REITs, with an overlay option for Biblically Responsible Investing.

Thomas Peekema is a CFP® and CFA® with 17 years of industry experience. He has been with SMB Financial Services, Inc. since 2011 and also has a long-standing role at Principal Life Insurance Company. Outside of financial advising, he is involved in family farming operations and is a part owner of Peekema Fruit. SMB Financial Services serves individuals, pension and profit-sharing plans, and corporate clients by offering discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with clients’ objectives and risk tolerances and provides educational resources and rollover guidance for retirement accounts.

Thomas Edwards is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1995 to 2025. Outside of his advisory role, he serves as a consultant for Riverlab LLC, a firm providing administrative services to family offices. 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 managers, offering both discretionary and non-discretionary portfolio management with access to various asset classes and model programs.

Cynthia Aschbacher is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers tailored strategies supported by written Investment Policy Statements reviewed annually.

Dorothy Tennant is a financial advisor at Johnson Bixby with Series 63 and Series 65 licenses and one year of industry experience. She has worked at Johnson Bixby since 2023 and previously held positions at Focus Point Solutions and The Ivy School. Johnson Bixby provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a fiduciary, client-focused approach with a range of investment strategies and manages approximately $933.7 million as of December 31, 2025.

Rebecca Garrow is a CFP® professional with 13 years of industry experience, currently serving at First Pacific Financial, Inc. since 2018. She previously worked at D.A. Davidson & Co. from 2016 to 2018. Outside of her advisory role, she volunteers as a reading buddy and mentor for elementary school children at the Boys and Girls Club of Southwest Washington. First Pacific Financial serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis, offering tailored portfolio construction and consulting services supported by a 19-advisor team managing approximately $1.9 billion in assets.

Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.

Stephanie Thompson Buttice is a CFP® with 18 years of industry experience, currently serving at Range Financial Group, LLC since 2020. She previously worked at Human Investing from 2016 to 2020. Outside of her advisory role, she has been involved in managing the administrative closure of a financial advisory and insurance business of which she was a 50% owner. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension/employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension/401(k) consulting, employing diverse analytical methods and investment strategies tailored to client needs.

Robert Noack is a financial advisor at TPG Financial Advisors, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, and Building Champions. He serves as a board member for River West Church in Lake Oswego, Oregon. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, uses proprietary allocation models, and integrates retirement plan consulting alongside individual wealth management.

Francis Roman is a financial advisor at Synergy Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boeing Commercial Airplanes from 2015 to 2019 before joining Synergy Financial Services in 2019. Synergy Asset Management provides personalized wealth management and financial planning 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 strategies, managing approximately $1.05 billion in regulatory assets.