Kurt Williams

Jan Schalkwijk is a CFA® charterholder with 18 years of industry experience. He has worked at JPS Global Investments, LLC since 2007 and was previously with Orion Capital Management LLC from 2014 to 2016. JPS Global Investments provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other advisers. The firm employs thematic, ESG-oriented equity strategies alongside diversified multi-asset portfolios, offering both discretionary and non-discretionary management and serving as a sub-advisor in wrap-fee programs.

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.

Kyle Green is a CFP® professional with five years of experience in financial advising. He is the principal advisor at Sherwood Wealth Management and has previously worked at Magpie Family Investment Services, Thimbleberry Financial, and Wooster Corthell Wealth Management. Outside of his advisory role, Kyle works as a substitute teacher for grades K-12 in multiple Oregon school districts. Sherwood Wealth Management provides customized financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm employs fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios and offers both discretionary account management and fixed-fee financial planning.

Ryan McClung is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Crossroads Wealth Planning in Tualatin, OR. He also works as a Certified Public Accountant at Troy Reichlein CPA LLC, where he prepares tax returns and provides tax and accounting advice for individuals, businesses, trusts, and estates. His prior work experience includes roles at Exitus Technologies, Inc. and Cascade Management, Inc. Crossroads Wealth Planning is an independent, fee-only firm that provides hourly financial planning and consulting services to individuals, including high-net-worth clients, and businesses. The firm offers a range of services such as retirement and tax planning, estate planning, cash-flow and debt management, and business planning, with investment advice delivered within planning engagements based on modern portfolio theory and passive, strategic asset allocation.

Craig Nelson is a financial advisor at Red Sky Financial Planning, LLC in Wilsonville, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. He worked at Nike Inc. for two years before founding Red Sky Financial Planning in 2018. Red Sky Financial Planning serves individual clients and families, including professionals, business owners, corporate executives, and retirees, offering fee-only financial planning, investment advisory, and tax return preparation integrated into the planning process. The firm focuses on long-term asset allocation using passive investment strategies and emphasizes coordination between tax expertise and financial planning.

Douglas Albo is the principal of Capital Income Management, LLC, an independent investment advisory firm based in Sherwood, Oregon. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Since 2010, Albo has contributed investment analysis and articles to the financial website Seeking Alpha, where he maintains a following of over 8,000 readers and offers exclusive content through a subscription service. Capital Income Management provides separate-account portfolio management primarily for high-net-worth individuals, trusts, retirement plans, corporations, and endowments. The firm uses a proprietary relative-valuation model to actively manage portfolios focused on equity-based exchange-traded funds and closed-end funds, emphasizing income and growth with occasional hedging or arbitrage strategies.