David Rutan is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Stirlingshire Investments since 2026 and previously held roles at Fisher Investments, Prudential Insurance Company of America, Pruco Securities, W & R Insurance Agencies, and Waddell & Reed. Outside of his advisory work, he owns an LLC that holds a judgment as a creditor and oversees related legal collection activities. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice using a broad range of investment instruments tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios, operates an extensive office network, and maintains unique operational and referral arrangements.

Rebecca Garrow is a CFP® professional with 13 years of industry experience, currently serving at First Pacific Financial, Inc. since 2018. She previously worked at D.A. Davidson & Co. from 2016 to 2018. Outside of her advisory role, she volunteers as a reading buddy and mentor for elementary school children at the Boys and Girls Club of Southwest Washington. First Pacific Financial serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis, offering tailored portfolio construction and consulting services supported by a 19-advisor team managing approximately $1.9 billion in assets.

Rafik Fouad is a CFP® professional with 17 years of industry experience, currently serving at First Pacific Financial, Inc. since 2016. He previously worked at KMS Financial Services, Inc. from 2014 to 2017. Outside of his advisory role, Fouad is involved with nonprofit organizations, including serving on the finance and investment committees of YWCA Clark County and assisting the Sisters of St. Mary of Oregon and PeaceHealth with their investment and planned giving strategies. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, wealth management, and retirement plan consulting, utilizing a range of investment vehicles guided by both quantitative and qualitative analysis, with oversight from an Investment Committee.

Ryan Oldroyd is a CFP® and PFS™ with 10 years of industry experience. He has been with First Pacific Financial, Inc. since 2018 and previously worked at WealthValues, LLC for four years. Oldroyd holds a Series 65 license and maintains an insurance license, though he does not sell insurance products or receive related compensation. First Pacific Financial serves a diverse client base, including individuals, pension plans, trusts, businesses, and charitable organizations. The firm offers comprehensive financial planning and wealth management services, employing a disciplined investment approach that combines quantitative and qualitative analysis, strategic asset allocation, and both discretionary and non-discretionary portfolio management.

Aaron Claridge is a CFP® professional with five years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes roles at San Diego State University, TCI Wealth Advisors, Equity Residential, and CarMax. He maintains an insurance license but is not authorized to sell insurance products or receive related compensation through First Pacific Financial. First Pacific Financial is a team of 19 advisors managing approximately $1.9 billion in assets across five offices. The firm serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement consulting. Their approach combines proprietary quantitative models with fundamental research to tailor portfolios that may include a range of asset classes and alternative investments.

Thomas Snyder is a Series 65 licensed financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with two years of industry experience. He has worked with Harlow Wealth Management in various capacities since 2022 and is also involved with Harlow Insurance Agency. Harlow Wealth Management serves individuals, including high-net-worth clients, as well as 401(k) participants, trusts, estates, and businesses. The firm offers investment management and financial planning, typically implementing client portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations.

Aaron Argiso is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Harlow Wealth Management, Inc. and has prior experience at Fisher Investments. Argiso is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, plan participants, trusts, estates, and businesses by providing investment management, financial planning, and insurance products through its affiliated agency. The firm employs a combination of third-party Sub-Advisors and model portfolios, tailoring allocations to client objectives and risk tolerances while maintaining client oversight and relationship management.

Kathryn McDonald is a CFP® and Series 66 license holder with six years of industry experience. She has worked at Baker Ellis Asset Management LLC since 2026 and previously held roles at Brighton Jones, Royal Alliance, Big B Farms, and Mark Hastings Foot Specialist. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a long-term value investment approach based on fundamental analysis and manages customized accounts with full investment discretion.

Taren Bennett is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 credential with three years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and prior roles at the University of Portland and Aldrich Wealth. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans by offering asset 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.

Isaac Walters is a CFP® with three years of industry experience, currently serving as a financial advisor at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes roles at Primerica Advisors and Primerica Financial Services. He is a member of the Board of Professional Advisors at The Seattle Foundation, a nonprofit focused on philanthropic giving in the local community. First Pacific Financial serves individual clients, estates, trusts, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm employs a combination of quantitative and qualitative analysis to tailor portfolios and investment strategies to client objectives and constraints.

Christopher Harlow is a financial advisor with Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Harlow Wealth Management since 2012 and is also involved with Harlow Insurance Agency, LLC as an insurance producer. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm uses a combination of index strategies and active allocations, working with third-party Sub-Advisors while maintaining client oversight and relationship management.

Rebecca Eckert is a CFP® and ChFC® with 24 years of industry experience. She has worked at First Pacific Financial, Inc. since 2017 and previously held roles at KMS Financial Services, Inc. and Johnson Bixby. Eckert volunteers with the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, providing free tax help to seniors and low-income individuals. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, utilizing a combination of discretionary portfolio management and strategic asset allocation.

Taylor Vilhauer is a Series 66 credentialed financial advisor with 13 years of industry experience. He currently works at Momentous Wealth Management, Inc. in Vancouver, WA, and has prior experience with Purshe Kaplan Sterling Investments and Kms Financial Services, Inc. Outside of his advisory role, he serves on the board of Innovative Services NW, a pediatric therapy and neurodevelopmental center, and participates in community fundraising and service activities through organizations such as Young Life and Faith RX'd. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG factors, and portfolio rebalancing, also utilizing third-party money managers and sub-advisers.

Julienne Valois is a CFP® professional with 11 years of industry experience, currently serving clients at First Pacific Financial, Inc. in Vancouver, WA. She has been with First Pacific Financial since 2016 and previously worked at KMS Financial Services, Inc. Valois holds a Series 66 license and maintains an insurance license with the Washington state insurance commission, though she is not authorized to sell insurance products. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a disciplined investment approach with strategic asset allocation and integrates services such as tax preparation and access to insurance marketplaces.

Nikolas Miner is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and PKS Investments. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm uses a tailored, continuously monitored investment approach that combines fundamental and technical methods, ESG considerations, and periodic rebalancing to align portfolios with client goals.

Brian Baker is a CFA® charterholder with 25 years of industry experience. He has been a principal at Baker Ellis Asset Management LLC since its founding in 2002. Outside of his advisory role, he serves as a manager for Canyon Court LLC, an investment portfolio owned by two trusts. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term value approach, managing customized accounts across various asset types and maintaining full investment discretion.

Todd Montalbo is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Woodbury Financial Services and Ameriprise Financial Services. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, utilizing a range of investment vehicles guided by both quantitative and qualitative analysis within a tailored investment policy framework.

John Aarhus is a Series 65-licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with three years of industry experience. Prior to his financial advisory career, he spent sixteen years with the Federal Aviation Administration. He is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, offering investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm employs a combination of index strategies and active allocations through third-party Sub-Advisors, tailoring portfolios to client objectives and risk tolerances.

Holly Ross is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation and one year of industry experience. Prior to joining First Pacific Financial, she worked at Intuit, Facebook, and Samsung Electronics America. Ross serves as the Board Secretary for the Tashi Lhunpo Foundation, a nonprofit supporting a Tibetan monastery in India. First Pacific Financial serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm uses a combination of quantitative and qualitative analysis to construct portfolios tailored to client objectives, and maintains a 19-advisor team managing approximately $1.9 billion in assets across five offices.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.