Mary Robertson is a financial advisor with Synergy Asset Management, LLC in Vancouver, WA. She holds a Series 65 designation and has three years of industry experience. Prior to joining Synergy Asset Management in 2019, she worked at O'Connor Photography from 2017 to 2019. Synergy Asset Management provides personalized wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical investment strategies.

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.

Samuel Scarpone is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. Prior to joining Concorde in 2023, he worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank from 2016 to 2023. Outside of his advisory role, he serves as Vice Chair of the Wilsonville-Kitakata Sister City Advisory Board, facilitating economic and academic exchanges between Wilsonville, Oregon, and Kitakata, Japan. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios based on client objectives and uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, while offering ERISA retirement-plan advisory services.

Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

James Benjamson is a financial advisor at IP Financial Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, L.P. since 1999. In addition to his advisory role, he operates a CPA practice focused on accounting and tax services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and also provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

Thomas Weed is a financial advisor with Mutual Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Whitehouse Wealth Management and Cetera Advisor Networks. Outside of advising, he operates as an independent insurance agent and is involved as a donor with the Make-A-Wish Foundation. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers asset management and financial planning through active and passive strategies, employing multiple analytical approaches and third-party tools to customize portfolios aligned with clients’ objectives.

Jeffrey Maclardy is a financial advisor with Concurrent Investment Advisors, LLC based in Vancouver, WA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments and Raymond James Financial. In addition to his advisory career, he has been involved in computer consulting for over 25 years at JAM Computer Consulting. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Alexander Whitehouse is a CFP®-certified financial advisor with over 22 years of experience, currently practicing at Mutual Advisors, LLC. He has held roles at Whitehouse Wealth Management, Cetera Advisors Network, Manulife Investment Management, and John Hancock Investment Management. Outside of advisory work, Whitehouse volunteers as a judge for the SIFMA Foundation's InvestWrite competition and teaches financial literacy and entrepreneurship to students through Junior Achievement's BizTown program. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management using a mix of active and passive strategies, with a focus on diversification and alignment to client objectives.

Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Allstate Financial Advisors, LLC, Allstate Insurance Co., and Sequent Planning, LLC. He also owns Premier Personal Services LLC, which he uses for administrative purposes. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

David Fennell is a financial advisor with RFG Advisory, LLC holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to his current role. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, retirement consulting, and access to alternative investments and annuity management.

Eric Guetterman is a financial advisor with Trajan Wealth, L.L.C. in Vancouver, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Fisher Investments, LPL Financial, Columbia Credit Union, and State Farm Insurance. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to clients’ specific circumstances and offers access to alternative private-market investments.

David Montermini is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. He also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, where he manages life and health insurance products and employee benefits. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform that supports independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Troy Haugen is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he manages several local businesses, including a coffee shop and an ice cream shop in Gresham, Oregon. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a long-term, fundamental analysis-driven approach, utilizing internal management, affiliated platforms, and independent managers to construct diversified portfolios.

Roger Cross is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. Outside of his advisory role, he operates under the DBA Common Ground Advisory and serves as an independent representative for various insurance carriers focusing on fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies tailored to client needs.

Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. He is also involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resources outside of his advisory role. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a combination of third-party sub-advisers, model portfolios, and alternative investment options to implement client strategies and provides a web-based platform for independent advisers.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, which focuses on life insurance and annuity product sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through vetted third-party model managers and offers services such as portfolio management, financial planning, and consulting, including private placements for accredited investors.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

Jerald Halverson is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. His current role includes responsibilities at both Citizens Bank NA and Citizens Private Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers specialized services including tax and estate structuring, ERISA plan advisory, and business consulting for multigenerational families and closely held businesses.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.