Daniel Kaufman is a CFP® and CFA® affiliated with Maslow Wealth Advisors in Portland, OR, with four years of industry experience. He has worked at Durbin Bennett Private Wealth Management (dba Maslow Wealth) since 2022. Prior to that, he held positions at Staffing Solutions Organization, The Shop, and participated in a Study Abroad Program. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm implements a documented Investment Policy Statement for each client, combining passive and active strategies, and serves as an investment sub-advisor to private and insurance-dedicated funds.

Jeffrey Schmidt is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Vision Capital Management, Inc. since 2010, where he 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 roughly 1,700 client relationships. The firm emphasizes active equity and fixed-income strategies, including ESG approaches, and offers tailored advisory services alongside educational seminars and proprietary portfolio options.

Jose Velez Homs is a financial advisor at Johnson Bixby with a Series 66 designation and one year of industry experience. His work history includes roles at Johnson Bixby, Private Client Services, Blue Water Wealth, Amazon Whole Foods, and positions in education at the University of Portland and Lakeridge High School. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm’s investment process includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Zachary Reuter is a CFP® with five years of industry experience, currently serving as a financial advisor at Johnson Bixby in Vancouver, WA. His prior experience includes roles at Securities America, KMS Financial Services, and Cable Hill Partners. He also spent four years with the Jesuit Volunteer Corps Northwest. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a diversified investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Jill Wagner is a financial advisor at Connective Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at The Financial Gym, Inc., Mortgage Trust, and Value Added Mortgage. Outside of advisory work, Jill is a licensed realtor and mortgage broker and operates a life coaching business serving private clients. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, generally long-term investment approach and manages portfolios across multiple asset classes, combining experienced and younger advisors across nine offices.

Doris Schroeder is an advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 designation. She has experience working with Pinnacle Wealth Advisors since 2024 and previously held roles at Columbia Bank/Umpqua, First Tech Federal Credit Union, and US Bank Corp. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios with a range of investment vehicles tailored to client profiles and employs both discretionary management and financial planning services.

Justin Boggs is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Optima Capital LLC since 2019 and previously held roles at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. In addition to his advisory work, he is an independent licensed insurance agent operating a separate insurance business. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a range of investment strategies, including ETF and mutual fund portfolios, third-party model portfolios, and various analytical approaches, and integrates AI tools for operational purposes.

Sarinah Gigliotti is a CFP® professional at JGP Wealth Management, LLC with two years of industry experience. She has worked at JGP Wealth Management since 2021 and previously held roles at LPL Financial, Proven Recruiting, and the Comprehensive Autism Center. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs five investment strategies across various risk categories and offers comprehensive portfolio management, financial planning, and tax-related services.

Joseph Mengis is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2001. Mengis serves on several nonprofit boards, including The Park Academy for dyslexic children and the Portland Police Historical Society. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers services including retirement account advice and ERISA rollover decisions.

Merlin Arbor is a financial advisor with Blue Water Wealth in Portland, OR, holding a Series 65 credential and nine years of industry experience. He has been with Blue Water Wealth since 2015, including a period from 2017 to 2019 when he was associated with Cambridge Investment Research. 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 alongside fundamental and technical analysis to tailor portfolios, managing approximately $473 million in discretionary assets.

Isaac Walters is a CFP® with three years of industry experience, currently serving as a financial advisor at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes roles at Primerica Advisors and Primerica Financial Services. He is a member of the Board of Professional Advisors at The Seattle Foundation, a nonprofit focused on philanthropic giving in the local community. First Pacific Financial serves individual clients, estates, trusts, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis to tailor portfolios and investment strategies to client objectives and constraints.

Carl Marker is a financial advisor at Pinnacle Wealth Advisors with 37 years of industry experience. He holds the Series 63 designation and previously worked for IMS Capital Management from 1988 until its acquisition by Pinnacle in 2025. Outside of advising, he manages a small residential property business. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individual and qualified retirement plan clients. The firm uses diversified portfolios tailored to client profiles and incorporates alternative investments, option strategies, and tax considerations in its approach.

Christopher Harlow is a financial advisor with Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Harlow Wealth Management since 2012 and is also involved with Harlow Insurance Agency, LLC as an insurance producer. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm uses a combination of index strategies and active allocations, working with third-party Sub-Advisors while maintaining client oversight and relationship management.

Todd Smithpeter is a financial advisor at Cedar Mountain Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cedar Mountain Advisors since 2010, following nine years at Securities America, Inc. Outside of his advisory role, he owns and operates Smithpeter Equine Enterprises, an equine business focused on training, buying, selling, and breeding horses. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities.

Jada Fouch is a financial advisor at Blue Water Wealth in Portland, OR, holding a Series 65 designation. She joined the firm in 2021 and has prior experience working in educational and gymnastics settings. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on integrating Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional investment analysis. The firm manages approximately $473 million in assets through a team of 11 advisors.

Bryceson Charlton is a CFA® charterholder with eight years of industry experience. He has been with Progressive Investment Management Corporation since 2015. The firm manages approximately $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions, offering a range of investment services including separately managed accounts and fixed-income management. Progressive applies a proprietary ESG framework and combines fundamental equity and credit research with long-term portfolio construction, using recognized benchmarks to evaluate performance.

Rowan Colby is a CFP® and holds a Series 66 license, currently advising at JGP Wealth Management, LLC with two years of industry experience. Prior to joining JGP Wealth Management, he worked at Morgan Stanley and Northwestern Mutual. Before his financial advisory career, he was employed at Dutch Brothers Coffee and attended the University of Oregon. 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 that incorporates fundamental and technical analysis, with offerings that include comprehensive portfolio management, standalone financial planning, and specialized corporate and tax-related planning.

Holly Huddleson is a financial advisor at Human Investing in Lake Oswego, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Human Investing, she worked at Delap LLP for nine years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with broadly diversified, low-cost index funds alongside individual stocks and bonds.

Samuel Detke is a CFP®-certified financial advisor with nine years of industry experience, currently with TPG Financial Advisors, LLC in Portland, OR. His prior roles include positions at Merrill, Bank of America, and several financial services firms. Outside of his advisory work, he volunteers with the CFP Board on exam development, serves as a pro-bono financial advisor for the nonprofit Bradley Angle, and participates on the finance committee of Oregon Hillel. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm uses a mix of systematic and active investment strategies, proprietary allocation models, and third-party managers to maintain diversified portfolios and integrates retirement plan consulting alongside individual wealth management.

Cynthia Staley is a financial advisor at Johnson Bixby with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including KMS Financial Services, Securities America, and Private Client Services. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm manages approximately $789.5 million in assets and employs an investment process that emphasizes diverse asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.