Nathan Coffey is a CFP® with 13 years of industry experience, currently serving at Cedar Mountain Advisors, LLC since 2013. He previously worked at Securities America, Inc. and is president of Tax Matters, Inc., a tax preparation and consultation firm. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes proprietary model portfolios and works with third-party money managers, combining mutual funds, ETFs, and individual securities with ongoing discretionary portfolio management.

Casey Cleveland is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Horst & Graben Wealth Management, LLC since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, Inc. He holds a life and health insurance license and occasionally reviews insurance policies as part of his practice. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation strategy with diversified portfolios, emphasizing risk control and tax considerations, and manages a large asset base with a small advisory team.

David Ream is a financial advisor at Blue Water Wealth in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Water Wealth since 2022, after previous roles at Kathleen Kendziorski, CFP, and Cetera Advisor Networks LLC. Blue Water Wealth serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to tailor portfolios aligned with clients’ goals and risk profiles.

Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Stacy Noll is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Phillips and Company since 2009 and has served at Phillips and Company Advisors since 2013. 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 portfolio managers, offering both discretionary and non-discretionary portfolio management with access to various asset allocation models and analysis techniques.

Garrett Johnson is a Series 65-licensed financial advisor at TPG Financial Advisors, LLC in Portland, OR, with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment approaches with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Joshua Gay is a financial advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at MML Investors Services, MassMutual Life Insurance, Convex Logistics, and Chick-Fil-A. He also maintains life and health insurance licensure in multiple states. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients with nine advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, and alternative investments.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KMS Financial Services, Inc. and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017 as part of an eight-advisor team. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and due diligence, managing over $1.45 billion in client assets and offering both advisory and discretionary fiduciary services.

Cyndi Thompson is a CFP® professional with six years of industry experience, currently serving as an advisor at Johnson Bixby. Her prior roles include positions at KMS Financial Services, Inc. and CINDER LLC. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Dirk Conradie is a financial advisor with Wealth Advisors NW in Portland, OR, holding the PFS™ designation and a Series 65 license, with 14 years of industry experience. He has worked at Wealth Advisors Northwest LLC since 2016 and operates a CPA practice, Dougall Conradie LLC, where he spends the majority of his time. He is also involved in family investment management through TFA Solutions Inc. Wealth Advisors NW serves individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, and specialized services such as real estate analysis and 1031 exchange consulting. The firm combines fundamental analysis and modern portfolio theory in its investment approach and provides participant education and plan-level services for retirement-plan clients.

John La Barca is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Vision Capital Management, Inc. since 2015 and is part of a nine-advisor team based in Portland, OR. 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, including U.S. large-cap and ESG approaches, and offers tailored advisory services alongside proprietary investment options and educational resources.

Jeremiah Eischen is a financial advisor at PACE Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at PACE Financial Advisors since 2021. Outside of his financial advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and businesses. The firm offers discretionary wealth management and financial planning, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, REITs, and options strategies.

David Walters is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. In addition to his advisory role, he serves as Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning firm. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering active and non-discretionary management, trust services, and retirement plan consulting. The firm emphasizes long-term, asset-allocation-based investing primarily through mutual funds and ETFs and manages both pooled private equity funds and individual client accounts.

John Woolley is a financial advisor with TPG Financial Advisors, LLC in Portland, OR. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. John has been with TPG Financial Advisors since 2016 and previously worked at Geneos Wealth Management, Inc. from 2016 to 2019. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach includes broadly diversified portfolios with a combination of systematic and active strategies, using proprietary allocation models reviewed monthly by the Investment Committee.

Holly Ross is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation and one year of industry experience. Prior to joining First Pacific Financial, she worked at Intuit, Facebook, and Samsung Electronics America. Ross serves as the Board Secretary for the Tashi Lhunpo Foundation, a nonprofit supporting a Tibetan monastery in India. First Pacific Financial serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm uses a combination of quantitative and qualitative analysis to construct portfolios tailored to client objectives, and maintains a 19-advisor team managing approximately $1.9 billion in assets across five offices.

David Nanson is a financial advisor with NBC Capital Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, True Private Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he is also an insurance agent servicing annuities and co-owns two real estate investment LLCs. NBC Capital Advisors is a four-advisor team providing discretionary investment management, financial planning, ERISA and retirement-plan advisory services, and third-party manager selection. The firm manages approximately $710.5 million across about 2,100 accounts, utilizing a blend of fundamental, cyclical, charting, and technical analysis with both active and passive strategies tailored to individual client profiles.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.

Amanda Peterson is a financial advisor with Johnson Bixby who holds a Series 65 designation and has seven years of industry experience. Her work history includes roles at Private Client Services, KMS Financial Services, and Cable Hill Partners, with an earlier career at King County Superior Court lasting 11 years. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages a diversified portfolio across multiple asset classes using a fiduciary and client-focused approach that incorporates strategic asset allocation, qualitative analysis, and ongoing portfolio monitoring.

Matthew Conti is a financial advisor with Cross Financial Advisors in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cross Financial Advisors since 2017 and has maintained a relationship with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, combining strategic and tactical asset allocation with long-term, value-oriented investments. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and integrates in-house management with LPL-sponsored programs and technology platforms.

Adam Wishard is a CFP® professional with 19 years of industry experience, currently serving at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes over a decade at Kms Financial Services Inc. He serves on the finance committee and SWIIFT initiative committee at the Community Foundation for Southwest Washington. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations, offering financial planning, wealth management, retirement plan consulting, and tax-preparation support. The firm employs a disciplined investment approach that combines quantitative and qualitative analysis with strategic asset allocation, overseen by an Investment Committee.