Keith Johnson is a financial advisor at Inman Financial Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Inman Financial Services since 2008. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory within a long-term trading framework. The firm offers ongoing portfolio management, retirement, college, tax, and estate planning, and incorporates both discretionary and non-discretionary account management with regular client reporting.

Katherine Hardin is a Certified Financial Planner® with 15 years of industry experience. She has worked with Columbia River Financial Group since 2016 and previously spent seven years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, primarily on a discretionary basis, and constructs portfolios using a mix of quantitative and qualitative analysis tailored to client objectives.

Andrea Silbernagel is a CFP® professional with four years of industry experience, currently serving at Fort Vancouver Investment Management, LLC since 2022. Prior to this, she worked at Clive Financial Services for four years and has been involved with Tributa Tax & Accounting LLC as an owner and Enrolled Agent since 2013, where she provides bookkeeping, payroll tax reporting, and tax preparation services. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that offers discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach centered on Modern Portfolio Theory, using broadly diversified portfolios with ETFs and institutional no-load mutual funds, alongside tax-aware management and financial planning services.

Warren Hastings III is a CFA® charterholder and Series 65 licensed advisor with 22 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm provides discretionary and non-discretionary portfolio management with individualized investment policy statements but does not offer financial planning or sell investment products.

Megan Reink is a financial advisor at TWM Wealth Management Corp with 23 years of industry experience. She holds the Series 65, Series 63, and Series 66 designations and has been with Crown Capital Securities, LP since 2011. Outside of her advisory role, she is involved in operating a private investment fund focused on music intellectual property and affiliated holding companies. TWM Wealth Management Corp provides investment portfolio management and financial planning services to individuals, trusts, estates, private foundations, and business owners. The firm offers discretionary and non-discretionary management and emphasizes diversified portfolios using mutual funds, ETFs, individual stocks, bonds, and fixed-income strategies guided by fundamental and technical analysis.

Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.

Carol Young is a financial advisor at Stangier Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and systematic rebalancing, often utilizing third-party portfolio managers while maintaining internal management capabilities.

Ashley Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

Jack Meligan is a financial advisor at Settlement Capital Advisors with 15 years of industry experience and holds a Series 65 designation. He is also the president and owner of Settlement Professionals, Inc., a company he has led since 1987, and The Plaintiff's MSA & Lien Solution, LLC, which provides administration services for Medicare Set-Aside accounts and lien resolution for personal injury cases. Settlement Capital Advisors provides discretionary portfolio management to individuals, small businesses, and trusts with a focus on dividend-yielding equities and dollar-cost averaging. The firm manages accounts primarily on a discretionary basis and offers tailored investment solutions while maintaining affiliated structured-settlement and Medicare set-aside businesses as part of its service offerings.

Yong Yang is a financial advisor at Westlake Wealth Management, LLC in Portland, OR, with 15 years of industry experience. He has been with Westlake Wealth Management since 2009. Yang holds the Series 63 and Series 66 designations. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers institutional-style 401(k) plan services alongside retail portfolio management, employing fundamental and technical analysis across various asset classes.

Samuel Skreen is a CFP®-certified financial advisor with six years of industry experience. He is currently with Newbore Wealth Management, Inc., where he has worked since 2019, and has prior experience at Academy Mortgage Corporation and Guild Mortgage Company. Newbore Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and retirement plan participants, including clients referred through unaffiliated credit unions. The firm employs diversified, asset-allocation strategies with a focus on financial planning and tax considerations, managing accounts primarily on a discretionary basis with periodic reviews.

Kris Jamison is a financial advisor at Uniplan Investment Counsel, Inc. with 23 years of industry experience. He has worked within various Uniplan entities since 2010, including Uniplan Institutional Advisors LLC. He holds Series 63 and Series 65 designations. Uniplan Investment Counsel provides investment advisory, sub-advisory, and portfolio-modeling services to individual and institutional clients, including broker-dealer wrap program sponsors and other registered investment advisers. The firm emphasizes fundamental security analysis across specialized strategies and supports a significant sub-advisory and model-portfolio business.

Michael Sherman is a financial advisor with Sherman, Young & Leavitt, LLC in Oregon City, OR, holding 15 years of industry experience. He previously worked at sHERMAN, yOUNG & aSSOCIATES pc for 38 years and currently operates Michael Sherman LLC, where he provides tax return preparation, financial statement review, and business client advising as a CPA. Sherman, Young & Leavitt, LLC offers investment supervisory services to individuals, closely held businesses, and trusts on a fee-only basis, focusing primarily on mutual funds and exchange-traded funds. The firm manages client portfolios through discretionary authority, tailoring asset mixes based on risk preference and financial position, and employs charting, fundamental, and technical analysis in portfolio construction.

David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.

Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.

Nancy Wakefield is a financial advisor at Serene Point Advisors LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Serene Point Advisors in 2020, she worked at Integrated Advisors Network LLC and Martin Capital Partners, LLC. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include a range of investment vehicles and employing a more active options strategy when appropriate.

Matthew Ebeling is a CFP® with 19 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2016. He holds a Series 65 license and works at a firm based in Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, while incorporating tax-aware management and financial planning services.

Michael Hibbs is a financial advisor at Third Stanza Group with a Series 65 credential and no prior advisory industry experience. He has work experience as a facilities manager at a semiconductor manufacturing plant. Third Stanza Group is a fee-only, state-registered investment adviser providing financial planning, discretionary portfolio management, and retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using various securities and emphasizes bundled financial planning within its asset-based advisory services.

Faisal Al Hashim is a financial advisor at Maxiam Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Maxiam Capital primarily serves high-net-worth individual investors, offering discretionary portfolio management and financial planning. The firm follows a top-down global macro investment approach and provides model portfolios with equity and fixed income benchmarks tied to the MSCI World Index and Bank of America Merrill Lynch Government/Corporate 7–10 Year Index, respectively.