Timothy Mahalak

Jason Polansky is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at J.P. Capital Management, Inc., an independent firm based in Eugene, Oregon, since 2006. J.P. Capital Management is a fee-only registered investment adviser that provides portfolio management and financial consulting to individuals, businesses, trusts, and estates. The firm offers both broadly diversified portfolios and focused trading strategies using a variety of instruments, including equities, ETFs, options, and bonds, and features performance-based fee arrangements for its Trading Account program.

Micah Weiss is a financial advisor at Tandem Financial Planning LLC in Springfield, Oregon. He holds a Series 65 designation and began his advisory career in 2024. Prior to his work in financial planning, Weiss has been an area manager at Fall Creek Farm and Nursery Inc., a farm and nursery business, since 2017. Tandem Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm emphasizes long-term, evidence-based asset allocation and tax-aware implementation, offering both ongoing planning and project-based engagements on a fee-only basis.

Stephen Mallery is the principal of Mallery Financial in Eugene, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KMS Financial Services, Inc. from 2013 to 2020. Outside of his advisory role, he serves on the board and as treasurer for Skipping Stones Magazine, participates on the budget and finance committee for Food for Lane County, and is a board member at large for the Financial Planning Association of Mid-Oregon. Mallery Financial provides investment management, financial planning, insurance consulting, and retirement plan consulting to individuals, trusts, businesses, and non-profits. The firm serves a small client base and offers tailored discretionary and non-discretionary portfolio management, utilizing approaches such as direct indexing and AI-assisted trading.

Todd Mann is a financial advisor at T. Mann Financial with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Belpointe Asset Management and Brookwood Investment Group. Mann also manages a property and casualty insurance services business as a licensed insurance producer. T. Mann Financial provides portfolio management, financial planning, and pension consulting to individuals, families, business owners, and corporate clients. The firm employs a combination of modern portfolio theory, technical analysis, and discretionary management, offering a broad range of investment options and advanced portfolio features tailored to different client tiers.

Victor Schramm is a financial advisor at Chaim Investment Advisors LLC in Eugene, OR, holding a Series 65 designation with 11 years of industry experience. He has been with Chaim Investment Advisors since 2014. Chaim Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/employee benefit plans. The firm customizes Investment Policy Statements for clients and employs both fundamental and cyclical analysis alongside modern portfolio theory, offering discretionary management and pension consulting services that include 401(k) plans.

Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!