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.

Morgan Wickline is a financial advisor at Helium Advisors LLC in Vancouver, WA, holding a Series 65 license with four years of industry experience. Prior to joining Helium Advisors, Morgan worked at Washington State University Athletics and The Ken Blanchard Companies. Outside of advising, Morgan is a licensed insurance agent authorized to sell life insurance policies. Helium Advisors serves individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds, managing approximately $308 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analysis alongside modern portfolio theory, and offers services including portfolio management, financial planning, retirement consulting, and coordination of tax preparation through affiliated entities.

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.

Linde Carroll is a CFP® with 14 years of industry experience, currently serving as an advisor at Momentous Wealth Management, Inc. in Vancouver, WA. Carroll previously worked at Purshe Kaplan Sterling Investments and Kms Financial Services, Inc., among other firms. Outside of advisory work, Carroll volunteers as treasurer for Lakeshore Community Church, managing financial reporting and oversight. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

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 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.

Anthony Dobberfuhl is a Series 65 licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. He previously worked at Fisher Investments for several years and at Home Depot early in his career. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers ongoing investment management and financial planning, typically implementing portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations tailored to client goals and risk tolerance.

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.

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.