Rian Flad is a financial advisor with SMB Financial Services, Inc. in Portland, OR, holding a Series 66 designation and 17 years of industry experience. He has been with SMB Financial Services since 2011 and has worked at James Flad CPA PC since 1996. In addition to his advisory role, he is also licensed as an insurance agent. SMB Financial Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with client objectives and risk tolerances and offers rollover guidance with an educational alternative consistent with Department of Labor guidance.

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Jack Holum is a financial advisor at NBC Capital Advisors in Beaverton, OR, holding a Series 65 license with one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors offers discretionary investment management, financial planning, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm combines active and passive investment strategies with diversification across asset classes and employs various analytical methods alongside tactical asset allocation and trend-following approaches.

Mitchel Ludtke is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Grange Capital in 2022, he worked at Fidelity Brokerage Services and R/West. Grange Capital provides discretionary investment management and financial planning to individuals, pension plans, corporations, and charities. The firm’s approach combines diversified asset allocation, fundamental analysis, and the use of AI tools, with a focus on both long-term investments and tactical strategies including options and private real estate offerings.

Roger Thomas is a Series 65-licensed financial advisor with Orca Investment Management, LLC in Lake Oswego, OR, where he has worked since 2010. He has 20 years of industry experience. Orca Investment Management is an SEC-registered investment adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets, employing a range of equity-centric and fixed-income strategies tailored to diverse investment objectives, and monitors accounts regularly to manage risk and position size.

Marc Kadomatsu is a CFP®, ChFC®, and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Human Investing since 2017 and previously worked at Merriman Wealth Management, LLC. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual securities when appropriate.

Bryan Wiepert is a financial advisor at CWC Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with CWC Advisors since 2015. Prior to joining CWC, he worked at Purshe Kaplan Sterling Investments from 2015 to 2018. CWC Advisors primarily serves high net worth individuals and also works with IRA rollovers, trusts, estates, charitable organizations, and certain pooled investment vehicles. The firm employs a contrarian value investment process focused on diversified portfolios and offers discretionary investment management, financial planning, and advice on held-away assets.

Robert Warmkessel Jr. is a financial advisor with Grange Capital, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Grange Capital since 2016 and previously spent nine years at Sound Investment Management, Inc. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a diversified, multi-asset approach emphasizing fundamental analysis and strategic asset allocation, incorporating both long-term holdings and tactical trading strategies.

Timothy Porter is a CFP® professional with 20 years of industry experience, currently serving at SMB Financial Services, Inc. in Portland, OR, where he has worked since 2005. He also holds a Series 66 license and is an independent insurance agent. SMB Financial Services works with individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, providing discretionary asset management and written financial planning services. The firm constructs tailored portfolios aligned with clients’ objectives and risk tolerances and reviews accounts at least quarterly, often exercising discretionary trading authority.

Viviana Bigolin is a CFP® with 13 years of experience in financial advising, currently with TPG Financial Advisors, LLC. Her prior roles include positions at The Partners Group, OSAIC, Securities America, PFG Advisors, and Bank of the West. Outside of advising, she serves as President of the Overlook Condominium Association and holds a logistics specialist position in the Navy Reserves. TPG Financial Advisors serves individuals, businesses, and various institutional clients, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment strategies, managing broadly diversified portfolios with oversight from an Investment Committee.

Kari Billette is a financial advisor at Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 designations with four years of industry experience. Her work history includes roles at Cross Financial Advisors, LPL Financial LLC, and Lyda Financial. Outside of her advisory work, she is co-owner of a concrete construction business, where she contributes to administrative tasks. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of advisory solutions through custodial and model platforms in affiliation with LPL Financial.

Robin Donovan is a financial advisor at Human Investing with a Series 65 license and one year of industry experience. Prior to joining Human Investing, Donovan was self-employed for four years and worked at ST Media Group Intl. for nine years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with diversified, low-cost index funds and individual securities.

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Foreside Fund Services. At Auxier, he contributes as a research analyst, providing investment recommendations to portfolio managers. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, managing equity and balanced accounts through direct advisory relationships and a wrap-fee program. The firm employs a value-oriented investment approach based on fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Lincoln Bach is a CFP® professional with five years of industry experience, currently serving at Aerodigm Wealth LLC. Prior to joining Aerodigm, he spent 14 years at GreenWood Resources Inc. and had a brief period of unemployment in 2021. Aerodigm Wealth LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and implements strategies primarily through independent third-party money managers.

Thomas Peekema is a CFP® and CFA® with 17 years of industry experience. He has been with SMB Financial Services, Inc. since 2011 and also has a long-standing role at Principal Life Insurance Company. Outside of financial advising, he is involved in family farming operations and is a part owner of Peekema Fruit. SMB Financial Services serves individuals, pension and profit-sharing plans, and corporate clients by offering discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with clients’ objectives and risk tolerances and provides educational resources and rollover guidance for retirement accounts.

Noah Steinbrenner is a financial advisor at CGC Financial Services with Series 63 and Series 65 licenses and four years of industry experience. He has worked at CGC Financial Services since 2020 and previously at ROI Financial Advisors and OSAIC. Noah also has experience in higher education from his time at the University of California, Davis, and Foothill Community College. CGC Financial Services is an SEC-registered advisory firm managing approximately $876 million in client assets for about 1,140 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management as well as comprehensive financial planning. Its investment approach involves tactical asset allocation informed by technical, fundamental, and charting analysis, with portfolios tailored to client risk tolerance and goals.

Stephanie Thompson Buttice is a CFP® with 18 years of industry experience, currently serving at Range Financial Group, LLC since 2020. She previously worked at Human Investing from 2016 to 2020. Outside of her advisory role, she has been involved in managing the administrative closure of a financial advisory and insurance business of which she was a 50% owner. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension/employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension/401(k) consulting, employing diverse analytical methods and investment strategies tailored to client needs.

Robert Noack is a financial advisor at TPG Financial Advisors, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, and Building Champions. He serves as a board member for River West Church in Lake Oswego, Oregon. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, uses proprietary allocation models, and integrates retirement plan consulting alongside individual wealth management.

Mihei Egoroff is a financial advisor with Cross Financial Advisors and holds a Series 66 designation. He has six years of industry experience and has been with Cross Financial Advisors and LPL Financial since 2019. Egoroff also operates a coaching business and has prior involvement in trucking and construction businesses. Cross Financial Advisors provides investment management, financial planning, consulting, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with access to third-party managers and an affiliated accounting firm to offer comprehensive advisory and tax-related consulting services.