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.

Danica Sachs is a financial advisor at Horst & Graben Wealth Management, LLC in Portland, OR. She holds a Series 66 designation and has one year of industry experience. Prior to joining Horst & Graben, she worked at Merrill and Converge 45 and was self-employed for four years. Horst & Graben serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and investor education, employing a tactical asset allocation approach with regular account reviews.

William Paustian is a CFP® professional with six years of experience at JGP Wealth Management, LLC in Portland, OR. Prior to joining JGP Wealth Management in 2020, he held roles at Dealpath, Nulia, Wells Fargo Advisors, Nike, and the University of Oregon. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented, tailored advisory process that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories, providing portfolio management, financial planning, consulting, and third-party manager referrals.

Megan Buchanan is a CFP® professional with five years of industry experience. She currently serves at Horizons Sustainable Financial Services, Inc. and previously worked at Silver Oak Advisory Group and New Outlook Financial. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing and serves both non‑high-net-worth and high-net-worth clients using a structured intake process and a blend of passive, active, and customized strategies.

Gina Jacobson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has held previous roles at Cetera Investment Services LLC, Heritage Bank, and Waddell & Reed, Inc. Gina is a part owner of McKenzie Investment Group, LLC, a family investment entity focused on long-term real property appreciation, although she has no active management role. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing over $1.2 billion in discretionary assets for approximately 1,755 clients. The firm employs a team-driven approach to build globally diversified, risk-based portfolios using its proprietary Global Dynamic Strategy and offers a range of services including discretionary portfolio management, wealth planning, and an automated ETF portfolio option.

Brian Timm is a financial advisor with Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 license and four years of industry experience. His prior roles include positions at IMS Capital Management LLC and Security First Advisors, Inc. Outside of his advisory work, he has been employed at Kaiser Permanente since 2011. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as qualified retirement plans. The firm employs diversified investment strategies tailored to each client’s profile and utilizes third-party managers and a comprehensive web-based planning tool.

Darren Farrell is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Pacific Financial since 2016, following five years at Kms Financial Services, Inc. Outside of his advisory role, Farrell is involved with JTTD, LLC, a non-investment-related business dealing with residential apartments. First Pacific Financial, Inc. serves individual clients, estates, trusts, and various organizations, providing investment management, financial planning, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and offers specialized services including charitable investment management and ERISA fiduciary consulting.

Shawn Mathis is an investment advisory representative at Financial Management Strategies, Inc. in Vancouver, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera, Ameriprise Financial Services, and Financial Management Strategies since 2009. Mathis is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and strategies to meet client objectives.

Savanna Pitman is a Series 65-licensed advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. Prior to joining Momentous Wealth Management, she was not employed in the financial industry for ten years. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, using a tailored investment approach that incorporates fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

Sheree Arntson is a financial advisor at Allium Financial Advisors, LLC with 27 years of industry experience. She has been with Allium since 2017 and previously worked at Tru Independence Asset Management, LLC and Arnerich Massena, Inc. She holds a Series 63 designation. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm’s investment approach focuses on asset allocation and diversification, utilizing a mix of mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

Jordan Fee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Allium Financial Advisors, LLC since 2023 and previously spent two years with The Vanguard Group Inc. Allium Financial Advisors, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $733 million with a team of six advisors, employing an investment process focused on asset allocation and diversification using mutual funds, ETFs, independent managers, and alternative investments, with oversight by an Investment Committee.

Adam Woods is a financial advisor with Cedar Mountain Advisors, LLC in Lake Oswego, OR. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Woods has been with Cedar Mountain Advisors since 2006 and previously worked at Securities America, Inc. for 13 years. 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, using proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities to tailor investment strategies.

Michael Walters is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at Deschutes Investment Consulting, LLC for nine years. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment strategies with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Thomas Mc Conville is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 12 years of industry experience. He has been with Becker Capital Management since 2013. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutions. The firm employs a value-oriented, research-driven investment approach across multiple asset classes and manages both registered mutual funds and private funds.

Nathan Ayotte is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2008. His credentials include Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments and foundations. The firm emphasizes customized, separately managed portfolios and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Jonathan Metz is a financial advisor with IHT Wealth Management LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Deschutes Investment Consulting, Aldrich Wealth LP, and The Vanguard Group. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes a combination of fundamental value screening, quantitative optimization, and tailored portfolio management through proprietary models and third-party managers.

Janeen Mcaninch is a financial advisor at Becker Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Becker Capital Management since 1987. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutional investors. The firm employs a research-driven, value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including discretionary portfolio management, financial planning, and institutional consulting.