Kris Jamison is a financial advisor at Uniplan Investment Counsel, Inc. with 23 years of industry experience. He has worked within various Uniplan entities since 2010, including Uniplan Institutional Advisors LLC. He holds Series 63 and Series 65 designations. Uniplan Investment Counsel provides investment advisory, sub-advisory, and portfolio-modeling services to individual and institutional clients, including broker-dealer wrap program sponsors and other registered investment advisers. The firm emphasizes fundamental security analysis across specialized strategies and supports a significant sub-advisory and model-portfolio business.

James Spangler is a financial advisor at TradeWinds Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Tradewinds Asset Management, Financial Advocates Investment Management, LPL Financial, BIOTRONIK Corporate Services US, and Micro Systems Engineering. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.

Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective. Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.

Daniel Koerner is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at James R. Martin Consulting, Inc., where he has worked since 2019. Prior to that, he was with NewFocus Financial Group, LLC for seven years. James R. Martin Consulting, Inc., doing business as JRM Capital Management, provides discretionary portfolio management and advisory services to individuals, ERISA/retirement plans, and charitable institutions. The firm customizes portfolios based on client objectives and risk profiles, using research tools and Morningstar data, and offers ongoing monitoring, quarterly reports, and occasional financial-planning consultations.

Nancy Wakefield is a financial advisor at Serene Point Advisors LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Serene Point Advisors in 2020, she worked at Integrated Advisors Network LLC and Martin Capital Partners, LLC. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include a range of investment vehicles and employing a more active options strategy when appropriate.

Matthew Ebeling is a CFP® with 19 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2016. He holds a Series 65 license and works at a firm based in Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, while incorporating tax-aware management and financial planning services.

Michael Hibbs is a financial advisor at Third Stanza Group with a Series 65 credential and no prior advisory industry experience. He has work experience as a facilities manager at a semiconductor manufacturing plant. Third Stanza Group is a fee-only, state-registered investment adviser providing financial planning, discretionary portfolio management, and retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using various securities and emphasizes bundled financial planning within its asset-based advisory services.

Faisal Al Hashim is a financial advisor at Maxiam Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Maxiam Capital primarily serves high-net-worth individual investors, offering discretionary portfolio management and financial planning. The firm follows a top-down global macro investment approach and provides model portfolios with equity and fixed income benchmarks tied to the MSCI World Index and Bank of America Merrill Lynch Government/Corporate 7–10 Year Index, respectively.

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.

Stuart Allen is a financial advisor with Allen Capital Management, LLC in Vancouver, WA, holding 20 years of industry experience. He has been with Allen Capital Management since 2005 and also serves as principal of Allen Trust Company, a role he has held since 1998. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm offers customized discretionary portfolio management and financial planning, emphasizing strategic asset allocation and a combination of fundamental, technical, and cyclical analysis.

Erik Miller is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Interactive Wealth Advisors since 2013, following prior roles at Confluence Wealth Management LLC and CMC Advisers, LLC. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 individual clients, including retirees, business owners, and executives. The firm provides ongoing wealth management and coordinated financial planning, employing a tactical, proactive asset-allocation approach that combines passive and active strategies across multiple asset classes.

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.

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 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.

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.

Petr Burunov is a financial advisor with Ambassador Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at LPL Financial and has operated Ambassador Wealth Management since 2009. In addition to advising, he provides tax preparation and bookkeeping services through Ambassador Tax Consultants, LLC, a business he has managed since 2013. Ambassador Wealth Management offers discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, equities, debt instruments, and private placements, managing accounts on a discretionary basis with regular reviews.

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.