Hayley Haslett is a CFP® with six years of industry experience, currently serving as an advisor at Lake Road Advisors, LLC since 2022. Her prior roles include positions at Blue Water Wealth, Inc. and work experience within the brewing industry. Outside of financial advising, she is involved in social media content creation and brand management for a private residence in Ridgefield, WA. Lake Road Advisors provides portfolio management, comprehensive financial planning, and pension consulting to individual clients and plan sponsors. The firm emphasizes passive, asset-class-based investment strategies primarily implemented through third-party managers and maintains ongoing oversight and planning reviews for its clients.

Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.

Andrew Smith is a financial advisor with Consolidated Financial Management Corp. in Beaverton, OR. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Golden State Wealth Management, LLC and LPL Financial, LLC. He has a background that includes involvement with Gonzaga University and Skyhawks Sports Academy. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, and business entities, focusing on written plans, implementation support, and ongoing consulting without managing client assets. The firm’s approach includes fundamental and technical analysis, recommending asset allocation and a buy-and-hold strategy with periodic reallocation as needed.

Alejandra Peaña is a financial advisor at Modernist Financial, LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. She has worked at Modernist Financial since 2021 and has previous experience with B-Line Urban Delivery, Presidio Graduate School, and the Karuna Foundation. Modernist Financial is a registered investment adviser serving individuals, families, trusts, estates, and small businesses, with a focus on high-net-worth clients. The firm provides customized, long-term portfolio management and financial planning, utilizing low-cost funds and third-party sub-advisors to emphasize cost management, tax efficiency, and discretionary implementation.

Katherine Fox is a CFP® with seven years of industry experience, currently serving as an advisor at Sunnybranch Wealth LLC in Portland, OR. She previously worked at Arnerich Massena and is the founder of Sunnybranch Philanthropy LLC, a firm providing philanthropic advice and guidance. Fox also contributes articles on financial planning and charitable giving as a consultant for theSkimm, Inc. Sunnybranch Wealth LLC serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm employs a fiduciary approach combining passive and active strategies, emphasizes philanthropy and intergenerational planning, and provides educational workshops alongside integrated written financial planning for wealth management clients.

Mark Bernazzani is a CFP® professional with 11 years of industry experience, currently serving as an advisor at My Personal CFO, LLC since 2018. Prior to this, he worked at Brighton Jones LLC from 2013 to 2018. He holds the Series 63 license and is based in Vancouver, WA. My Personal CFO serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and behavioral finance, utilizing institutional mutual funds, ETFs, and, when appropriate, options and alternative investments.

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.

Garrett Porter is a financial advisor at Soaring Investment Management, LLC in Portland, OR, holding a Series 65 designation. He has one year of industry experience, including prior roles at Cambridge Investment Research Advisors Inc and Strategic Wealth Design. Before entering the financial industry, he served six years in the United States Navy. Soaring Investment Management advises individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes multiple analytical methods to construct portfolios that may include a wide range of securities, and it serves clients with no stated account minimum and a capped hourly pricing model for financial planning.

Zhe Liao is a financial advisor with Westlake Wealth Management, LLC in Portland, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Westlake Wealth Management since 2012. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers 401(k) plan services, combining fundamental and technical analysis across various asset classes, and manages accounts on a discretionary, fee-only basis with institutional-style plan support despite its small, two-advisor structure.

Aaron Muhs is a financial advisor at Catalyst Financial NW Corporation in Gresham, Oregon, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Service Corp. since 2013. Outside of his advisory role, he is also an agent and limited partner at Catalyst Financial’s insurance agency, offering various insurance products including accident and health, disability, and life insurance. Catalyst Financial NW Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term investments primarily through no-load mutual funds, tailoring portfolios to client objectives and risk tolerance, and manages approximately $233 million in assets.

Thomas Hamlin is the founder and CEO of Somerset Wealth Management, LLC in Portland, OR, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with multiple Somerset-related entities since 2008, including roles in consulting and insurance services. Outside of his advisory work, Hamlin leads Somerset Charitable, a nonprofit group that distributes grants to various charities. Somerset Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a tactical asset-allocation approach using institutional-style managers and offers access to annuities, private placements, and third-party money managers.

Gregory Barker is a CFP® with 22 years of industry experience. He is a principal at Barker Wealth Management, LLC in Camas, WA, where he has worked since 2015. Prior to this, he spent eight years at Clark Nuber P.S. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm emphasizes fundamental analysis and asset allocation to build diversified portfolios using individual securities and funds, delivering investment supervisory services on a continuous discretionary basis and planning services on a non-discretionary basis.

Robert Walker is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Liberty Capital since 2009. Outside of his advisory role, he offers life insurance and fixed annuity products as an additional service to clients. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and the use of leveraged and inverse ETFs.

Asoka Weeraratne is a financial advisor with UTA LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as CEO of Kelly International, a clothing manufacturing and retail business. UTA LLC advises individuals, businesses, and ERISA plans, offering portfolio management and financial planning services. The firm combines passive and active investment strategies tailored to client objectives and risk tolerance, with a focus on macroeconomic and tax considerations.

Brent Hunsberger is a CFP® with 15 years of experience in financial advising, currently serving at Silver Oak Advisory Group since 2014. He holds a Series 65 license and is based in Portland, OR. Outside of advising, he works as a freelance journalist producing content related to Medicare open-enrollment. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using diversified equity and fixed-income investments, focusing on individualized investment policy statements and fee-only advisory services.

Donald Bredehoeft is a financial advisor with Optimum Capital Strategies in Beaverton, OR. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Optimum Capital Strategies in 2009, he worked for the State of Oregon from 2020 to 2022. Optimum Capital Strategies LLC provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm’s investment approach integrates value investing with strategic option usage and a long-term orientation, utilizing fundamental, technical, and cyclical analysis across model and actively managed accounts.

Jill Foreman is a CFP® professional affiliated with James R. Martin Consulting, Inc., where she has been associated since 2002. She is based in Vancouver, WA, and is part of a three-advisor team at the firm. James R. Martin Consulting, Inc., operating as JRM Capital Management, provides discretionary portfolio management and advisory services to individuals, retirement plans, charitable institutions, and foundations. The firm customizes portfolios based on client objectives and risk profiles, utilizing mutual funds, ETFs, and occasionally private alternative investments, while offering regular performance reports and market commentary.

Brandon Trank is a financial advisor at TradeWinds Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Advocates Investment Management, LPL Financial, and The Prudential Insurance Company of America. Outside of his advisory role, he serves as an assistant coach for Northwest Elite FC, a youth soccer organization. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting services to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process and offers multiple strategies using ETFs, mutual funds, and individual securities.

Casie Dunning is a CFP® and Series 65–licensed advisor with five years of industry experience. She is currently with Rain or Shine Planning, LLC and previously worked at firms including Abacus Wealth Partners and Davis & Graves, as well as in roles at Portland Public Schools and Umpqua Bank. Rain or Shine Planning is a fee-only advisory firm serving individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm employs asset allocation and passive indexing strategies, incorporating ESG considerations when requested, and manages both discretionary and non-discretionary portfolios.

James Skahan is a financial advisor at MaxAdvisor Private Management in Portland, OR, with 14 years of industry experience. He holds a Series 65 designation and has been with Maxadvisor LLC since 2002. MaxAdvisor Private Management provides fee-only, discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm emphasizes diversification and cost-conscious index funds, using a proprietary fund-ranking system to select investments and manages portfolios with generally low turnover and some exposure to derivative-like risks.