Katherine Hardin is a CFP® with 16 years of industry experience, currently serving as an advisor at Columbia River Financial Group since 2017. Prior to joining Columbia River, she worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2010 to 2017. 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 offers customized advisory services, typically on a discretionary basis, and constructs portfolios using both quantitative and qualitative analysis across a variety of instruments.

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.

Kelci Laam is a Series 65-licensed advisor with Florin Pensions LLC in Vancouver, Washington, where she has worked since 2020. She has three years of industry experience and previously operated as a self-employed advisor for seven years. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations for potential transfers to UK personal pensions, operating as a pension consultancy without taking custody of client assets.

Bernard Tan is a financial advisor with Modernist Financial, LLC, holding a Series 65 designation and bringing two years of industry experience. He has worked at Modernist Financial since 2019 and has prior experience at Acura of Portland and Foodscout, Inc. Modernist Financial is a registered investment adviser serving high-net-worth individuals, families, trusts, estates, and small businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on customized, long-term, diversified portfolios with an emphasis on cost management, tax efficiency, and Financial Life Planning.

Kaleen Anderson is a financial advisor at Skyline Financial Northwest with five years of industry experience. She holds a Series 65 designation and has worked at Skyline Financial Northwest since 2019. Her prior roles include positions at Modernist Financial and North, as well as self-employment and work at DLR Farms. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes low-cost, passive investment vehicles and ETFs, using a written Investment Policy Statement for each client and incorporating fundamental, technical, and cyclical data in portfolio management.

Christian D'Urso is a financial advisor at TradeWinds Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. D'Urso also operates an insurance agency under D'Urso Wealth Management, LLC. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, and employer-sponsored retirement plans. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.

Carol Young is a financial advisor at Stangier Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and systematic rebalancing, often utilizing third-party portfolio managers while maintaining internal management capabilities.

Ashley Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

Yong Yang is a financial advisor at Westlake Wealth Management, LLC in Portland, OR, with 15 years of industry experience. He has been with Westlake Wealth Management since 2009. Yang holds the Series 63 and Series 66 designations. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers institutional-style 401(k) plan services alongside retail portfolio management, employing fundamental and technical analysis across various asset classes.

Samuel Skreen is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Newbore Wealth Management, Inc. since 2019 and previously worked at Academy Mortgage Corporation from 2016 to 2019. Skreen operates out of Gladstone, OR, and is involved in providing investment advisory services through Newbore Wealth Management. Newbore Wealth Management serves individuals, high net worth clients, trusts, and credit union referrals, managing approximately $200 million across about 528 clients. The firm focuses on diversified asset allocation, tax minimization, and integrating financial planning with portfolio management using various investment strategies and maintains discretionary authority with regular account monitoring.

Jerry Davis is a financial advisor at Rain or Shine Planning, LLC in Portland, OR, holding the PFS™ designation and Series 65 license with 16 years of industry experience. He previously worked at Davis & Graves, LLP for 15 years combined and operated his own CPA firm, Jerry J Davis CPA PC, for over three decades. Rain or Shine Planning is a fee-only advisory firm serving primarily individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm emphasizes asset allocation and passive indexing, incorporating ESG factors when requested, and applies Modern Portfolio Theory in its portfolio construction.

Jamie Colonna is a financial advisor at My Personal CFO, LLC with one year of industry experience. He holds a Series 65 designation and has been with My Personal CFO since 2019, including a recent role starting in 2024. My Personal CFO, LLC serves individuals, trusts, estates, charitable organizations, corporations, and business entities, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation framework based on Modern Portfolio Theory and integrates fundamental and behavioral finance analysis, utilizing institutional-share mutual funds, ETFs, and occasionally alternative investments or sub-advisors.

Kris Jamison is an advisor at Uniplan Investment Counsel, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at related Uniplan entities as well as Forward Management, LLC. Uniplan Investment Counsel provides investment advisory, sub-advisory, and portfolio-modeling services to individual and institutional clients. The firm emphasizes fundamental security analysis across specialized strategies and supports its clients with proprietary models, ESG/SRI screening, and customized mandates, primarily serving as a sub-advisor in wrap and UMA programs.

Aaron Hillman is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Skyline Financial Northwest in Portland, OR since 2008. He holds a Series 65 license and is a partner in OPM, LLC, a private real estate business focused on property analysis and management. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes structured portfolios based on written Investment Policy Statements, favoring low-cost passive vehicles and ETFs, and offers additional services including pension consulting and one-time asset allocation analyses.

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 17 years of industry experience. She is currently a financial advisor at Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors, U.S. Trust, Bank of America, N.A., and D.A. Davidson & Co. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing 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, primarily focusing on long-term strategies while allowing for shorter-term trading when appropriate.