Michelle Rand is a CFA® charterholder with 29 years of experience in the investment management industry. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals, historical valuations, and macroeconomic trends. Cascade emphasizes aligning investment decisions with clients’ stated goals and maintains a professional team where all members hold the CFA charter.

David Newbore is a CFP®-designated financial advisor with 28 years of industry experience. He serves as principal advisor at Newbore Wealth Management, Inc., which he founded in 2020, and has also worked with LPL Financial since 2002. Newbore Wealth Management provides investment management and financial consulting services to individuals, high net worth clients, trusts, and clients referred by unaffiliated credit unions. The firm manages approximately $200 million on a discretionary basis for about 528 clients, employing a diversified investment approach that integrates financial planning with portfolio management and utilizes both long-term and shorter-term trading strategies.

Hayden Peterson is a financial advisor at Finance Wisdom with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cross Financial Advisors, and Cambridge Investment Research among others. In addition to advisory work, he operates as an independent insurance producer, assisting clients in obtaining life, disability, and long-term care insurance. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages approximately $58.4 million across about 128 client relationships, using diversified portfolios structured with low-cost ETFs and mutual funds and applying Modern Portfolio Theory.

Micah Dorr is a CFP® with seven years of industry experience, currently serving at Inman Financial Services, Inc. since 2018. Prior to joining Inman, he worked at Farmers Insurance from 2014 to 2018. Inman Financial Services, Inc. provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading focus to tailor investment strategies based on client risk tolerance, time horizon, and liquidity needs.

David Inman is a financial advisor at Inman Financial Services, Inc. in Portland, OR, with 43 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments and Security First Advisors before and during his tenure at Inman Financial Services, where he has worked for over three decades. He is also a licensed insurance agent involved in fixed annuity and life insurance sales. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement, college, tax, and estate planning. The firm uses fundamental analysis and modern portfolio theory within a long-term trading framework and tailors portfolios based on each client’s goals and risk tolerance.

Richard Batley is a financial advisor at Batley & Associates in Estacada, OR, holding a Series 65 designation with one year of industry experience. Prior to his work in financial advising, he held positions at McMenamins Edgefield and Bosky Dell Natives. Batley & Associates provides portfolio management and financial planning services primarily for individual investors, as well as charitable institutions, foundations, and endowments. The firm employs a fundamental analysis approach with a long-term, buy-and-hold orientation and generally manages accounts on a discretionary basis.

Todd Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

David Wilson Jr. is a financial advisor at True North Retirement Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. Outside of his advisory role, he volunteers as a teacher of an investment course and was a member of the original campaign committee to raise funds for the construction of Seton Catholic High School in Vancouver, WA. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

Melinda Agosta is a Series 65-credentialed advisor at Farnam Financial with one year of industry experience. Prior to joining Farnam Financial, she worked in healthcare-related roles at WellSky and Legacy Meridian Park Hospital. Farnam Financial primarily serves individual clients, including high-net-worth households, employer retirement plans, and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis, offering discretionary investment management and integrated financial planning through a sponsored wrap-fee program.

Brian Harris is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 10 years of industry experience. He is currently with Strada Financial Group LLC, where he has worked since 2015, including a period with Avantax Insurance Agency LLC. Harris is also the owner and advisor of Strada Tax & Consulting, a tax planning and preparation business. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, and consulting services. The firm follows a Modern Portfolio Theory approach, emphasizing asset allocation and diversification, and offers integrated tax and accounting support through its affiliated accounting practice.

Tyson Papenfuss is a financial advisor at Strada Financial Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at US Bank since 2015. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, consulting, and private investment advice. The firm follows a Modern Portfolio Theory-based approach, emphasizing asset allocation and diversification, and integrates tax and accounting support through a commonly owned accounting practice.

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

Garrett Hittner is a financial advisor at Dew Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Thrivent Financial. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through its Virtual Family Office and Wealth Accelerator programs.

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. 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, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Michael Musco is a financial advisor with Pinnacle Wealth Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Pinnacle, he worked at Equilus Group, Inc., Nealy Pierce LLC, NEXA Mortgage LLC, Landmark Professional Mortgage Group, and Microsoft. He is also employed as an Asset Manager at Equilus Capital Partners, LLC, where he dedicates part of his time weekly. Pinnacle Wealth Advisors is an independent, team-based investment advisory firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to each client’s profile, using a variety of investment vehicles and tax-aware strategies, and incorporates independent third-party managers and a web-based planning tool.

Ronald Wilkinson is a CFP® with 28 years of industry experience and is currently affiliated with Pinnacle Wealth Advisors. His prior roles include positions at RK Management, LLC and REM 22, INC., where he worked for 16 years. Outside of advisory work, he serves as a board member of the Nehemiah Project in Vancouver, WA. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers a range of services including discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified portfolios and a web-based planning tool to support long-term financial recommendations.

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.

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.

Doris Schroeder is an advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 designation. She has experience working with Pinnacle Wealth Advisors since 2024 and previously held roles at Columbia Bank/Umpqua, First Tech Federal Credit Union, and US Bank Corp. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios with a range of investment vehicles tailored to client profiles and employs both discretionary management and financial planning services.