Kevin Richman

David Gratke is the sole advisor at Gratke Wealth, LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent advisory firm since 2000. Outside of his advisory work, he serves on the University of Oregon Alumni Association Board of Directors, is involved in fundraising for the Parry Center for Children, chairs the athletic committee at the Multnomah Athletic Club, and participates in several local nonprofit initiatives including the Chalkboard Project and children’s diabetes support networks. Gratke Wealth, LLC provides tailored advisory services to individuals, pension and profit-sharing plans, banking institutions, charitable organizations, and businesses. The firm offers financial planning, investment asset management, retirement-plan advisory, and insurance-related recommendations, operating primarily on a non-discretionary basis with a fiduciary approach.

Nathan Schorsch is a financial advisor with Head to Toe Financial Planning in Hillsboro, OR, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Ares Financial Consulting LLC and Watershed Wealth Planning. Head to Toe Financial Planning serves individuals, high-net-worth clients, and employer plan sponsors by providing investment management, comprehensive financial planning, and retirement plan consulting. The firm operates as a fee-only independent advisor, managing discretionary accounts with a combination of passive and active investments and offering educational seminars on personal finance topics.

Jaswant Shaw is a financial advisor at EISRC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BCBS since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw works as a Senior Enterprise Architect in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension plans, foundations, and municipal entities. The firm offers both passive index ETF strategies and active management using proprietary research and software models, including customized institutional strategies and derivative techniques.

Goran Ognjenovic is a financial advisor at Independent Investment Advisors with eight years of industry experience. He holds a Series 65 designation and has been with TIG since 2015. Independent Investment Advisors provides investment management and comprehensive financial planning services for individuals, families, estates, trusts, and non-investment businesses. The firm employs a range of strategies including structured-outcome approaches and options trading, with an investment process that incorporates fundamental, technical, chart, and cyclical analysis.

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.

Kaitlyn Massey is a CFP® professional with six years of industry experience currently with Consolidated Financial Management Corp. She has previously worked at LPL Financial and Charles Schwab in various capacities. Massey is also a commissioned notary in the state of Washington. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, high-net-worth clients, and business entities. The firm delivers planning on a fixed-fee or hourly basis without managing client assets, focusing on customized strategies that incorporate tax, estate, risk management, and college funding considerations.