Tristan Peterman

Ellen Johnson is a financial advisor at Thistle Wealth with a Series 65 designation and two years of industry experience. She previously worked at Clarity Wealth Development and has a background that includes roles outside of finance, such as at Integrated Food Engineering and Stahlbush Island. Thistle Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and family trusts. The firm offers discretionary investment management and comprehensive financial planning, employing a blend of passive and active strategies based on modern portfolio theory, and provides tailored services including retirement, estate, tax-aware investment analysis, and business planning.

Rahul Shah is a financial advisor at Red Spruce Capital, LLC in Corvallis, OR, with 17 years of industry experience. He holds a Series 65 designation and has been with Red Spruce Capital since 2014. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing strategies in separately managed accounts and manages approximately $257 million across 143 client accounts.

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

Dorann Hurley is a financial advisor at Hurley Financial Group, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management, Inc. since 2007 while also operating Hurley Financial Group since 1987. Outside of advisory work, she has sales roles with B3 Science Bands and EternalPure. Hurley Financial Group serves primarily high-net-worth individuals and households nearing or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm constructs globally diversified portfolios with a mix of core equity and bond allocations, tactical absolute return strategies, and non-traded assets, delivering ongoing portfolio oversight and research communications through the Schwab Advisor Services platform.

Brian Donne is a financial advisor at Vantage Wealth Management LLC in Corvallis, OR, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated the Brian Donne Insurance Agency LLC for 16 years. Donne serves as a board member for Calvary Corvallis, a nonprofit church, where he helps oversee the budget and participates in monthly meetings. Vantage Wealth Management LLC manages approximately $48.6 million in assets and serves individuals, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, using a blend of technical, fundamental, and cyclical analysis alongside modern portfolio theory.