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 a Series 65 credential and five years of industry experience. Prior to joining Blue Water Wealth, Funk worked at Fisher Investments and held various positions at the University of Puget Sound. Blue Water Wealth serves individual and high-net-worth clients with 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, technical, and asset-allocation analysis to build tailored portfolios managed on a discretionary basis.

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.

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.

Jacque Lefore is a CFP® professional with Series 63 and Series 65 licenses, currently serving at Womack Wealth Management, Inc. in Portland, OR. She has over a decade of experience in financial planning, including 12 years at Outsource Financial Planning, LLC. Womack Wealth Management provides investment management, comprehensive financial and wealth planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments, and corporate clients. The firm’s investment approach incorporates Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing diversified portfolios with long-term strategies tailored to client risk profiles.

Nelson Lam is a financial advisor at The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with The Lam Group since 2000 and serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser that manages approximately $388 million for high-net-worth families, family offices, foundations, endowments, and select institutions. The firm follows a disciplined investment process based on Modern Portfolio Theory, emphasizing passive investments, tax efficiency, and customized portfolio management.

Marina Johnson is a CFA® charterholder with 26 years of industry experience, currently serving at Vision Capital Management Inc. in Portland, OR, where she has worked since 1999. She holds Series 63 and Series 65 licenses and is part of a nine-advisor team. Vision Capital Management, Inc. provides portfolio management and wealth planning services to individual and high-net-worth clients, managing approximately $1.07 billion across about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies and offers tailored advisory services, including an internally branded investment option called Vision Vaxa Dynamic Portfolios, with a focus on client education and communication.

George Macdonald is a financial advisor at Phillips and Company Advisors LLC with 31 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1994 to 2025. He holds Series 63 and Series 65 designations. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers wrap-fee portfolio management, advisor-directed investment management, and access to various model and SMA programs, employing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Donald Mc Closkey is a CFP® professional with 22 years of experience in the financial industry. He has worked with Summit Wealth and Retirement Partners since 2018 and previously spent 14 years at Lincoln Financial Advisors. Mc Closkey also holds a role as Branch Principal at Mutual Securities, Inc., where he oversees compliance and supervises registered representatives. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations by providing investment management, financial planning, and pension consulting. The firm emphasizes diversified, risk-based portfolio allocations and long-term investing, offering both discretionary and non-discretionary services.

Diana Kaspic is a financial advisor with Progressive Investment Management Corporation in Lake Oswego, OR. She holds Series 63 and Series 65 licenses and has seven years of industry experience, working with Progressive since 2016. Progressive Investment Management provides discretionary investment management and consulting services to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm employs a fundamental, long-term investment approach integrating proprietary ESG criteria across equity and fixed-income strategies while offering detailed quarterly performance reporting and a community investment option.

Daniel Botti is a financial advisor with Peregrine Asset Advisers, Inc. in Portland, OR, holding Series 63 and 66 licenses and bringing 24 years of industry experience. He has been associated with Merrill since 1984. 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 across several hundred client relationships, employing a dynamic investment approach that combines macroeconomic, fundamental, and technical analysis with strategies for appreciation, income, and active trading.

Robin Donovan is a financial advisor at Human Investing with a Series 65 license and one year of industry experience. Prior to joining Human Investing, Donovan was self-employed for four years and worked at ST Media Group Intl. for nine years. 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 uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with diversified, low-cost index funds and individual securities.

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Jacqueline Thompson is a CFP® with one year of industry experience, currently serving as an advisor at Allium Financial Advisors, LLC. She previously worked at Ferguson Wellman Capital Management, Inc. and J.P. Morgan Securities LLC. Allium Financial Advisors, LLC is a registered investment adviser managing approximately $733 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach, combining mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing manager evaluation and monitoring.

Bruce Denk is a financial advisor with CPR Investments Inc and holds Series 63 and Series 65 credentials. He has 15 years of industry experience and has been associated with multiple firms, including Denk & Associates, Inc. and Denk Financial Advisors, where he has served as president and owner. In addition to his advisory roles, he works as an independent contractor in insurance sales, including Medicare insurance. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to manage multi-manager portfolios, emphasizing defensive positioning and ongoing model monitoring and rebalancing.

Jeffrey Press is a financial advisor at Faithward Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Thrivent Financial, ICM Capital Markets, and multiple broker-dealers and investment firms. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing approximately $1.05 billion in assets across about 3,000 client relationships. The firm employs a multi-team approach using Modern Portfolio Theory-based model portfolios and offers discretionary portfolio management, financial planning, estate management, and pension consulting services.