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.

Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.

Kailee Aparicio is a financial advisor at Johnson Bixby with a Series 66 designation and two years of industry experience. She has worked at Johnson Bixby since 2022 and has held other roles including positions in private client services and public relations. 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’s investment approach includes strategic asset allocation, use of ETFs and mutual funds, fixed-income management, and ongoing portfolio monitoring and rebalancing.

Todd Engblom Stryker, CFP®, Series 66, is a financial advisor with First Pacific Financial, Inc. in Vancouver, WA, where he has worked since 2016. He has 25 years of industry experience, including over a decade at KMS Financial Services, Inc. Outside of his advisory role, he is involved in ownership of several non-investment related LLCs managing commercial and residential properties. First Pacific Financial serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers financial planning, wealth management, retirement plan consulting, and integrates services such as tax preparation and access to third-party managers, utilizing a disciplined investment approach guided by an Investment Committee.

Darren Farrell is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Pacific Financial since 2016, following five years at Kms Financial Services, Inc. Outside of his advisory role, Farrell is involved with JTTD, LLC, a non-investment-related business dealing with residential apartments. First Pacific Financial, Inc. serves individual clients, estates, trusts, and various organizations, providing investment management, financial planning, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and offers specialized services including charitable investment management and ERISA fiduciary consulting.

Shawn Mathis is an investment advisory representative at Financial Management Strategies, Inc. in Vancouver, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera, Ameriprise Financial Services, and Financial Management Strategies since 2009. Mathis is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and strategies to meet client objectives.

Savanna Pitman is a Series 65-licensed advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. Prior to joining Momentous Wealth Management, she was not employed in the financial industry for ten years. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, using a tailored investment approach that incorporates fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

Erin Varghese is a CFP® and holds a Series 65 license, with five years of industry experience. She joined Root Financial Partners in 2025 after five years at Pure Portfolios Holdings LLC and has prior roles at E*TRADE and U.S. Bank. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified passive investment strategies using index funds and ETFs, with customized portfolios tailored to client objectives and tax considerations.

Samuel Scarpone is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. Prior to joining Concorde in 2023, he worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank from 2016 to 2023. Outside of his advisory role, he serves as Vice Chair of the Wilsonville-Kitakata Sister City Advisory Board, facilitating economic and academic exchanges between Wilsonville, Oregon, and Kitakata, Japan. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios based on client objectives and uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, while offering ERISA retirement-plan advisory services.

Dennis Wilt is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Creativeone Wealth, LLC. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., as well as operating Dennis E. Wilt and Associates since 1981. Outside of finance, he owns and oversees a commercial blueberry farm in La Center, WA. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a discretionary investment approach using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Todd Juenger is a financial advisor at Savvy with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at LPL Financial, Columbia Credit Union, Global Retirement Partners, Conover Capital Management, and Cetera Advisors. Juenger serves as a board member for Inter Faith Treasure House, a nonprofit food bank and thrift store in Washougal, WA. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Windy Seto is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Principal Advised Services since 2022 and has prior experience with Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, Seto is involved in managing a rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models to tailor advice based on client profiles and risk tolerance, operating within the broader Principal Financial Group family.

Shannon Powers is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining IP Financial Advisory Services in 2023, Powers worked at Western International Securities, Inc. for 11 years. Powers is also involved in the Ridgefield community as a member of the local Chamber of Commerce. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a combination of traditional investment advisory services alongside actuarial analysis and insurance consulting, with an emphasis on non–high-net-worth individuals.