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.

Sarah Lane is a PFS™ credentialed financial advisor with eight years of industry experience. She is affiliated with CLS Financial Advisors, Inc. and Schultz Group CPAs, PC, where she has worked since 2016. Prior to that, she spent a year at Portland State University. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm utilizes broadly diversified, systematic portfolios based on capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

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.

Ryan Mohr is a CFP® professional with 19 years of industry experience. He has been with Clarity Capital Management LLC since 2017 and previously worked at M Financial for one year. Ryan holds a Series 66 license and is based in Tigard, Oregon. Clarity Capital Management advises individuals, including high-net-worth clients, and employer plan sponsors, providing discretionary investment management, comprehensive and project-based financial planning, and retirement plan consulting and participant education. The firm employs a passive, low-cost core investment approach combined with tactical asset-allocation adjustments and offers multiple planning engagement models.

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.

Erik Bloomfeldt is a financial advisor with Insight Financial in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Solid Rock Capital, LLC and Integrity Financial Corporation, and has been associated with Insight Financial since 2006. Outside of advisory services, he is a part owner of a closely held corporation that owns a farm and guest ranch in Sisters, Oregon. Insight Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and certain qualified institutional buyers, managing approximately $35.4 million in client assets. The firm employs a tactical allocation approach with custom portfolio management, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary investment services.

Wai Ngan Yu is a CFP® professional with 19 years of industry experience, currently serving at Summa Global Advisors, LLC since 2009. Located in Clackamas, OR, Yu holds Series 63 and Series 65 licenses. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across 130 client relationships. The firm offers tailored portfolio and wealth management, combining passive index exposures with active managers and specialized strategies such as Separate Account Managers and boutique equity and fixed-income solutions.

Keith Johnson is a financial advisor at Inman Financial Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Inman Financial Services since 2008. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory within a long-term trading framework. The firm offers ongoing portfolio management, retirement, college, tax, and estate planning, and incorporates both discretionary and non-discretionary account management with regular client reporting.

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.

David Rostad is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003. Outside of financial advising, he is involved with two non-investment related business activities. Rostad Capital Management provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to create customized portfolios, typically managed on a non-discretionary basis, and is notable for its affiliation with an accounting practice and operation by certified public accountants.

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.