Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Andrew Nelson is a Series 65-licensed financial advisor with Human Investing in Lake Oswego, OR, where he has worked since 2009. He has 14 years of industry experience. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets for over 1,000 clients and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

William Kellar is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with AndersonFisher LLC dba Human Investing since 2015. In addition to his advisory role, he serves as an adjunct professor at George Fox University, teaching a financial planning course during the fall semester. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets and employs a proprietary four-pillar financial planning process, typically using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Troy Duppenthaler is a Series 65-licensed advisor with Range Financial Group, LLC in Tigard, Oregon. He has been with the firm since 2025 and has prior work experience with First Pacific Financial, Inc. and Countryside Community Church. 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 and provides discretionary portfolio management, pension consulting, and financial planning services.

Ryan Coffee is a CFP® professional with four years of industry experience. He has been with JGP Wealth Management, LLC since 2019. Prior to joining JGP, he worked at the University of Portland, Opus Agency, and nChannel. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach with five named strategies combined into six asset-allocation categories and incorporates municipal debt securities within its Fixed Income strategy, which aligns with its notable service to public-entity clients.

Davena Yee is a financial advisor at CGC Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CGC Financial Services since 2012. Outside of her advisory role, she jointly owns a residential property with her spouse. CGC Financial Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as 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 and goals, with ongoing portfolio monitoring and regular client reviews.

Cameron Roberts is a financial advisor at Progressive Investment Management Corporation with six years at the firm and a total of ten years in the industry. He holds a Series 65 designation. Prior to joining Progressive Investment Management in 2020, he worked at 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 that integrates proprietary ESG criteria across equity and fixed-income strategies while maintaining diversification to mitigate risk.

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 in Portland, OR, holding a Series 65 credential with one year of industry experience. He previously worked at Sound Advisory, LLC and Unchained Capital, LLC. Krautscheid has a background that includes roles at Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax return preparation, employing a blend of passive and active investment strategies along with discretionary portfolio management.

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 at JGP Wealth Management, LLC with 30 years of industry experience. He has held roles at JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. He holds Series 63 and Series 65 licenses. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm offers a range of advisory and planning services and employs a multi-strategy investment approach that includes municipal debt securities and specialized corporate and tax-related planning.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Allium, he worked 16 years at Irvington Capital LLC and 17 years at Wells Fargo Investments, LLC. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm employs a team-based approach focused on asset allocation and diversification, combining various investment vehicles and providing both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

David Paustian is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with JGP Wealth Management since 2018, following two years at Wells Fargo Clearing. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals and government entities. The firm employs a multi-strategy investment approach with active portfolio management and specialized planning services covering areas such as retirement, estate, and corporate tax 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.