Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Andrew Kangas is the owner and sole advisor at Columbia Wealth Advisors LLC in Scappoose, Oregon, holding a Series 66 designation with 10 years of industry experience. He previously worked at KMS Financial Services, Inc. from 2015 to 2017 and has been with Columbia Wealth Advisors and Realta Equities, Inc. since 2017. Outside of his financial advisory work, Andrew is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based investment adviser serving individuals, families, businesses, and nonprofit clients. The firm combines fundamental and technical analysis with asset allocation and cyclical analysis to manage discretionary investment accounts and coordinates with other professionals for estate planning and tax matters.

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. Hilligoss also maintains a licensed insurance agent role, dedicating part of his time to insurance sales. Scout Asset Management provides portfolio management, financial planning, and pension consulting services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs both fundamental and quantitative analysis with an investment approach that emphasizes long-term positions and options strategies, offering tailored management aligned with clients’ goals and risk tolerances.

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. His prior positions include roles at Fisher Investments, Empower Annuity Insurance Company of America, and Mariner Wealth Advisors. He holds Series 63 and Series 65 licenses. Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, with offerings tailored to client goals and risk tolerances. The firm integrates fundamental analysis and modern portfolio theory through a long-term trading approach across various asset classes and incorporates a formal charitable giving framework that dedicates a portion of revenue to U.S. nonprofits.

Jantz Hoffman is a financial advisor at CSLA Financial Inc with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Fosterus since 2022. Outside of advising, Hoffman serves as Chairman of the Board of Directors for the Certified Student Loan Advisor Board of Standards and is a board member for Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial Inc. provides investment advisory and financial planning services to individuals, employer-sponsored programs, and retirement plans. The firm employs proprietary asset-allocation models and offers services including discretionary portfolio management, education planning, and student loan repayment assistance.

Herbert Kim is a CFP® with 21 years of industry experience and is currently the principal of Innovator Wealth Advisor, LLC in Beaverton, OR. He also serves as president of HSK CPA PLLC, a tax services firm. His career includes roles at Cascadia CPA PC and Pacific CPA & Advisor. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting to individuals, small business owners, and plan sponsors. The firm employs a long-term, passive investment approach with a focus on strategic asset allocation and international diversification, and it integrates tax and accounting services through an affiliated CPA practice.

Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.

George Zimmerman is a financial advisor at RIO Financial Planning in Portland, OR, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Mutual and Cuso Financial Services. In addition to his advisory role, he works as a Patient Financial Advisor for Kaiser Permanente, verifying healthcare insurance for emergency department patients. RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high-net-worth clients. The firm offers tailored investment strategies through a wrap-fee program, primarily on a non-discretionary basis, and conducts no-cost public seminars.

Bradley Atherton is a financial advisor with AIM Advisors in Beaverton, Oregon. He holds the Series 63 designation and has 15 years of industry experience. Since 2002, he has operated AIM Advisors, an independent investment advisory firm. AIM Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using a mix of individual stocks and bonds, exchange-traded funds, and mutual funds, combining active and passive investment approaches while adhering to ERISA fiduciary standards for retirement accounts.

Seth Swenson is a financial advisor with Orchid Wealth Management in Portland, OR, holding a Series 65 credential and 10 years of industry experience. Prior to founding Orchid Wealth Management, he worked for five years at HomeXpress Mortgage and has operated a real estate brokerage under Akamai Real Estate since 2008. Outside of advisory work, he is actively involved in real estate brokerage. Orchid Wealth Management provides customized financial planning and portfolio management services to individuals, businesses, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and primarily manages portfolios on a nondiscretionary basis requiring client approval for trades.

Jennifer De Thomas is a CFP® professional with 14 years of industry experience. She has worked at Birch Elliott Financial, LLC since 2018 and was previously with New Outlook Financial, LLC from 2012 to 2019. Birch Elliott Financial, LLC serves individual and family clients with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds, ETFs, bonds, and municipal obligations, guided by client-specific Investment Policy Statements.

Britton Wellington is a CFP® with seven years of industry experience and is the sole advisor at Real Agency Wealth LLC in Beaverton, OR. Prior to his current role, he worked at Wealth Advisors Northwest and Timberline Wealth LLC. He also spent a year with Big Frog Custom T's before entering financial advisory. Real Agency Wealth primarily serves high-net-worth individuals and employer-sponsored retirement plans, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm combines active and passive investment strategies with a focus on tax efficiency and long-term goals, and offers ERISA 3(38) fiduciary services alongside household wealth management.

Blake Parrish is a CFP® with 15 years of industry experience and has been principal advisor at B P Financial Associates, LLC since 2013. He holds the Series 63, 65, and 66 licenses and operates an independent advisory practice in Beaverton, OR. B P Financial Associates, LLC is a single-adviser registered investment adviser managing approximately $55.5 million across over 300 clients, including individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a written Investment Policy Statement to document client goals, employs fundamental, technical, and cyclical analysis in portfolio management, and typically requests discretionary authority while requiring clients to use a specified custodian for trade execution.

Kyle Hunter is the principal of Hunter Investment Services LLC in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before founding his current firm. Hunter is also licensed as an insurance agent but does not accept compensation for insurance sales to his investment clients. Hunter Investment Services LLC is a single-advisor independent registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, employing a variety of analytical methods and strategies, including options trading, and advises on a broad range of instruments while maintaining a small client base.

Lyle Remington is the sole advisor at Oregon Financial Products & Services, LLC, an independent firm based in Portland, OR. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. In addition to his advisory role, he operates as a licensed life and health insurance agent and an income tax preparer under the same business name. Oregon Financial Products & Services provides portfolio management for individual clients using designated Charles Schwab accounts, with an emphasis on diversification and trend-based sector timing. The firm serves approximately 75 clients and manages about $14.2 million in assets, offering annual performance reports and ongoing client access.

Susan Nestor is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She has been the principal at Rose City Investment Consulting LLC since 2015. Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives, and retirees through a fixed-fee retainer model. The firm offers planning-only services without discretionary asset management, focusing on fundamental analysis, active asset allocation, and client-directed trade execution.