Chad Parlow is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 2001 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 uses a range of investment strategies, including wrap-fee portfolio management, advisor-directed management, and third-party portfolio managers, employing various asset classes and analytical approaches, with a notable use of performance-based fee arrangements and institutional custody relationships.

Debra Pellati is a CFP®-designated financial advisor with TPG Financial Advisors, LLC in Portland, OR. She has three years of industry experience and has also worked with KMS Financial Services, Inc., Johnson Bixby & Associates, LLC, key Investment Services, and KEY BANK. 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 strategic, tactical, and unconstrained investment approaches along with proprietary allocation models.

Malaika Maphalala is a financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.

Michael Goodrich 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 worked with Phillips and Company entities since 1995, including his current role at Phillips and Company Advisors 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 offers portfolio management, advisor-directed investment management, and pension consulting, utilizing a range of investment strategies and third-party managers, with a notable use of performance-based fee arrangements and institutional custody relationships.

Jeffrey Kuest is a CFP® and CFA® with 22 years of experience in financial advisory. He is currently with Range Financial Group, LLC, where he has worked since 2025, following a 16-year tenure at Counterpoint Capital Advisers, LLC. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and standalone financial planning, employing a diverse range of investment methods and maintaining regular portfolio monitoring under discretionary authority.

Emily Roselle is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 66 designation with 18 years of industry experience. She has been with TPG Financial Advisors since 2007 and was previously associated with Geneos Wealth Management. 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, using a mix of systematic and active investment approaches along with proprietary allocation models reviewed monthly by the Investment Committee.

Laura Steagall Cissell is a financial advisor at Veridan Wealth with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. She is involved in a business ownership role outside of her advisory work. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations. The firm focuses on asset allocation and portfolio construction using various analytical methods and manages both discretionary and non-discretionary accounts.

Fred Freimark III is a financial advisor with CPR Investments Inc. in Wilsonville, OR, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with CPR Financial Group and CPR Investments Inc. since 2016. In addition to his advisory role, he spends part of his time as a licensed insurance agent involved in insurance services and product sales. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm constructs multi-manager portfolios using in-house tactical models alongside third-party sub-advisors, focusing on defensive positioning and managing accounts on a discretionary basis.

Nathan Coffey is a CFP® with 13 years of industry experience, currently serving at Cedar Mountain Advisors, LLC since 2013. He previously worked at Securities America, Inc. and is president of Tax Matters, Inc., a tax preparation and consultation firm. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes proprietary model portfolios and works with third-party money managers, combining mutual funds, ETFs, and individual securities with ongoing discretionary portfolio management.

Casey Cleveland is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Horst & Graben Wealth Management, LLC since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, Inc. He holds a life and health insurance license and occasionally reviews insurance policies as part of his practice. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation strategy with diversified portfolios, emphasizing risk control and tax considerations, and manages a large asset base with a small advisory team.

David Ream is a financial advisor at Blue Water Wealth in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Water Wealth since 2022, after previous roles at Kathleen Kendziorski, CFP, and Cetera Advisor Networks LLC. Blue Water Wealth serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to tailor portfolios aligned with clients’ goals and risk profiles.

Glen Clemans is a financial advisor with CGC Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with CGC Financial Services and Royal Alliance Associates since 2006 and has a longstanding association with OSAIC since 1989. Clemans serves on the advisory board of the Glen Garcelon Foundation, which focuses on brain tumor research and education, and participates in the stewardship advisory board of Sherwood Community Friends Church. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset allocation strategy based on technical, fundamental, and charting analyses, tailoring portfolios to client risk tolerance and tax considerations while managing approximately $876 million in assets for around 1,140 clients.

Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Joshua Simpson is a ChFC® credentialed advisor at Illumination Wealth Management with one year of industry experience. Prior to joining Illumination, he worked at Price Financial Group and Bain Wealth Management. Outside of his financial advisory roles, he has been involved as a lacrosse official since 2018. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a long-term, values-linked planning approach using model portfolios with ETFs, mutual funds, and individual securities, and offers integrated financial life management alongside pension consulting and business-owner exit planning.

Stacy Noll is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Phillips and Company since 2009 and has served at Phillips and Company Advisors 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, offering both discretionary and non-discretionary portfolio management with access to various asset allocation models and analysis techniques.

Maximus Molyneux is a financial advisor with CGC Financial Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Co, and involvement with the University of Oregon and Nick Alexander Films. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach informed by technical, fundamental, and charting analysis, tailoring portfolios to client risk tolerance, tax considerations, and goals.

Garrett Johnson is a Series 65-licensed financial advisor at TPG Financial Advisors, LLC in Portland, OR, with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 mix of systematic and active investment approaches with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Stanley Lochrie is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, Oregon, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Etesian Wealth Advisors since 2009. Etesian Wealth Advisors serves individual clients and families—including high-net-worth individuals—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 via an eMoney client portal, retirement plan advisory, and consulting services, focusing on individualized fixed-income portfolio construction and cost-managed investment strategies.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KMS Financial Services, Inc. and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017 as part of an eight-advisor team. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and due diligence, managing over $1.45 billion in client assets and offering both advisory and discretionary fiduciary services.

David Anderson is a CFP® professional with 8 years of industry experience. He is currently with Human Investing and has prior experience at M Financial Group, Financial Advocates Investment Management, LPL Financial, and vonBorstel & Associates. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing comprehensive financial planning, portfolio management, tax consulting, and workplace advisory services. The firm uses broadly diversified, low-cost index funds and ETFs, offers direct indexing through a Vanguard Personalized Indexing relationship, and manages approximately $2.22 billion in assets.