James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Grant Lawton is a financial advisor at PACE Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining PACE Financial Advisors in 2023, he worked at Corban University and has been involved with Christian educational and fellowship organizations. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies and ongoing portfolio monitoring.

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Foreside Fund Services. At Auxier, he contributes as a research analyst, providing investment recommendations to portfolio managers. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, managing equity and balanced accounts through direct advisory relationships and a wrap-fee program. The firm employs a value-oriented investment approach based on fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Lincoln Bach is a CFP® professional with five years of industry experience, currently serving at Aerodigm Wealth LLC. Prior to joining Aerodigm, he spent 14 years at GreenWood Resources Inc. and had a brief period of unemployment in 2021. Aerodigm Wealth LLC 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 grounded in Modern Portfolio Theory and implements strategies primarily through independent third-party money managers.

Thomas Peekema is a CFP® and CFA® with 17 years of industry experience. He has been with SMB Financial Services, Inc. since 2011 and also has a long-standing role at Principal Life Insurance Company. Outside of financial advising, he is involved in family farming operations and is a part owner of Peekema Fruit. SMB Financial Services serves individuals, pension and profit-sharing plans, and corporate clients by offering discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with clients’ objectives and risk tolerances and provides educational resources and rollover guidance for retirement accounts.

Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.

Noah Steinbrenner is a financial advisor at CGC Financial Services with Series 63 and Series 65 licenses and four years of industry experience. He has worked at CGC Financial Services since 2020 and previously at ROI Financial Advisors and OSAIC. Noah also has experience in higher education from his time at the University of California, Davis, and Foothill Community College. CGC Financial Services is an SEC-registered advisory firm managing approximately $876 million in client assets for about 1,140 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management as well as comprehensive financial planning. Its investment approach involves tactical asset allocation informed by technical, fundamental, and charting analysis, with portfolios tailored to client risk tolerance and goals.

Stephanie Thompson Buttice is a CFP® with 18 years of industry experience, currently serving at Range Financial Group, LLC since 2020. She previously worked at Human Investing from 2016 to 2020. Outside of her advisory role, she has been involved in managing the administrative closure of a financial advisory and insurance business of which she was a 50% owner. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension/employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension/401(k) consulting, employing diverse analytical methods and investment strategies tailored to client needs.

Robert Noack is a financial advisor at TPG Financial Advisors, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Conway Partners Management, Allium Financial Advisors, Morgan Stanley Smith Barney, and Building Champions. He serves as a board member for River West Church in Lake Oswego, Oregon. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach combining systematic and active strategies, uses proprietary allocation models, and integrates retirement plan consulting alongside individual wealth management.

Drake Dunlap is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 65 designation and with approximately one year of experience in advisory roles. His prior work includes private math tutoring and roles outside the financial industry such as positions at Rose City Golf and Mathnasium. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans, employing a mix of fundamental analysis and modern portfolio theory tailored to client objectives. The firm offers a range of services including pension consulting, real estate analysis, and estate-planning support, with a notable expanded physical presence and affiliation with an accounting firm.

Jay Torgerson is a financial advisor at Cross Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, having also worked at LPL Financial since 2003. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans by providing investment management, financial planning, and retirement-plan services. The firm utilizes a blend of strategic and tactical asset allocation with a focus on long-term and value-oriented holdings, combining in-house management with access to third-party managers and LPL-sponsored programs.

Mihei Egoroff is a financial advisor with Cross Financial Advisors and holds a Series 66 designation. He has six years of industry experience and has been with Cross Financial Advisors and LPL Financial since 2019. Egoroff also operates a coaching business and has prior involvement in trucking and construction businesses. Cross Financial Advisors provides investment management, financial planning, consulting, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with access to third-party managers and an affiliated accounting firm to offer comprehensive advisory and tax-related consulting services.

Austin Pearce is a financial advisor at Human Investing with three years of industry experience. He holds a Series 65 credential and previously worked for Delap LLP for 12 years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, providing financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Drayton Carlberg is a financial advisor at Human Investing with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Oregon from 2015 to 2020. Human Investing provides 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 manages approximately $1.88 billion in assets across a 14-advisor team and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

Nicholas Hubert is a financial advisor at Panoramic Capital Partners LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2024. Outside of his advisory role, he is involved as a minority owner and investor in real estate development projects. Panoramic Capital Partners LLC serves individuals, trusts, retirement plans, nonprofit organizations, and businesses with advisory services including discretionary asset management, financial planning, and business consulting. The firm constructs tailored portfolios using a mix of investment vehicles and combines in-house management with vetted third-party sub-advisors while providing ongoing portfolio monitoring and reviews.

James Auxier is a financial advisor at Auxier Asset Management with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Foreside Fund Services, LLC for two years. His role includes company research and supporting portfolio management, with plans to meet clients directly. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as various institutional accounts. The firm follows a value-oriented investment approach grounded in fundamental financial analysis and incorporates retirement capital analysis and AI tools alongside human oversight.

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Geneva Stegemoller is a financial advisor with TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with TPG Financial Advisors since 2013 and previously worked at Geneos Wealth Management. Outside of her advisory role, she volunteers with multiple nonprofit organizations including College Possible, Big Brothers Big Sisters, the Jesuit Booster Club, and the Kerr Contractor Annual Shoot Out Committee. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of systematic and active investment approaches, managing broadly diversified portfolios with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Thane Cleland is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CWC Advisors since 2000. Outside of advisory work, he is a member of the investment committee at Alera Management Group LLC and holds a compensated role in general business consulting for Faro Solutions LLC, an importer and wholesaler of work gloves. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, with additional involvement in private fund advising and sub-advisory arrangements.

Coleman Webb is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Altruist Advisors LLC and has previously worked at firms including Wells Fargo Clearing and Raymond James Financial Services. Outside of his advisory work, he owns and operates a podcast called The Exit Lab, which focuses on informational content, and a company named Limit Break 20 Entertainment LLC, specializing in social media and tabletop gaming reviews. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning through a team of Investment Adviser Representatives. The firm uses a combination of fundamental, technical, and quantitative analysis alongside model-based implementations accessed via the Altruist technology platform.