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.

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.

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.

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.

Katherine Hardin is a Certified Financial Planner® with 15 years of industry experience. She has worked with Columbia River Financial Group since 2016 and previously spent seven years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, primarily on a discretionary basis, and constructs portfolios using a mix of quantitative and qualitative analysis tailored to client objectives.

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.

Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

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.

Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.