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.

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.

Dirk Conradie is a financial advisor with Wealth Advisors NW in Portland, OR, holding the PFS™ designation and a Series 65 license, with 14 years of industry experience. He has worked at Wealth Advisors Northwest LLC since 2016 and operates a CPA practice, Dougall Conradie LLC, where he spends the majority of his time. He is also involved in family investment management through TFA Solutions Inc. Wealth Advisors NW serves individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, and specialized services such as real estate analysis and 1031 exchange consulting. The firm combines fundamental analysis and modern portfolio theory in its investment approach and provides participant education and plan-level services for retirement-plan clients.

John La Barca is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Vision Capital Management, Inc. since 2015 and 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 about 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including U.S. large-cap and ESG approaches, and offers tailored advisory services alongside proprietary investment options and educational resources.

John Woolley is a financial advisor with TPG Financial Advisors, LLC in Portland, OR. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. John has been with TPG Financial Advisors since 2016 and previously worked at Geneos Wealth Management, Inc. from 2016 to 2019. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach includes broadly diversified portfolios with a combination of systematic and active strategies, using proprietary allocation models reviewed monthly by the Investment Committee.

Andrew Gladhill is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Human Investing since 2014. He is based in Lake Oswego, OR, and works alongside a team of 14 advisors. Human Investing offers financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

David Nanson is a financial advisor with NBC Capital Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, True Private Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he is also an insurance agent servicing annuities and co-owns two real estate investment LLCs. NBC Capital Advisors is a four-advisor team providing discretionary investment management, financial planning, ERISA and retirement-plan advisory services, and third-party manager selection. The firm manages approximately $710.5 million across about 2,100 accounts, utilizing a blend of fundamental, cyclical, charting, and technical analysis with both active and passive strategies tailored to individual client profiles.

Joseph Ollila is a financial advisor at Aegis Wealth Management, Inc. in Gresham, Oregon, with one year of industry experience. He holds a Series 65 credential and has been self-employed in various investment-related roles since 2016. Ollila is also a licensed independent insurance agent. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure, utilizing third-party sub-advisers and model portfolios to implement investment strategies.

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.

Matthew Conti is a financial advisor with Cross Financial Advisors in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cross Financial Advisors since 2017 and has maintained a relationship with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, combining strategic and tactical asset allocation with long-term, value-oriented investments. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and integrates in-house management with LPL-sponsored programs and technology platforms.

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.

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 with Price Financial Group Wealth Management, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., among other roles. He is also the managing member of a CPA firm, Price Financial Group Accounting & Tax, LLC, which provides tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, foundations, and trusts. The firm manages approximately $173 million in discretionary assets and uses a combination of institutional third-party managers, target asset-class allocations, and active monitoring to build portfolios.

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.