Kay Dee Cole

Ellen Johnson is a Series 65-licensed financial advisor based in Corvallis, Oregon, with three years of industry experience. She founded Thistle Wealth LLC in 2025 after working at Clarity Wealth Development and several engineering firms. Thistle Wealth LLC is a fee-only, registered investment adviser serving individuals, high-net-worth clients, and family trusts through discretionary investment management and comprehensive financial planning. The firm employs both passive and active strategies grounded in modern portfolio theory and offers specialized services including employee benefits optimization and business-owner exit planning.

Rahul Shah is a financial advisor at Red Spruce Capital, LLC in Corvallis, OR, with 17 years of industry experience. He holds a Series 65 designation and has been with Red Spruce Capital since 2014. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing strategies in separately managed accounts and manages approximately $257 million across 143 client accounts.

Greg Bachman is a CFP® and CFA® with 28 years of experience in financial services. He has been with Spectrum Strategic Capital Management, LLC since 2016 and has prior experience at Purshe Kaplan Sterling Investments. Bachman serves as a volunteer board member and finance committee member for Lumina Hospice and Palliative Care. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm offers financial planning, portfolio construction, discretionary investment management, and retirement-plan advisory services, utilizing IPS-driven portfolios across customized, enhanced index, and unconstrained strategies.

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Benjamin Meeker is a financial advisor at Spectrum Strategic Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and also operates a CPA tax and accounting practice as the sole owner of Scott Meeker CPA PC. Meeker has worked at Spectrum Strategic Capital Management since 2008 and has been involved in multiple related business activities including an insurance agency. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities by offering financial planning, portfolio construction, and discretionary investment management. The firm employs IPS-driven portfolios with strategies ranging from customized investment management to enhanced indexing and a speculative alpha strategy for qualified investors.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.