George Myers is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Phillips and Company Advisors LLC since 2022. His prior experience includes roles at Greenbridge Investment Management, LLC and Columbia Threadneedle. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm utilizes a range of strategies including wrap-fee portfolio management, advisor-directed investment management, and access to third-party portfolio managers, employing various asset classes and analysis techniques.

Viviana Bigolin is a CFP® with 13 years of experience in financial advising, currently with TPG Financial Advisors, LLC. Her prior roles include positions at The Partners Group, OSAIC, Securities America, PFG Advisors, and Bank of the West. Outside of advising, she serves as President of the Overlook Condominium Association and holds a logistics specialist position in the Navy Reserves. TPG Financial Advisors serves individuals, businesses, and various institutional clients, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment strategies, managing broadly diversified portfolios with oversight from an Investment Committee.

Jacque Lefore is a CFP® professional with Series 63 and Series 65 licenses, currently serving at Womack Wealth Management, Inc. in Portland, OR. She has over a decade of experience in financial planning, including 12 years at Outsource Financial Planning, LLC. Womack Wealth Management provides investment management, comprehensive financial and wealth planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments, and corporate clients. The firm’s investment approach incorporates Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing diversified portfolios with long-term strategies tailored to client risk profiles.

Nelson Lam is a financial advisor at The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with The Lam Group since 2000 and serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser that manages approximately $388 million for high-net-worth families, family offices, foundations, endowments, and select institutions. The firm follows a disciplined investment process based on Modern Portfolio Theory, emphasizing passive investments, tax efficiency, and customized portfolio management.

Marina Johnson is a CFA® charterholder with 26 years of industry experience, currently serving at Vision Capital Management Inc. in Portland, OR, where she has worked since 1999. She holds Series 63 and Series 65 licenses and is part of a nine-advisor team. Vision Capital Management, Inc. 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 offers tailored advisory services, including an internally branded investment option called Vision Vaxa Dynamic Portfolios, with a focus on client education and communication.

George Macdonald is a financial advisor at Phillips and Company Advisors LLC with 31 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1994 to 2025. He holds Series 63 and Series 65 designations. 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, employing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Diana Kaspic is a financial advisor with Progressive Investment Management Corporation in Lake Oswego, OR. She holds Series 63 and Series 65 licenses and has seven years of industry experience, working with Progressive since 2016. Progressive Investment Management provides discretionary investment management and consulting services to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm employs a fundamental, long-term investment approach integrating proprietary ESG criteria across equity and fixed-income strategies while offering detailed quarterly performance reporting and a community investment option.

Daniel Botti is a financial advisor with Peregrine Asset Advisers, Inc. in Portland, OR, holding Series 63 and 66 licenses and bringing 24 years of industry experience. He has been associated with Merrill since 1984. 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 across several hundred client relationships, employing a dynamic investment approach that combines macroeconomic, fundamental, and technical analysis with strategies for appreciation, income, and active trading.

Robin Donovan is a financial advisor at Human Investing with a Series 65 license and one year of industry experience. Prior to joining Human Investing, Donovan was self-employed for four years and worked at ST Media Group Intl. for nine years. 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 uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with diversified, low-cost index funds and individual securities.

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Jacqueline Thompson is a CFP® with one year of industry experience, currently serving as an advisor at Allium Financial Advisors, LLC. She previously worked at Ferguson Wellman Capital Management, Inc. and J.P. Morgan Securities LLC. Allium Financial Advisors, LLC is a registered investment adviser managing approximately $733 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach, combining mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing manager evaluation and monitoring.

Bruce Denk is a financial advisor with CPR Investments Inc and holds Series 63 and Series 65 credentials. He has 15 years of industry experience and has been associated with multiple firms, including Denk & Associates, Inc. and Denk Financial Advisors, where he has served as president and owner. In addition to his advisory roles, he works as an independent contractor in insurance sales, including Medicare insurance. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to manage multi-manager portfolios, emphasizing defensive positioning and ongoing model monitoring and rebalancing.

Jeffrey Press is a financial advisor at Faithward Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Thrivent Financial, ICM Capital Markets, and multiple broker-dealers and investment firms. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing approximately $1.05 billion in assets across about 3,000 client relationships. The firm employs a multi-team approach using Modern Portfolio Theory-based model portfolios and offers discretionary portfolio management, financial planning, estate management, and pension consulting services.

Dustin Fadenrecht is a financial advisor at Veridan Wealth with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and Key Bank. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, comprehensive financial planning, and retirement plan consulting. The firm emphasizes asset allocation and portfolio construction using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes, maintaining a substantial asset base with a focused advisory team and customized portfolio management.

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Foreside Fund Services. At Auxier, he contributes as a research analyst, providing investment recommendations to portfolio managers. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, managing equity and balanced accounts through direct advisory relationships and a wrap-fee program. The firm employs a value-oriented investment approach based on fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Lincoln Bach is a CFP® professional with five years of industry experience, currently serving at Aerodigm Wealth LLC. Prior to joining Aerodigm, he spent 14 years at GreenWood Resources Inc. and had a brief period of unemployment in 2021. Aerodigm Wealth LLC 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 grounded in Modern Portfolio Theory and implements strategies primarily through independent third-party money managers.

Thomas Peekema is a CFP® and CFA® with 17 years of industry experience. He has been with SMB Financial Services, Inc. since 2011 and also has a long-standing role at Principal Life Insurance Company. Outside of financial advising, he is involved in family farming operations and is a part owner of Peekema Fruit. SMB Financial Services serves individuals, pension and profit-sharing plans, and corporate clients by offering discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with clients’ objectives and risk tolerances and provides educational resources and rollover guidance for retirement accounts.

Thomas Edwards is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1995 to 2025. Outside of his advisory role, he serves as a consultant for Riverlab LLC, a firm providing administrative services to family offices. 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 managers, offering both discretionary and non-discretionary portfolio management with access to various asset classes and model programs.

Cynthia Aschbacher is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers tailored strategies supported by written Investment Policy Statements reviewed annually.

Rebecca Semper is a CFP® professional with 30 years of industry experience, currently serving at Blue Water Wealth since 2022. Her prior experience includes roles at Vision Capital Management and Umpqua Investments, Inc., as well as a decade at Umpqua Bank. She volunteers on the finance committee of a community health center in Portland. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program, integrating sustainable and ESG criteria with fundamental and technical analysis to tailor portfolios.