Brandon Treasure is a CFA® charterholder with 10 years of industry experience. He is currently with First Pacific Financial, Inc., where he has worked since 2016, including a prior year at Kms Financial Services, Inc. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation for Southwest Washington. First Pacific Financial serves individuals, estates, trusts, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to manage portfolios tailored to client objectives, offering services including discretionary investment management, financial planning, and ERISA fiduciary consulting.

Scott Adler is a financial advisor at Range Financial Group, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Range Financial Group in 2020, he worked at Fidelity Brokerage Services LLC and Wells Fargo Investments. Outside of his advisory role, Adler co-owns Heitt Health Corp, a healthy vending business serving schools, which he operates jointly with his wife. Range Financial Group is a team-based registered investment adviser managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods, including quantitative and fundamental analysis, and provides discretionary portfolio management along with pension consulting and financial planning services.

Jason Mitchell is a Series 65-licensed financial advisor at PACE Financial Advisors with one year of industry experience. Before joining PACE Financial Advisors in 2026, he worked at Lam Research and Tektronix. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning, using diversified portfolios with a range of asset classes and investment strategies tailored to client needs.

James Flad is a financial advisor at SMB Financial Services, Inc. in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has operated his own CPA practice since 1974. He has been with SMB Financial Services since 2011. SMB Financial Services serves individuals, including high-net-worth clients, as well as pension, profit-sharing plans, and corporate clients. The firm provides discretionary asset management and written financial planning services, constructing tailored portfolios aligned with clients’ objectives and risk tolerances.

Heather Davis is a financial advisor with Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has worked with Paulson Investment Company, LLC and Umpqua Investments, Inc prior to joining Orca. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing diversified strategies including fundamental, technical, and cyclical analysis tailored to a range of objectives from capital preservation to equity growth.

Kyle Hagmeier is a Series 65 licensed financial advisor with three years of industry experience. He is currently with TPG Financial Advisors, LLC and previously worked at RVK, Inc. for eight years. He serves as a board member of the Western Pension & Benefits Council and participates in outreach and membership promotion for the Association of General Contractors-Professional & Industry Associates Council. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of systematic and active investment approaches, emphasizes broadly diversified portfolios, and integrates retirement plan consulting alongside individual wealth management.

Shawn Willard is a financial advisor at Orca Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Orca Investment Management in various capacities since 2009. Prior to his current role, he was involved with Eastside Distilling, Inc in 2019. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including equity-centric, dividend, legacy GARP, fixed-income preservation, balanced, and mutual-fund approaches, managing approximately $183.4 million in client assets as of year-end 2024.

Katia Prochovnic is a CFA® charterholder with three years of industry experience, currently serving as an advisor at JGP Wealth Management, LLC. Her prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Bond Financial PLLC. JGP Wealth Management provides investment advisory and planning services to a diverse client base including high net worth individuals, trusts, corporations, and state and municipal government entities. The firm employs multiple investment strategies across various risk categories and offers specialized planning services such as corporate-structure analysis and municipal debt securities integration.

Aidan Randall is a financial advisor at CGC Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at George Fox University and Laurel Foods, LLC. Randall is also a registered Oregon Notary Public, providing notary services to clients at CGC Financial Services without charge. CGC Financial Services is an SEC-registered advisory firm serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach based on technical, fundamental, and charting analysis, with portfolios tailored to clients’ risk tolerance, tax considerations, and goals.

Nicholas Orr is a financial advisor at Aerodigm Wealth LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at several financial institutions, including UMB Bank, HTLF Bank, US Bank, and BNP Paribas Securities Corporation. Aerodigm Wealth 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 based on Modern Portfolio Theory and utilizes third-party money managers within a fiduciary framework.

Timothy Phillips is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Phillips and Company Advisors since 2013 and previously with Phillips & Co Securities and Phillips & Company Securities Inc. for over three decades. Outside of his advisory role, he is a member of Riverlab LLC, which provides administrative services to family offices. Phillips and Company Advisors serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering a range of investment advisory services including portfolio management, pension consulting, and access to model and SMA programs. The firm utilizes an investment committee and third-party portfolio managers, employing various asset allocation models and analysis techniques, with a significant portion of assets managed on a non-discretionary basis.

Ryan Walker is a financial advisor with Meristead Wealth, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Stansberry Asset Management and Fisher Investments. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, combining top-down macro analysis with fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm also manages private credit funds aimed at accredited investors and retirement accounts, and integrates advisory, publishing, and private-fund activities.

Soojin Hwang is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Grange Capital in 2026, she worked at Fidelity Investments from 2017 to 2025 and served at the Fair Housing Council of Oregon from 2016 to 2017. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach using fundamental analysis and strategic asset allocation, and it incorporates AI to supplement traditional research methods.

Matthew Schmidt is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with Phillips and Company Securities Inc. since 1996 and has been with Phillips and Company Advisors LLC since 2013. 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 portfolio managers, using ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Bradley Patrick is a financial advisor at Cedar Mountain Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2006, he worked at Securities America, Inc. for 13 years. Outside of advisory services, he is involved in fixed insurance sales, including life, disability, and long-term care insurance. Cedar Mountain Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a combination of mutual funds, ETFs, and individual securities.

Kailee Aparicio is a financial advisor at Johnson Bixby with a Series 66 designation and two years of industry experience. She has worked at Johnson Bixby since 2022 and has held other roles including positions in private client services and public relations. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm’s investment approach includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Tyler Johnson is a financial advisor at Wealth Advisors NW with 11 years of industry experience. He holds a Series 65 designation and has been with Wealth Advisors NW since 2016. Outside of his advisory role, he works as a sports official, primarily officiating high school athletic contests in the Portland area. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans. The firm uses a combination of fundamental analysis and modern portfolio theory to tailor portfolios to client objectives and also offers specialized services such as pension consulting, real estate analysis, and estate-planning assistance.

Kristopher Mink is a financial advisor at TPG Financial Advisors, LLC with 31 years of industry experience. He has been with TPG Financial Advisors since 2006 and is also affiliated with The Partners Group. He holds Series 63 and Series 65 licenses. 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, proprietary allocation models, and uses third-party asset managers while integrating retirement plan consulting alongside individual wealth management.

Ankit Palan is a financial advisor with Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Cross Financial Advisors and LPL Financial since 2017 and was previously with Foresters Financial Services from 2015 to 2017. Outside of his advisory role, Palan is involved with Good Life Insurance, offering non-variable insurance services. Cross Financial Advisors provides investment management and financial planning to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of solutions through custodial and model platforms with LPL Financial, combining advisor-led services with third-party and automated portfolio offerings.

John Wendland is a financial advisor at M Financial Asset Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aldrich Wealth LP and Cambridge Investment Research, Inc. prior to joining M Financial Asset Management in 2022. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a nationwide network of advisors. The firm manages approximately $1.5 billion in client assets using diversified, risk-based model portfolios that include mutual funds, ETFs, individual securities, and third-party managers, with systematic rebalancing and portfolio-level tax considerations.