Jeffrey Schmidt is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Vision Capital Management, Inc. since 2010, where he 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 roughly 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including ESG approaches, and offers tailored advisory services alongside educational seminars and proprietary portfolio options.

Jose Velez Homs is a financial advisor at Johnson Bixby with a Series 66 designation and one year of industry experience. His work history includes roles at Johnson Bixby, Private Client Services, Blue Water Wealth, Amazon Whole Foods, and positions in education at the University of Portland and Lakeridge High School. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm’s investment process includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Zachary Reuter is a CFP® with five years of industry experience, currently serving as a financial advisor at Johnson Bixby in Vancouver, WA. His prior experience includes roles at Securities America, KMS Financial Services, and Cable Hill Partners. He also spent four years with the Jesuit Volunteer Corps Northwest. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a diversified investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Jill Wagner is a financial advisor at Connective Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at The Financial Gym, Inc., Mortgage Trust, and Value Added Mortgage. Outside of advisory work, Jill is a licensed realtor and mortgage broker and operates a life coaching business serving private clients. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, generally long-term investment approach and manages portfolios across multiple asset classes, combining experienced and younger advisors across nine offices.

Justin Boggs is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Optima Capital LLC since 2019 and previously held roles at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. In addition to his advisory work, he is an independent licensed insurance agent operating a separate insurance business. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a range of investment strategies, including ETF and mutual fund portfolios, third-party model portfolios, and various analytical approaches, and integrates AI tools for operational purposes.

Sarinah Gigliotti is a CFP® professional at JGP Wealth Management, LLC with two years of industry experience. She has worked at JGP Wealth Management since 2021 and previously held roles at LPL Financial, Proven Recruiting, and the Comprehensive Autism Center. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs five investment strategies across various risk categories and offers comprehensive portfolio management, financial planning, and tax-related services.

Joseph Mengis is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2001. Mengis serves on several nonprofit boards, including The Park Academy for dyslexic children and the Portland Police Historical Society. 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 services including retirement account advice and ERISA rollover decisions.

Merlin Arbor is a financial advisor with Blue Water Wealth in Portland, OR, holding a Series 65 credential and nine years of industry experience. He has been with Blue Water Wealth since 2015, including a period from 2017 to 2019 when he was associated with Cambridge Investment Research. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental and technical analysis to tailor portfolios, managing approximately $473 million in discretionary assets.

Isaac Walters is a CFP® with three years of industry experience, currently serving as a financial advisor at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes roles at Primerica Advisors and Primerica Financial Services. He is a member of the Board of Professional Advisors at The Seattle Foundation, a nonprofit focused on philanthropic giving in the local community. First Pacific Financial serves individual clients, estates, trusts, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis to tailor portfolios and investment strategies to client objectives and constraints.

Christopher Harlow is a financial advisor with Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Harlow Wealth Management since 2012 and is also involved with Harlow Insurance Agency, LLC as an insurance producer. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm uses a combination of index strategies and active allocations, working with third-party Sub-Advisors while maintaining client oversight and relationship management.

Jada Fouch is a financial advisor at Blue Water Wealth in Portland, OR, holding a Series 65 designation. She joined the firm in 2021 and has prior experience working in educational and gymnastics settings. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on integrating Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional investment analysis. The firm manages approximately $473 million in assets through a team of 11 advisors.

Rowan Colby is a CFP® and holds a Series 66 license, currently advising at JGP Wealth Management, LLC with two years of industry experience. Prior to joining JGP Wealth Management, he worked at Morgan Stanley and Northwestern Mutual. Before his financial advisory career, he was employed at Dutch Brothers Coffee and attended the University of Oregon. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, institutional clients, and state and municipal government entities. The firm employs a multi-strategy investment approach that incorporates fundamental and technical analysis, with offerings that include comprehensive portfolio management, standalone financial planning, and specialized corporate and tax-related planning.

Cynthia Staley is a financial advisor at Johnson Bixby with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including KMS Financial Services, Securities America, and Private Client Services. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm manages approximately $789.5 million in assets and employs an investment process that emphasizes diverse asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Steven Beranek is a financial advisor with CS Planning Corp in Portland, OR, holding the Series 66 designation and having 18 years of industry experience. He has worked at CS Planning Corp since 2017 and concurrently serves as Technical Management GP, LLC since 2008. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, foundations, trusts, estates, and charitable organizations. The firm employs a multi-advisor model to construct broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Rebecca Eckert is a CFP® and ChFC® with 24 years of industry experience. She has worked at First Pacific Financial, Inc. since 2017 and previously held roles at KMS Financial Services, Inc. and Johnson Bixby. Eckert volunteers with the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, providing free tax help to seniors and low-income individuals. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, utilizing a combination of discretionary portfolio management and strategic asset allocation.

Taylor Vilhauer is a Series 66 credentialed financial advisor with 13 years of industry experience. He currently works at Momentous Wealth Management, Inc. in Vancouver, WA, and has prior experience with Purshe Kaplan Sterling Investments and Kms Financial Services, Inc. Outside of his advisory role, he serves on the board of Innovative Services NW, a pediatric therapy and neurodevelopmental center, and participates in community fundraising and service activities through organizations such as Young Life and Faith RX'd. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG factors, and portfolio rebalancing, also utilizing third-party money managers and sub-advisers.

Chad Parlow is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 2001 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 uses a range of investment strategies, including wrap-fee portfolio management, advisor-directed management, and third-party portfolio managers, employing various asset classes and analytical approaches, with a notable use of performance-based fee arrangements and institutional custody relationships.

Julienne Valois is a CFP® professional with 11 years of industry experience, currently serving clients at First Pacific Financial, Inc. in Vancouver, WA. She has been with First Pacific Financial since 2016 and previously worked at KMS Financial Services, Inc. Valois holds a Series 66 license and maintains an insurance license with the Washington state insurance commission, though she is not authorized to sell insurance products. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a disciplined investment approach with strategic asset allocation and integrates services such as tax preparation and access to insurance marketplaces.

Michael Goodrich 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 worked with Phillips and Company entities since 1995, including his current role at Phillips and Company Advisors 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 offers portfolio management, advisor-directed investment management, and pension consulting, utilizing a range of investment strategies and third-party managers, with a notable use of performance-based fee arrangements and institutional custody relationships.

Nikolas Miner is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and PKS Investments. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm uses a tailored, continuously monitored investment approach that combines fundamental and technical methods, ESG considerations, and periodic rebalancing to align portfolios with client goals.