Elizabeth Perry is a financial advisor at First Pacific Financial, Inc. in Vancouver, Washington, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at First Pacific Financial since 2016, previously spending five years at Kms Financial Services, Inc. First Pacific Financial serves a diverse client base, including individuals, estates, trusts, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and provides specialized services such as ERISA fiduciary consulting and a model-based advisory service through Spark Financial Advisory.

Barnes Ellis is a financial advisor at Baker Ellis Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Baker Ellis since 2002. Outside of his advisory role, Ellis is the owner of Minam River Ranch LLC, which operates a hospitality business called Minam River Lodge. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a long-term value investment approach based on fundamental analysis and manages approximately $1.04 billion in discretionary assets through a small, credentialed advisory team.

Brandon Treasure is a CFA® charterholder with 10 years of industry experience. He is currently with First Pacific Financial, Inc., where he has worked since 2016, including a prior year at Kms Financial Services, Inc. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation for Southwest Washington. First Pacific Financial serves individuals, estates, trusts, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to manage portfolios tailored to client objectives, offering services including discretionary investment management, financial planning, and ERISA fiduciary consulting.

John Groh Sr. is a financial advisor at Baker Ellis Asset Management LLC with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Baker Ellis since 2016. Outside of advisory work, he is a half-owner and manager of a rental property, where he performs limited duties such as collecting rent and paying bills. Baker Ellis Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm follows a fundamental, long-term value investment approach, managing customized accounts with full investment discretion.

Katia Prochovnic is a financial advisor at JGP Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities and First Republic Investment Management. Prior to her career in finance, she spent 13 years with the Beaverton School District and four years at Gonzaga University. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a fiduciary-oriented, tailored investment approach that combines fundamental and technical analysis across diversified strategies and asset allocations.

Timothy Phillips is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Phillips and Company Advisors since 2013 and previously with Phillips & Co Securities and Phillips & Company Securities Inc. for over three decades. Outside of his advisory role, he is a member of Riverlab LLC, which provides administrative services to family offices. Phillips and Company Advisors serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering a range of investment advisory services including portfolio management, pension consulting, and access to model and SMA programs. The firm utilizes an investment committee and third-party portfolio managers, employing various asset allocation models and analysis techniques, with a significant portion of assets managed on a non-discretionary basis.

Ryan Walker is a financial advisor with Meristead Wealth, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Stansberry Asset Management and Fisher Investments. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, combining top-down macro analysis with fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm also manages private credit funds aimed at accredited investors and retirement accounts, and integrates advisory, publishing, and private-fund activities.

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.

Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.

Matthew Schmidt is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with Phillips and Company Securities Inc. since 1996 and has been with Phillips and Company Advisors LLC 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, using ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Kailee Aparicio is a financial advisor at Johnson Bixby with a Series 66 designation and two years of industry experience. She has worked at Johnson Bixby since 2022 and has held other roles including positions in private client services and public relations. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm’s investment approach includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Tyler Johnson is a financial advisor at Wealth Advisors NW with 11 years of industry experience. He holds a Series 65 designation and has been with Wealth Advisors NW since 2016. Outside of his advisory role, he works as a sports official, primarily officiating high school athletic contests in the Portland area. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans. The firm uses a combination of fundamental analysis and modern portfolio theory to tailor portfolios to client objectives and also offers specialized services such as pension consulting, real estate analysis, and estate-planning assistance.

John Wendland is a financial advisor at M Financial Asset Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aldrich Wealth LP and Cambridge Investment Research, Inc. prior to joining M Financial Asset Management in 2022. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a nationwide network of advisors. The firm manages approximately $1.5 billion in client assets using diversified, risk-based model portfolios that include mutual funds, ETFs, individual securities, and third-party managers, with systematic rebalancing and portfolio-level tax considerations.

Courtney Ranstrom is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Freedom Day Solutions, LLC since 2026 and has prior experience at Trailhead Planners, LLC and Ranstrom Berg Wealth Management. Courtney maintains a consulting contract with Freedom Day Solutions, though she does not provide investment advice or work directly with the firm’s clients through this arrangement. Freedom Day Solutions serves individuals including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis as well as quantitative methods for its ETF management.

Nathan Perry is a CFA® charterholder with 20 years of industry experience, currently serving at M Financial Asset Management, Inc. in Portland, OR. His prior experience includes roles at BlackRock Investments, Inc. and Fisher Investments. Outside of his advisory work, he is the secretary of the Allen Eagle Lacrosse Club, a nonprofit organization, where he participates in board meetings and helps with fundraising and event setup. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation using mutual funds, ETFs, individual securities, and third-party managers, offering model portfolios with ongoing monitoring and regular rebalancing.

Todd Engblom Stryker, CFP®, Series 66, is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, where he has worked since 2016. He has 25 years of industry experience, including over a decade at KMS Financial Services, Inc. Outside of his advisory role, he is involved in ownership of several non-investment related LLCs managing commercial and residential properties. First Pacific Financial serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and integrates services such as tax preparation and access to third-party managers, utilizing a disciplined investment approach guided by an Investment Committee.

Danica Sachs is a financial advisor at Horst & Graben Wealth Management, LLC in Portland, OR. She holds a Series 66 designation and has one year of industry experience. Prior to joining Horst & Graben, she worked at Merrill and Converge 45 and was self-employed for four years. Horst & Graben serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and investor education, employing a tactical asset allocation approach with regular account reviews.

William Paustian is a CFP® professional with six years of experience at JGP Wealth Management, LLC in Portland, OR. Prior to joining JGP Wealth Management in 2020, he held roles at Dealpath, Nulia, Wells Fargo Advisors, Nike, and the University of Oregon. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented, tailored advisory process that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories, providing portfolio management, financial planning, consulting, and third-party manager referrals.

Gina Jacobson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has held previous roles at Cetera Investment Services LLC, Heritage Bank, and Waddell & Reed, Inc. Gina is a part owner of McKenzie Investment Group, LLC, a family investment entity focused on long-term real property appreciation, although she has no active management role. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing over $1.2 billion in discretionary assets for approximately 1,755 clients. The firm employs a team-driven approach to build globally diversified, risk-based portfolios using its proprietary Global Dynamic Strategy and offers a range of services including discretionary portfolio management, wealth planning, and an automated ETF portfolio option.

Darren Farrell is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Pacific Financial since 2016, following five years at Kms Financial Services, Inc. Outside of his advisory role, Farrell is involved with JTTD, LLC, a non-investment-related business dealing with residential apartments. First Pacific Financial, Inc. serves individual clients, estates, trusts, and various organizations, providing investment management, financial planning, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and offers specialized services including charitable investment management and ERISA fiduciary consulting.