Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Foreside Fund Services. At Auxier, he contributes as a research analyst, providing investment recommendations to portfolio managers. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, managing equity and balanced accounts through direct advisory relationships and a wrap-fee program. The firm employs a value-oriented investment approach based on fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Jesse Steele is a financial advisor at Etesian Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Etesian Wealth Advisors since 2017. Prior to that, he held roles at L'auberge del Mar and Gand del Mar. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, and institutional clients. The firm uses individualized Investment Policy Statements, fundamental research, and risk controls to guide portfolio construction, emphasizing low-cost implementation through individual securities and ETFs alongside alternative strategies.

James Auxier is a financial advisor at Auxier Asset Management with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Foreside Fund Services, LLC for two years. His role includes company research and supporting portfolio management, with plans to meet clients directly. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as various institutional accounts. The firm follows a value-oriented investment approach grounded in fundamental financial analysis and incorporates retirement capital analysis and AI tools alongside human oversight.

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Jacob Scarminach is a financial advisor at Etesian Wealth Advisors, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, multi-generational families, foundations, and retirement plan sponsors. The firm emphasizes individualized investment strategies with a focus on low-cost implementation through individual equities, bonds, and ETFs, complemented by alternative investment strategies.

Marie Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Etesian Wealth Advisors in 2025, she worked for Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC from 2005 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Benjamin Wright is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, OR, holding a Series 65 designation with nine years of industry experience. He has been with Etesian Wealth Advisors since 2016, part of a six-advisor team. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, corporate executives, business owners, and institutional clients. The firm provides discretionary and non-discretionary asset management, integrated financial planning via an eMoney portal, retirement plan advisory, and consulting services, focusing on customized investment policies and cost-managed portfolios with a bias toward individual bonds and ETFs.

Cameron Hunt is a financial advisor at Alpha Zero LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Alpha Zero, he worked at Equitable Advisors and has a background involving roles with several professional sports organizations. He also serves as Director of Finance at Pro Athlete Community, a role unrelated to commissions. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm incorporates fundamental and cyclical analysis along with modern portfolio theory to manage portfolios and offers access to alternative investments and private placements.

George Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm provides discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Malaika Maphalala is a financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.

Laura Steagall Cissell is a financial advisor at Veridan Wealth with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. She is involved in a business ownership role outside of her advisory work. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations. The firm focuses on asset allocation and portfolio construction using various analytical methods and manages both discretionary and non-discretionary accounts.

Fred Freimark III is a financial advisor with CPR Investments Inc. in Wilsonville, OR, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with CPR Financial Group and CPR Investments Inc. since 2016. In addition to his advisory role, he spends part of his time as a licensed insurance agent involved in insurance services and product sales. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm constructs multi-manager portfolios using in-house tactical models alongside third-party sub-advisors, focusing on defensive positioning and managing accounts on a discretionary basis.

Joshua Simpson is a ChFC® credentialed advisor at Illumination Wealth Management with one year of industry experience. Prior to joining Illumination, he worked at Price Financial Group and Bain Wealth Management. Outside of his financial advisory roles, he has been involved as a lacrosse official since 2018. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a long-term, values-linked planning approach using model portfolios with ETFs, mutual funds, and individual securities, and offers integrated financial life management alongside pension consulting and business-owner exit planning.

Stanley Lochrie is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, Oregon, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Etesian Wealth Advisors since 2009. Etesian Wealth Advisors serves individual clients and families—including high-net-worth individuals—corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, focusing on individualized fixed-income portfolio construction and cost-managed investment strategies.

Melody Rice is a financial advisor at Veridan Wealth with 18 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2024. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, comprehensive financial planning, and retirement consulting. The firm focuses on customized portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes.

Luke Auxier is a financial advisor at Auxier Asset Management with two years of industry experience. He holds a Series 65 designation and has prior work experience at Deloitte and Touche and Oregon State University. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension plans, trusts, and estates. The firm employs a value-oriented investment approach grounded in fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Philippe De La Motte is a financial advisor at Prospero Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at F5, Inc. and F5 Networks Inc. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment strategies including individual securities, ETFs, derivatives, and long-short approaches, and offers a unique assets-under-advisement consulting service to other investment advisers.

Jerald Lyda is a financial advisor with Cross Financial Advisors in Newberg, OR, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Cross Financial Advisors since 2017 and has been associated with LPL Financial since 2008. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $481.8 million in discretionary assets and combines strategic and tactical asset allocation with a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternatives, while offering both discretionary and non-discretionary portfolio management.

Alexander Krider is a CFP® professional with 16 years of industry experience, currently serving at Avier Wealth Advisors since 2019. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he owns an internet-based publishing service that provides editing for academic books and journals and serves as a board member of Birch Community Services, a nonprofit focused on promoting financial stability for families. Avier Wealth Advisors offers investment management and financial planning services to individuals, families, and various business entities. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, informed by academic factor research, and maintains a multi-advisor team with a structured succession plan and several operational distinctions.

Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.