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.

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.

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.

Melissa Lamarche is a financial advisor with Johnson Bixby in Vancouver, WA, holding a Series 66 designation and totaling 14 years of industry experience. She has held roles at Securities America Advisors and KMS Financial Services, among others. Lamarche also serves as Chief of Staff at Johnson Bixby & Associates. Johnson Bixby provides discretionary asset management and standalone financial planning to individuals, trusts, estates, and business entities. The firm manages approximately $933.7 million and employs fiduciary, client-focused investment strategies including asset allocation, sector analysis, and discretionary trading authority.

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.

Grant Lawton is a financial advisor at Pace Financial Advisors with three years of industry experience. He holds a Series 65 credential and has prior work experience at Corban University and Athey Creek Christian Fellowship. Pace Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, and financial planning, using diversified allocations across various asset classes and employs both long- and short-term strategies.

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 work history includes roles at multiple firms such as Atomic Brokerage LLC and ICM Capital Markets, LLC. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing over $1 billion in assets across approximately 3,000 client relationships. The firm utilizes Modern Portfolio Theory and model portfolios incorporating mutual funds, ETFs, and REITs, with an overlay option for Biblically Responsible Investing.

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.

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 with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 1995 to 2025. Outside of his advisory role, he serves as a consultant for Riverlab LLC, a firm providing administrative services to family offices. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a range of investment strategies through its investment committee and third-party managers, offering both discretionary and non-discretionary portfolio management with access to various asset classes and model programs.

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.

Dorothy Tennant is a financial advisor at Johnson Bixby with Series 63 and Series 65 licenses and one year of industry experience. She has worked at Johnson Bixby since 2023 and previously held positions at Focus Point Solutions and The Ivy School. Johnson Bixby provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a fiduciary, client-focused approach with a range of investment strategies and manages approximately $933.7 million as of December 31, 2025.

Rebecca Garrow is a CFP® professional with 13 years of industry experience, currently serving at First Pacific Financial, Inc. since 2018. She previously worked at D.A. Davidson & Co. from 2016 to 2018. Outside of her advisory role, she volunteers as a reading buddy and mentor for elementary school children at the Boys and Girls Club of Southwest Washington. First Pacific Financial serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis, offering tailored portfolio construction and consulting services supported by a 19-advisor team managing approximately $1.9 billion in assets.

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 financial advisor at Pace Financial Advisors in Hillsboro, Oregon. He holds a Series 65 designation and has been with the firm since 2026. Walther also has an academic affiliation with Pacific University since 2015. Pace Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities through discretionary wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies and offers both ongoing wealth management and standalone planning engagements.

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.