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.

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.

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Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, Mariner Wealth Advisors, and H.D. Vest Financial Services. Shared Prosperity Group offers discretionary portfolio management and financial education primarily to individual clients, with services grounded in fundamental analysis and modern portfolio theory. The firm emphasizes a long-term trading approach across diverse asset classes and incorporates a formal charitable giving framework allocating at least 10% of gross monthly revenue to U.S. nonprofits.

Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.

Joseph Eberhardt is a financial advisor at Ravensview Capital Management, LLC in Portland, OR, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ravensview since 2016. Prior to that, he was employed at EDF Renewable Energy from 2014 to 2017. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, charitable organizations, non-profits, and family offices. The firm employs a diverse investment approach that includes multiple analysis methods and offers both ongoing management and defined-scope advisory engagements.

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.

Nathaniel Baim is a CFP®-certified financial advisor with seven years of industry experience, currently operating Pursuit Planning and Investments, LLC in Portland, Oregon. His prior work includes positions at Intel Corporation and Kaplan North America, where he also serves as an instructor. Pursuit Planning and Investments, LLC provides financial planning and portfolio management to a diverse client base, including individuals, corporations, and other registered investment advisers. The firm employs a passive investment approach grounded in Modern Portfolio Theory, typically utilizing index mutual funds and ETFs, and emphasizes an ongoing planner-client subscription model for comprehensive financial planning.

Seth Swenson is a financial advisor at Orchid Wealth Management in Palo Alto, CA, with nine years of industry experience. He holds a Series 65 designation and has worked in mortgage lending at HomeXpress Mortgage since 2017. Outside of financial advising, he is also a licensed real estate broker operating under Akamai Real Estate. Orchid Wealth Management provides financial planning and portfolio management services to individual clients, small businesses, and retirement plan sponsors. The firm emphasizes a Modern Portfolio Theory-based investment approach with diversified portfolios managed on a nondiscretionary basis, offering comprehensive planning and educational workshops.

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, currently serving as the sole advisor at Real Agency Wealth LLC. His prior experience includes roles at Timberline Wealth LLC and Wealth Advisors Northwest. Outside of financial advising, he has worked in custom apparel at Big Frog Custom T's and spent time at the University of Oregon. Real Agency Wealth provides investment management and retirement-plan consulting primarily to employer plan sponsors, along with financial planning and advisory services for individuals. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering both passive and active investment strategies, and is notable for its ERISA-plan fiduciary services and customizable planning options.

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.

Andrea Vedder is a CFP® and Series 65-licensed financial advisor with one year of industry experience. She is the sole advisor at Iambic Financial L.L.C., where she has worked since 2025. Prior to joining Iambic Financial, Andrea was associated with the National Association of Personal Financial Advisors and held roles at Ballast Point Financial Planning and Silver Oak Advisory Group. She also has experience as a self-employed professional and worked at Writers House. Iambic Financial LLC is a fee-only, SEC-registered adviser providing investment management, comprehensive financial planning, and educational seminars to individuals, high-net-worth clients, and small businesses. The firm follows a passive, asset-allocation-driven approach using diversified portfolios of no-load mutual funds and ETFs, emphasizing documented investment policies and periodic rebalancing.

John Liu is a CFA® charterholder and the principal advisor at Laurelhurst Asset Management LLC in Portland, OR. He has 20 years of industry experience, including roles at Montibus Capital and US Bank before founding his independent firm. Laurelhurst Asset Management provides discretionary investment management to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a combination of quantitative screening and fundamental analysis, focusing on higher-quality, growth-oriented companies with a multi-year holding period, and offers customized portfolio management with a focus on client-specific guidelines.