Erica Lynn Heider

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.

Herbert Kim is a CFP® with 21 years of industry experience and is currently the principal of Innovator Wealth Advisor, LLC in Beaverton, OR. He also serves as president of HSK CPA PLLC, a tax services firm. His career includes roles at Cascadia CPA PC and Pacific CPA & Advisor. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting to individuals, small business owners, and plan sponsors. The firm employs a long-term, passive investment approach with a focus on strategic asset allocation and international diversification, and it integrates tax and accounting services through an affiliated CPA practice.

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.

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.

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.

Britton Wellington is a CFP® with seven years of industry experience and is the sole advisor at Real Agency Wealth LLC in Beaverton, OR. Prior to his current role, he worked at Wealth Advisors Northwest and Timberline Wealth LLC. He also spent a year with Big Frog Custom T's before entering financial advisory. Real Agency Wealth primarily serves high-net-worth individuals and employer-sponsored retirement plans, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm combines active and passive investment strategies with a focus on tax efficiency and long-term goals, and offers ERISA 3(38) fiduciary services alongside household wealth management.