Rian Flad is a financial advisor with SMB Financial Services, Inc. in Portland, OR, holding a Series 66 designation and 17 years of industry experience. He has been with SMB Financial Services since 2011 and has worked at James Flad CPA PC since 1996. In addition to his advisory role, he is also licensed as an insurance agent. SMB Financial Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with client objectives and risk tolerances and offers rollover guidance with an educational alternative consistent with Department of Labor guidance.

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Sarah Quist is a CFP® professional with 20 years of experience in financial advising, currently with Vision Capital Management, Inc. in Portland, OR. She has been with Vision Capital Management since 2005. Outside of her advisory work, she is a photographer for Oregon State University football during the football season. Vision Capital Management provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers tailored advisory services including proprietary portfolio options.

Kevin Williams is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Lifetime Financial Inc, Gennaker Capital LLC, and Goldbloom Wealth Management. He is also a licensed real estate broker with Synergy Mergers & Acquisitions, where he engages in commissions-based transactions. Synergy Asset Management, LLC provides personalized wealth management and financial planning services to individuals, business owners, trusts, and retirement plans. The firm manages over $1 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes through custom managed accounts and model portfolios.

Jack Holum is a financial advisor at NBC Capital Advisors in Beaverton, OR, holding a Series 65 license with one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors offers discretionary investment management, financial planning, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm combines active and passive investment strategies with diversification across asset classes and employs various analytical methods alongside tactical asset allocation and trend-following approaches.

Mitchel Ludtke is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Grange Capital in 2022, he worked at Fidelity Brokerage Services and R/West. Grange Capital provides discretionary investment management and financial planning to individuals, pension plans, corporations, and charities. The firm’s approach combines diversified asset allocation, fundamental analysis, and the use of AI tools, with a focus on both long-term investments and tactical strategies including options and private real estate offerings.

Katelyn Cummings is a CFP® professional with seven years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has been with Vision Capital Management since 2016. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $1.228 billion in discretionary assets for around 1,755 clients. The firm employs a team-driven approach to build risk-based, globally diversified portfolios using its proprietary Global Dynamic Strategy and provides wealth-planning services alongside automated ETF portfolio options.

Roger Thomas is a Series 65-licensed financial advisor with Orca Investment Management, LLC in Lake Oswego, OR, where he has worked since 2010. He has 20 years of industry experience. Orca Investment Management is an SEC-registered investment adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets, employing a range of equity-centric and fixed-income strategies tailored to diverse investment objectives, and monitors accounts regularly to manage risk and position size.

Marc Kadomatsu is a CFP®, ChFC®, and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Human Investing since 2017 and previously worked at Merriman Wealth Management, LLC. 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 employs a proprietary four-pillar “hiPLAN” process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual securities when appropriate.

Toby Wolfe is a Series 65 licensed advisor at Wealth Advisors NW with three years of industry experience. He has been with Wealth Advisors Northwest LLC since 2021 and has managed an online garden center business since 2007. Outside of his financial advisory role, he also works as a hockey referee. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, real-estate investment analysis, and 1031 Exchange consulting. The firm customizes advice based on client objectives and risk tolerance and is notable for its multiple offices, affiliation with a certified public accounting firm, and specialized educational seminars and real-estate analysis tools.

Bryan Wiepert is a financial advisor at CWC Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with CWC Advisors since 2015. Prior to joining CWC, he worked at Purshe Kaplan Sterling Investments from 2015 to 2018. CWC Advisors primarily serves high net worth individuals and also works with IRA rollovers, trusts, estates, charitable organizations, and certain pooled investment vehicles. The firm employs a contrarian value investment process focused on diversified portfolios and offers discretionary investment management, financial planning, and advice on held-away assets.

Jadyn Kerns Funk is a financial advisor at Blue Water Wealth with six years of industry experience and holds a Series 65 designation. Prior to joining Blue Water Wealth in 2020, she worked at Fisher Investments and spent time at the University of Puget Sound in various roles. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental and technical analysis to tailor portfolios and manages approximately $473 million in discretionary assets.

Robert Warmkessel Jr. is a financial advisor with Grange Capital, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Grange Capital since 2016 and previously spent nine years at Sound Investment Management, Inc. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a diversified, multi-asset approach emphasizing fundamental analysis and strategic asset allocation, incorporating both long-term holdings and tactical trading strategies.

Maria Malloy is a CFP® professional with one year of experience in financial advising, currently with Vision Capital Management Inc. Prior to joining Vision Capital Management, she worked in the dental and medical staffing sectors and at dental studios. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across around 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, client education, and offers proprietary investment options such as the Vision Vaxa Dynamic Portfolios.

Timothy Porter is a CFP® professional with 20 years of industry experience, currently serving at SMB Financial Services, Inc. in Portland, OR, where he has worked since 2005. He also holds a Series 66 license and is an independent insurance agent. SMB Financial Services works with individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, providing discretionary asset management and written financial planning services. The firm constructs tailored portfolios aligned with clients’ objectives and risk tolerances and reviews accounts at least quarterly, often exercising discretionary trading authority.

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.

Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.

Kristin Niedermeyer is a financial advisor at Bull Harbor Capital LLC with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Niedermeyer is also involved in insurance and financial services, focusing on life, disability, health, long-term care, and annuities. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including Independent Managers and third-party platforms.

Patricia Watson is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Baker Ellis, she worked at Reed College Admission Office for four years. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a fundamental, long-term value investment approach and manages approximately $1.04 billion in discretionary assets with a small team of credentialed professionals.

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.