Catherine Cuthbert is a Series 65-licensed financial advisor at Cuthbert Financial Guidance with three years of industry experience. She has been self-employed since 2019 and joined her current firm in 2021. Outside of advising, she manages a short-term rental property in Oregon. Cuthbert Financial Guidance provides comprehensive financial planning and limited ERISA Section 3(21) advisory services for individuals, families, and qualified plan sponsors. The firm emphasizes a long-term, passive investment approach focused on strategic asset allocation and broad diversification, and delivers financial education workshops without managing client assets directly.

Austen Auger is a financial advisor at Shira Ridge Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in several roles including at Break Bread Sandwich Shop and Big Brothers & Big Sisters Columbia NorthWest. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations by providing discretionary asset management and comprehensive financial planning. The firm emphasizes a planning-first approach combined with diversified, tax-aware investment strategies and utilizes separate managed account programs through institutional platforms.

Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.

Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Michael Hardy is a financial advisor at Phillips and Company Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company in various capacities since 1999. Outside of his advisory work, Hardy serves as Treasurer on the board of West Linn Youth Football, overseeing budgeting and accounts. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options and employs various investment strategies through its investment committee and third-party managers.

Matthew Moss is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise Financial Services, Ridge Athletic Club, and CUNA Mutual Group, as well as experience at Washington State University and Seattle Boat Company. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a quantitative and qualitative investment approach, with portfolio construction guided by tailored investment policy statements and oversight from an Investment Committee.

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.

Kendra Biller is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JGP Wealth Management since 2018, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. In addition to her advisory work, she performs notary public duties for JGP clients. JGP Wealth Management manages approximately $1.2 billion in discretionary assets, serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with portfolios generally managed on a discretionary basis and supplemented by third-party manager referrals when appropriate.

Patricia Spies is a CFP® professional with eight years of experience in the financial services industry. She is currently with Johnson Bixby, where she has worked since 2017, and has prior experience at Securities America, Inc. and KMS Financial Services, Inc. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a diverse investment approach that includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Meredith Morse is a CFP® professional with five years of experience, currently with First Pacific Financial, Inc. in Vancouver, WA. Prior to her current role, she worked at Kimsa Total Wealth and spent several years with United Way of the Columbia-Willamette. She serves as secretary of the Financial Planning Association of Oregon & SW Washington and is a member of the finance committee for the Southwest Washington Regional Health Alliance. First Pacific Financial serves a diverse client base including individuals, estates, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a combination of quantitative and qualitative analysis to construct tailored portfolios and provides discretionary and non-discretionary investment management alongside comprehensive financial planning and retirement plan consulting.

Grant Kerger is a financial advisor at Peregrine Asset Advisers, Inc. with 23 years of industry experience. He holds a Series 65 credential and is based in Portland, OR. Outside of his advisory role, he has been affiliated with Pumpkin Ridge Country Club for 30 years. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis.

Michael Taylor is a financial advisor with Wealth Teams Alliance in Corbett, OR, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Wealth Teams Alliance since 2018 and has concurrent experience with Retirement Plan Consul and Wealth Management, LLC dating back to 2011. In addition to his advisory work, he is a licensed life insurance agent and receives occasional compensation from that activity. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm integrates planning, consulting, and implementation referrals, employing technical analysis and a diversified approach that includes internal strategies and sub-advisers.

Andrew Bennison is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding a Series 65 designation with four years of industry experience. His background includes roles outside finance, such as work at Indian Creek Golf Course and The Greenbrier Companies. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers a range of planning and advisory services with a focus that includes municipal debt securities and specialized corporate and tax-related planning.

Harrison Hinz is a CFP® professional with six years of industry experience, currently serving as an advisor at First Pacific Financial, Inc. in Vancouver, WA. Prior to joining First Pacific Financial in 2018, he worked at Wells Fargo from 2012 to 2018. He holds an insurance license in Washington state but does not engage in insurance sales or receive related compensation. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a disciplined investment approach using mutual funds, ETFs, equities, and debt securities, supported by an Investment Committee and strategic asset allocation, and offers both discretionary and non-discretionary portfolio management.

Kevin Williams is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Lifetime Financial Inc, Gennaker Capital LLC, and Goldbloom Wealth Management. He is also a licensed real estate broker with Synergy Mergers & Acquisitions, where he engages in commissions-based transactions. Synergy Asset Management, LLC provides personalized wealth management and financial planning services to individuals, business owners, trusts, and retirement plans. The firm manages over $1 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes through custom managed accounts and model portfolios.

George Myers is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Phillips and Company Advisors LLC since 2022. His prior experience includes roles at Greenbridge Investment Management, LLC and Columbia Threadneedle. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm utilizes a range of strategies including wrap-fee portfolio management, advisor-directed investment management, and access to third-party portfolio managers, employing various asset classes and analysis techniques.

Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.

Kristin Niedermeyer is a financial advisor at Bull Harbor Capital LLC with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Niedermeyer is also involved in insurance and financial services, focusing on life, disability, health, long-term care, and annuities. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including Independent Managers and third-party platforms.

Patricia Watson is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Baker Ellis, she worked at Reed College Admission Office for four years. Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals, trusts, businesses, foundations, and retirement plans. The firm employs a fundamental, long-term value investment approach and manages approximately $1.04 billion in discretionary assets with a small team of credentialed professionals.

Jacque Lefore is a CFP® professional with Series 63 and Series 65 licenses, currently serving at Womack Wealth Management, Inc. in Portland, OR. She has over a decade of experience in financial planning, including 12 years at Outsource Financial Planning, LLC. Womack Wealth Management provides investment management, comprehensive financial and wealth planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments, and corporate clients. The firm’s investment approach incorporates Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing diversified portfolios with long-term strategies tailored to client risk profiles.