Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with nearly a decade of industry experience, including roles at Security First Advisors and Pinnacle Wealth Advisors. She holds the Series 65 designation and has been with Para Wealth Advisors since 2025. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing financial planning, investment management, and integrated wealth management services. The firm combines fundamental and technical analysis within an asset-allocation framework and primarily maintains a long-term investment orientation while accommodating shorter-term trading as appropriate.

Akili Kelekele is an advisor at Allen Capital Management, LLC with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Allen Capital Management, Kelekele held roles at D.A. Davidson and was involved with Shoot360 and other organizations. Outside of finance, Kelekele has experience working in diverse fields including senior care and education. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable organizations. The firm uses a customized, discretionary investment strategy focused on strategic asset allocation and diversification, integrating fundamental, technical, and cyclical analysis to meet clients’ financial goals.

Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm 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, and incorporates tax-aware management and financial planning for clients.

Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.

Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.

The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return. Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning. Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!) If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Austen Auger is a financial advisor at Shira Ridge Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in several roles including at Break Bread Sandwich Shop and Big Brothers & Big Sisters Columbia NorthWest. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations by providing discretionary asset management and comprehensive financial planning. The firm emphasizes a planning-first approach combined with diversified, tax-aware investment strategies and utilizes separate managed account programs through institutional platforms.

Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Matthew Moss is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise Financial Services, Ridge Athletic Club, and CUNA Mutual Group, as well as experience at Washington State University and Seattle Boat Company. 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 quantitative and qualitative investment approach, with portfolio construction guided by tailored investment policy statements and oversight from an Investment Committee.

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.

Patricia Spies is a CFP® professional with eight years of experience in the financial services industry. She is currently with Johnson Bixby, where she has worked since 2017, and has prior experience at Securities America, Inc. and KMS Financial Services, Inc. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a diverse investment approach that includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Meredith Morse is a CFP® professional with five years of experience, currently with First Pacific Financial, Inc. in Vancouver, WA. Prior to her current role, she worked at Kimsa Total Wealth and spent several years with United Way of the Columbia-Willamette. She serves as secretary of the Financial Planning Association of Oregon & SW Washington and is a member of the finance committee for the Southwest Washington Regional Health Alliance. First Pacific Financial serves a diverse client base including individuals, estates, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to construct tailored portfolios and provides discretionary and non-discretionary investment management alongside comprehensive financial planning and retirement plan consulting.

Rebecca Meats is a financial advisor at Apforia with seven years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Apforia, she worked at Independent Progressive Advisors and Warga Asset Management, and she owns Rebecca E Meats CPA LLC, where she prepares tax returns and provides tax planning for individuals and businesses. Apforia serves primarily individual and high-net-worth clients through a team of about 10 advisors, offering investment management and comprehensive financial planning. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a combination of passive and active strategies and operates under a fee-only, fiduciary framework.

Harrison Hinz is a CFP® professional with six years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. Prior to joining First Pacific Financial in 2018, he worked at Wells Fargo from 2012 to 2018. He holds an insurance license in Washington state but does not engage in insurance sales or receive related compensation. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a disciplined investment approach using mutual funds, ETFs, equities, and debt securities, supported by an Investment Committee and strategic asset allocation, and offers both discretionary and non-discretionary portfolio management.

Kevin Williams is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Lifetime Financial Inc, Gennaker Capital LLC, and Goldbloom Wealth Management. He is also a licensed real estate broker with Synergy Mergers & Acquisitions, where he engages in commissions-based transactions. Synergy Asset Management, LLC provides personalized wealth management and financial planning services to individuals, business owners, trusts, and retirement plans. The firm manages over $1 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes through custom managed accounts and model portfolios.

Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.

Kristin Niedermeyer is a financial advisor at Bull Harbor Capital LLC with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Niedermeyer is also involved in insurance and financial services, focusing on life, disability, health, long-term care, and annuities. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including Independent Managers and third-party platforms.

Patricia Watson is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Baker Ellis, she worked at Reed College Admission Office for four years. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a fundamental, long-term value investment approach and manages approximately $1.04 billion in discretionary assets with a small team of credentialed professionals.

Melissa Lamarche is a financial advisor with Johnson Bixby in Vancouver, WA, holding a Series 66 designation and totaling 14 years of industry experience. She has held roles at Securities America Advisors and KMS Financial Services, among others. Lamarche also serves as Chief of Staff at Johnson Bixby & Associates. Johnson Bixby provides discretionary asset management and standalone financial planning to individuals, trusts, estates, and business entities. The firm manages approximately $933.7 million and employs fiduciary, client-focused investment strategies including asset allocation, sector analysis, and discretionary trading authority.