Geneva Stegemoller is a financial advisor with TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with TPG Financial Advisors since 2013 and previously worked at Geneos Wealth Management. Outside of her advisory role, she volunteers with multiple nonprofit organizations including College Possible, Big Brothers Big Sisters, the Jesuit Booster Club, and the Kerr Contractor Annual Shoot Out Committee. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of systematic and active investment approaches, managing broadly diversified portfolios with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Andrew Strong is an advisor at Martel Wealth Advisors, LLC in Vancouver, WA. He holds Series 65 and Series 63 registrations and has one year of industry experience. Prior to joining Martel Wealth Advisors, he worked at Drug Hunter, Inc. and CorrelationOne, Inc. 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 discretionary portfolio management and offers both fiduciary advisory and discretionary services for retirement plans.

Devin Jackson is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Martel Wealth Advisors in 2026, he worked at Columbia Bank and previously held roles at Pacific Premier Bank and Grandpoint Bank. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach tailored to clients’ risk tolerance and goals, managing over $1.45 billion in assets with both advisory and discretionary fiduciary services.

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.

Jacob Scarminach is a financial advisor at Etesian Wealth Advisors, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, multi-generational families, foundations, and retirement plan sponsors. The firm emphasizes individualized investment strategies with a focus on low-cost implementation through individual equities, bonds, and ETFs, complemented by alternative investment strategies.

Thane Cleland is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CWC Advisors since 2000. Outside of advisory work, he is a member of the investment committee at Alera Management Group LLC and holds a compensated role in general business consulting for Faro Solutions LLC, an importer and wholesaler of work gloves. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, with additional involvement in private fund advising and sub-advisory arrangements.

Coleman Webb is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Altruist Advisors LLC and has previously worked at firms including Wells Fargo Clearing and Raymond James Financial Services. Outside of his advisory work, he owns and operates a podcast called The Exit Lab, which focuses on informational content, and a company named Limit Break 20 Entertainment LLC, specializing in social media and tabletop gaming reviews. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning through a team of Investment Adviser Representatives. The firm uses a combination of fundamental, technical, and quantitative analysis alongside model-based implementations accessed via the Altruist technology platform.

Kobe Gustafson is a financial advisor at CGC Financial Services with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining CGC, he worked at OSAIC Wealth, Inc. and MassMutual Oregon. He is also a notary public, notarizing client documents as part of his role at the firm. 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 manages approximately $876 million in client assets using a tactical asset allocation approach tailored to client risk tolerance, tax considerations, and goals.

David Ross is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, and fixed annuities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Aaron Claridge is a CFP® professional with five years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes roles at San Diego State University, TCI Wealth Advisors, Equity Residential, and CarMax. He maintains an insurance license but is not authorized to sell insurance products or receive related compensation through First Pacific Financial. First Pacific Financial is a team of 19 advisors managing approximately $1.9 billion in assets across five offices. The firm serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement consulting. Their approach combines proprietary quantitative models with fundamental research to tailor portfolios that may include a range of asset classes and alternative investments.

Lana Alvarez is a financial advisor with Johnson Bixby in Vancouver, WA, holding Series 63, Series 65, and Series 66 licenses and totaling four years of industry experience. She has been with Johnson Bixby since 2013. Outside of her advisory role, she manages a residential rental property. Johnson Bixby provides discretionary asset management and financial planning services to individuals, trusts, estates, and businesses, managing approximately $933.7 million as of the end of 2025. The firm employs a fiduciary, client-focused approach with individualized planning, ongoing portfolio monitoring, and strategies including asset allocation and sector analysis.

Kristen Rajotte is a financial advisor at Blue Water Wealth with four years of industry experience. She holds a Series 65 designation and has worked at Blue Water Wealth since 2019. Prior to joining the firm, she held positions at Nike and Fred Meyer. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental and technical analysis to tailor portfolios aligned with clients' goals and risk profiles.

Michael Sorem is a financial advisor at Mengis Capital Management, Inc. in Portland, Oregon, holding a Series 65 designation with 11 years of industry experience. He has been with Mengis Capital Management since 2016. Mengis Capital Management is an independent SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and endowments. The firm manages approximately $903 million, focusing on highly customized equity and income portfolios built through fundamental and technical analysis, emphasizing individualized stock selection over model-based strategies.

William Carmichael is a CFP® with one year of industry experience, currently serving as an advisor at JGP Wealth Management, LLC. His prior experience includes roles at Fisher Investments, Deepgram Inc., and Ernst & Young. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, institutional clients, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis, with a focus on specialized corporate and tax-related planning alongside active portfolio management.

Amanda Earlywine is a Series 65-licensed financial advisor at Human Investing with 4 years at the firm and 2 years of industry experience. Prior to joining Human Investing in 2022, she worked at St. Cecilia Church for five years. 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 utilizes 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 with a notable emphasis on non-discretionary retirement plan assets.

Mathew Whiteaker is a financial advisor at Cross Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, alongside a longstanding association with LPL Financial dating back to 2003. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, using a mix of individual equities, fixed income, mutual funds, ETFs, options, and alternatives, while integrating in-house management with third-party programs and technology platforms.

Nicole Lindblom is a financial advisor at Human Investing with a Series 65 designation and two years of industry experience. Before joining Human Investing, she spent four years at George Fox University and four years at Capital High School. 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 employs a fee-only fiduciary model and offers diversified investment programs that often use low-cost index funds and ETFs, including direct indexing through a Vanguard Personalized Indexing relationship.

Thomas Snyder is a Series 65 licensed financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with two years of industry experience. He has worked with Harlow Wealth Management in various capacities since 2022 and is also involved with Harlow Insurance Agency. Harlow Wealth Management serves individuals, including high-net-worth clients, as well as 401(k) participants, trusts, estates, and businesses. The firm offers investment management and financial planning, typically implementing client portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations.

Catherine Gill is a financial advisor at Phillips and Company Advisors LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including M Holdings Securities, Merrill Lynch, and Commonwealth Financial Network. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options, including wrap-fee programs and access to third-party portfolio managers, employing diverse investment strategies across multiple asset classes.