Michele Madasz is a financial advisor at Martel Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Martel Wealth Advisors since 2011, including the firm's current iteration since 2020. Prior to that, she was with KMS Financial Services, Inc. for seven years. Martel Wealth Advisors serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm focuses on strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets across a diverse client base.

Lloyd Caudle is a financial advisor at Martel Wealth Advisors, LLC in Vancouver, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KMS Financial Services, Inc. and AXA Distributors, LLC. Caudle has been with Martel Wealth Advisors since 2017 as part of an eight-advisor team. Martel Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, providing wealth management, planning, and pension consulting services. The firm employs a strategic asset-allocation approach with ongoing monitoring and due diligence, managing over $1.45 billion in client assets and offering both advisory and discretionary fiduciary services.

Cyndi Thompson is a CFP® professional with six years of industry experience, currently serving as an advisor at Johnson Bixby. Her prior roles include positions at KMS Financial Services, Inc. and CINDER LLC. Johnson Bixby serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with standalone and integrated financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a multi-faceted investment approach that includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring.

Holly Ross is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation and one year of industry experience. Prior to joining First Pacific Financial, she worked at Intuit, Facebook, and Samsung Electronics America. Ross serves as the Board Secretary for the Tashi Lhunpo Foundation, a nonprofit supporting a Tibetan monastery in India. First Pacific Financial serves individual clients, estates, trusts, foundations, charitable organizations, corporations, and retirement plans, offering investment management and financial planning services. The firm uses a combination of quantitative and qualitative analysis to construct portfolios tailored to client objectives, and maintains a 19-advisor team managing approximately $1.9 billion in assets across five offices.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.

Amanda Peterson is a financial advisor with Johnson Bixby who holds a Series 65 designation and has seven years of industry experience. Her work history includes roles at Private Client Services, KMS Financial Services, and Cable Hill Partners, with an earlier career at King County Superior Court lasting 11 years. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages a diversified portfolio across multiple asset classes using a fiduciary and client-focused approach that incorporates strategic asset allocation, qualitative analysis, and ongoing portfolio monitoring.

Adam Wishard is a CFP® professional with 19 years of industry experience, currently serving at First Pacific Financial, Inc. in Vancouver, WA. His prior experience includes over a decade at Kms Financial Services Inc. He serves on the finance committee and SWIIFT initiative committee at the Community Foundation for Southwest Washington. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations, offering financial planning, wealth management, retirement plan consulting, and tax-preparation support. The firm employs a disciplined investment approach that combines quantitative and qualitative analysis with strategic asset allocation, overseen by an Investment Committee.

Heidi Johnson Bixby is a CFP® professional with over 32 years of experience in the financial services industry. She is currently with Johnson Bixby, a team-based firm in Vancouver, WA, and has held roles at several firms including Securities America, Inc. Outside of advising, she serves as treasurer and board member of the Global Sojourns Giving Circle, a nonprofit focused on youth empowerment and education in Southern African countries. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with financial planning and consulting. The firm employs a multi-faceted investment approach emphasizing asset allocation, fixed-income management, and ongoing portfolio monitoring, managing approximately $789.5 million in regulatory assets.

Mary Robertson is a financial advisor with Synergy Asset Management, LLC in Vancouver, WA. She holds a Series 65 designation and has three years of industry experience. Prior to joining Synergy Asset Management in 2019, she worked at O'Connor Photography from 2017 to 2019. Synergy Asset Management provides personalized wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical investment strategies.

Morgan Wickline is a financial advisor at Helium Advisors LLC in Vancouver, WA, holding a Series 65 license with four years of industry experience. Prior to joining Helium Advisors, Morgan worked at Washington State University Athletics and The Ken Blanchard Companies. Outside of advising, Morgan is a licensed insurance agent authorized to sell life insurance policies. Helium Advisors serves individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds, managing approximately $308 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analysis alongside modern portfolio theory, and offers services including portfolio management, financial planning, retirement consulting, and coordination of tax preparation through affiliated entities.

Linde Carroll is a CFP® with 14 years of industry experience, currently serving as an advisor at Momentous Wealth Management, Inc. in Vancouver, WA. Carroll previously worked at Purshe Kaplan Sterling Investments and Kms Financial Services, Inc., among other firms. Outside of advisory work, Carroll volunteers as treasurer for Lakeshore Community Church, managing financial reporting and oversight. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

Anthony Dobberfuhl is a financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 license and has experience working at Fisher Investments and Harlow Insurance Agency. Dobberfuhl has been with Harlow Wealth Management since 2026. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, access to third-party sub-advisors, model portfolios, and fee-only financial planning, typically implementing client portfolios through core index strategies combined with satellite allocations tailored to client goals and risk tolerance.

Peter Nordlund is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Aldrich Wealth and as a student at George Fox University. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and tax-preparation support, employing a combination of discretionary portfolio management and strategic asset allocation guided by both quantitative and qualitative analysis.

Maxwell Puzzo is a financial advisor at First Pacific Financial, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for five years. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers comprehensive financial planning and wealth management services, employing a combination of quantitative and qualitative analysis to tailor investment strategies that include mutual funds, ETFs, individual securities, and alternative investments.

Paul Wedin is a financial advisor at Sloy, Dahl & Holst, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Smart Investor from 2017 to 2022, in addition to his ongoing role at Sloy, Dahl & Holst since 2013. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles, managing roughly $1.68 billion in discretionary assets.

Elizabeth Perry is a financial advisor at First Pacific Financial, Inc. in Vancouver, Washington, with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at First Pacific Financial since 2016, previously spending five years at Kms Financial Services, Inc. First Pacific Financial serves a diverse client base, including individuals, estates, trusts, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and provides specialized services such as ERISA fiduciary consulting and a model-based advisory service through Spark Financial Advisory.

Barnes Ellis is a financial advisor at Baker Ellis Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Baker Ellis since 2002. Outside of his advisory role, Ellis is the owner of Minam River Ranch LLC, which operates a hospitality business called Minam River Lodge. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a long-term value investment approach based on fundamental analysis and manages approximately $1.04 billion in discretionary assets through a small, credentialed advisory team.

Brandon Treasure is a CFA® charterholder with 10 years of industry experience. He is currently with First Pacific Financial, Inc., where he has worked since 2016, including a prior year at Kms Financial Services, Inc. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation for Southwest Washington. First Pacific Financial serves individuals, estates, trusts, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to manage portfolios tailored to client objectives, offering services including discretionary investment management, financial planning, and ERISA fiduciary consulting.

John Groh Sr. is a financial advisor at Baker Ellis Asset Management LLC with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Baker Ellis since 2016. Outside of advisory work, he is a half-owner and manager of a rental property, where he performs limited duties such as collecting rent and paying bills. Baker Ellis Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm follows a fundamental, long-term value investment approach, managing customized accounts with full investment discretion.

Ryan Walker is a financial advisor with Meristead Wealth, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Stansberry Asset Management and Fisher Investments. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, combining top-down macro analysis with fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm also manages private credit funds aimed at accredited investors and retirement accounts, and integrates advisory, publishing, and private-fund activities.