Caiden J Cockrell

Craig Nelson is a financial advisor with Red Sky Financial Planning, LLC in Wilsonville, OR. He holds Series 65 and Series 66 licenses and has eight years of industry experience. Prior to founding Red Sky Financial Planning in 2018, he worked at Nike Inc. and Merrill. Red Sky Financial Planning serves individuals and families, including professionals, business owners, and retirees, providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm emphasizes tax-aware, passive investment management using low-cost index funds and ETFs, and integrates federal and state tax return preparation into ongoing planning engagements.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.

Jaswant Shaw is a financial advisor with EISRC in Newberg, Oregon, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Blue Cross Blue Shield (BCBS) since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw is a senior enterprise architect specializing in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and institutional clients, including corporate pension and government entities. The firm employs both low-cost, age- and risk-appropriate index fund portfolios and actively managed portfolios guided by proprietary research and software models, with an emphasis on quantitative tools and risk controls.

Scott Conyers is the founder and sole advisor of Scott Conyers Capital Management, Inc., an independent firm based in Aurora, Oregon. He holds the CFA charter and has 21 years of industry experience, having operated his firm since 1991. Scott Conyers Capital Management provides discretionary investment management to individuals, trusts, foundations, and retirement accounts. The firm employs a conservative growth approach focused on value investing with low portfolio turnover, combining equity positions with conservative fixed-income allocations and occasional foreign exposure.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Lucas Navallo Santiago is a financial advisor at 4:8 Financial with a Series 65 designation and one year of industry experience. Prior to joining 4:8 Financial, he worked in various roles including at Metro West Ambulance and Oregon State University. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals and qualified plans, focusing on asset allocation and strategic buy-and-hold investment approaches using LPL Financial-sponsored platforms and model portfolios.