Melinda Ann Agosta

Craig Nelson is a financial advisor at Red Sky Financial Planning, LLC in Wilsonville, Oregon, with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Nike Inc. from 2015 to 2017. Red Sky Financial Planning serves professionals, business owners, corporate executives, and retirees by providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm incorporates tax preparation and tax-aware strategies into its planning process and emphasizes passive investment management using low-cost index funds and ETFs.

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.

Scott Conyers is the principal and sole advisor at Scott Conyers Capital Management, Inc. in Aurora, Oregon, with 20 years of industry experience. He has operated his independent firm since 1991. The firm manages long-term investment portfolios for individuals, trusts, foundations, and retirement accounts using a conservative growth strategy focused on value investing. It provides discretionary portfolio management with client-specific restrictions, negotiates performance-based fees for large accounts, and serves charitable organizations and foundations.

Kent Batley is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of Batley & Associates, where he has worked since 2000. The firm provides portfolio management and financial planning primarily for individual investors, as well as charitable institutions, foundations, and endowments. Batley & Associates employs a long-term, buy-and-hold investment approach driven by fundamental analysis, with a focus on retirement funds and mutual funds. The firm manages accounts on a discretionary basis and uses custodial services through Charles Schwab.

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.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with seven years of industry experience. He has worked at Dollinger Management since 2018 and has been associated with Daniel Dollinger CPA CFP since 2015. Dollinger Management Inc. manages approximately $47.7 million for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm uses diversified index mutual fund/ETF strategies and separate buy-and-hold equity approaches, tailoring portfolios to clients' risk, tax, and cash-flow needs, and maintains an ongoing affiliation with a related tax and accounting practice.