Joshua Tomeoni is a financial advisor with Narrative Financial Group in Washougal, WA, holding the CFP®, ChFC®, and Series 66 designations and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of financial services, he owns and operates an entertainment company. Narrative Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and private businesses. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation using no-load mutual funds, ETFs, and fixed-income products, with financial planning services offered through separate engagements.

Peter Scruggs is the president of Scruggs Advisors, LLC, an independent firm, and holds Series 63 and Series 65 licenses with 26 years of experience in the financial services industry. He has served in roles at several firms, including United Planners' Financial Services and Pacific Cascade Advisors Inc., where he is also president. Outside of advisory services, he is a co-author of a health insurance book titled *Breaking Through the Status Quo* and is involved in consulting companies B Smart Health Solutions LLC and B Smart Lab Solutions LLC. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice and management under ERISA, and wealth management for individuals and trusts. The firm’s investment approach employs a documented due-diligence process with a focus on diversified passive and actively managed funds, offering mostly non-discretionary plan-level services and accepting co-fiduciary duties where appropriate.

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Timothy Mosier is a financial advisor at Cairn Wealth Management in Vancouver, WA, with 23 years of industry experience. He holds a Series 66 designation and has worked at Cairn Investment Group, Inc. since 2007, following four years at RBC Capital Markets. Cairn Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented, risk-aware approach focused primarily on U.S. equities and integrates financial planning with investment management using written Investment Policy Statements and regular account reviews.

Jacob Becker is a CFP® with 15 years of industry experience and has been with Portland Private Wealth Management, Inc. since 2010. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Becker is involved in real estate activities. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized investment strategies, managing approximately $235 million in assets across over 400 client relationships.

Jason Lesh is a financial advisor at Pilot Wealth Management in Portland, OR, holding a Series 65 designation with 15 years of industry experience. He has been with Pilot Wealth Management since 2010. Outside of his advisory role, Mr. Lesh manages Pilot Investment Partners, which oversees the Pilot Micro Equity Fund, a private pooled investment vehicle focusing on small, illiquid publicly traded companies. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, estates, and investment partnerships. The firm emphasizes value-oriented equity and fixed income strategies within a tax-aware framework and manages accounts primarily on a discretionary basis, while also serving as investment manager to the Pilot Micro Equity Fund through an affiliated entity.

Stuart Quint is a CFA® charterholder with 15 years of industry experience currently serving as an advisor at Ambassador Wealth Management, LLC in Vancouver, WA. He has been with Ambassador Wealth Management since 2017 and previously operated independently for one year. Ambassador Wealth Management provides discretionary investment management and standalone financial planning to individuals, business entities, and pension plans. The firm employs fundamental analysis to construct diversified portfolios focused on long-term asset allocation and offers integrated tax preparation and bookkeeping services through a related business.

Amanda Sletmoe is a financial advisor at Skyline Financial Northwest with a Series 65 credential and seven years of experience at the firm. Prior to joining Skyline, she worked with Portland Parks and Recreation and Multnomah Athletic Club. Skyline Financial Northwest provides fee-only financial planning and investment advisory services to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes client-specific Investment Policy Statements and low-cost, broadly diversified portfolios mainly using passive vehicles, supported by fundamental, technical, and cyclical analysis, and incorporates sub-advisors and third-party platforms to manage retirement plans.

Helga Cuthbert is a CFP® professional with 22 years of industry experience. She has been with Cuthbert Financial Guidance since 2004 and also serves as a trust administrator and vice president at SunTrust Bank, where she administers trust accounts. Cuthbert Financial Guidance provides comprehensive financial planning and investment consultation primarily to individuals and families, along with limited ERISA Section 3(21) advisory services to qualified plan sponsors. The firm emphasizes a long-term, buy-and-hold, passive allocation strategy focused on strategic asset allocation, broad diversification, and periodic rebalancing, while clients maintain custody and execute transactions through their chosen providers.

Joseph Eberhardt is a financial advisor with Ravensview Capital Management, LLC in Portland, OR, holding Series 63 and Series 65 registrations with nine years of industry experience. He has worked at Ravensview Capital since 2016 and previously spent three years at EDF Renewable Energy. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, family offices, and charitable organizations. The firm employs multiple analytical methods and a range of investment strategies while managing approximately $95 million across about 20 clients.

Peter Bozikovich is a financial advisor at Marquam Capital with 51 years of industry experience. He has held Series 63, 65, and 66 credentials. Prior to joining Marquam Capital in 2014, he worked for HP Securities, Inc. for 30 years until 2023. Marquam Capital provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes diversified portfolios consisting of mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Scott Thurman is a financial advisor at TenBridge Partners LLC in Portland, OR, with 11 years of industry experience. He holds Series 66 and Series 65 credentials and has been with TenBridge Partners since 2019. Prior to this, he worked at Johnstone Supply from 2015 to 2019. TenBridge Partners serves a diverse client base, including individual households, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary asset management and financial planning services, utilizing a structured investment process that combines fundamental, quantitative, and macroeconomic analysis with a focus on strategic asset allocation and ongoing portfolio oversight.

Richard Teutsch is a financial advisor at Arcadia Investment Advisors, LLC in Portland, OR, with 30 years of industry experience. He holds a Series 65 license and has been with Arcadia Financial Group since 1996. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, and well-diversified portfolios using mutual funds and ETFs, managing client assets at the portfolio or household level.

Erik Lawrence is a CFP® with 23 years of industry experience, currently serving as an advisor at TenBridge Partners LLC in Portland, OR. He previously worked at Kms Financial Services, Inc. from 2012 to 2016. Outside of his advisory role, he serves as board chair of the charitable organization TEAM TOGETHER. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary asset management, standalone financial planning, and a subscription model, with investment decisions guided by a quarterly Investment Committee that manages diversified portfolios.

Christopher Winn is a CFP® professional with 14 years of experience in financial advising, currently serving at Interactive Wealth Advisors since 2013. He holds Series 63 and Series 65 licenses and operates from Portland, OR. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 clients, including retirees, professionals, business owners, and executives. The firm provides ongoing wealth management combined with financial planning, using a tactical, proactive asset-allocation approach that blends passive and active strategies across various asset classes.

Katherine Hardin is a Certified Financial Planner® with 15 years of industry experience. She has worked with Columbia River Financial Group since 2016 and previously spent seven years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, primarily on a discretionary basis, and constructs portfolios using a mix of quantitative and qualitative analysis tailored to client objectives.

Andrea Silbernagel is a CFP® professional with four years of industry experience, currently serving at Fort Vancouver Investment Management, LLC since 2022. Prior to this, she worked at Clive Financial Services for four years and has been involved with Tributa Tax & Accounting LLC as an owner and Enrolled Agent since 2013, where she provides bookkeeping, payroll tax reporting, and tax preparation services. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that offers discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach centered on Modern Portfolio Theory, using broadly diversified portfolios with ETFs and institutional no-load mutual funds, alongside tax-aware management and financial planning services.

Patrick Mason is a CFP® professional with 19 years of industry experience, currently serving at Cairn Wealth Management in Vancouver, WA. His career includes roles at Cairn Investment Group, Inc., NewFocus Financial Group, LLC, Charles Schwab, and TIAA-CREF. Cairn Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, risk-aware approach primarily focused on U.S. equities and integrates financial planning with investment management at no additional cost.

Talia Calhoun is a CFP® professional at Sunnybranch Wealth LLC with three years of industry experience. Prior to joining Sunnybranch Wealth, she held roles at Corient, Raymond James Financial Services, and Messick Peacock & Associates. Sunnybranch Wealth serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm uses a tailored, fiduciary approach combining passive and active strategies and is noted for its focus on philanthropy and intergenerational planning.

Kelci Laam is a Series 65-licensed advisor with Florin Pensions LLC in Vancouver, Washington, where she has worked since 2020. She has three years of industry experience and previously operated as a self-employed advisor for seven years. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations for potential transfers to UK personal pensions, operating as a pension consultancy without taking custody of client assets.