Scott Frey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Planful Finance LLC since 2022. Prior to this, he worked for Skyline Financial Northwest for 11 years. Planful Finance LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses diversified model portfolios informed by Modern Portfolio Theory and long-term purchase strategies, combining automated and traditional custodial platforms to serve a range of client account sizes.

Timothy Bean is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 20 years of industry experience. He has been with Liberty Capital since 2009 and has maintained a long-term involvement with Fruit Tree / Deck The Halls since 1993. In addition to his advisory role, he offers life insurance and fixed annuity products outside of Liberty Capital on a limited basis. Liberty Capital provides non-discretionary portfolio management services 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, utilizing a range of strategies including margin and option writing, and operates as both a registered broker-dealer and advisory firm.

Akili Kelekele is an advisor at Allen Capital Management, LLC with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Allen Capital Management, Kelekele held roles at D.A. Davidson and was involved with Shoot360 and other organizations. Outside of finance, Kelekele has experience working in diverse fields including senior care and education. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable organizations. The firm uses a customized, discretionary investment strategy focused on strategic asset allocation and diversification, integrating fundamental, technical, and cyclical analysis to meet clients’ financial goals.

Justin Harvey is a financial advisor at APM Wealth in Portland, OR, holding CFP®, ChFC®, and Series 65 designations with 15 years of industry experience. He has worked at Compass Ion Advisors and Practice Accelerator, LLC, and served as a faculty member at Villanova University School of Business. Harvey is the founder and host of the Anesthesia and Pain Management Success Podcast, an educational podcast focused on that medical specialty. APM Wealth serves individual and high-net-worth clients, primarily physicians in anesthesiology and pain management. The firm offers discretionary investment management and Personal CFO services, emphasizing low-cost, broadly diversified portfolios with a focus on educational outreach and practice-specific consulting.

Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm 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, and incorporates tax-aware management and financial planning for clients.

Tyson Papenfuss is a financial advisor at Strada Financial Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at US Bank since 2015. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, consulting, and private investment advice. The firm follows a Modern Portfolio Theory-based approach, emphasizing asset allocation and diversification, and integrates tax and accounting support through a commonly owned accounting practice.

Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.

Thomas Grunbeck is a CFP® professional affiliated with J.R. Prunier Capital Management LLC with seven years of industry experience. He previously worked at Grunbeck Financial Services, LLC and Core Corner, and held other roles since 2016. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios to client goals and risk tolerance using fundamental analysis and modern portfolio theory, operating mostly under discretionary authority with quarterly custodial reporting.

Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.

Mark Gaskill is the sole advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led MKG Financial Group since 1999. Outside of his advisory work, Mr. Gaskill operates MKG Productions, a personal DBA through which he collaborates with media outlets. MKG Financial Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $16 million across about 71 accounts. The firm focuses on U.S. small- to mid-cap equity portfolios using a top-down, research-driven process that integrates technical and fundamental analysis and employs value, contrarian, and special-situation investment styles.

The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return. Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning. Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!) If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Catherine Cuthbert is a Series 65-licensed financial advisor at Cuthbert Financial Guidance with three years of industry experience. She has been self-employed since 2019 and joined her current firm in 2021. Outside of advising, she manages a short-term rental property in Oregon. Cuthbert Financial Guidance provides comprehensive financial planning and limited ERISA Section 3(21) advisory services for individuals, families, and qualified plan sponsors. The firm emphasizes a long-term, passive investment approach focused on strategic asset allocation and broad diversification, and delivers financial education workshops without managing client assets directly.

Austen Auger is a financial advisor at Shira Ridge Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in several roles including at Break Bread Sandwich Shop and Big Brothers & Big Sisters Columbia NorthWest. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations by providing discretionary asset management and comprehensive financial planning. The firm emphasizes a planning-first approach combined with diversified, tax-aware investment strategies and utilizes separate managed account programs through institutional platforms.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.

Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

Matthew Moss is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise Financial Services, Ridge Athletic Club, and CUNA Mutual Group, as well as experience at Washington State University and Seattle Boat Company. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a quantitative and qualitative investment approach, with portfolio construction guided by tailored investment policy statements and oversight from an Investment Committee.

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.