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.

James Benjamson is a financial advisor at IP Financial Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, L.P. since 1999. In addition to his advisory role, he operates a CPA practice focused on accounting and tax services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and also provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

Laramy Ayers is a financial advisor with MissionSquare Retirement, holding a Series 65 designation and four years of industry experience. He has worked at several firms including Fisher Investments and Market Leader before joining MissionSquare in 2023. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which is supported by investment advice from Morningstar Investment Management.

Brian Scott is a financial advisor with Foundations Investment Advisors LLC in Vancouver, WA, holding a Series 65 designation and 14 years of industry experience. He previously worked at Fisher Investments for 12 years. In addition to his advisory role, Scott is involved in insurance sales through Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and third-party sub-advisers to tailor investment solutions.

Michael Chrysler is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Resource Investment Architects, Inc. and Matrix Asset Management. In addition to his advisory role, he is the owner and managing partner of Matrix Asset Management, where he manages portfolios and oversees client relationships. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, incorporating fundamental, technical, and cyclical investment analysis.

Thomas Weed is a financial advisor with Mutual Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Whitehouse Wealth Management and Cetera Advisor Networks. Outside of advising, he operates as an independent insurance agent and is involved as a donor with the Make-A-Wish Foundation. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers asset management and financial planning through active and passive strategies, employing multiple analytical approaches and third-party tools to customize portfolios aligned with clients’ objectives.

Jeffrey Maclardy is a financial advisor with Concurrent Investment Advisors, LLC based in Vancouver, WA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments and Raymond James Financial. In addition to his advisory career, he has been involved in computer consulting for over 25 years at JAM Computer Consulting. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Shirley Brost is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with MissionSquare Retirement. She has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s investment models.