Randy Gay is a financial advisor at Pinnacle Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Wealth Advisors since 2016. He also serves as president of R & R 419, Inc., a tax-related pass-through entity associated with his advisory and insurance activities. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term recommendations.

Carrie Jorgensen is a financial advisor at Wealth Advisors NW in Portland, OR, with three years of industry experience. She holds a Series 65 credential and has worked at Wealth Advisors Northwest LLC, PACE Financial Advisors, Inc., and Arkos Global Advisors, LLC. From 2016 to 2022, she was involved with Athey Creek Christian Fellowship. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and pension and profit-sharing plans. The firm customizes portfolios using a combination of fundamental analysis and modern portfolio theory, offers a range of consulting services including real estate and estate planning, and supports retirement plan clients with plan-level services and education.

Pradeep Tempalli is a CFP®, CFA®, and Series 66 licensed advisor with 19 years of industry experience. He has been with Allium Financial Advisors, LLC since 2017 and previously worked at Tru Independence Asset Management, Arnerich Massena, Steward Partners Investment Solutions, and Wells Fargo Investments. Outside of his advisory role, Tempalli serves as treasurer and board member for the United Way of the Columbia-Willamette and provides software consulting through Saicon Consultants. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm emphasizes asset allocation and diversification, utilizing mutual funds, ETFs, vetted independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

Elizabeth Roach is a CFP® and Series 65 registered advisor with three years of industry experience. She currently practices at Aerodigm Wealth LLC and previously worked at Delap Wealth Advisory and Nestle. Outside of her advisory role, she operated Elizabeth Roach, LLC for eight years. Aerodigm Wealth LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using third-party money managers and written Investment Policy Statements.

James Smith is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Phillips and Company Advisors LLC since 2013 and previously spent 31 years with Phillips & Company Securities Inc. Outside of advising, he is a member of Riverlab LLC, a company providing administrative services to family offices. Phillips and Company Advisors offers investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a variety of investment strategies through its investment committee and third-party portfolio managers, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Stuart Robertson is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Columbia Trust Company and Fisher Investments. 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 combination of systematic and active investment approaches with broadly diversified portfolios and integrates retirement plan consulting alongside individual wealth management.

Matthew Sheets is a CFP® and holds a Series 65 license with 10 years of industry experience. He currently works at Vision Capital Management Inc., where he has been since 2023. Prior to this, he was employed at Mercer Global Advisors Inc. and Sigma Investment Management Company. 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 ESG approaches, and offers tailored advisory services along with educational seminars and client communications.

Cole Thomas is a Series 65-licensed financial advisor with one year of industry experience, currently with Human Investing in Lake Oswego, OR. Prior to joining Human Investing, he worked at Aldrich CPAs + Advisors and has a background that includes roles at George Fox University and Lucky 7 Beverage Company. 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” financial planning process and manages approximately $1.88 billion in assets through a team of 14 advisors.

Martin Bats is a financial advisor at Mengis Capital Management, Inc. with a Series 65 credential and two years of industry experience. Before joining Mengis Capital Management in 2023, he held roles at Gorin Sports Inc., IMG Academy, Gonzaga University, Eastern Washington University, and Notre-Dame Des Anges. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios, combining fundamental and technical analysis, and offers written Investment Policy Statements reviewed annually.

Ann Moore is a CFA® charterholder with seven years of industry experience. She currently serves as an advisor at Martel Wealth Advisors, LLC, where she has worked since 2021. Prior to joining Martel, she held roles at Amazon Web Services and J.P. Morgan in various capacities from 2016 to 2021. Martel Wealth Advisors works with 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 tailored to client goals and risk tolerance, managing over $1.45 billion in assets and offering both advisory and discretionary fiduciary services for retirement plans.

Carrie Maerz is a financial advisor at TPG Financial Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Trellis Advisors, M Holdings Securities, and Foresters Financial. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting with an investment approach that combines diversified portfolios, systematic and active strategies, and proprietary allocation models reviewed by an Investment Committee.

Mark Loewen is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company Advisors since 2013, previously working at Phillips & Company Securities Inc. from 1997 to 2025. 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, utilizing ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Kristen Hughes is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Alera Group, Cetera Advisors, and Compensation Systems NW, Inc. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering portfolio management and consulting through a multi-team approach that utilizes a range of investment strategies and third-party managers.

Jason Martel is a CFP® professional with nine years of industry experience. He is currently with Martel Wealth Advisors, LLC, where he has worked since 2015, following two years at KMS Financial Services, Inc. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm manages portfolios through strategic asset allocation using mutual funds and ETFs, tailoring investments to clients’ objectives and risk tolerance, and oversees approximately $1.25 billion in assets with a significant presence among high-net-worth and institutional clients.

Marie Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Etesian Wealth Advisors in 2025, she worked for Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC from 2005 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Nicole Bryson is a financial advisor with TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Deschutes Investment Consulting, StanCorp Equities, and Standard Retirement Services. Outside of advising, she is a co-founder of CocoGlow, LLC, a natural wellness and beauty supplement business involved in product development and community wellness events. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process combines diversified portfolios with both systematic and active strategies and integrates retirement plan consulting alongside individual wealth management.

Douglas Kintzinger is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked previously at Ims Capital Management and Pacific Seafood. Outside of his advisory role, Kintzinger serves on the boards of several non-investment-related companies, including a lumber producer, a job placement company, and an advertising and marketing firm. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as qualified retirement plans. The firm utilizes diversified portfolios tailored to client profiles, incorporating individual stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and covered-call option strategies.

Benjamin Wright is a financial advisor at Etesian Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Etesian Wealth Advisors since 2016. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, multi-generational families, foundations, and retirement plan sponsors. The firm manages approximately $503 million across about 415 client relationships, offering discretionary and non-discretionary asset management, integrated financial planning, and retirement plan consulting with an investment approach focused on individualized Investment Policy Statements, fundamental research, and low-cost portfolio implementation.

Daniel Kaufman is a CFP® and CFA® affiliated with Maslow Wealth Advisors in Portland, OR, with four years of industry experience. He has worked at Durbin Bennett Private Wealth Management (dba Maslow Wealth) since 2022. Prior to that, he held positions at Staffing Solutions Organization, The Shop, and participated in a Study Abroad Program. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm implements a documented Investment Policy Statement for each client, combining passive and active strategies, and serves as an investment sub-advisor to private and insurance-dedicated funds.

Jeffrey Schmidt is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Vision Capital Management, Inc. since 2010, where he 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 roughly 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including ESG approaches, and offers tailored advisory services alongside educational seminars and proprietary portfolio options.