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.

Steven Beranek is a financial advisor with CS Planning Corp in Portland, OR, holding the Series 66 designation and having 18 years of industry experience. He has worked at CS Planning Corp since 2017 and concurrently serves as Technical Management GP, LLC since 2008. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, foundations, trusts, estates, and charitable organizations. The firm employs a multi-advisor model to construct broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

George Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm provides discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Rebecca Eckert is a CFP® and ChFC® with 24 years of industry experience. She has worked at First Pacific Financial, Inc. since 2017 and previously held roles at KMS Financial Services, Inc. and Johnson Bixby. Eckert volunteers with the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, providing free tax help to seniors and low-income individuals. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, utilizing a combination of discretionary portfolio management and strategic asset allocation.

Mitchell Chilcott is a financial advisor with Human Investing in Lake Oswego, OR, holding a Series 65 designation. He joined Human Investing in 2025 and previously worked for Providence St. Joseph Health from 2017 to 2025. 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 typically uses broadly diversified, low-cost index funds and ETFs, and offers direct indexing through Vanguard Personalized Indexing.

Taylor Vilhauer is a Series 66 credentialed financial advisor with 13 years of industry experience. He currently works at Momentous Wealth Management, Inc. in Vancouver, WA, and has prior experience with Purshe Kaplan Sterling Investments and Kms Financial Services, Inc. Outside of his advisory role, he serves on the board of Innovative Services NW, a pediatric therapy and neurodevelopmental center, and participates in community fundraising and service activities through organizations such as Young Life and Faith RX'd. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG factors, and portfolio rebalancing, also utilizing third-party money managers and sub-advisers.

Chad Parlow is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Phillips and Company Advisors since 2013 and previously worked at Phillips & Company Securities Inc. from 2001 to 2025. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm uses a range of investment strategies, including wrap-fee portfolio management, advisor-directed management, and third-party portfolio managers, employing various asset classes and analytical approaches, with a notable use of performance-based fee arrangements and institutional custody relationships.

Debra Pellati is a CFP®-designated financial advisor with TPG Financial Advisors, LLC in Portland, OR. She has three years of industry experience and has also worked with KMS Financial Services, Inc., Johnson Bixby & Associates, LLC, key Investment Services, and KEY BANK. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a mix of strategic, tactical, and unconstrained investment approaches along with proprietary allocation models.

Julienne Valois is a CFP® professional with 11 years of industry experience, currently serving clients at First Pacific Financial, Inc. in Vancouver, WA. She has been with First Pacific Financial since 2016 and previously worked at KMS Financial Services, Inc. Valois holds a Series 66 license and maintains an insurance license with the Washington state insurance commission, though she is not authorized to sell insurance products. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a disciplined investment approach with strategic asset allocation and integrates services such as tax preparation and access to insurance marketplaces.

Malaika Maphalala is a financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.

Michael Goodrich is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Phillips and Company entities since 1995, including his current role at Phillips and Company Advisors since 2013. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers portfolio management, advisor-directed investment management, and pension consulting, utilizing a range of investment strategies and third-party managers, with a notable use of performance-based fee arrangements and institutional custody relationships.

Nikolas Miner is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and PKS Investments. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm uses a tailored, continuously monitored investment approach that combines fundamental and technical methods, ESG considerations, and periodic rebalancing to align portfolios with client goals.

Jeffrey Kuest is a CFP® and CFA® with 22 years of experience in financial advisory. He is currently with Range Financial Group, LLC, where he has worked since 2025, following a 16-year tenure at Counterpoint Capital Advisers, LLC. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and standalone financial planning, employing a diverse range of investment methods and maintaining regular portfolio monitoring under discretionary authority.

Brian Baker is a CFA® charterholder with 25 years of industry experience. He has been a principal at Baker Ellis Asset Management LLC since its founding in 2002. Outside of his advisory role, he serves as a manager for Canyon Court LLC, an investment portfolio owned by two trusts. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term value approach, managing customized accounts across various asset types and maintaining full investment discretion.

Craig Smith is a CFP®, CFA®, and ChFC® with 18 years of industry experience. He has worked at von Borstel & Associates since 2014, with additional experience at Financial Advocates Investment Management and LPL Financial. Smith is also an independent insurance agent licensed to sell life, disability, annuities, and long-term care insurance. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm uses a client-focused approach based on Modern Portfolio Theory, offering diversified portfolios and a combination of portfolio management strategies including automated programs and fee-based insurance products.

Emily Roselle is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding a Series 66 designation with 18 years of industry experience. She has been with TPG Financial Advisors since 2007 and was previously associated with Geneos Wealth Management. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and retirement plan consulting, using a mix of systematic and active investment approaches along with proprietary allocation models reviewed monthly by the Investment Committee.

Laura Steagall Cissell is a financial advisor at Veridan Wealth with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. She is involved in a business ownership role outside of her advisory work. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations. The firm focuses on asset allocation and portfolio construction using various analytical methods and manages both discretionary and non-discretionary accounts.