Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

Paul Carlson is a financial advisor at 4:8 Financial with 25 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management for ten years each. Outside of his advisory role, he is a licensed insurance agent. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm utilizes a buy-and-hold investment approach with periodic rebalancing, employing mutual funds, ETFs, stocks, and bonds through LPL-sponsored platforms and model portfolios.

James Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Willamette Financial Advisors, LLC since 2015. He previously worked at Centaurus Financial, Inc. from 2015 to 2017. Jones is also a licensed insurance producer with various insurance companies. Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced, and disciplined approach to building globally diversified portfolios tailored to each client’s needs.

Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.

Amy Oh is a CFP® with 19 years of industry experience, currently serving as an advisor at Taurus Capital Advisors, LLC since 2023. She previously worked at Sage Financial Advisors Inc. for 15 years and is the owner of Boingy LLC, a manufacturer of baby products. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focusing on diversified, tax-conscious strategies and integrates tax preparation services through a contracted CPA.

Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Carlson has been involved with Liberty University since 2022. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm uses a buy-and-hold investment approach with periodic rebalancing and relies on LPL Financial-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.

Elijah Lyons is a CFP® with two years of industry experience, currently serving as the sole advisor at Lookahead Wealth LLC. He previously worked at Southern Capital Advisors, LLC for three years and has held roles at Freed-Hardeman University and Apologetics Press Inc. outside the financial sector. Lookahead Wealth LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning services to both retail and institutional clients. The firm emphasizes customized investment strategies that combine low-cost passive exposures with manager-focused active approaches, applying quantitative and qualitative analysis over multiple time horizons.

Garrett Hittner is a financial advisor at Dew Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Thrivent Financial. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through its Virtual Family Office and Wealth Accelerator programs.

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

Kari Billette is a financial advisor at Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 designations with four years of industry experience. Her work history includes roles at Cross Financial Advisors, LPL Financial LLC, and Lyda Financial. Outside of her advisory work, she is co-owner of a concrete construction business, where she contributes to administrative tasks. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of advisory solutions through custodial and model platforms in affiliation with LPL Financial.

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Dustin Fadenrecht is a financial advisor at Veridan Wealth with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and Key Bank. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, comprehensive financial planning, and retirement plan consulting. The firm emphasizes asset allocation and portfolio construction using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes, maintaining a substantial asset base with a focused advisory team and customized portfolio management.

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Auxier Asset Management since 2019, following a two-year tenure at Foreside Fund Services, LLC. Iliyn contributes as a research analyst, providing investment recommendations to the portfolio manager. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, as well as institutional entities. The firm employs a value-oriented investment approach grounded in fundamental financial analysis and manages approximately $946 million in assets under management.

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 in Aurora, Oregon, with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Foreside Fund Services, LLC from 2019 to 2021. Auxier’s role includes research and analysis of companies to support portfolio management and client interactions. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as for investment companies, pension and profit-sharing plans, trusts, and estates. The firm employs a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis supported by cash-flow modeling and Monte Carlo simulations.

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. with 10 years of industry experience. He holds a Series 65 designation and has been with Etesian Wealth Advisors since 2016. 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 manages approximately $503 million across about 415 client relationships, offering discretionary and non-discretionary asset management, integrated financial planning, and retirement plan consulting with an investment approach focused on individualized Investment Policy Statements, fundamental research, and low-cost portfolio implementation.