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.

Kristine Stawinski is a financial advisor at Blue Water Wealth with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera, Columbia Bank, Fidelity Investments, and Umpqua Bank. Outside of advisory work, she is involved as a beauty consultant with Beautycounter.com. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional analysis to tailor portfolios and manages approximately $473 million in discretionary assets.

Carrie Maerz is a financial advisor at TPG Financial Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Trellis Advisors, LLC, M Holdings Securities, and Foresters Financial. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages investment portfolios using a combination of systematic and active strategies and integrates retirement plan consulting with individual wealth management.

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.

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.

Brian Clark is a financial advisor at Cross Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cross Financial Advisors since 2017, also maintaining a role with LPL Financial since 2009. Outside of his advisory work, he serves as a junior varsity football coach for the Scappoose School District. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and offering both discretionary and non-discretionary portfolio management.

Nicole Bryson is a financial advisor at TPG Financial Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deschutes Investment Consulting, LLC, StanCorp Equities, Inc., and Standard Retirement Services, Inc. Outside of her advisory role, Bryson co-founded CocoGlow, LLC, a natural wellness and beauty supplements company, where she shares responsibilities including marketing and product development. 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, utilizing a mix of systematic and active investment approaches along with proprietary allocation models reviewed monthly by its Investment Committee.

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. in West Linn, OR, holding a Series 65 designation with nine years of industry experience. He has been with Etesian Wealth Advisors since 2016, part of a six-advisor team. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, corporate executives, business owners, and institutional clients. The firm provides discretionary and non-discretionary asset management, integrated financial planning via an eMoney portal, retirement plan advisory, and consulting services, focusing on customized investment policies and cost-managed portfolios with a bias toward individual bonds and ETFs.

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.

Cameron Hunt is a financial advisor at Alpha Zero LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Alpha Zero, he worked at Equitable Advisors and has a background involving roles with several professional sports organizations. He also serves as Director of Finance at Pro Athlete Community, a role unrelated to commissions. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm incorporates fundamental and cyclical analysis along with modern portfolio theory to manage portfolios and offers access to alternative investments and private placements.

Jill Wagner is a financial advisor at Connective Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at The Financial Gym, Inc., Mortgage Trust, and Value Added Mortgage. Outside of advisory work, Jill is a licensed realtor and mortgage broker and operates a life coaching business serving private clients. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, generally long-term investment approach and manages portfolios across multiple asset classes, combining experienced and younger advisors across nine offices.

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.

Justin Boggs is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Optima Capital LLC since 2019 and previously held roles at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. In addition to his advisory work, he is an independent licensed insurance agent operating a separate insurance business. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a range of investment strategies, including ETF and mutual fund portfolios, third-party model portfolios, and various analytical approaches, and integrates AI tools for operational purposes.