Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

Yong Yang is a financial advisor at Westlake Wealth Management, LLC in Portland, OR, with 15 years of industry experience. He has been with Westlake Wealth Management since 2009. Yang holds the Series 63 and Series 66 designations. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers institutional-style 401(k) plan services alongside retail portfolio management, employing fundamental and technical analysis across various asset classes.

Kris Jamison is a financial advisor at Uniplan Investment Counsel, Inc. with 23 years of industry experience. He has worked within various Uniplan entities since 2010, including Uniplan Institutional Advisors LLC. He holds Series 63 and Series 65 designations. Uniplan Investment Counsel provides investment advisory, sub-advisory, and portfolio-modeling services to individual and institutional clients, including broker-dealer wrap program sponsors and other registered investment advisers. The firm emphasizes fundamental security analysis across specialized strategies and supports a significant sub-advisory and model-portfolio business.

Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.

Matthew Ebeling is a CFP® with 19 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2016. He holds a Series 65 license and works at a firm based in Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, while incorporating tax-aware management and financial planning services.

Michael Hibbs is a financial advisor at Third Stanza Group with a Series 65 credential and no prior advisory industry experience. He has work experience as a facilities manager at a semiconductor manufacturing plant. Third Stanza Group is a fee-only, state-registered investment adviser providing financial planning, discretionary portfolio management, and retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using various securities and emphasizes bundled financial planning within its asset-based advisory services.

Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.

Timothy Gallagher is a financial advisor at Vita Planning Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Financial Services, Liberty Wealth Management, and Liberty Group. Outside of advisory work, he is involved in insurance sales through Vita Insurance Associates, Inc. Vita Planning Group serves participant-directed retirement plans and individual clients, offering retirement-plan advisory, discretionary and nondiscretionary investment management, and financial planning. The firm emphasizes asset allocation and diversification, provides ongoing plan monitoring, and maintains multiple branch offices despite a small advisor team.

David Rasmussen is a financial advisor with Catalyst Financial NW Corporation in Gresham, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with American Service Corp. since 2011. Outside of his advisory role, Rasmussen owns and operates a wholesale tree farm, Red Barn Nursery, LLC. Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses no-load mutual funds with a focus on long-term investments and customizes portfolios based on client objectives and risk tolerance.

Michael Baltzell is a CFP® with 21 years of industry experience, currently serving at Columbia River Financial Group since 2017. Prior to this, he worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2017. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically on a discretionary basis, and employs a portfolio construction approach that incorporates both quantitative and qualitative analysis across a broad range of investment instruments.

Petr Burunov is a financial advisor with Ambassador Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at LPL Financial and has operated Ambassador Wealth Management since 2009. In addition to advising, he provides tax preparation and bookkeeping services through Ambassador Tax Consultants, LLC, a business he has managed since 2013. Ambassador Wealth Management offers discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, equities, debt instruments, and private placements, managing accounts on a discretionary basis with regular reviews.

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.

Zhe Liao is a financial advisor with Westlake Wealth Management, LLC in Portland, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Westlake Wealth Management since 2012. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers 401(k) plan services, combining fundamental and technical analysis across various asset classes, and manages accounts on a discretionary, fee-only basis with institutional-style plan support despite its small, two-advisor structure.

Aaron Muhs is a financial advisor at Catalyst Financial NW Corporation in Gresham, Oregon, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Service Corp. since 2013. Outside of his advisory role, he is also an agent and limited partner at Catalyst Financial’s insurance agency, offering various insurance products including accident and health, disability, and life insurance. Catalyst Financial NW Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term investments primarily through no-load mutual funds, tailoring portfolios to client objectives and risk tolerance, and manages approximately $233 million in assets.

Gregory Barker is a CFP® with 22 years of industry experience. He is a principal at Barker Wealth Management, LLC in Camas, WA, where he has worked since 2015. Prior to this, he spent eight years at Clark Nuber P.S. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm emphasizes fundamental analysis and asset allocation to build diversified portfolios using individual securities and funds, delivering investment supervisory services on a continuous discretionary basis and planning services on a non-discretionary basis.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with nearly a decade of industry experience, including roles at Security First Advisors and Pinnacle Wealth Advisors. She holds the Series 65 designation and has been with Para Wealth Advisors since 2025. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing financial planning, investment management, and integrated wealth management services. The firm combines fundamental and technical analysis within an asset-allocation framework and primarily maintains a long-term investment orientation while accommodating shorter-term trading as appropriate.

Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.

Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.

Thomas Grunbeck is a CFP® professional affiliated with J.R. Prunier Capital Management LLC with seven years of industry experience. He previously worked at Grunbeck Financial Services, LLC and Core Corner, and held other roles since 2016. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios to client goals and risk tolerance using fundamental analysis and modern portfolio theory, operating mostly under discretionary authority with quarterly custodial reporting.