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.

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Foreside Fund Services. At Auxier, he contributes as a research analyst, providing investment recommendations to portfolio managers. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, managing equity and balanced accounts through direct advisory relationships and a wrap-fee program. The firm employs a value-oriented investment approach based on fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

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.

Rebecca Semper is a CFP® professional with 30 years of industry experience, currently serving at Blue Water Wealth since 2022. Her prior experience includes roles at Vision Capital Management and Umpqua Investments, Inc., as well as a decade at Umpqua Bank. She volunteers on the finance committee of a community health center in Portland. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program, integrating sustainable and ESG criteria with fundamental and technical analysis to tailor portfolios.

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.

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.

Robert Noack is a financial advisor at TPG Financial Advisors, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, and Building Champions. He serves as a board member for River West Church in Lake Oswego, Oregon. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, uses proprietary allocation models, and integrates retirement plan consulting alongside individual wealth management.

Francis Roman is a financial advisor at Synergy Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boeing Commercial Airplanes from 2015 to 2019 before joining Synergy Financial Services in 2019. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in regulatory assets.

Michael Patterson is a CFA® charterholder with 18 years of industry experience. He has been with Mengis Capital Management, Inc. 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 uses mutual funds and ETFs selectively to complement direct holdings.

Drake Dunlap is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 65 designation and with approximately one year of experience in advisory roles. His prior work includes private math tutoring and roles outside the financial industry such as positions at Rose City Golf and Mathnasium. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans, employing a mix of fundamental analysis and modern portfolio theory tailored to client objectives. The firm offers a range of services including pension consulting, real estate analysis, and estate-planning support, with a notable expanded physical presence and affiliation with an accounting firm.

Jay Torgerson is a financial advisor at Cross Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, having also worked at LPL Financial since 2003. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans by providing investment management, financial planning, and retirement-plan services. The firm utilizes a blend of strategic and tactical asset allocation with a focus on long-term and value-oriented holdings, combining in-house management with access to third-party managers and LPL-sponsored programs.

Mark Martel is a CFP® with 43 years of experience in financial advising. He is the principal at Martel Wealth Advisors, LLC in Vancouver, WA, where he has worked since 2018, following 27 years at Kms Financial Services, Inc. Martel serves on the board of the PeaceHealth SW Medical Center Foundation. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets.

Mihei Egoroff is a financial advisor with Cross Financial Advisors and holds a Series 66 designation. He has six years of industry experience and has been with Cross Financial Advisors and LPL Financial since 2019. Egoroff also operates a coaching business and has prior involvement in trucking and construction businesses. Cross Financial Advisors provides investment management, financial planning, consulting, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with access to third-party managers and an affiliated accounting firm to offer comprehensive advisory and tax-related consulting services.

Austin Pearce is a financial advisor at Human Investing with three years of industry experience. He holds a Series 65 credential and previously worked for Delap LLP for 12 years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, providing financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Randall Fulks is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Succession Resource Group, Inc. and Osaic Wealth, Inc. prior to his current role. Randall is based in Portland, OR. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities without imposing a firmwide account minimum. The firm utilizes a range of analytical methods and investment strategies, managing accounts primarily on a discretionary basis with access to both in-house and third-party model portfolios.

Drayton Carlberg is a financial advisor at Human Investing with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Oregon from 2015 to 2020. Human Investing provides financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm manages approximately $1.88 billion in assets across a 14-advisor team and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.