Caeli Cavanagh

Jeremy Watson is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC from 2017 to 2020. Prior to his financial career, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with a variety of securities and reviewing accounts at least quarterly.

David Hofer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Brightwood Ventures, LLC since 2012 and previously worked at Portland State University from 2015 to 2018. Brightwood Ventures, LLC provides financial planning and wealth management services to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. The firm employs a disciplined investment approach based on an Investment Policy Statement and model portfolios, combining low-cost index funds, active funds, and individual stocks with research-driven satellite strategies.

Joseph Alfonso, CFP®, ChFC®, EA, RICP®, TPCP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University. Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement. He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online. Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Michael Eugenio is a CFP®-certified financial advisor with over 31 years of industry experience. He is the sole advisor at Eugenio Financial, an independent firm he has led since 2009. Prior to that, he worked at Cascade Financial Concepts, Inc., where he has been involved since 1990. Eugenio Financial offers discretionary portfolio management and comprehensive financial, retirement, and estate planning services to individuals, business owners, profit-sharing plans, trusts, and estates. The firm manages approximately $37.8 million in client assets, employing a range of investment strategies including equities, mutual funds, ETFs, and fixed-income instruments, and provides pension consulting and rollover advisory services under a fiduciary standard.

Teriann Kruse is a CFP®-certified financial advisor with 12 years of industry experience. She operates as the sole advisor at Tandem Views Investment Services, LLC, an independent, fee-only advisory firm based in Lake Oswego, Oregon. Tandem Views Investment Services provides investment management and financial planning to individuals, high-net-worth clients, professionals, business owners, retirees, and trusts and estates. The firm uses a fundamental research approach with active asset allocation, managing portfolios primarily on a non-discretionary basis that requires client approval for implementation.

Philip Tilp is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Trillium Valley Financial Planning in Sherwood, OR. He has led Trillium Valley since 2009 and also co-owns and manages a small farm operation raising Pygora goats and producing fiber and yarn products. Trillium Valley Financial Planning is an independent, fee-only firm providing hourly, as-needed financial planning and investment advice to individuals and families, including high-net-worth clients. The firm emphasizes long-term planning and buy-and-hold investment strategies, offering educational workshops and personal finance instruction while clients retain control of their assets and transactions.