Richard Steven Batley

Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.

Joseph Bautista is the sole advisor at Bautista Planning and Analytics, LLC in Sandy, Oregon. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, including prior roles at First Command Financial Services and First Command Brokerage Services. Bautista also provides self-development coaching and promotes related published materials and courses, alongside business development services. Bautista Planning and Analytics serves individual and family clients with investment management, financial planning through project-based, hourly, and subscription models, and offers business analytics consulting and educational seminars. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, complemented by tactical adjustments and multi-faceted analysis, while offering discretionary management and third-party technology integration. The combination of ongoing subscription planning services with traditional asset management and non-advisory business analytics distinguishes the firm from many peers.

Brent Pearson is a financial advisor at Keychain Asset Management in Oregon City, OR, holding a Series 65 designation with one year of industry experience. He is also the principal and owner of Napa Logic Inc., an IT consulting firm he has been involved with since 2014; the business is currently winding down, focusing mainly on administrative tasks. Keychain Asset Management provides investment advisory and planning services to individuals, families, trusts, businesses, and charitable organizations, as well as consulting and sub-advisory services to other registered investment advisers. The firm integrates traditional fundamental, technical, and quantitative analysis with a focus on digital assets, emphasizing long-term investing, diversification, and periodic rebalancing.

Ted Taplett is a financial advisor at Strategic Finance Inc. in Clackamas, Oregon, holding a Series 65 designation with two years of industry experience. His work history includes roles at Household and the CFA Institute, as well as community involvement with Grace Community Church. Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high-net-worth clients, employing a proprietary three-factor investment strategy that incorporates market, value, and momentum exposures tailored to client objectives.

David Peterson is a CFP® with 19 years of experience based in Oregon City, Oregon. He has been the sole advisor at Integrated Retirement Strategies since 2007. Integrated Retirement Strategies provides investment supervisory services, financial planning, and personal financial organization primarily for individuals and families, including high-net-worth clients and trusts. The firm employs a combination of fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation, with continuous monitoring and periodic reporting.

John Burnside is a financial advisor at Burnside and Co. in Oregon City, OR, holding the CFP® designation with 15 years of industry experience. He has managed Burnside Capital Management since 2004. Outside of his advisory work, he volunteers on the investment committee for the Archdiocese of Portland and serves as a parent representative on the Site Council for Scouters Mountain Elementary. Burnside and Co. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm’s investment approach combines fundamental analysis with both long- and short-term strategies, and it offers retirement and pension-related planning alongside broader financial consulting.