Nicholas Orr is a financial advisor at Aerodigm Wealth LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several financial institutions, including BNP Paribas Securities Corporation, Umpqua Bank, and US Bank. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm emphasizes passive, asset-allocation driven portfolios and employs third-party money managers to implement strategies aligned with clients’ investment policy statements.

Timothy Phillips is a financial advisor with Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Phillips and Company Advisors since 2013 and previously with Phillips & Co Securities and Phillips & Company Securities Inc. for over three decades. Outside of his advisory role, he is a member of Riverlab LLC, which provides administrative services to family offices. Phillips and Company Advisors serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors, offering a range of investment advisory services including portfolio management, pension consulting, and access to model and SMA programs. The firm utilizes an investment committee and third-party portfolio managers, employing various asset allocation models and analysis techniques, with a significant portion of assets managed on a non-discretionary basis.

Matthew Schmidt is a financial advisor at Phillips and Company Advisors LLC in Portland, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with Phillips and Company Securities Inc. since 1996 and has been with Phillips and Company Advisors LLC 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 employs a range of investment strategies through its investment committee and third-party portfolio managers, using ETFs, mutual funds, equities, fixed income, and tax-aware asset allocation models.

Alexander Krider is a CFP® professional with 16 years of industry experience, currently serving at Avier Wealth Advisors since 2019. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he owns an internet-based publishing service that provides editing for academic books and journals and serves as a board member of Birch Community Services, a nonprofit focused on promoting financial stability for families. Avier Wealth Advisors offers investment management and financial planning services to individuals, families, and various business entities. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, informed by academic factor research, and maintains a multi-advisor team with a structured succession plan and several operational distinctions.

Bradley Patrick is a financial advisor at Cedar Mountain Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2006, he worked at Securities America, Inc. for 13 years. Outside of advisory services, he is involved in fixed insurance sales, including life, disability, and long-term care insurance. 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 combination of mutual funds, ETFs, and individual securities.

Rachael Schweiger is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Pinnacle Wealth Advisors since 2024 and previously spent ten years with Security First Advisors, Inc. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that serves individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified portfolios tailored to each client’s profile and using a range of investment vehicles including alternative investments and covered-call option strategies.

Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.

Tyler Johnson is a financial advisor at Wealth Advisors NW with 11 years of industry experience. He holds a Series 65 designation and has been with Wealth Advisors NW since 2016. Outside of his advisory role, he works as a sports official, primarily officiating high school athletic contests in the Portland area. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans. The firm uses a combination of fundamental analysis and modern portfolio theory to tailor portfolios to client objectives and also offers specialized services such as pension consulting, real estate analysis, and estate-planning assistance.

Kristopher Mink is a financial advisor at TPG Financial Advisors, LLC with 31 years of industry experience. He has been with TPG Financial Advisors since 2006 and is also affiliated with The Partners Group. He holds Series 63 and Series 65 licenses. TPG Financial Advisors serves individuals, 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 third-party asset managers while integrating retirement plan consulting alongside individual wealth management.

Ankit Palan is a financial advisor with Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Cross Financial Advisors and LPL Financial since 2017 and was previously with Foresters Financial Services from 2015 to 2017. Outside of his advisory role, Palan is involved with Good Life Insurance, offering non-variable insurance services. Cross Financial Advisors provides investment management and financial planning to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of solutions through custodial and model platforms with LPL Financial, combining advisor-led services with third-party and automated portfolio offerings.

John Wendland is a financial advisor at M Financial Asset Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aldrich Wealth LP and Cambridge Investment Research, Inc. prior to joining M Financial Asset Management in 2022. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a nationwide network of advisors. The firm manages approximately $1.5 billion in client assets using diversified, risk-based model portfolios that include mutual funds, ETFs, individual securities, and third-party managers, with systematic rebalancing and portfolio-level tax considerations.

Douglas Greenberg is a financial advisor with SB Advisory, LLC, holding Series 65 and Series 63 licenses and over 32 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as Pinnacle Wealth Advisory. Outside of his advisory work, he is a co-founder of Data Aviator, a company focused on audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

Courtney Ranstrom is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Freedom Day Solutions, LLC since 2026 and has prior experience at Trailhead Planners, LLC and Ranstrom Berg Wealth Management. Courtney maintains a consulting contract with Freedom Day Solutions, though she does not provide investment advice or work directly with the firm’s clients through this arrangement. Freedom Day Solutions serves individuals including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis as well as quantitative methods for its ETF management.

Nathan Perry is a CFA® charterholder with 20 years of industry experience, currently serving at M Financial Asset Management, Inc. in Portland, OR. His prior experience includes roles at BlackRock Investments, Inc. and Fisher Investments. Outside of his advisory work, he is the secretary of the Allen Eagle Lacrosse Club, a nonprofit organization, where he participates in board meetings and helps with fundraising and event setup. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation using mutual funds, ETFs, individual securities, and third-party managers, offering model portfolios with ongoing monitoring and regular rebalancing.

Jesse Mays is a financial advisor with AAN Wealth Advisors LLC in Lake Oswego, OR. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining AAN Wealth Advisors, he worked at Affinity Advisory Network and Velapoint Insurance. Mays is also involved in writing annuity and life insurance policies as an insurance producer. AAN Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm employs a model portfolio approach managed by an unaffiliated subadvisor while maintaining oversight and control over subadvisor selection and performance.

Robert Fankhauser is a CFP® with eight years of industry experience. He has been with Range Financial Group, LLC since 2017 and previously worked at Human Investing and Vergepointe LLP. Range Financial Group is a seven-advisor team managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and financial planning, using a variety of investment methods and a broad range of securities tailored to client risk profiles.

Zachary Moore is a financial advisor at Pace Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining Pace, he served with police departments in Redmond, OR, and Tucson, AZ, for a total of seven years. Pace Financial Advisors is an SEC-registered firm that serves individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, retirement plan consulting, and standalone financial planning, employing diversified asset allocations and ongoing portfolio monitoring.

Harry Striplin is a financial advisor at Orca Investment Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paulson Investment Advisors, LLC, Paulson Investment Company, LLC, and Umpqua Investments, Inc. Outside of advising, he co-owns an engraving business operated with his wife and serves as a FINRA-appointed arbitrator on an as-needed basis. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage a range of equity-centric and fixed-income strategies tailored to client objectives from capital preservation to aggressive growth.

Andrew Carter is a financial advisor at Panoramic Capital Partners LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various private banking and wealth management roles from 2009 to 2024. Outside of advisory work, he manages several family investment properties through multiple LLCs. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by offering asset management, comprehensive portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of securities and alternative investments, integrates planning and business considerations into portfolio construction, and conducts ongoing due diligence on third-party managers.

Maria Bell is a financial advisor with Human Investing in Lake Oswego, OR, holding a Series 65 license and three years of industry experience. She has been with Human Investing since 2017 and previously worked at Lady Hill Winery. Outside of her advisory role, she serves as a wedding coordinator at St. Patrick Catholic Church and is a consultant for Beautycounter, an online beauty product retailer. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a proprietary four-pillar financial planning process and typically uses broadly diversified, low-cost index funds alongside individual stocks and bonds.