Andrew Kangas is a financial advisor and owner of Columbia Wealth Advisors LLC in Scappoose, Oregon. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at KMS Financial Services, Inc. and Realta Equities, Inc. Outside of his advisory work, he is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers discretionary portfolio management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, with ongoing account monitoring and coordination of estate-planning services.

Aaron Saunders is a financial advisor at Comus Investment, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Comus Investment since 2016. Prior to this, he worked at United Parcel Service for three years. Comus Investment provides discretionary equity portfolio management to individual and institutional clients, focusing exclusively on direct stock investing with an international, deep-value approach centered on small-cap and microcap companies in developed foreign markets. The firm manages concentrated, fully invested portfolios without leverage and offers performance-based fee arrangements for qualified clients.

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

Samuel Khalil is a financial advisor at Wide Eye Capital with three years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments and Principal Consulting Group. Outside of his advisory role, he works as a Development Analyst for Multnomah County Behavioral Health, where he writes SQL scripts and manages data dashboards. Wide Eye Capital provides customized financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a bottom-up, individual equity investment approach supported by fundamental and technical analysis, and offers discretionary portfolio management alongside written financial plans and consulting services.

Mark Currier is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Wipple Creek, LLC since 2021. Prior to founding Wipple Creek, he worked at Tenbridge Partners and Kms Financial Services, Inc. Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across about 26 accounts. The firm uses long-term strategies based on Modern Portfolio Theory and offers a quarterly subscription newsletter with market views and investment recommendations, a service uncommon among similar independent advisors.

Steven Fox Middleton is a CFP® and holds a Series 65 license with nine years of industry experience. He founded SFM Financial Advisors LLC in 2016 and previously worked at Origin Financial LLC and H&R Block. SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services primarily to retirees, widows/widowers, and those nearing retirement. The firm uses a strategic asset-allocation approach focused on low-cost index ETFs and no-load mutual funds, managing accounts on a non-discretionary basis.

Timothy Mosier is a financial advisor at Cairn Investment Group with 22 years of industry experience. He holds the Series 66 designation and has been with Cairn Investment Group since 2007. The firm provides discretionary investment management and financial planning for a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Cairn uses a risk-optimized, value-oriented investment approach across individual stocks, bonds, and ETFs, offering ongoing supervision with regular reviews and educational services as part of its client offerings.

Andrea Silbernagel is a CFP® and Series 65-licensed advisor with Fort Vancouver Investment Management, LLC, where she has worked since 2022. She has three years of industry experience and previously worked at Clive Financial Services and Clark College. Outside of her advisory role, Silbernagel owns Tributa Tax & Accounting LLC, where she provides bookkeeping and tax preparation services. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered firm serving individuals, families, and trusts, typically requiring $500,000 to establish an advisory relationship. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on diversified portfolios primarily using ETFs and institutional no-load mutual funds, with tax-aware management and integrated financial planning.

Patrick Mason is a CFP® professional with 19 years of experience in financial advising. He has been with Cairn Investment Group since 2015, where he works as part of a four-advisor team based in Vancouver, WA. Cairn Investment Group provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a risk-optimized, value-oriented investment approach using individual stocks, bonds, and ETFs, and emphasizes ongoing supervision, client education, and customized financial planning.

Kelci Laam is a financial advisor at Florin Pensions LLC with a Series 65 designation and two years of industry experience. She has been with Florin Pensions since 2020 and was self-employed from 2013 to 2020. Florin Pensions LLC provides pension consultancy and investment advice primarily to UK expatriates and other nationals residing in the United States with UK-based pension plans. The firm focuses on pension reviews, transfer assessments, and recommendations for trustees and investment managers, operating on a consultative referral model without discretionary portfolio management or custodial responsibilities.

Jamie Colonna is a financial advisor at My Personal CFO, LLC with one year of industry experience. He holds a Series 65 designation and has been with My Personal CFO since 2019, including a recent role starting in 2024. My Personal CFO, LLC serves individuals, trusts, estates, charitable organizations, corporations, and business entities, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation framework based on Modern Portfolio Theory and integrates fundamental and behavioral finance analysis, utilizing institutional-share mutual funds, ETFs, and occasionally alternative investments or sub-advisors.

Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective. Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

Daniel Koerner is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at James R. Martin Consulting, Inc., where he has worked since 2019. Prior to that, he was with NewFocus Financial Group, LLC for seven years. James R. Martin Consulting, Inc., doing business as JRM Capital Management, provides discretionary portfolio management and advisory services to individuals, ERISA/retirement plans, and charitable institutions. The firm customizes portfolios based on client objectives and risk profiles, using research tools and Morningstar data, and offers ongoing monitoring, quarterly reports, and occasional financial-planning consultations.

Dawn Campbell is a financial advisor at Terra Wealth with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Apollon Wealth Management and Madrona Financial Services. In addition to her advisory role, she serves as president of Dawn Campbell Consulting, where she provides due diligence and sales support related to alternative real estate and qualified opportunity zone products. Terra Wealth offers holistic financial planning and investment advisory services to individuals and entities such as family offices and private foundations. The firm manages over $399 million in discretionary assets and implements customized portfolios using mutual funds, ETFs, annuities, and external managers, with an investment approach focused on fundamental analysis and long-term ownership.

Matthew Ebeling is a CFP® with 18 years of industry experience. He has worked at Fort Vancouver Investment Management, LLC since 2016 and previously spent nine years at Fisher Investments. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser serving individual and high-net-worth clients with discretionary investment management and retirement planning. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, using broadly diversified portfolios primarily composed of ETFs and institutional no-load mutual funds.

Hayley Haslett is a CFP® with six years of industry experience, currently serving as a financial advisor at Lake Road Advisors, LLC since 2022. She previously worked at Blue Water Wealth, Inc. and has a background that includes roles outside finance, such as brand management and photography for a social media content business. Lake Road Advisors serves individual clients, including high-net-worth households, and sponsors of 401(k) plans by providing investment advisory services through third-party money managers, comprehensive financial planning, and pension consulting. The firm primarily focuses on passive investment management using index mutual funds and ETFs, emphasizing low costs, limited trading, and tax efficiency.

Mark Bernazzani is a CFP® professional with 11 years of industry experience, currently serving as an advisor at My Personal CFO, LLC since 2018. Prior to this, he worked at Brighton Jones LLC from 2013 to 2018. He holds the Series 63 license and is based in Vancouver, WA. My Personal CFO serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and behavioral finance, utilizing institutional mutual funds, ETFs, and, when appropriate, options and alternative investments.

Asoka Weeraratne is a financial advisor with UTA LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as CEO of Kelly International, a clothing manufacturing and retail business. UTA LLC advises individuals, businesses, and ERISA plans, offering portfolio management and financial planning services. The firm combines passive and active investment strategies tailored to client objectives and risk tolerance, with a focus on macroeconomic and tax considerations.

Jill Foreman is a CFP® professional affiliated with James R. Martin Consulting, Inc., where she has been associated since 2002. She is based in Vancouver, WA, and is part of a three-advisor team at the firm. James R. Martin Consulting, Inc., operating as JRM Capital Management, provides discretionary portfolio management and advisory services to individuals, retirement plans, charitable institutions, and foundations. The firm customizes portfolios based on client objectives and risk profiles, utilizing mutual funds, ETFs, and occasionally private alternative investments, while offering regular performance reports and market commentary.