Gary Woolworth is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CWC Advisors since 2000. He serves on the investment committee of Alera Management Group LLC, dedicating several hours weekly to this role. CWC Advisors primarily serves high net worth individuals and provides 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, while also acting as a private fund adviser and sponsor.

Jared Siegel is a financial advisor at Aerodigm Wealth LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Delap Wealth Advisory, Delap LLP, LPL Financial, and Strategic Wealth Advisors Group. Siegel is also a partner at Delap LLP, an accounting firm, where he is involved in business and product development. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm utilizes a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and Monte Carlo analysis, typically implementing strategies via independent third-party money managers.

Melody Rice is a financial advisor at Veridan Wealth with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Ameriprise Financial Services from 2007 to 2024 before joining Veridan Wealth. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, financial planning, and retirement plan consulting. The firm focuses on customized portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes.

Mary Robertson is a financial advisor with Synergy Asset Management, LLC in Vancouver, WA. She holds a Series 65 designation and has three years of industry experience. Prior to joining Synergy Asset Management in 2019, she worked at O'Connor Photography from 2017 to 2019. Synergy Asset Management provides personalized wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical investment strategies.

Rebecca Phillips is a CFP® at Horst & Graben Wealth Management, LLC in Portland, OR, with four years of industry experience. Prior to joining the firm, she worked for seven years at Hotel California by the Sea. Horst & Graben serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, offering tailored investment strategies based on client objectives and risk tolerance.

Robert North is a financial advisor with B.B. Graham & Company, Inc. in Portland, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with B.B. Graham since 2016. Outside of his advisory work, North serves as president of the Oregon Water Polo Officials Association, overseeing operational and training activities. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis with regular account reviews and may implement client strategies through third-party asset managers, offering both discretionary and non-discretionary asset management options.

David De Lap is a financial advisor at Aerodigm Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Delap Wealth Advisory since 2015. In addition to his advisory work, Mr. De Lap is a partner in Delap LLP, an accounting firm, where he devotes half of his business time. Aerodigm Wealth provides discretionary investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation focused approach grounded in Modern Portfolio Theory, utilizing third-party money managers and maintaining a fiduciary standard.

Pieter Conradie is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Cetera Investment Services LLC. Wealth Advisors NW offers investment advisory and planning services to individuals, corporate entities, and retirement plans, providing customized portfolio management, written financial planning, and specialized consulting such as pension and 1031 Exchange services. The firm operates multiple offices and collaborates with a certified public accounting firm, offering educational seminars and proprietary real-estate analysis tools.

Jason Bratt is a financial advisor at NBC Capital Advisors in Beaverton, Oregon, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc, TRUE Private Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Outside of advisory roles, he is an insurance agent servicing annuities. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm manages approximately $710.5 million across about 2,100 accounts, employing a diversified investment approach that combines fundamental, cyclical, and technical analysis with both active and passive strategies.

Mateusz Sudol is a financial advisor at Price Financial Group Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Cwm, LLC. In addition to his advisory role, Sudol is the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his investment advisory activities. 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 uses a range of investment vehicles tailored to client risk profiles and maintains an affiliation with a CPA firm to coordinate tax services.

Mikela Rapattoni is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with two years of industry experience. She holds a Series 65 designation and previously worked at Harry Waller Insurance for 14 years. Outside of advising, she works as a licensed insurance agent specializing in life, accident, and health insurance. Price Financial Group Wealth Management serves individuals, foundations, retirement plans, trusts, and estates, managing approximately $173 million in discretionary assets. The firm uses a combination of target asset-class allocations, institutional third-party managers, and active monitoring, offering both discretionary and non-discretionary services.

Luke Auxier is a financial advisor at Auxier Asset Management with a Series 65 designation and three years of industry experience. He has also worked at Deloitte and Touche for seven years and was employed at Oregon State University for three years prior to his current role. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension plans, trusts, and other entities. The firm follows a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis alongside portfolio management.

Robert Kirkpatrick is a financial advisor with Strategic Financial Partners, LTD in Portland, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Strategic Financial Partners since 2009 and has also worked with LPL Financial since 2004. Outside of his advisory work, he operates a home-based business entity for tax and investment purposes and is involved in non-variable insurance sales. Strategic Financial Partners, Ltd. provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers continuous monitoring, rebalancing, and ERISA 3(38) investment manager services.

Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. 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 employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Andrew Nelson is a Series 65-licensed financial advisor with Human Investing in Lake Oswego, OR, where he has worked since 2009. He has 14 years of industry experience. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets for over 1,000 clients and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

William Kellar is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with AndersonFisher LLC dba Human Investing since 2015. In addition to his advisory role, he serves as an adjunct professor at George Fox University, teaching a financial planning course during the fall semester. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets and employs a proprietary four-pillar financial planning process, typically using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Troy Duppenthaler is a Series 65-licensed advisor with Range Financial Group, LLC in Tigard, Oregon. He has been with the firm since 2025 and has prior work experience with First Pacific Financial, Inc. and Countryside Community Church. 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 and provides discretionary portfolio management, pension consulting, and financial planning services.

Ryan Coffee is a CFP® professional with four years of industry experience. He has been with JGP Wealth Management, LLC since 2019. Prior to joining JGP, he worked at the University of Portland, Opus Agency, and nChannel. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach with five named strategies combined into six asset-allocation categories and incorporates municipal debt securities within its Fixed Income strategy, which aligns with its notable service to public-entity clients.

Davena Yee is a financial advisor at CGC Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CGC Financial Services since 2012. Outside of her advisory role, she jointly owns a residential property with her spouse. CGC Financial Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as 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 and goals, with ongoing portfolio monitoring and regular client reviews.

Cameron Roberts is a financial advisor at Progressive Investment Management Corporation with six years at the firm and a total of ten years in the industry. He holds a Series 65 designation. Prior to joining Progressive Investment Management in 2020, he worked at tru Independence from 2016 to 2020. Progressive Investment Management provides discretionary investment management and consulting services to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm employs a fundamental, long-term investment approach that integrates proprietary ESG criteria across equity and fixed-income strategies while maintaining diversification to mitigate risk.