Valerie Tucker is a financial advisor at Summa Global Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Summa Global Advisors since 2014. Prior to that, she was employed by the Colton School District from 2019 to 2024. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across about 130 client relationships. The firm offers portfolio and wealth management alongside financial and retirement planning, utilizing a combination of ETFs, mutual funds, individual equities, bonds, and Separate Account Managers tailored to client needs.

Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.

Michelle Rand is a CFA® charterholder with 28 years of industry experience. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals and macroeconomic trends. Cascade maintains a compact team of professionals who all hold the CFA charter and provide ongoing portfolio monitoring and annual reviews aligned with clients’ investment policy statements.

Celeste Al Hashim is a financial advisor at Maxiam Capital, LLC with a Series 66 designation and three years of industry experience. She has held positions at several firms, including Merrill and Bank of America N.A., and also works as an Area Communications & Administration Specialist at HDR, an engineering firm. Maxiam Capital is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and financial planning, using a top-down global macroeconomic approach across a range of asset classes.

Timothy Gallagher is a financial advisor at Vita Planning Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Financial Services, Liberty Wealth Management, and Liberty Group. Outside of advisory work, he is involved in insurance sales through Vita Insurance Associates, Inc. Vita Planning Group serves participant-directed retirement plans and individual clients, offering retirement-plan advisory, discretionary and nondiscretionary investment management, and financial planning. The firm emphasizes asset allocation and diversification, provides ongoing plan monitoring, and maintains multiple branch offices despite a small advisor team.

David Newbore is a CFP®-designated financial advisor with 28 years of industry experience. He serves as principal advisor at Newbore Wealth Management, Inc., which he founded in 2020, and has also worked with LPL Financial since 2002. Newbore Wealth Management provides investment management and financial consulting services to individuals, high net worth clients, trusts, and clients referred by unaffiliated credit unions. The firm manages approximately $200 million on a discretionary basis for about 528 clients, employing a diversified investment approach that integrates financial planning with portfolio management and utilizes both long-term and shorter-term trading strategies.

David Rasmussen is a financial advisor with Catalyst Financial NW Corporation in Gresham, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with American Service Corp. since 2011. Outside of his advisory role, Rasmussen owns and operates a wholesale tree farm, Red Barn Nursery, LLC. Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses no-load mutual funds with a focus on long-term investments and customizes portfolios based on client objectives and risk tolerance.

Hayden Peterson is a financial advisor at Finance Wisdom with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cross Financial Advisors, and Cambridge Investment Research among others. In addition to advisory work, he operates as an independent insurance producer, assisting clients in obtaining life, disability, and long-term care insurance. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages approximately $58.4 million across about 128 client relationships, using diversified portfolios structured with low-cost ETFs and mutual funds and applying Modern Portfolio Theory.

Michael Baltzell is a CFP® with 21 years of industry experience, currently serving at Columbia River Financial Group since 2017. Prior to this, he worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2017. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically on a discretionary basis, and employs a portfolio construction approach that incorporates both quantitative and qualitative analysis across a broad range of investment instruments.

David Sullivan is a financial advisor at Settlement Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance, MassMutual Financial Group, and MML Investors Services. He has engaged in insurance sales alongside his advisory work. Settlement Capital Advisors provides discretionary portfolio management primarily to individuals, small businesses, and trusts, focusing on dividend-yielding equities and dollar-cost averaging within a limited range of investment options. The firm manages accounts on a fiduciary basis with quarterly reviews and offers tailored solutions including rollover advice and tax considerations.

William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.

Micah Dorr is a CFP® with seven years of industry experience, currently serving at Inman Financial Services, Inc. since 2018. Prior to joining Inman, he worked at Farmers Insurance from 2014 to 2018. Inman Financial Services, Inc. provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading focus to tailor investment strategies based on client risk tolerance, time horizon, and liquidity needs.

Frederick Payne is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Swiftwater Capital. He founded Northwest Capital Management, where he worked for 25 years, and is involved in developing educational materials through 4LNA LLC. Swiftwater Capital provides fee-only investment management and cash flow planning primarily to individual investors nearing or in retirement, focusing on succession planning and estate administration. The firm integrates legal and tax expertise with its investment approach, offering specialized services such as the Succession Management: Planning & Legacy (SMPL) Audit.

Kelly McDermott is a CFA® charterholder with one year of experience at Serene Point Advisors LLC and eleven years of self-employment prior to joining the firm. McDermott holds the Series 63 designation and is based in Lake Oswego, Oregon. Serene Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, and institutional entities. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis, as well as options and sub-adviser relationships.

David Inman is a financial advisor at Inman Financial Services, Inc. in Portland, OR, with 43 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments and Security First Advisors before and during his tenure at Inman Financial Services, where he has worked for over three decades. He is also a licensed insurance agent involved in fixed annuity and life insurance sales. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement, college, tax, and estate planning. The firm uses fundamental analysis and modern portfolio theory within a long-term trading framework and tailors portfolios based on each client’s goals and risk tolerance.

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.

Anthony Gaskill is a financial advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 65 and Series 66 credentials with one year of industry experience. He has been with MKG Financial Group since 2026. MKG Financial Group provides discretionary portfolio management services to individuals, including high-net-worth and non-HNW clients, as well as institutional and fiduciary clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes U.S. small- to mid-capitalization equity strategies through a research-oriented, top-down process that blends technical and fundamental analysis.

Maximillian Morgan is a financial advisor with LookAhead Wealth LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Titus Financial, Inc. and Investment Design Management. Outside of finance, Morgan is involved in the management and bookkeeping of Luxe Atelier, a luxury skincare spa in Lake Oswego, Oregon, in which he holds a beneficial ownership interest. LookAhead Wealth LLC is a fee-only investment adviser serving retail and institutional clients with discretionary portfolio management. The firm manages approximately $45 million in assets and offers customized strategies combining low-cost passive exposures with targeted active management, along with retirement planning and tax-aware oversight.

Zhe Liao is a financial advisor with Westlake Wealth Management, LLC in Portland, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Westlake Wealth Management since 2012. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers 401(k) plan services, combining fundamental and technical analysis across various asset classes, and manages accounts on a discretionary, fee-only basis with institutional-style plan support despite its small, two-advisor structure.

Aaron Muhs is a financial advisor at Catalyst Financial NW Corporation in Gresham, Oregon, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Service Corp. since 2013. Outside of his advisory role, he is also an agent and limited partner at Catalyst Financial’s insurance agency, offering various insurance products including accident and health, disability, and life insurance. Catalyst Financial NW Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term investments primarily through no-load mutual funds, tailoring portfolios to client objectives and risk tolerance, and manages approximately $233 million in assets.