Christopher Hatfield is a CFP® with 15 years of industry experience, currently serving at Defined Wealth Management, LLC since 2020. Prior to this, he worked at True Private Wealth Advisors, LLC for seven years. He is a board member of the South Portland Business Association, participating in monthly meetings as a volunteer. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients with discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies, employing various analytical methods and tactical asset allocation, and offers both traditional and digital wealth management options.

Alix Demartino is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Defined Wealth Management, LLC since 2021. Prior to joining Defined Wealth Management, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of her advisory role, she owns a residential painting business and provides financial services consulting through her own firm. Defined Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plan participants, and institutional clients, offering discretionary investment management, financial planning, and consulting services. The firm employs both passive and active investment strategies, combining Modern Portfolio Theory and tactical asset allocation with various analytical techniques to manage approximately $254 million in assets.

Joseph Opsahl is a financial advisor at Defined Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Defined Wealth Management since 2020 and has prior experience with PURSHE KAPLAN STERLING INVESTMENTS, Inc. and TRUE Private Wealth Advisors, LLC. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients, offering discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies using multiple analysis methods and offers a digital wealth management option through Betterment for Advisors.