Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Carlson has been involved with Liberty University since 2022. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm uses a buy-and-hold investment approach with periodic rebalancing and relies on LPL Financial-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.

Elijah Lyons is a CFP® with two years of industry experience, currently serving as the sole advisor at Lookahead Wealth LLC. He previously worked at Southern Capital Advisors, LLC for three years and has held roles at Freed-Hardeman University and Apologetics Press Inc. outside the financial sector. Lookahead Wealth LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning services to both retail and institutional clients. The firm emphasizes customized investment strategies that combine low-cost passive exposures with manager-focused active approaches, applying quantitative and qualitative analysis over multiple time horizons.

Andrew Mauss is a Series 65-licensed financial advisor with one year of industry experience, currently with Samara Capital. Prior to joining Samara, he worked at Strategic Wealth Partners Ltd and has a long background in woodworking as Vice President and Secretary of RLM Woodworking, Inc. He serves on the board of Friends of the Children, a nonprofit organization based in Portland, Oregon. Samara Capital is an SEC-registered investment adviser managing approximately $114 million across 89 client relationships. The firm serves high-net-worth individuals, trusts, retirement plans, and corporations, focusing on strategic asset allocation and long-term holdings with discretionary portfolio management and financial planning services.

Catherine Cuthbert is a Series 65-licensed financial advisor at Cuthbert Financial Guidance with three years of industry experience. She has been self-employed since 2019 and joined her current firm in 2021. Outside of advising, she manages a short-term rental property in Oregon. Cuthbert Financial Guidance provides comprehensive financial planning and limited ERISA Section 3(21) advisory services for individuals, families, and qualified plan sponsors. The firm emphasizes a long-term, passive investment approach focused on strategic asset allocation and broad diversification, and delivers financial education workshops without managing client assets directly.

Tasha Mauss is a financial advisor at Samara Capital with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Unionbank Investment Services LLC and Strategic Wealth Partners. Mauss has been with Samara Capital and its predecessor entities since 2017. Samara Capital is an SEC-registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and corporations. The firm manages portfolios with a focus on strategic asset allocation and long-term holdings across various asset classes, offering services including discretionary portfolio management and financial planning.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC 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 along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF for 10 years before joining Human Investing. Human Investing provides integrated wealth management services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm focuses on fee-only fiduciary advice and offers diversified investment solutions, including low-cost index funds, ETFs, and Vanguard Personalized Indexing, while managing both discretionary and non-discretionary assets.

Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.

Geoffrey Dougall is a PFS™ credentialed advisor with 13 years of industry experience, currently serving at Wealth Advisors NW since 2016. Prior to this, he worked at ROI Financial from 2012 to 2016 and has been a partner in a CPA practice, Dougall Conradie LLC, since 2006. He spends the majority of his time managing this CPA firm, which may refer clients for advisory services without receiving referral fees. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering customized portfolio management and financial planning. The firm is affiliated with Dougall Conradie LLC and offers specialized services including real-estate investment analysis and 1031 Exchange consulting.

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

Michael Hardy is a financial advisor at Phillips and Company Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company in various capacities since 1999. Outside of his advisory work, Hardy serves as Treasurer on the board of West Linn Youth Football, overseeing budgeting and accounts. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options and employs various investment strategies through its investment committee and third-party managers.

Garrett Hittner is a financial advisor at Dew Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Thrivent Financial. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through its Virtual Family Office and Wealth Accelerator programs.

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Corey Levine is a financial advisor at Cross Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2012. Outside of his advisory role, Levine is involved in a woodworking and hardware business in Beaverton, Oregon. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of solutions through custodial and model platforms, combining advisor-led services with automated and third-party offerings.

Terence Donahe is a CFP® and ChFC® with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following 13 years at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, and small businesses. Parkwoods Wealth Partners serves individuals, retirement plans, nonprofits, foundations, and corporations. The firm employs a long-term, asset-allocation focused investment approach grounded in Modern Portfolio Theory, using mutual funds, ETFs, and DFA strategies, with customized fixed-income solutions when needed.

Cort Morris is a financial advisor at Human Investing with a Series 65 credential and one year of industry experience. Prior to joining Human Investing, he held roles at George Fox University, Edward Jones, and various other organizations. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors with financial planning, portfolio management, tax consulting, and workplace advisory services. The firm uses broadly diversified, low-cost index funds and ETFs, including direct indexing through Vanguard Personalized Indexing, and manages approximately $2.22 billion in assets with an emphasis on a fee-only fiduciary model.

Kendra Biller is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JGP Wealth Management since 2018, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. In addition to her advisory work, she performs notary public duties for JGP clients. JGP Wealth Management manages approximately $1.2 billion in discretionary assets, serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with portfolios generally managed on a discretionary basis and supplemented by third-party manager referrals when appropriate.

Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, providing asset management, financial planning, and business consulting services. The firm employs an individualized investment approach that includes a variety of asset types and integrates planning and business considerations into portfolio construction.

Carsten Henningsen is a financial advisor at Progressive Investment Management Corporation with 37 years of industry experience. He holds a Series 63 designation and has been with the firm since 1987. Outside of his advisory role, he serves as a co-trustee and advisor for the Elizabeth Henningsen Revocable Trust. Progressive Investment Management Corporation is a registered, discretionary investment adviser managing over $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions. The firm utilizes a proprietary ESG framework combined with fundamental equity and credit research to construct long-term portfolios, offering a range of investment and consulting services.

William Barham is a financial advisor at Orca Investment Management, LLC with 56 years of industry experience. He holds a Series 65 designation and has been with Orca in its various forms since 2013. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets and employs a range of equity-centric and fixed-income strategies, combining fundamental, technical, and cyclical analysis to tailor portfolios from capital preservation to aggressive growth.