Catherine Gill is a financial advisor at Phillips and Company Advisors LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including M Holdings Securities, Merrill Lynch, and Commonwealth Financial Network. 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, including wrap-fee programs and access to third-party portfolio managers, employing diverse investment strategies across multiple asset classes.

Jeremiah Forrister is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with SMB Financial Services, Inc. since 2017 and previously worked at Costco Wholesale for four years. SMB Financial Services serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporate clients. The firm offers discretionary asset management and written financial planning services, constructing tailored portfolios aligned with clients’ objectives and risk tolerances.

Jamieson Grabenhorst is a financial advisor at Horst & Graben Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 credential and has worked at Horst & Graben since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, INC. Outside of his advisory work, he is a managing partner of Winston Grabenhorst Investment LLC, where he consults on leasing, building maintenance, and finances for commercial real estate holdings. Horst & Graben Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning, emphasizing tactical asset allocation, diversification, and active rebalancing, with regular account reviews and investor education.

Yu Wu is a financial advisor at TPG Financial Advisors, LLC with a Series 65 credential and three years of industry experience. He has worked at TPG Financial Advisors since 2022 and previously held roles at ROI Financial Advisors, Lincoln Financial Group, ABIE English, and EF Education First. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting, using a mix of systematic and active investment approaches along with proprietary allocation models and third-party asset managers.

Janell Denk is a financial advisor at CPR Investments Inc with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with CPR Financial Group, Ausdal Financial Partners, and her own firm, Denk and Associates, since 2004. In addition to her advisory roles, she sells insurance and annuities as an independent contractor with CPR Financial Group. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors, emphasizing defensive positioning and ongoing model monitoring.

David Maisel is a financial advisor with Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Paulson Investment Company LLC and M Holdings Securities. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a range of investment strategies from capital preservation to equity growth using fundamental, technical, and cyclical analysis combined with diversification and periodic rebalancing.

Carrie Jorgensen is a Series 65-credentialed financial advisor with three years of industry experience, currently serving at Wealth Advisors NW in Portland, OR. Her prior work includes roles at PACE Financial Advisors, Inc. and Arkos Global Advisors, LLC. She has also been involved with Athey Creek Christian Fellowship. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory, offering tailored portfolios, ongoing monitoring, and a range of specialized services including real estate and 1031 exchange consulting.

Elizabeth Roach is a CFP® and Series 65 registered advisor with three years of industry experience. She currently practices at Aerodigm Wealth LLC and previously worked at Delap Wealth Advisory and Nestle. Outside of her advisory role, she operated Elizabeth Roach, LLC for eight years. Aerodigm Wealth LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using third-party money managers and written Investment Policy Statements.

James Smith is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Phillips and Company Advisors LLC since 2013 and previously spent 31 years with Phillips & Company Securities Inc. Outside of advising, he is a member of Riverlab LLC, a company providing administrative services to family offices. Phillips and Company Advisors offers investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a variety of investment strategies through its investment committee and third-party portfolio managers, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Stuart Robertson is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Columbia Trust Company and Fisher Investments. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of systematic and active investment approaches with broadly diversified portfolios and integrates retirement plan consulting alongside individual wealth management.

Cole Thomas is a Series 65-licensed financial advisor with one year of industry experience, currently with Human Investing in Lake Oswego, OR. Prior to joining Human Investing, he worked at Aldrich CPAs + Advisors and has a background that includes roles at George Fox University and Lucky 7 Beverage Company. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and manages approximately $1.88 billion in assets through a team of 14 advisors.

Martin Bats is a financial advisor at Mengis Capital Management, Inc. with a Series 65 credential and two years of industry experience. Before joining Mengis Capital Management in 2023, he held roles at Gorin Sports Inc., IMG Academy, Gonzaga University, Eastern Washington University, and Notre-Dame Des Anges. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios, combining fundamental and technical analysis, and offers written Investment Policy Statements reviewed annually.

Kristine Stawinski is a financial advisor at Blue Water Wealth with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera, Columbia Bank, Fidelity Investments, and Umpqua Bank. Outside of advisory work, she is involved as a beauty consultant with Beautycounter.com. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional analysis to tailor portfolios and manages approximately $473 million in discretionary assets.

Carrie Maerz is a financial advisor at TPG Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Trellis Advisors, M Holdings Securities, and Foresters Financial. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting with an investment approach that combines diversified portfolios, systematic and active strategies, and proprietary allocation models reviewed by an Investment Committee.

Mark Loewen is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company Advisors since 2013, previously working at Phillips & Company Securities Inc. from 1997 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 offers wrap-fee portfolio management, advisor-directed investment management, and access to various model and SMA programs, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Kristen Hughes is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Alera Group, Cetera Advisors, and Compensation Systems NW, Inc. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering portfolio management and consulting through a multi-team approach that utilizes a range of investment strategies and third-party managers.

Brian Clark is a financial advisor at Cross Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cross Financial Advisors since 2017, also maintaining a role with LPL Financial since 2009. Outside of his advisory work, he serves as a junior varsity football coach for the Scappoose School District. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and offering both discretionary and non-discretionary portfolio management.

Nicole Bryson is a financial advisor at TPG Financial Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deschutes Investment Consulting, LLC, StanCorp Equities, Inc., and Standard Retirement Services, Inc. Outside of her advisory role, Bryson co-founded CocoGlow, LLC, a natural wellness and beauty supplements company, where she shares responsibilities including marketing and product development. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a mix of systematic and active investment approaches along with proprietary allocation models reviewed monthly by its Investment Committee.

Jeffrey Eischen is a financial advisor at PACE Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory work, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and provides discretionary monitoring and periodic reviews tailored to clients’ needs.

Daniel Kaufman is a CFP® and CFA® affiliated with Maslow Wealth Advisors in Portland, OR, with four years of industry experience. He has worked at Durbin Bennett Private Wealth Management (dba Maslow Wealth) since 2022. Prior to that, he held positions at Staffing Solutions Organization, The Shop, and participated in a Study Abroad Program. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm implements a documented Investment Policy Statement for each client, combining passive and active strategies, and serves as an investment sub-advisor to private and insurance-dedicated funds.