Michelle Drewry

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.

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.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC in Hillsboro, OR, with eight years of industry experience. He holds Series 63 and Series 65 designations. Acentrus Financial Partners serves individual clients, trusts, retirement plans, and business entities with comprehensive financial planning and discretionary portfolio management. The firm uses proprietary model portfolios combined to suit client objectives and employs a range of strategies from long-term holdings to active tactics, including options and short sales, supported by macroeconomic analysis and quantitative backtesting.

Michael Remmerde is a financial advisor at Acentrus Financial Partners LLC in Hillsboro, OR, holding a Series 65 credential with 11 years of industry experience. He has been with Acentrus since 2014 and concurrently works as a semiconductor design engineer at Intel Corp. Acentrus Financial Partners provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm utilizes proprietary model portfolios and emphasizes macroeconomic analysis, quantitative backtesting, and a range of investment strategies including options and short sales.