Matthew Moss is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise Financial Services, Ridge Athletic Club, and CUNA Mutual Group, as well as experience at Washington State University and Seattle Boat Company. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a quantitative and qualitative investment approach, with portfolio construction guided by tailored investment policy statements and oversight from an Investment Committee.

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Corey Levine is a financial advisor at Cross Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2012. Outside of his advisory role, he is involved in a woodworking and hardware business in Beaverton, Oregon. Cross Financial Advisors serves individuals, families, corporations, and institutions, offering investment management, financial planning, consulting, and retirement-plan services. The firm combines strategic and tactical asset allocation with a range of investment vehicles and integrates in-house management with third-party programs while providing tax-related consulting through an affiliated accounting firm.

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.

Terence Donahe is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following a 13-year tenure at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves high-net-worth individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations including mutual funds, ETFs, and fixed-income ladders.

Cort Morris is a financial advisor at Human Investing with a Series 65 credential and one year of industry experience. Prior to joining Human Investing, he held roles at George Fox University, Edward Jones, and various other organizations. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors with financial planning, portfolio management, tax consulting, and workplace advisory services. The firm uses broadly diversified, low-cost index funds and ETFs, including direct indexing through Vanguard Personalized Indexing, and manages approximately $2.22 billion in assets with an emphasis on a fee-only fiduciary model.

Kendra Biller is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JGP Wealth Management since 2018, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. In addition to her advisory work, she performs notary public duties for JGP clients. JGP Wealth Management manages approximately $1.2 billion in discretionary assets, serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with portfolios generally managed on a discretionary basis and supplemented by third-party manager referrals when appropriate.

Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, providing asset management, financial planning, and business consulting services. The firm employs an individualized investment approach that includes a variety of asset types and integrates planning and business considerations into portfolio construction.

Carsten Henningsen is a financial advisor at Progressive Investment Management Corporation with 37 years of industry experience. He holds a Series 63 designation and has been with the firm since 1987. Outside of his advisory role, he serves as a co-trustee and advisor for the Elizabeth Henningsen Revocable Trust. Progressive Investment Management Corporation is a registered, discretionary investment adviser managing over $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions. The firm utilizes a proprietary ESG framework combined with fundamental equity and credit research to construct long-term portfolios, offering a range of investment and consulting services.

Patricia Spies is a CFP® professional with eight years of experience in the financial services industry. She is currently with Johnson Bixby, where she has worked since 2017, and has prior experience at Securities America, Inc. and KMS Financial Services, Inc. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a diverse investment approach that includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

William Barham is a financial advisor at Orca Investment Management, LLC with 56 years of industry experience. He holds a Series 65 designation and has been with Orca in its various forms since 2013. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets and employs a range of equity-centric and fixed-income strategies, combining fundamental, technical, and cyclical analysis to tailor portfolios from capital preservation to aggressive growth.

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.

Meredith Morse is a CFP® professional with five years of experience, currently with First Pacific Financial, Inc. in Vancouver, WA. Prior to her current role, she worked at Kimsa Total Wealth and spent several years with United Way of the Columbia-Willamette. She serves as secretary of the Financial Planning Association of Oregon & SW Washington and is a member of the finance committee for the Southwest Washington Regional Health Alliance. First Pacific Financial serves a diverse client base including individuals, estates, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to construct tailored portfolios and provides discretionary and non-discretionary investment management alongside comprehensive financial planning and retirement plan consulting.

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.

Harrison Hinz is a CFP® professional with six years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. Prior to joining First Pacific Financial in 2018, he worked at Wells Fargo from 2012 to 2018. He holds an insurance license in Washington state but does not engage in insurance sales or receive related compensation. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a disciplined investment approach using mutual funds, ETFs, equities, and debt securities, supported by an Investment Committee and strategic asset allocation, and offers both discretionary and non-discretionary portfolio management.

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.