Joseph Ollila is a financial advisor at Aegis Wealth Management, Inc. in Gresham, Oregon. He holds a Series 65 designation and has been in the industry since 2023. In addition to his advisory role, Ollila works as a licensed independent insurance agent. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans by providing broad financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm manages portfolios primarily by supervising third-party sub-advisers and employs AI-based tools alongside direct indexing strategies.

Melody Rice is a financial advisor at Veridan Wealth with 18 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2024. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, comprehensive financial planning, and retirement consulting. The firm focuses on customized portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis across various asset classes.

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.

Cameron Roberts is a financial advisor with Progressive Investment Management Corporation, holding a Series 65 designation and one year of industry experience. He has worked at Progressive Investment Management since 2020 and was previously with tru Independence from 2016 to 2020. Progressive Investment Management provides discretionary investment management and consulting services to individuals, high net worth clients, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm employs a fundamental, long-term investment approach with ESG integration across equity and fixed-income strategies, aiming for capital appreciation while managing risk through diversification.

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.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Irvington Capital LLC since 2008. Allium Financial Advisors 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 as well as comprehensive financial planning and consulting services, focusing on asset allocation, diversification, manager selection, and ongoing monitoring.

Alexander Krider is a CFP® professional with 16 years of industry experience, currently serving at Avier Wealth Advisors since 2019. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he owns an internet-based publishing service that provides editing for academic books and journals and serves as a board member of Birch Community Services, a nonprofit focused on promoting financial stability for families. Avier Wealth Advisors offers investment management and financial planning services to individuals, families, and various business entities. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, informed by academic factor research, and maintains a multi-advisor team with a structured succession plan and several operational distinctions.

Rachael Schweiger is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Pinnacle Wealth Advisors since 2024 and previously spent ten years with Security First Advisors, Inc. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that serves individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified portfolios tailored to each client’s profile and using a range of investment vehicles including alternative investments and covered-call option strategies.

Courtney Ranstrom is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Freedom Day Solutions, LLC since 2026 and has prior experience at Trailhead Planners, LLC and Ranstrom Berg Wealth Management. Courtney maintains a consulting contract with Freedom Day Solutions, though she does not provide investment advice or work directly with the firm’s clients through this arrangement. Freedom Day Solutions serves individuals including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis as well as quantitative methods for its ETF management.

Jesse Mays is a financial advisor with AAN Wealth Advisors LLC in Lake Oswego, OR. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining AAN Wealth Advisors, he worked at Affinity Advisory Network and Velapoint Insurance. Mays is also involved in writing annuity and life insurance policies as an insurance producer. AAN Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm employs a model portfolio approach managed by an unaffiliated subadvisor while maintaining oversight and control over subadvisor selection and performance.

Patrick Haley is a financial advisor at Veridan Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Putnam Investments and Ameriprise prior to joining Veridan Wealth. Haley serves on the investment committee of Parkinson's Resources of Oregon, advising on endowment asset allocation. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, portfolio management, financial planning, and retirement plan consulting. The firm focuses on customized portfolio construction and asset allocation using a combination of fundamental, technical, quantitative, and qualitative analysis.

Megan Buchanan is a CFP® professional with five years of industry experience. She currently serves at Horizons Sustainable Financial Services, Inc. and previously worked at Silver Oak Advisory Group and New Outlook Financial. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing and serves both non‑high-net-worth and high-net-worth clients using a structured intake process and a blend of passive, active, and customized strategies.

Brian Timm is a financial advisor with Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 license and four years of industry experience. His prior roles include positions at IMS Capital Management LLC and Security First Advisors, Inc. Outside of his advisory work, he has been employed at Kaiser Permanente since 2011. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as qualified retirement plans. The firm employs diversified investment strategies tailored to each client’s profile and utilizes third-party managers and a comprehensive web-based planning tool.

Sheree Arntson is a financial advisor at Allium Financial Advisors, LLC with 27 years of industry experience. She has been with Allium since 2017 and previously worked at Tru Independence Asset Management, LLC and Arnerich Massena, Inc. She holds a Series 63 designation. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm’s investment approach focuses on asset allocation and diversification, utilizing a mix of mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

Jordan Fee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Allium Financial Advisors, LLC since 2023 and previously spent two years with The Vanguard Group Inc. Allium Financial Advisors, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $733 million with a team of six advisors, employing an investment process focused on asset allocation and diversification using mutual funds, ETFs, independent managers, and alternative investments, with oversight by an Investment Committee.

Melody Behnke is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Coldstream Wealth Management, where she has worked since 2024. Her prior experience includes roles at Arnerich Massena, Inc., Securities America, Inc., River Summit Consulting, LLC, and M Financial Group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, wealth transfer, and retirement plan advisory, supported by a team-based investment approach and access to diverse alternative investments.

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.

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.

Sandra Hay Magdaleno is a CFP® with 38 years of experience in the financial services industry. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has previously worked at Cetera Advisors and Cascadia Advisory Services. Magdaleno serves as a board member of the Portland Open Bible Community Pantry, a nonprofit food bank. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

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.