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 an advisor at Auxier Asset Management with Series 65 and Series 63 credentials and six years of industry experience. He previously worked at Foreside Fund Services, LLC from 2019 to 2021 and has been with Auxier Asset Management since 2019. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension and profit-sharing plans, trusts, and estates. The firm employs a value-oriented investment approach grounded in 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 at Phillips and Company Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Phillips and Company-affiliated firms since 1995. Edwards also serves as a consultant for Riverlab LLC, a firm that provides administrative services to family offices. Phillips and Company Advisors, LLC offers investment advisory services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management programs, including discretionary wrap-fee arrangements and thematic separately managed accounts, combining fundamental, cyclical, and technical analysis tailored to clients' objectives.

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.

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.

Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.

Noah Steinbrenner is a financial advisor at CGC Financial Services with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at ROI Financial Advisors and has held roles at the University of California, Davis, and Foothill Community College. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets and employs a tactical asset allocation strategy that incorporates technical, fundamental, and charting analysis, with portfolios tailored to client risk tolerance, tax considerations, 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 in Portland, OR, with 35 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, Building Champions, and Aequitas Investment Management. He serves as a board member for River West Church in Lake Oswego, OR. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes broadly diversified portfolios using a combination of systematic and active strategies, proprietary allocation models, and third-party asset managers, while integrating retirement plan consulting with individual wealth management.

Michael Patterson is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Mengis Capital Management, Inc. since 2007. Mengis Capital Management is an independent, SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and endowments. The firm focuses on highly customized equity and income portfolios, emphasizing individualized stock selection and fundamental and technical analysis.

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 Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cross Financial Advisors since 2017 and affiliated with LPL Financial since 2003. Cross Financial Advisors serves individual and high-net-worth clients, families, trusts, estates, and retirement-plan sponsors with investment management, financial planning, and consulting services. The firm employs diversified strategic and tactical asset allocation strategies across various asset classes and offers discretionary management primarily through LPL-sponsored platform programs, with additional services including retirement-plan support and fee-based insurance product advice.

Mihei Egoroff is a financial advisor at Cross Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cross Financial Advisors and LPL Financial since 2019. Outside of advisory services, he has been involved in coaching since 2018 and was a part owner of a local trucking and gravel delivery business. Cross Financial Advisors serves individual and high-net-worth clients, families, trusts, estates, and retirement-plan sponsors, providing investment management, financial planning, consulting, and access to third-party managed accounts. The firm employs diversified asset-allocation strategies across multiple investment vehicles and maintains multiple offices and business affiliations, including an in-house tax and accounting firm.

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 Series 63 and Series 66 licenses and has worked at firms including Succession Resource Group, Inc. and Osaic Wealth, Inc. He is based in Portland, OR. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a range of investment instruments and analytical methods to tailor portfolios to clients’ profiles and manages most accounts on a discretionary basis.

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 with Panoramic Capital Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of his advisory role, Hubert is a minority owner and investor in real estate development projects. Panoramic Capital Partners LLC provides advisory services to individuals, trusts, retirement plans, nonprofit organizations, and businesses. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, business consulting, and retirement plan consulting, utilizing both in-house and third-party managers to construct tailored investment portfolios.