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.

Ankit Palan is a financial advisor with Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Cross Financial Advisors and LPL Financial since 2017 and was previously with Foresters Financial Services from 2015 to 2017. Outside of his advisory role, Palan is involved with Good Life Insurance, offering non-variable insurance services. Cross Financial Advisors provides investment management and financial planning to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of solutions through custodial and model platforms with LPL Financial, combining advisor-led services with third-party and automated portfolio offerings.

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.

Zachary Moore is a financial advisor at PACE Financial Advisors with a Series 65 credential and three years of industry experience. Before joining the firm, he served in law enforcement for seven years in the cities of Redmond and Tucson. PACE Financial Advisors is an SEC-registered firm that serves individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies and maintains discretionary client relationships with ongoing monitoring and 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.

Shawn Mathis is an investment advisory representative at Financial Management Strategies, Inc. in Vancouver, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera, Ameriprise Financial Services, and Financial Management Strategies since 2009. Mathis is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and strategies to meet client objectives.

Savanna Pitman is a Series 65-licensed advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. Prior to joining Momentous Wealth Management, she was not employed in the financial industry for ten years. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, using a tailored investment approach that incorporates fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Thomas Mc Conville is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 12 years of industry experience. He has been with Becker Capital Management since 2013. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutions. The firm employs a value-oriented, research-driven investment approach across multiple asset classes and manages both registered mutual funds and private funds.

Nathan Ayotte is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2008. His credentials include Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments and foundations. The firm emphasizes customized, separately managed portfolios and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Jonathan Metz is a financial advisor with IHT Wealth Management LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Deschutes Investment Consulting, Aldrich Wealth LP, and The Vanguard Group. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes a combination of fundamental value screening, quantitative optimization, and tailored portfolio management through proprietary models and third-party managers.

Janeen Mcaninch is a financial advisor at Becker Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Becker Capital Management since 1987. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutional investors. The firm employs a research-driven, value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including discretionary portfolio management, financial planning, and institutional consulting.

Peter Jones is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage customized portfolios across equity, fixed income, and alternative investments.

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with M Holdings Securities since 2014. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

Scott Emblen is a CFP® professional with 22 years of experience in financial advising. He currently works at The Mather Group, LLC and has previously been with Independent Progressive Advisors and Skyline Financial NW. The Mather Group, LLC serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customized portfolio options and incorporates AI tools under human oversight for market data analysis and client communications.