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.

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.

Hayley Haslett is a CFP® with six years of industry experience, currently serving as an advisor at Lake Road Advisors, LLC since 2022. Her prior roles include positions at Blue Water Wealth, Inc. and work experience within the brewing industry. Outside of financial advising, she is involved in social media content creation and brand management for a private residence in Ridgefield, WA. Lake Road Advisors provides portfolio management, comprehensive financial planning, and pension consulting to individual clients and plan sponsors. The firm emphasizes passive, asset-class-based investment strategies primarily implemented through third-party managers and maintains ongoing oversight and planning reviews for its clients.

Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.

Alejandra Peaña is a financial advisor at Modernist Financial, LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. She has worked at Modernist Financial since 2021 and has previous experience with B-Line Urban Delivery, Presidio Graduate School, and the Karuna Foundation. Modernist Financial is a registered investment adviser serving individuals, families, trusts, estates, and small businesses, with a focus on high-net-worth clients. The firm provides customized, long-term portfolio management and financial planning, utilizing low-cost funds and third-party sub-advisors to emphasize cost management, tax efficiency, and discretionary implementation.

Katherine Fox is a CFP® with seven years of industry experience, currently serving as an advisor at Sunnybranch Wealth LLC in Portland, OR. She previously worked at Arnerich Massena and is the founder of Sunnybranch Philanthropy LLC, a firm providing philanthropic advice and guidance. Fox also contributes articles on financial planning and charitable giving as a consultant for theSkimm, Inc. Sunnybranch Wealth LLC serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm employs a fiduciary approach combining passive and active strategies, emphasizes philanthropy and intergenerational planning, and provides educational workshops alongside integrated written financial planning for wealth management clients.

Mark Bernazzani is a CFP® professional with 11 years of industry experience, currently serving as an advisor at My Personal CFO, LLC since 2018. Prior to this, he worked at Brighton Jones LLC from 2013 to 2018. He holds the Series 63 license and is based in Vancouver, WA. My Personal CFO serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and behavioral finance, utilizing institutional mutual funds, ETFs, and, when appropriate, options and alternative investments.

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.

Gregory Barker is a CFP® with 22 years of industry experience. He is a principal at Barker Wealth Management, LLC in Camas, WA, where he has worked since 2015. Prior to this, he spent eight years at Clark Nuber P.S. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm emphasizes fundamental analysis and asset allocation to build diversified portfolios using individual securities and funds, delivering investment supervisory services on a continuous discretionary basis and planning services on a non-discretionary basis.

Robert Walker is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Liberty Capital since 2009. Outside of his advisory role, he offers life insurance and fixed annuity products as an additional service to clients. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and the use of leveraged and inverse ETFs.

Asoka Weeraratne is a financial advisor with UTA LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as CEO of Kelly International, a clothing manufacturing and retail business. UTA LLC advises individuals, businesses, and ERISA plans, offering portfolio management and financial planning services. The firm combines passive and active investment strategies tailored to client objectives and risk tolerance, with a focus on macroeconomic and tax considerations.

Brent Hunsberger is a CFP® with 15 years of experience in financial advising, currently serving at Silver Oak Advisory Group since 2014. He holds a Series 65 license and is based in Portland, OR. Outside of advising, he works as a freelance journalist producing content related to Medicare open-enrollment. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using diversified equity and fixed-income investments, focusing on individualized investment policy statements and fee-only advisory services.

Jill Foreman is a CFP® professional affiliated with James R. Martin Consulting, Inc., where she has been associated since 2002. She is based in Vancouver, WA, and is part of a three-advisor team at the firm. James R. Martin Consulting, Inc., operating as JRM Capital Management, provides discretionary portfolio management and advisory services to individuals, retirement plans, charitable institutions, and foundations. The firm customizes portfolios based on client objectives and risk profiles, utilizing mutual funds, ETFs, and occasionally private alternative investments, while offering regular performance reports and market commentary.

Casie Dunning is a CFP® and Series 65–licensed advisor with five years of industry experience. She is currently with Rain or Shine Planning, LLC and previously worked at firms including Abacus Wealth Partners and Davis & Graves, as well as in roles at Portland Public Schools and Umpqua Bank. Rain or Shine Planning is a fee-only advisory firm serving individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm employs asset allocation and passive indexing strategies, incorporating ESG considerations when requested, and manages both discretionary and non-discretionary portfolios.

James Skahan is a financial advisor at MaxAdvisor Private Management in Portland, OR, with 14 years of industry experience. He holds a Series 65 designation and has been with Maxadvisor LLC since 2002. MaxAdvisor Private Management provides fee-only, discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm emphasizes diversification and cost-conscious index funds, using a proprietary fund-ranking system to select investments and manages portfolios with generally low turnover and some exposure to derivative-like risks.

Jessica Howe is a CFP® with 18 years of industry experience and has been with Silver Oak Advisory Group since 2004. She holds a Series 65 license and is based in Portland, OR. Silver Oak Advisory Group provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation approach with diversified portfolios implemented through no-load mutual funds and ETFs, operating as a strictly fee-only adviser serving a limited client base with tailored investment policy statements.

Jack Dukeminier is a CFA® charterholder with six years of industry experience. He is currently an advisor at Blue River Capital Management, where he has worked since 2023. His prior experience includes roles at Baker Ellis Asset Management LLC, Tru Independence Asset Management, LLC, and FTI Consulting. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with nearly a decade of industry experience, including roles at Security First Advisors and Pinnacle Wealth Advisors. She holds the Series 65 designation and has been with Para Wealth Advisors since 2025. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing financial planning, investment management, and integrated wealth management services. The firm combines fundamental and technical analysis within an asset-allocation framework and primarily maintains a long-term investment orientation while accommodating shorter-term trading as appropriate.