Peter Nordlund is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Aldrich Wealth and as a student at George Fox University. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, employing a combination of discretionary portfolio management and strategic asset allocation guided by both quantitative and qualitative analysis.

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.

Maxwell Puzzo is a financial advisor at First Pacific Financial, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for five years. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers comprehensive financial planning and wealth management services, employing a combination of quantitative and qualitative analysis to tailor investment strategies that include mutual funds, ETFs, individual securities, and alternative investments.

Paul Wedin is a financial advisor at Sloy, Dahl & Holst, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Smart Investor from 2017 to 2022, in addition to his ongoing role at Sloy, Dahl & Holst since 2013. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles, managing roughly $1.68 billion in discretionary assets.

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.

Elizabeth Perry is a financial advisor at First Pacific Financial, Inc. in Vancouver, Washington, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at First Pacific Financial since 2016, previously spending five years at Kms Financial Services, Inc. First Pacific Financial serves a diverse client base, including individuals, estates, trusts, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and provides specialized services such as ERISA fiduciary consulting and a model-based advisory service through Spark Financial Advisory.

Barnes Ellis is a financial advisor at Baker Ellis Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Baker Ellis since 2002. Outside of his advisory role, Ellis is the owner of Minam River Ranch LLC, which operates a hospitality business called Minam River Lodge. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a long-term value investment approach based on fundamental analysis and manages approximately $1.04 billion in discretionary assets through a small, credentialed advisory team.

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.

Brandon Treasure is a CFA® charterholder with 10 years of industry experience. He is currently with First Pacific Financial, Inc., where he has worked since 2016, including a prior year at Kms Financial Services, Inc. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation for Southwest Washington. First Pacific Financial serves individuals, estates, trusts, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to manage portfolios tailored to client objectives, offering services including discretionary investment management, financial planning, and ERISA fiduciary consulting.

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.

Kyle Hagmeier is a Series 65 licensed financial advisor with three years of industry experience. He is currently with TPG Financial Advisors, LLC and previously worked at RVK, Inc. for eight years. He serves as a board member of the Western Pension & Benefits Council and participates in outreach and membership promotion for the Association of General Contractors-Professional & Industry Associates Council. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of systematic and active investment approaches, emphasizes broadly diversified portfolios, and integrates retirement plan consulting alongside individual wealth management.

John Groh Sr. is a financial advisor at Baker Ellis Asset Management LLC with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Baker Ellis since 2016. Outside of advisory work, he is a half-owner and manager of a rental property, where he performs limited duties such as collecting rent and paying bills. Baker Ellis Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm follows a fundamental, long-term value investment approach, managing customized accounts with full investment discretion.

Shawn Willard is a financial advisor at Orca Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Orca Investment Management in various capacities since 2009. Prior to his current role, he was involved with Eastside Distilling, Inc in 2019. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including equity-centric, dividend, legacy GARP, fixed-income preservation, balanced, and mutual-fund approaches, managing approximately $183.4 million in client assets as of year-end 2024.