Steven Harpham is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Range Financial Group, LLC since 2020 and was previously with Anderson Fisher LLC, dba Human Investing, from 2016 to 2020. Harpham also conducts a small unrelated life and health insurance business. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension and employee benefit plans, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, typically managing accounts on a discretionary basis using a variety of analytical methods and investment strategies.

Karl Harrop is a CFP® with 28 years of experience in the financial industry. He is affiliated with TPG Financial Advisors, LLC and previously worked at Geneos Wealth Management for seven years. Harrop is also licensed to sell insurance under the firm’s parent company, The Partners Group, Ltd. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, proprietary allocation models, and uses both in-house and third-party asset managers to manage client portfolios.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Irvington Capital LLC since 2008. Allium Financial Advisors 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 as well as comprehensive financial planning and consulting services, focusing on asset allocation, diversification, manager selection, and ongoing monitoring.

Edward Truax is a ChFC® with 36 years of industry experience, currently serving as an advisor at Horst & Graben Wealth Management, LLC since 2019. He previously worked at Royal Alliance Associates, Inc. for 18 years and is president of Truax Consulting, Inc., a fixed life and long-term care insurance sales business he has operated since 2004. He also acts as an Affiliate Expert with the Bates Group LLC, providing expert assistance on insurance-related matters. Horst & Graben Wealth Management serves individuals, retirement plans, trusts, estates, and business entities with portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach emphasizing diversification, risk control, and tax considerations, managing approximately $796.5 million for about 1,183 clients.

Shane Hunt is a CFP® with six years of experience in the financial services industry. He is currently a financial advisor at CGC Financial Services, where he has worked since 2018, following prior roles at Royal Alliance Associates and OSAIC. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets, using a tactical asset allocation approach tailored to client risk tolerance, tax considerations, and goals.

Erica Smiley is a financial advisor at TPG Financial Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at TPG Financial Advisors since 2016, following prior roles at Geneos Wealth Management, Inc and Rosen and Associates. 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 and proprietary allocation models reviewed monthly by the Investment Committee.

Michael Keeton is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Grange Capital since 2004. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified asset allocation and fundamental analysis approach, supplemented by AI tools, and offers involvement with real-estate-focused private offerings alongside its team-based advisory services.

Christopher Sizemore is a financial advisor with Vision Capital Management Inc in Portland, OR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Vision Capital Management since 2001. Outside of his advisory role, Sizemore serves as an assistant coach for the girls varsity basketball team at Tigard High School. Vision Capital Management 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 and places a notable focus on client education and communication.

Justin Exposito is a Series 66-licensed financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with 7 years of industry experience. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, and involvement with the Cincinnati Ballet and Cincinnati Symphony Orchestra. Price Financial Group Wealth Management offers investment and wealth management, financial planning, and retirement plan advisory services to individuals, foundations, trusts, and employer-sponsored plans. The firm utilizes target asset-class allocations, third-party managers, and active monitoring, serving approximately 511 clients with about $173 million in discretionary assets under management.

Scott Adler is a financial advisor at Range Financial Group, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Range Financial Group in 2020, he worked at Fidelity Brokerage Services LLC and Wells Fargo Investments. Outside of his advisory role, Adler co-owns Heitt Health Corp, a healthy vending business serving schools, which he operates jointly with his wife. Range Financial Group is a team-based registered investment adviser managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods, including quantitative and fundamental analysis, and provides discretionary portfolio management along with pension consulting and financial planning services.

James Flad is a financial advisor at SMB Financial Services, Inc. in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has operated his own CPA practice since 1974. He has been with SMB Financial Services since 2011. SMB Financial Services serves individuals, including high-net-worth clients, as well as pension, profit-sharing plans, and corporate clients. The firm provides discretionary asset management and written financial planning services, constructing tailored portfolios aligned with clients’ objectives and risk tolerances.

Heather Davis is a financial advisor with Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has worked with Paulson Investment Company, LLC and Umpqua Investments, Inc prior to joining Orca. 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 diversified strategies including fundamental, technical, and cyclical analysis tailored to a range of objectives from capital preservation to equity growth.

Kyle Hagmeier is a Series 65 licensed financial advisor with three years of industry experience. He is currently with TPG Financial Advisors, LLC and previously worked at RVK, Inc. for eight years. He serves as a board member of the Western Pension & Benefits Council and participates in outreach and membership promotion for the Association of General Contractors-Professional & Industry Associates Council. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of systematic and active investment approaches, emphasizes broadly diversified portfolios, and integrates retirement plan consulting alongside individual wealth management.

Philippe De La Motte is a financial advisor at Prospero Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at F5, Inc. and F5 Networks Inc. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment strategies including individual securities, ETFs, derivatives, and long-short approaches, and offers a unique assets-under-advisement consulting service to other investment advisers.

Shawn Willard is a financial advisor at Orca Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Orca Investment Management in various capacities since 2009. Prior to his current role, he was involved with Eastside Distilling, Inc in 2019. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including equity-centric, dividend, legacy GARP, fixed-income preservation, balanced, and mutual-fund approaches, managing approximately $183.4 million in client assets as of year-end 2024.

Aidan Randall is a financial advisor at CGC Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at George Fox University and Laurel Foods, LLC. Randall is also a registered Oregon Notary Public, providing notary services to clients at CGC Financial Services without charge. CGC Financial Services is an SEC-registered advisory firm serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach based on technical, fundamental, and charting analysis, with portfolios tailored to clients’ risk tolerance, tax considerations, and goals.

Nicholas Orr is a financial advisor at Aerodigm Wealth LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at several financial institutions, including UMB Bank, HTLF Bank, US Bank, and BNP Paribas Securities Corporation. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation driven investment approach based on Modern Portfolio Theory and utilizes third-party money managers within a fiduciary framework.

Soojin Hwang is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Grange Capital in 2026, she worked at Fidelity Investments from 2017 to 2025 and served at the Fair Housing Council of Oregon from 2016 to 2017. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach using fundamental analysis and strategic asset allocation, and it incorporates AI to supplement traditional research methods.

Alexander Krider is a CFP® professional with 16 years of industry experience, currently serving at Avier Wealth Advisors since 2019. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he owns an internet-based publishing service that provides editing for academic books and journals and serves as a board member of Birch Community Services, a nonprofit focused on promoting financial stability for families. Avier Wealth Advisors offers investment management and financial planning services to individuals, families, and various business entities. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, informed by academic factor research, and maintains a multi-advisor team with a structured succession plan and several operational distinctions.

Bradley Patrick is a financial advisor at Cedar Mountain Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2006, he worked at Securities America, Inc. for 13 years. Outside of advisory services, he is involved in fixed insurance sales, including life, disability, and long-term care insurance. 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 combination of mutual funds, ETFs, and individual securities.