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.

Cyndi Thompson is a CFP® professional with six years of industry experience, currently serving as an advisor at Johnson Bixby. Her prior roles include positions at KMS Financial Services, Inc. and CINDER LLC. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

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.

Jeremiah Eischen is a financial advisor at PACE Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at PACE Financial Advisors since 2021. Outside of his financial advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and businesses. The firm offers discretionary wealth management and financial planning, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, REITs, and options strategies.

David Walters is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. In addition to his advisory role, he serves as Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning firm. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering active and non-discretionary management, trust services, and retirement plan consulting. The firm emphasizes long-term, asset-allocation-based investing primarily through mutual funds and ETFs and manages both pooled private equity funds and individual client accounts.

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.

Holly Ross is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation and one year of industry experience. Prior to joining First Pacific Financial, she worked at Intuit, Facebook, and Samsung Electronics America. Ross serves as the Board Secretary for the Tashi Lhunpo Foundation, a nonprofit supporting a Tibetan monastery in India. First Pacific Financial serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm uses a combination of quantitative and qualitative analysis to construct portfolios tailored to client objectives, and maintains a 19-advisor team managing approximately $1.9 billion in assets across five offices.

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.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.

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.

Amanda Peterson is a financial advisor with Johnson Bixby who holds a Series 65 designation and has seven years of industry experience. Her work history includes roles at Private Client Services, KMS Financial Services, and Cable Hill Partners, with an earlier career at King County Superior Court lasting 11 years. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages a diversified portfolio across multiple asset classes using a fiduciary and client-focused approach that incorporates strategic asset allocation, qualitative analysis, and ongoing portfolio monitoring.

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.

Adam Wishard is a CFP® professional with 19 years of industry experience, currently serving at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes over a decade at Kms Financial Services Inc. He serves on the finance committee and SWIIFT initiative committee at the Community Foundation for Southwest Washington. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations, offering financial planning, wealth management, retirement plan consulting, and tax-preparation support. The firm employs a disciplined investment approach that combines quantitative and qualitative analysis with strategic asset allocation, overseen by an Investment Committee.

Heidi Johnson Bixby is a CFP® professional with over 32 years of experience in the financial services industry. She is currently with Johnson Bixby, a team-based firm in Vancouver, WA, and has held roles at several firms including Securities America, Inc. Outside of advising, she serves as treasurer and board member of the Global Sojourns Giving Circle, a nonprofit focused on youth empowerment and education in Southern African countries. 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 employs a multi-faceted investment approach emphasizing asset allocation, fixed-income management, and ongoing portfolio monitoring, managing approximately $789.5 million in regulatory assets.