Zane Bratt is a financial advisor with NBC Capital Advisors in Beaverton, OR. He holds a Series 65 designation and has been working at NBC Capital Advisors since 2026. Prior to this, he has been involved with JHZ Holdings, LLC since 2023 and worked with the City of Lake Oswego (Swim Park) from 2022 to 2023. NBC Capital Advisors provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm employs a blended investment approach that includes active and passive management, diversification across asset classes, and a variety of analytical methods, while continuously monitoring and rebalancing portfolios to align with client objectives.

Daniel Nance is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2008 and previously worked at Securities America, Inc. Mr. Nance is also licensed to sell long-term care and life insurance products. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.

Benjamin Mahon is a CFA® charterholder with 18 years of experience at the Oregon State Treasury before joining Aerodigm Wealth LLC, where he has worked for one year. He is based in Lake Oswego, OR, and is part of a seven-advisor team at Aerodigm Wealth. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm emphasizes passive, asset-allocation driven portfolios based on Modern Portfolio Theory and uses independent third-party money managers alongside written financial plans and ongoing client reviews.

Grant Kerger is a financial advisor at Peregrine Asset Advisers, Inc. with 23 years of industry experience. He holds a Series 65 credential and is based in Portland, OR. Outside of his advisory role, he has been affiliated with Pumpkin Ridge Country Club for 30 years. 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 and employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis.

Bettina Lee is a financial advisor with The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with The Lam Group since 2006. Lee also serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser serving high-net-worth families, family offices, foundations, endowments, and select institutions. The firm employs a disciplined investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs, with a focus on tax efficiency, manager research, and minimizing transaction costs.

Andrew Bennison is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding a Series 65 designation with four years of industry experience. His background includes roles outside finance, such as work at Indian Creek Golf Course and The Greenbrier Companies. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers a range of planning and advisory services with a focus that includes municipal debt securities and specialized corporate and tax-related planning.

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Rian Flad is a financial advisor with SMB Financial Services, Inc. in Portland, OR, holding a Series 66 designation and 17 years of industry experience. He has been with SMB Financial Services since 2011 and has worked at James Flad CPA PC since 1996. In addition to his advisory role, he is also licensed as an insurance agent. SMB Financial Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with client objectives and risk tolerances and offers rollover guidance with an educational alternative consistent with Department of Labor guidance.

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

Sarah Quist is a CFP® professional with 20 years of experience in financial advising, currently with Vision Capital Management, Inc. in Portland, OR. She has been with Vision Capital Management since 2005. Outside of her advisory work, she is a photographer for Oregon State University football during the football season. Vision Capital Management provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers tailored advisory services including proprietary portfolio options.

Jack Holum is a financial advisor at NBC Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach using both active and passive strategies tailored to individual client profiles.

Katelyn Cummings is a CFP® professional with seven years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has been with Vision Capital Management since 2016. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $1.228 billion in discretionary assets for around 1,755 clients. The firm employs a team-driven approach to build risk-based, globally diversified portfolios using its proprietary Global Dynamic Strategy and provides wealth-planning services alongside automated ETF portfolio options.

Roger Thomas is a Series 65-licensed financial advisor with Orca Investment Management, LLC in Lake Oswego, OR, where he has worked since 2010. He has 20 years of industry experience. Orca Investment Management is an SEC-registered investment adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets, employing a range of equity-centric and fixed-income strategies tailored to diverse investment objectives, and monitors accounts regularly to manage risk and position size.

Marc Kadomatsu is a CFP®, ChFC®, and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Human Investing since 2017 and previously worked at Merriman Wealth Management, LLC. 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” process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual securities when appropriate.

Toby Wolfe is a Series 65 licensed advisor at Wealth Advisors NW with three years of industry experience. He has been with Wealth Advisors Northwest LLC since 2021 and has managed an online garden center business since 2007. Outside of his financial advisory role, he also works as a hockey referee. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, real-estate investment analysis, and 1031 Exchange consulting. The firm customizes advice based on client objectives and risk tolerance and is notable for its multiple offices, affiliation with a certified public accounting firm, and specialized educational seminars and real-estate analysis tools.

Bryan Wiepert is a financial advisor at CWC Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with CWC Advisors since 2015. Prior to joining CWC, he worked at Purshe Kaplan Sterling Investments from 2015 to 2018. CWC Advisors primarily serves high net worth individuals and also works with IRA rollovers, trusts, estates, charitable organizations, and certain pooled investment vehicles. The firm employs a contrarian value investment process focused on diversified portfolios and offers discretionary investment management, financial planning, and advice on held-away assets.

Jadyn Kerns Funk is a financial advisor at Blue Water Wealth with a Series 65 credential and five years of industry experience. Prior to joining Blue Water Wealth, Funk worked at Fisher Investments and held various positions at the University of Puget Sound. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental, technical, and asset-allocation analysis to build tailored portfolios managed on a discretionary basis.

Maria Malloy is a CFP® professional with one year of experience in financial advising, currently with Vision Capital Management Inc. Prior to joining Vision Capital Management, she worked in the dental and medical staffing sectors and at dental studios. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across around 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers proprietary investment options such as the Vision Vaxa Dynamic Portfolios.

Timothy Porter is a CFP® professional with 20 years of industry experience, currently serving at SMB Financial Services, Inc. in Portland, OR, where he has worked since 2005. He also holds a Series 66 license and is an independent insurance agent. SMB Financial Services works with individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, providing discretionary asset management and written financial planning services. The firm constructs tailored portfolios aligned with clients’ objectives and risk tolerances and reviews accounts at least quarterly, often exercising discretionary trading authority.