Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF for 10 years before joining Human Investing. Human Investing provides integrated wealth management services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm focuses on fee-only fiduciary advice and offers diversified investment solutions, including low-cost index funds, ETFs, and Vanguard Personalized Indexing, while managing both discretionary and non-discretionary assets.

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

Garrett Hittner is a financial advisor at Dew Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Thrivent Financial. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through its Virtual Family Office and Wealth Accelerator programs.

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Terence Donahe is a CFP® and ChFC® with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following 13 years at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, and small businesses. Parkwoods Wealth Partners serves individuals, retirement plans, nonprofits, foundations, and corporations. The firm employs a long-term, asset-allocation focused investment approach grounded in Modern Portfolio Theory, using mutual funds, ETFs, and DFA strategies, with customized fixed-income solutions when needed.

Cort Morris is a financial advisor at Human Investing with a Series 65 credential and one year of industry experience. Prior to joining Human Investing, he held roles at George Fox University, Edward Jones, and various other organizations. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors with financial planning, portfolio management, tax consulting, and workplace advisory services. The firm uses broadly diversified, low-cost index funds and ETFs, including direct indexing through Vanguard Personalized Indexing, and manages approximately $2.22 billion in assets with an emphasis on a fee-only fiduciary model.

Grace Buchanan is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities, providing asset management, financial planning, and business consulting services. The firm employs an individualized investment approach that includes a variety of asset types and integrates planning and business considerations into portfolio construction.

Carsten Henningsen is a financial advisor at Progressive Investment Management Corporation with 37 years of industry experience. He holds a Series 63 designation and has been with the firm since 1987. Outside of his advisory role, he serves as a co-trustee and advisor for the Elizabeth Henningsen Revocable Trust. Progressive Investment Management Corporation is a registered, discretionary investment adviser managing over $700 million for individuals, high-net-worth clients, retirement plans, trusts, endowments, and institutions. The firm utilizes a proprietary ESG framework combined with fundamental equity and credit research to construct long-term portfolios, offering a range of investment and consulting services.

William Barham is a financial advisor at Orca Investment Management, LLC with 56 years of industry experience. He holds a Series 65 designation and has been with Orca in its various forms since 2013. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets and employs a range of equity-centric and fixed-income strategies, combining fundamental, technical, and cyclical analysis to tailor portfolios from capital preservation to aggressive growth.

Zane Bratt is a financial advisor with NBC Capital Advisors in Beaverton, OR. He holds a Series 65 designation and has been working at NBC Capital Advisors since 2026. Prior to this, he has been involved with JHZ Holdings, LLC since 2023 and worked with the City of Lake Oswego (Swim Park) from 2022 to 2023. NBC Capital Advisors provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm employs a blended investment approach that includes active and passive management, diversification across asset classes, and a variety of analytical methods, while continuously monitoring and rebalancing portfolios to align with client objectives.

Daniel Nance is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Cedar Mountain Advisors, LLC since 2008 and previously worked at Securities America, Inc. Mr. Nance is also licensed to sell long-term care and life insurance products. 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 mix of mutual funds, ETFs, and individual securities.

Benjamin Mahon is a CFA® charterholder with 18 years of experience at the Oregon State Treasury before joining Aerodigm Wealth LLC, where he has worked for one year. He is based in Lake Oswego, OR, and is part of a seven-advisor team at Aerodigm Wealth. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm emphasizes passive, asset-allocation driven portfolios based on Modern Portfolio Theory and uses independent third-party money managers alongside written financial plans and ongoing client reviews.

Bettina Lee is a financial advisor with The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with The Lam Group since 2006. Lee also serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser serving high-net-worth families, family offices, foundations, endowments, and select institutions. The firm employs a disciplined investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs, with a focus on tax efficiency, manager research, and minimizing transaction costs.

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Rian Flad is a financial advisor with SMB Financial Services, Inc. in Portland, OR, holding a Series 66 designation and 17 years of industry experience. He has been with SMB Financial Services since 2011 and has worked at James Flad CPA PC since 1996. In addition to his advisory role, he is also licensed as an insurance agent. SMB Financial Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and written financial planning services. The firm builds tailored portfolios aligned with client objectives and risk tolerances and offers rollover guidance with an educational alternative consistent with Department of Labor guidance.

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

Jack Holum is a financial advisor at NBC Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach using both active and passive strategies tailored to individual client profiles.

Roger Thomas is a Series 65-licensed financial advisor with Orca Investment Management, LLC in Lake Oswego, OR, where he has worked since 2010. He has 20 years of industry experience. Orca Investment Management is an SEC-registered investment adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets, employing a range of equity-centric and fixed-income strategies tailored to diverse investment objectives, and monitors accounts regularly to manage risk and position size.