Jesse Steele is a financial advisor at Etesian Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Etesian Wealth Advisors since 2017. Prior to that, he held roles at L'auberge del Mar and Gand del Mar. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, and institutional clients. The firm uses individualized Investment Policy Statements, fundamental research, and risk controls to guide portfolio construction, emphasizing low-cost implementation through individual securities and ETFs alongside alternative strategies.

Noah Steinbrenner is a financial advisor at CGC Financial Services with Series 63 and Series 65 licenses and four years of industry experience. He has worked at CGC Financial Services since 2020 and previously at ROI Financial Advisors and OSAIC. Noah also has experience in higher education from his time at the University of California, Davis, and Foothill Community College. CGC Financial Services is an SEC-registered advisory firm managing approximately $876 million in client assets for about 1,140 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management as well as comprehensive financial planning. Its investment approach involves tactical asset allocation informed by technical, fundamental, and charting analysis, with portfolios tailored to client risk tolerance and goals.

Stephanie Thompson Buttice is a CFP® with 18 years of industry experience, currently serving at Range Financial Group, LLC since 2020. She previously worked at Human Investing from 2016 to 2020. Outside of her advisory role, she has been involved in managing the administrative closure of a financial advisory and insurance business of which she was a 50% owner. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension/employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension/401(k) consulting, employing diverse analytical methods and investment strategies tailored to client needs.

Robert Noack is a financial advisor at TPG Financial Advisors, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, and Building Champions. He serves as a board member for River West Church in Lake Oswego, Oregon. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, uses proprietary allocation models, and integrates retirement plan consulting alongside individual wealth management.

Michael Patterson is a CFA® charterholder with 18 years of industry experience. He has been with Mengis Capital Management, Inc. 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 uses mutual funds and ETFs selectively to complement direct holdings.

Drake Dunlap is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 65 designation and with approximately one year of experience in advisory roles. His prior work includes private math tutoring and roles outside the financial industry such as positions at Rose City Golf and Mathnasium. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans, employing a mix of fundamental analysis and modern portfolio theory tailored to client objectives. The firm offers a range of services including pension consulting, real estate analysis, and estate-planning support, with a notable expanded physical presence and affiliation with an accounting firm.

Jay Torgerson is a financial advisor at Cross Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, having also worked at LPL Financial since 2003. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans by providing investment management, financial planning, and retirement-plan services. The firm utilizes a blend of strategic and tactical asset allocation with a focus on long-term and value-oriented holdings, combining in-house management with access to third-party managers and LPL-sponsored programs.

Mihei Egoroff is a financial advisor with Cross Financial Advisors and holds a Series 66 designation. He has six years of industry experience and has been with Cross Financial Advisors and LPL Financial since 2019. Egoroff also operates a coaching business and has prior involvement in trucking and construction businesses. Cross Financial Advisors provides investment management, financial planning, consulting, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with access to third-party managers and an affiliated accounting firm to offer comprehensive advisory and tax-related consulting services.

Austin Pearce is a financial advisor at Human Investing with three years of industry experience. He holds a Series 65 credential and previously worked for Delap LLP for 12 years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, providing financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Randall Fulks is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Succession Resource Group, Inc. and Osaic Wealth, Inc. prior to his current role. Randall is based in Portland, OR. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities without imposing a firmwide account minimum. The firm utilizes a range of analytical methods and investment strategies, managing accounts primarily on a discretionary basis with access to both in-house and third-party model portfolios.

Drayton Carlberg is a financial advisor at Human Investing with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Oregon from 2015 to 2020. Human Investing provides financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm manages approximately $1.88 billion in assets across a 14-advisor team and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

Scott Thompson is a financial advisor with Allium Financial Advisors, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Allium in 2022, he worked at BenchmarkPlus Management and Concentric Wealth Advisors. Outside of his advisory role, Thompson serves as a high school volleyball head coach in Wilsonville, OR. Allium Financial Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million with a team of six advisors. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and diversification through mutual funds, ETFs, independent managers, and alternative investments overseen by an Investment Committee.

Nicholas Hubert is a financial advisor at Panoramic Capital Partners LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2024. Outside of his advisory role, he is involved as a minority owner and investor in real estate development projects. Panoramic Capital Partners LLC serves individuals, trusts, retirement plans, nonprofit organizations, and businesses with advisory services including discretionary asset management, financial planning, and business consulting. The firm constructs tailored portfolios using a mix of investment vehicles and combines in-house management with vetted third-party sub-advisors while providing ongoing portfolio monitoring and reviews.

Andrea Easterling is a CFP® and Series 66-licensed advisor with nine years of industry experience. She is currently with Fruitful, where she has worked since 2024. Her prior experience includes roles at Pattern Advisors, Mercer Global Advisors, Cable Hill Partners, and several other firms. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm emphasizes personalized planning with passive, low-cost portfolio approaches primarily using exchange-traded funds and index funds.

James Auxier is a financial advisor at Auxier Asset Management with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Foreside Fund Services, LLC for two years. His role includes company research and supporting portfolio management, with plans to meet clients directly. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as various institutional accounts. The firm follows a value-oriented investment approach grounded in fundamental financial analysis and incorporates retirement capital analysis and AI tools alongside human oversight.

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Richard Rogers is a CFP® professional with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2013 and previously worked at Securities America, Inc. He is also a speaker for the Society for Financial Awareness, providing educational seminars. 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 offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios that are periodically monitored and rebalanced.

Geneva Stegemoller is a financial advisor with TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with TPG Financial Advisors since 2013 and previously worked at Geneos Wealth Management. Outside of her advisory role, she volunteers with multiple nonprofit organizations including College Possible, Big Brothers Big Sisters, the Jesuit Booster Club, and the Kerr Contractor Annual Shoot Out Committee. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of systematic and active investment approaches, managing broadly diversified portfolios with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Michael Musco is a financial advisor with Pinnacle Wealth Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Pinnacle, he worked at Equilus Group, Inc., Nealy Pierce LLC, NEXA Mortgage LLC, Landmark Professional Mortgage Group, and Microsoft. He is also employed as an Asset Manager at Equilus Capital Partners, LLC, where he dedicates part of his time weekly. Pinnacle Wealth Advisors is an independent, team-based investment advisory firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to each client’s profile, using a variety of investment vehicles and tax-aware strategies, and incorporates independent third-party managers and a web-based planning tool.

Ronald Wilkinson is a CFP® with 28 years of industry experience and is currently affiliated with Pinnacle Wealth Advisors. His prior roles include positions at RK Management, LLC and REM 22, INC., where he worked for 16 years. Outside of advisory work, he serves as a board member of the Nehemiah Project in Vancouver, WA. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers a range of services including discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term financial recommendations.