Joseph Witt is a CFP® with 13 years of industry experience, currently serving as an advisor at Goldmark Financial Planners, LLC in Salem, OR. He is also the owner of Belmont Books, a used bookstore in Portland. Prior to this, he operated The Farm Cafe for 12 years. Goldmark Financial Planners, LLC is a small advisory firm with two advisors managing about $6 million for roughly 40 clients. The firm provides financial planning, consultations, and discretionary investment management using a longer-term, value-oriented approach focused on diversification and tailored to client risk tolerance.

Wolfgang Sailler is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Goldmark Financial Planners, LLC since 2001. He holds Series 63 and Series 65 licenses and is also the Vice President of Finance and shareholder of a retail store, McMinnville Hearth and Barbeque, where he participates in bookkeeping and occasional floor work. Goldmark Financial Planners, LLC is a small advisory firm managing about $6 million for approximately 40 clients, offering financial planning, one-time consultations, and discretionary investment management for individuals, families, small businesses, and charitable organizations. The firm employs a longer-term, value-oriented investment approach with emphasis on diversification and risk tolerance tailored through client interviews and questionnaires.