Cameron Roberts is a financial advisor with Progressive Investment Management Corporation, holding a Series 65 designation and one year of industry experience. He has worked at Progressive Investment Management since 2020 and was previously with 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 with ESG integration across equity and fixed-income strategies, aiming for capital appreciation while managing risk through diversification.

Sheryl Olson is a financial advisor at TPG Financial Advisors, LLC with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with TPG Financial Advisors since 2006 and has over three decades of experience with The Partners Group. Outside of advising, she is involved with Buck's Executive Meet & Assist Services. TPG Financial Advisors serves individuals, businesses, and various institutional clients, providing investment management, financial planning, and retirement plan consulting. The firm combines systematic and active investment strategies with proprietary allocation models and emphasizes integrated services including retirement plan consulting alongside individual wealth management.

Nick Krautscheid is a financial advisor at Gannett Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Sound Advisory, LLC and Unchained Capital, LLC. Prior to his financial advisory roles, he was involved with Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors serves individual and high-net-worth clients, offering wealth management, financial planning, retirement consulting, and tax preparation. The firm utilizes a mixed investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies across multiple offices and integrating bitcoin analysis and custody services in its offerings.

Lisa Caselli is a financial advisor at Panoramic Capital Partners LLC with a Series 65 designation and experience at Goldman Sachs & Co., Inc. from 2011 to 2024. She has been with Panoramic Capital Partners since 2024. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, offering asset management, portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of asset types and integrates planning and business considerations into portfolio construction.

Steven Harpham is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Range Financial Group, LLC since 2020 and was previously with Anderson Fisher LLC, dba Human Investing, from 2016 to 2020. Harpham also conducts a small unrelated life and health insurance business. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension and employee benefit plans, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, typically managing accounts on a discretionary basis using a variety of analytical methods and investment strategies.

Karl Harrop is a CFP® with 28 years of experience in the financial industry. He is affiliated with TPG Financial Advisors, LLC and previously worked at Geneos Wealth Management for seven years. Harrop is also licensed to sell insurance under the firm’s parent company, The Partners Group, Ltd. TPG Financial Advisors serves individuals—including high-net-worth clients—businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, proprietary allocation models, and uses both in-house and third-party asset managers to manage client portfolios.

Kevin Sanger is a financial advisor with JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management serves a diverse client base including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm offers comprehensive portfolio management and financial planning services, employing multiple investment strategies across a range of risk categories and incorporates municipal debt securities within its fixed income offerings.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Irvington Capital LLC since 2008. Allium Financial Advisors manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management as well as comprehensive financial planning and consulting services, focusing on asset allocation, diversification, manager selection, and ongoing monitoring.

David Paustian is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management provides investment advisory and planning services to a diverse client base including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs multiple investment strategies across various risk levels and incorporates both fundamental and technical analysis in portfolio management, with a notable focus on municipal debt securities and specialized corporate and tax-related planning.

Edward Truax is a ChFC® with 36 years of industry experience, currently serving as an advisor at Horst & Graben Wealth Management, LLC since 2019. He previously worked at Royal Alliance Associates, Inc. for 18 years and is president of Truax Consulting, Inc., a fixed life and long-term care insurance sales business he has operated since 2004. He also acts as an Affiliate Expert with the Bates Group LLC, providing expert assistance on insurance-related matters. Horst & Graben Wealth Management serves individuals, retirement plans, trusts, estates, and business entities with portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach emphasizing diversification, risk control, and tax considerations, managing approximately $796.5 million for about 1,183 clients.

Shane Hunt is a CFP® with six years of experience in the financial services industry. He is currently a financial advisor at CGC Financial Services, where he has worked since 2018, following prior roles at Royal Alliance Associates and OSAIC. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, 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, tax considerations, and goals.

Erik Bjorvik is a financial advisor with LRI Investments, LLC and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including roles at M Holdings Securities, Inc. and M Financial Asset Management, Inc. He is also a passive investor in a private securities investment. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with a focus on customized asset allocation and offers both discretionary and non-discretionary services.

Erica Smiley is a financial advisor at TPG Financial Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at TPG Financial Advisors since 2016, following prior roles at Geneos Wealth Management, Inc and Rosen and Associates. 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 systematic and active investment approaches and proprietary allocation models reviewed monthly by the Investment Committee.

Michael Keeton is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Grange Capital since 2004. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified asset allocation and fundamental analysis approach, supplemented by AI tools, and offers involvement with real-estate-focused private offerings alongside its team-based advisory services.

Christopher Sizemore is a financial advisor with Vision Capital Management Inc in Portland, OR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Vision Capital Management since 2001. Outside of his advisory role, Sizemore serves as an assistant coach for the girls varsity basketball team at Tigard High School. Vision Capital Management 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 and places a notable focus on client education and communication.

Justin Exposito is a Series 66-licensed financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, with 7 years of industry experience. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, and involvement with the Cincinnati Ballet and Cincinnati Symphony Orchestra. Price Financial Group Wealth Management offers investment and wealth management, financial planning, and retirement plan advisory services to individuals, foundations, trusts, and employer-sponsored plans. The firm utilizes target asset-class allocations, third-party managers, and active monitoring, serving approximately 511 clients with about $173 million in discretionary assets under management.

Thomas Ouimette is a financial advisor at Cross Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cross Financial Advisors since 2017, previously associated with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm combines strategic and tactical asset allocation with a range of investment vehicles, and maintains an affiliation with an accounting firm for potential tax planning referrals.

Scott Adler is a financial advisor at Range Financial Group, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Range Financial Group in 2020, he worked at Fidelity Brokerage Services LLC and Wells Fargo Investments. Outside of his advisory role, Adler co-owns Heitt Health Corp, a healthy vending business serving schools, which he operates jointly with his wife. 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, including quantitative and fundamental analysis, and provides discretionary portfolio management along with pension consulting and financial planning services.

James Flad is a financial advisor at SMB Financial Services, Inc. in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has operated his own CPA practice since 1974. He has been with SMB Financial Services since 2011. SMB Financial Services serves individuals, including high-net-worth clients, as well as pension, profit-sharing plans, and corporate clients. The firm provides discretionary asset management and written financial planning services, constructing tailored portfolios aligned with clients’ objectives and risk tolerances.

Heather Davis is a financial advisor with Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has worked with Paulson Investment Company, LLC and Umpqua Investments, Inc prior to joining Orca. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing diversified strategies including fundamental, technical, and cyclical analysis tailored to a range of objectives from capital preservation to equity growth.