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.

Brian Baker is a CFA® charterholder with 25 years of industry experience. He has been a principal at Baker Ellis Asset Management LLC since its founding in 2002. Outside of his advisory role, he serves as a manager for Canyon Court LLC, an investment portfolio owned by two trusts. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term value approach, managing customized accounts across various asset types and maintaining full investment discretion.

Craig Smith is a CFP®, CFA®, and ChFC® with 18 years of industry experience. He has worked at von Borstel & Associates since 2014, with additional experience at Financial Advocates Investment Management and LPL Financial. Smith is also an independent insurance agent licensed to sell life, disability, annuities, and long-term care insurance. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm uses a client-focused approach based on Modern Portfolio Theory, offering diversified portfolios and a combination of portfolio management strategies including automated programs and fee-based insurance products.

Alexander Ali is a CFP® with two years of industry experience, currently serving as a financial advisor at Johnson Bixby. He has worked at Johnson Bixby & Associates since 2022 and has prior experience in private client services and various other roles. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a comprehensive investment process that includes strategic asset allocation, fixed-income management, and ongoing portfolio monitoring.

Todd Montalbo is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Woodbury Financial Services and Ameriprise Financial Services. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, utilizing a range of investment vehicles guided by both quantitative and qualitative analysis within a tailored investment policy framework.

John Aarhus is a Series 65-licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with three years of industry experience. Prior to his financial advisory career, he spent sixteen years with the Federal Aviation Administration. He is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, offering investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm employs a combination of index strategies and active allocations through third-party Sub-Advisors, tailoring portfolios to client objectives and risk tolerances.

Casey Cleveland is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Horst & Graben Wealth Management, LLC since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, Inc. He holds a life and health insurance license and occasionally reviews insurance policies as part of his practice. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation strategy with diversified portfolios, emphasizing risk control and tax considerations, and manages a large asset base with a small advisory team.

Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Stacy Noll is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Phillips and Company since 2009 and has served 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 employs a range of investment strategies through its investment committee and third-party portfolio managers, offering both discretionary and non-discretionary portfolio management with access to various asset allocation models and analysis techniques.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KMS Financial Services, Inc. and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017 as part of an eight-advisor team. Martel Wealth Advisors serves 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 with ongoing monitoring and due diligence, managing over $1.45 billion in client assets and offering both advisory and discretionary fiduciary services.

Cyndi Thompson is a CFP® professional with six years of industry experience, currently serving as an advisor at Johnson Bixby. Her prior roles include positions at KMS Financial Services, Inc. and CINDER LLC. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Dirk Conradie is a financial advisor with Wealth Advisors NW in Portland, OR, holding the PFS™ designation and a Series 65 license, with 14 years of industry experience. He has worked at Wealth Advisors Northwest LLC since 2016 and operates a CPA practice, Dougall Conradie LLC, where he spends the majority of his time. He is also involved in family investment management through TFA Solutions Inc. Wealth Advisors NW serves individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, and specialized services such as real estate analysis and 1031 exchange consulting. The firm combines fundamental analysis and modern portfolio theory in its investment approach and provides participant education and plan-level services for retirement-plan clients.

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.

Holly Ross is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation and one year of industry experience. Prior to joining First Pacific Financial, she worked at Intuit, Facebook, and Samsung Electronics America. Ross serves as the Board Secretary for the Tashi Lhunpo Foundation, a nonprofit supporting a Tibetan monastery in India. First Pacific Financial serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm uses a combination of quantitative and qualitative analysis to construct portfolios tailored to client objectives, and maintains a 19-advisor team managing approximately $1.9 billion in assets across five offices.

David Nanson is a financial advisor with NBC Capital Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, True Private Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he is also an insurance agent servicing annuities and co-owns two real estate investment LLCs. NBC Capital Advisors is a four-advisor team providing discretionary investment management, financial planning, ERISA and retirement-plan advisory services, and third-party manager selection. The firm manages approximately $710.5 million across about 2,100 accounts, utilizing a blend of fundamental, cyclical, charting, and technical analysis with both active and passive strategies tailored to individual client profiles.

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.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.

Amanda Peterson is a financial advisor with Johnson Bixby who holds a Series 65 designation and has seven years of industry experience. Her work history includes roles at Private Client Services, KMS Financial Services, and Cable Hill Partners, with an earlier career at King County Superior Court lasting 11 years. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages a diversified portfolio across multiple asset classes using a fiduciary and client-focused approach that incorporates strategic asset allocation, qualitative analysis, and ongoing portfolio monitoring.

Adam Wishard is a CFP® professional with 19 years of industry experience, currently serving at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes over a decade at Kms Financial Services Inc. He serves on the finance committee and SWIIFT initiative committee at the Community Foundation for Southwest Washington. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations, offering financial planning, wealth management, retirement plan consulting, and tax-preparation support. The firm employs a disciplined investment approach that combines quantitative and qualitative analysis with strategic asset allocation, overseen by an Investment Committee.