Kibwe Cuffie is a financial advisor at Portland Private Wealth Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Portland Private Wealth Management since 2018. Outside of his advisory role, he has extensive involvement in youth soccer organizations, including leadership positions at United PDX Soccer Club, Tualatin Hills United Soccer Club, and Southside Soccer Club. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized portfolio solutions, managing approximately $235 million in assets across over 400 client relationships.

Duane Bolinger is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Eldon Reese Advisory Group since 2022 and previously spent 12 years with Oneamerica Securities and American United Life. Outside of his advisory role, he serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, and employee retirement plan advisory services. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, utilizing mutual funds, ETFs, and individual securities, and offers services including financial coaching and business consulting.

Anika Hedstrom is a Certified Financial Planner (CFP®) with 12 years of experience in the financial industry. She has worked at Uplevel Wealth since 2021, following prior roles including five years at Vista Capital Partners and a brief period as self-employed. In addition to her advisory work, Ms. Hedstrom is an independent financial journalist who occasionally writes articles on market commentary and financial advice. Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a modern portfolio theory approach, focusing on passive, diversified portfolios with discretionary trading, and operates as a fee-only fiduciary with a small, two-advisor team.

Stuart Allen is a financial advisor with Allen Capital Management, LLC in Vancouver, WA, holding 20 years of industry experience. He has been with Allen Capital Management since 2005 and also serves as principal of Allen Trust Company, a role he has held since 1998. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm offers customized discretionary portfolio management and financial planning, emphasizing strategic asset allocation and a combination of fundamental, technical, and cyclical analysis.

Erik Miller is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Interactive Wealth Advisors since 2013, following prior roles at Confluence Wealth Management LLC and CMC Advisers, LLC. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 individual clients, including retirees, business owners, and executives. The firm provides ongoing wealth management and coordinated financial planning, employing a tactical, proactive asset-allocation approach that combines passive and active strategies across multiple asset classes.

Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with a Series 65 designation and one year of industry experience. He has held various roles in educational and church settings, including positions at George Fox University and Athey Creek Church. Rooted Financial Group provides investment advisory services to individuals, families, and institutional clients, offering discretionary and non-discretionary asset management, Unified Managed Account solutions, tax overlay services, and ERISA investment fiduciary services. The firm employs individualized asset allocation strategies and manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers.

Becky Vogt Lundeen is a CFP® with eight years of industry experience, currently serving as an advisor at Trihelix Wealth Collective in Portland, OR. Her prior experience includes roles at Northwestern Mutual and several independent advisory practices. Outside of financial advising, she is the owner of a non-financial business focused on writing a memoir and is involved in nonprofit event planning. Trihelix Wealth Collective provides financial planning and investment advisory services to individual clients, including high-net-worth households, and retirement plan sponsors. The firm specializes in tailored investment plans with an emphasis on medical-training financial planning and offers both discretionary and non-discretionary portfolio management.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Blaine Burnett is a financial advisor at Eldon Reese Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Great Oak Financial Group and Cetera Advisors LLC. Outside of his advisory role, Burnett owns and manages a horse barn in Canby, Oregon. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting with an emphasis on long-term, asset-allocation strategies and tailored client solutions.

Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.

Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Quinn Kahn is a financial advisor at Dyad Capital LLC with two years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. Dyad Capital provides discretionary portfolio management for individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans and charitable organizations. The firm employs a value-oriented investment approach focused on equity securities and manages individualized portfolios with diversification and documented trade processes.

Garth Shinn is a CFP® professional with 24 years of industry experience. He has been with aLuman since 2015. Based in Portland, OR, he holds the Series 65 designation. aLuman primarily serves individual clients, including a significant number of high-net-worth individuals, and small business owners, offering discretionary portfolio management and comprehensive financial planning. The firm employs an academically based, tactical buy-and-hold investment approach with broad diversification and emphasizes low turnover and periodic rebalancing.

James Cook is a financial advisor at Rutherford Investment Management with 23 years of industry experience. He holds the Series 65 designation and has been with W D Rutherford since 2013. Rutherford Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides discretionary portfolio management using a combination of fundamental and technical analysis and manages approximately $250 million across a concentrated client base.

Daniel Retzlaff is a financial advisor at Rock Creek Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley and Citigroup Global Markets. Retzlaff has experience providing investment advisory services through Cross Financial Advisors, LLC, an independent advisory firm. Rock Creek Wealth Management focuses on serving corporations, partnerships, charitable organizations, and other non-retail entities by offering discretionary investment supervisory services, financial planning, and retirement-plan advice. The firm employs asset allocation and fundamental analysis while engaging third-party independent managers as part of its investment process.

Todd Newell is a financial advisor with Miller Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Miller Financial Group since 2015. Miller Financial Group is a small, fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds with actively managed investments and maintains discretionary trading authority and a timing service to adjust portfolios based on market conditions.

Michael Baltzell is a CFP® with 21 years of industry experience, currently serving at Columbia River Financial Group since 2017. Prior to this, he worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2017. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically on a discretionary basis, and employs a portfolio construction approach that incorporates both quantitative and qualitative analysis across a broad range of investment instruments.

Trevor Bruno is a financial advisor at ROI Financial in Beaverton, OR, holding a Series 65 credential with five years of industry experience. He has worked with ROI Financial Advisors since 2020 and ROI Tax, LLC since 2021. In addition to his advisory role, he is a licensed tax preparer and part-owner of ROI Tax, where he assists with tax return preparation during tax season. ROI Financial serves individual and high-net-worth clients, business owners, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, charting, and cyclical analyses and provides services including margin transactions, short sales, and options writing, with custodial relationships primarily at Schwab Institutional.

Thomas Walker Jr. is a financial advisor at Rooted Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, LPL Financial, and FSC Securities Corp. He is also affiliated with DMK Advisor Group as a financial advisor. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, offering discretionary and non-discretionary asset management along with specialized tax and ERISA investment fiduciary services. The firm manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and an overlay manager for trading and rebalancing.

Petr Burunov is a financial advisor with Ambassador Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at LPL Financial and has operated Ambassador Wealth Management since 2009. In addition to advising, he provides tax preparation and bookkeeping services through Ambassador Tax Consultants, LLC, a business he has managed since 2013. Ambassador Wealth Management offers discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, equities, debt instruments, and private placements, managing accounts on a discretionary basis with regular reviews.