Rebecca Garrow is a CFP® professional with 13 years of experience in the financial services industry. She has worked at First Pacific Financial since 2018 and previously held roles at D.A. Davidson & Co. and Steward Partners Investment Solutions, LLC. Outside of her advisory work, she serves as a mentor and reading buddy for elementary school children through the Boys and Girls Club of Southwest Washington. First Pacific Financial serves a diverse client base including individuals, estates, trusts, charitable organizations, and retirement plans. The firm combines quantitative and qualitative analysis to develop tailored investment strategies and offers a range of services from discretionary investment management to retirement plan consulting.

Mark Martel is a CFP® with 43 years of experience in financial advising. He is the principal at Martel Wealth Advisors, LLC in Vancouver, WA, where he has worked since 2018, following 27 years at Kms Financial Services, Inc. Martel serves on the board of the PeaceHealth SW Medical Center Foundation. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets.

Rafik Fouad is a CFP® professional with 18 years of experience in financial advising, currently with First Pacific Financial, Inc. since 2016. His prior experience includes roles at Kms Financial Services, Morgan Stanley, and Thrivent Investment Management. He serves on multiple nonprofit committees, including investment and finance roles for YWCA Clark County and investment advisory support for the Sisters of St. Mary of Oregon. First Pacific Financial serves individual clients, high-net-worth individuals, institutions, and retirement plans, providing investment management and comprehensive financial planning. The firm employs both quantitative and qualitative analysis to tailor portfolios and offers specialized services for charitable organizations and plan sponsors.

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.

Andrew Strong is a financial advisor with Martel Wealth Advisors, LLC in Vancouver, WA. He holds Series 63 and Series 65 licenses and has been with Martel Wealth Advisors since 2026. Prior to joining the firm, he worked at CorrelationOne, Inc. for seven years and briefly at Drug Hunter, Inc. Andrew has no prior industry experience before joining Martel. Martel Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, offering wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and manages over $1.45 billion in client assets, providing both advisory and discretionary fiduciary services for retirement plans.

Devin Jackson is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Martel Wealth Advisors in 2026, he worked at Columbia Bank and previously held roles at Pacific Premier Bank and Grandpoint Bank. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach tailored to clients’ risk tolerance and goals, managing over $1.45 billion in assets with both advisory and discretionary fiduciary services.

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.

Lana Alvarez is a financial advisor at Johnson Bixby with four years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Johnson Bixby since 2013. Outside of her advisory role, she manages a residential property in Vancouver, Washington. Johnson Bixby provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a fiduciary, client-focused approach using individualized planning and various investment strategies, managing approximately $933.7 million in assets.

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.

Ann Moore is a CFA® charterholder with seven years of industry experience. She currently serves as an advisor at Martel Wealth Advisors, LLC, where she has worked since 2021. Prior to joining Martel, she held roles at Amazon Web Services and J.P. Morgan in various capacities from 2016 to 2021. Martel Wealth Advisors works with individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach tailored to client goals and risk tolerance, managing over $1.45 billion in assets and offering both advisory and discretionary fiduciary services for retirement plans.

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.

Jason Martel is a CFP® professional with nine years of industry experience. He is currently with Martel Wealth Advisors, LLC, where he has worked since 2015, following two years at KMS Financial Services, Inc. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm manages portfolios through strategic asset allocation using mutual funds and ETFs, tailoring investments to clients’ objectives and risk tolerance, and oversees approximately $1.25 billion in assets with a significant presence among high-net-worth and institutional clients.

Christine Cruz is a financial advisor with Sloy, Dahl & Holst, LLC, holding a Series 65 credential and bringing eight years of industry experience. She has been with Sloy, Dahl & Holst since 2018 and also worked at Hallett Investments, LLC. Sloy, Dahl & Holst provides discretionary and non-discretionary portfolio management and financial consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, and employer-sponsored retirement plans. The firm employs model portfolios using mutual funds, ETFs, collective investment trusts, and alternative strategies, tailoring allocations to client objectives and risk tolerances.

Jose Velez Homs is a financial advisor at Johnson Bixby with a Series 66 designation and one year of industry experience. His work history includes roles at Johnson Bixby, Private Client Services, Blue Water Wealth, Amazon Whole Foods, and positions in education at the University of Portland and Lakeridge High School. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm’s investment process includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Zachary Reuter is a CFP® with five years of industry experience, currently serving as a financial advisor at Johnson Bixby in Vancouver, WA. His prior experience includes roles at Securities America, KMS Financial Services, and Cable Hill Partners. He also spent four years with the Jesuit Volunteer Corps Northwest. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in assets and employs a diversified investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, 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.

Cynthia Staley is a financial advisor at Johnson Bixby with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including KMS Financial Services, Securities America, and Private Client Services. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm manages approximately $789.5 million in assets and employs an investment process that emphasizes diverse asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.