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.

Jason Mitchell is a financial advisor with Pace Financial Advisors in Hillsboro, Oregon. He holds a Series 65 designation and has one year of industry experience. Prior to joining Pace Financial Advisors, he worked at Lam Research and Tektronix. Pace Financial Advisors is an SEC-registered firm serving individual clients, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, utilizing diversified portfolios with a variety of asset types and strategies.

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.

Katia Prochovnic is a financial advisor at JGP Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities and First Republic Investment Management. Prior to her career in finance, she spent 13 years with the Beaverton School District and four years at Gonzaga University. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a fiduciary-oriented, tailored investment approach that combines fundamental and technical analysis across diversified strategies and asset allocations.

Aidan Randall is a financial advisor at CGC Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at George Fox University and Laurel Foods, LLC. Randall is also a registered Oregon Notary Public, providing notary services to clients at CGC Financial Services without charge. CGC Financial Services is an SEC-registered advisory firm serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach based on technical, fundamental, and charting analysis, with portfolios tailored to clients’ risk tolerance, tax considerations, and goals.

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.

Ryan Walker is a financial advisor with Meristead Wealth, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Stansberry Asset Management and Fisher Investments. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, combining top-down macro analysis with fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm also manages private credit funds aimed at accredited investors and retirement accounts, and integrates advisory, publishing, and private-fund activities.

Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.

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.