Philippe De La Motte is a financial advisor at Prospero Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at F5, Inc. and F5 Networks Inc. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment strategies including individual securities, ETFs, derivatives, and long-short approaches, and offers a unique assets-under-advisement consulting service to other investment advisers.

Jerald Lyda is a financial advisor with Cross Financial Advisors in Newberg, OR, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Cross Financial Advisors since 2017 and has been associated with LPL Financial since 2008. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $481.8 million in discretionary assets and combines strategic and tactical asset allocation with a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternatives, while offering both discretionary and non-discretionary portfolio management.

Nicholas Orr is a financial advisor at Aerodigm Wealth LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at several financial institutions, including UMB Bank, HTLF Bank, US Bank, and BNP Paribas Securities Corporation. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation driven investment approach based on Modern Portfolio Theory and utilizes third-party money managers within a fiduciary framework.

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.

Bradley Patrick is a financial advisor at Cedar Mountain Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2006, he worked at Securities America, Inc. for 13 years. Outside of advisory services, he is involved in fixed insurance sales, including life, disability, and long-term care insurance. Cedar Mountain Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and a combination of mutual funds, ETFs, and individual securities.

Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.

Douglas Greenberg is a financial advisor with SB Advisory, LLC, holding Series 65 and Series 63 licenses and over 32 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as Pinnacle Wealth Advisory. Outside of his advisory work, he is a co-founder of Data Aviator, a company focused on audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

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.

Andrew Carter is a financial advisor at Panoramic Capital Partners LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various private banking and wealth management roles from 2009 to 2024. Outside of advisory work, he manages several family investment properties through multiple LLCs. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by offering asset management, comprehensive portfolio management, financial planning, and business consulting. The firm employs an individualized investment approach that includes a range of securities and alternative investments, integrates planning and business considerations into portfolio construction, and conducts ongoing due diligence on third-party managers.

Maria Bell is a financial advisor with Human Investing in Lake Oswego, OR, holding a Series 65 license and three years of industry experience. She has been with Human Investing since 2017 and previously worked at Lady Hill Winery. Outside of her advisory role, she serves as a wedding coordinator at St. Patrick Catholic Church and is a consultant for Beautycounter, an online beauty product retailer. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a proprietary four-pillar financial planning process and typically uses broadly diversified, low-cost index funds alongside individual stocks and bonds.

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.

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.

Adam Woods is a financial advisor with Cedar Mountain Advisors, LLC in Lake Oswego, OR. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Woods has been with Cedar Mountain Advisors since 2006 and previously worked at Securities America, Inc. for 13 years. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, using proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities to tailor investment strategies.

Kevin Jordan is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2009, following previous roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and securities lending, and manages both discretionary and non-discretionary portfolios tailored to client objectives.

Nicholas Taggart is a CFP® with 23 years of industry experience currently serving at ACR Alpine Capital Research, LLC. He has worked at ACR Alpine since 2017 and previously was with Cetera Advisors LLC from 2013 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Canby, Oregon. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles along with sub-advisory, wrap, and UMA relationships.

Kevin Barchus is a financial advisor at Aldrich Wealth LP with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Aldrich Wealth since 1998. Outside of his advisory role, he is a partner in AKT Services, LLP and involved with Who's on First LLC and Rose City Baseball, LLC, a baseball franchise. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm uses a combination of active and passive management across multiple asset classes and incorporates tax-aware strategies, while also offering complementary trustee-directed plan management and tax services through an affiliated accounting firm.

David Riback is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at several firms including LPL Financial and Oswego Wealth Advisors, where he is also an owner. Riback serves as a director for the Lake Oswego Chamber of Commerce. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management solutions using model asset allocations, discretionary and non-discretionary manager relationships, and conducts ongoing account monitoring.

Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.

Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.