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.

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.

Karsten Jeske is a CFA® charterholder and the sole advisor at Short Put Yield with one year of industry experience. He previously worked at Mellon Capital Management for ten years and has been involved with the Early Retirement Now Blog since 2016. Jeske also holds an academic role at the University of California, Berkeley. Short Put Yield is a boutique registered investment adviser serving primarily high-net-worth individual investors. The firm focuses on options trading strategies within separately managed accounts, combining portfolio management with retirement and tax planning services.

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

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.

William Weikart is the founder and sole advisor at Weikart Advisory Services LLC in Camas, Washington, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 2009. Outside of financial advising, Weikart is a motivational speaker and owns a record label involved in music sales and publishing. Weikart Advisory Services LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, small retirement plans, and trusts. The firm offers managed-account portfolio management, written financial plans, and access to third-party managers, typically operating on a non-discretionary basis with periodic account reviews and a diversified investment approach.

Douglas Deibele is a financial advisor at Sunrise Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been active in the field since 2003. Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm serves both high-net-worth and non-high-net-worth clients, offering discretionary portfolio management with a focus on customized, structured portfolios that may emphasize individual equities, using fundamental, technical, and cyclical analysis along with active strategies such as option writing.

Brian Wiksell is a financial advisor at Symplectic Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Finch Investment Group and Professors Capital, Inc. since 2007. Symplectic Capital LLC provides discretionary investment management to individuals and entities, focusing exclusively on publicly traded equity securities and exchange-traded funds. The firm uses proprietary mathematical and statistical models to guide investment decisions, emphasizing diversification, volatility, downside risk, turnover, and transaction costs.

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.

Beatrice Schultz is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Westface Financial Advisory in Camas, WA. She has managed various aspects of financial services since 2006 through her roles at Paceline, LLC, operating under multiple Westface brands including college planning and insurance services. In addition to advisory work, she is involved with Moneytrax North America, Inc., a financial services software company. Westface Financial Advisory is a state-registered firm serving individual and high-net-worth clients with financial planning, investment management, and financial consultation. The firm integrates advisory services with insurance brokerage and college planning, offering portfolios primarily composed of no-load or load-waived mutual funds, ETFs, and unit investment trusts, often utilizing model portfolios from the Altruist Model Marketplace.

Joseph Ridinger is the principal advisor at Ridinger Wealth Management, LLC in Vancouver, Washington, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Concierge Private Wealth Management, LLC and Fulcrum Wealth Management LLC. Outside of advisory work, he is co-owner of Crescent Legacy Holdings, LLC, a company distributing construction and building products, and he also acts in various fiduciary capacities. Ridinger Wealth Management provides investment advisory services to individual and high-net-worth clients, along with 401(k) plan consulting and participant education for employer plans. The firm customizes portfolios based on client objectives, employing a mix of investment methods and utilizing both model portfolios and third-party managers.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.

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.

Joshua Tomeoni is a financial advisor with Narrative Financial Group in Washougal, WA, holding the CFP®, ChFC®, and Series 66 designations and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of financial services, he owns and operates an entertainment company. Narrative Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and private businesses. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation using no-load mutual funds, ETFs, and fixed-income products, with financial planning services offered through separate engagements.

Peter Scruggs is the president of Scruggs Advisors, LLC, an independent firm, and holds Series 63 and Series 65 licenses with 26 years of experience in the financial services industry. He has served in roles at several firms, including United Planners' Financial Services and Pacific Cascade Advisors Inc., where he is also president. Outside of advisory services, he is a co-author of a health insurance book titled *Breaking Through the Status Quo* and is involved in consulting companies B Smart Health Solutions LLC and B Smart Lab Solutions LLC. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice and management under ERISA, and wealth management for individuals and trusts. The firm’s investment approach employs a documented due-diligence process with a focus on diversified passive and actively managed funds, offering mostly non-discretionary plan-level services and accepting co-fiduciary duties where appropriate.

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.

Stuart Quint is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Ambassador Wealth Management, LLC since 2017. His prior experience includes six years at Brinker Capital and a year operating independently. Ambassador Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans, employing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, equities, and debt instruments. The firm manages accounts on a discretionary basis with regular reviews and offers services such as tax, estate, and insurance planning support without imposing account minimums.