Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.

Todd Caudle is a financial advisor at Executive Investment Services, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Executive Investment Services since 2009, as well as at Independent Financial Group during overlapping periods. Caudle is an officer and principal of Medical Professionals Financial Group, a marketing entity within the investment channel. Executive Investment Services provides asset management and financial planning to individual clients, including high-net-worth households, and consulting for small- and medium-sized businesses. The firm offers discretionary portfolio management with strategic and tactical asset allocation, and integrates investment management with insurance and executive-benefit services.

Jeremy Watson is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC from 2017 to 2020. Prior to his financial career, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with a variety of securities and reviewing accounts at least quarterly.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, Mariner Wealth Advisors, and H.D. Vest Financial Services. Shared Prosperity Group offers discretionary portfolio management and financial education primarily to individual clients, with services grounded in fundamental analysis and modern portfolio theory. The firm emphasizes a long-term trading approach across diverse asset classes and incorporates a formal charitable giving framework allocating at least 10% of gross monthly revenue to U.S. nonprofits.

Todd Meier is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Boz & Company LLC since 2013, based in Lake Oswego, OR. Boz & Company LLC provides discretionary investment management and financial planning services to individuals, small businesses, and various institutional clients, including charitable organizations and employer-sponsored retirement plans. The firm follows a Graham-and-Buffett value investing philosophy with a long-term horizon and incorporates a “Special Situations” sleeve targeting merger arbitrage and distressed assets, employing derivatives and margin borrowing in its strategies.

Jan Schalkwijk is a CFA® charterholder with 18 years of industry experience. He has worked at JPS Global Investments, LLC since 2007 and was previously with Orion Capital Management LLC from 2014 to 2016. JPS Global Investments provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other advisers. The firm employs thematic, ESG-oriented equity strategies alongside diversified multi-asset portfolios, offering both discretionary and non-discretionary management and serving as a sub-advisor in wrap-fee programs.

Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.

Joseph Eberhardt is a financial advisor at Ravensview Capital Management, LLC in Portland, OR, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ravensview since 2016. Prior to that, he was employed at EDF Renewable Energy from 2014 to 2017. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, charitable organizations, non-profits, and family offices. The firm employs a diverse investment approach that includes multiple analysis methods and offers both ongoing management and defined-scope advisory engagements.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.

George Zimmerman is a financial advisor at RIO Financial Planning in Portland, OR, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Mutual and Cuso Financial Services. In addition to his advisory role, he works as a Patient Financial Advisor for Kaiser Permanente, verifying healthcare insurance for emergency department patients. RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high-net-worth clients. The firm offers tailored investment strategies through a wrap-fee program, primarily on a non-discretionary basis, and conducts no-cost public seminars.

Nathaniel Baim is a CFP®-certified financial advisor with seven years of industry experience, currently operating Pursuit Planning and Investments, LLC in Portland, Oregon. His prior work includes positions at Intel Corporation and Kaplan North America, where he also serves as an instructor. Pursuit Planning and Investments, LLC provides financial planning and portfolio management to a diverse client base, including individuals, corporations, and other registered investment advisers. The firm employs a passive investment approach grounded in Modern Portfolio Theory, typically utilizing index mutual funds and ETFs, and emphasizes an ongoing planner-client subscription model for comprehensive financial planning.

Seth Swenson is a financial advisor at Orchid Wealth Management in Palo Alto, CA, with nine years of industry experience. He holds a Series 65 designation and has worked in mortgage lending at HomeXpress Mortgage since 2017. Outside of financial advising, he is also a licensed real estate broker operating under Akamai Real Estate. Orchid Wealth Management provides financial planning and portfolio management services to individual clients, small businesses, and retirement plan sponsors. The firm emphasizes a Modern Portfolio Theory-based investment approach with diversified portfolios managed on a nondiscretionary basis, offering comprehensive planning and educational workshops.

Jennifer De Thomas is a CFP® professional with 14 years of industry experience. She has worked at Birch Elliott Financial, LLC since 2018 and was previously with New Outlook Financial, LLC from 2012 to 2019. Birch Elliott Financial, LLC serves individual and family clients with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds, ETFs, bonds, and municipal obligations, guided by client-specific Investment Policy Statements.

William Steiner is a financial advisor at Stoneholt Wealth with a Series 65 designation and over eight years of combined industry experience, including roles at Altruist, Big Later, and Salesforce. He is also employed as a freelance marketing consultant outside of trading hours. Stoneholt Wealth provides fee-only financial planning and investment advisory services to individuals, including high-net-worth clients, utilizing a blend of passive and active strategies alongside modern portfolio theory. The firm distinguishes itself by routinely selecting and monitoring other advisers and model providers to implement client strategies and by structuring advisory compensation through fixed planning and project fees rather than traditional asset-based fees.

Kyle Hunter is the principal of Hunter Investment Services LLC in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before founding his current firm. Hunter is also licensed as an insurance agent but does not accept compensation for insurance sales to his investment clients. Hunter Investment Services LLC is a single-advisor independent registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, employing a variety of analytical methods and strategies, including options trading, and advises on a broad range of instruments while maintaining a small client base.

Lyle Remington is the sole advisor at Oregon Financial Products & Services, LLC, an independent firm based in Portland, OR. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. In addition to his advisory role, he operates as a licensed life and health insurance agent and an income tax preparer under the same business name. Oregon Financial Products & Services provides portfolio management for individual clients using designated Charles Schwab accounts, with an emphasis on diversification and trend-based sector timing. The firm serves approximately 75 clients and manages about $14.2 million in assets, offering annual performance reports and ongoing client access.

Mark Renard is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. He is currently affiliated with Northwest Asset Management and has previously worked at firms including MAR Financial, Miracle Mile Advisors, Cantella & Co., Inc., Purshe Kaplan Sterling Investments, Johnstone Brokerage Services, and Wells Fargo Advisors. In addition to his advisory role, he assists clients with life and health insurance purchases. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a fiduciary approach with customized investment strategies based on Modern Portfolio Theory, combining fundamental and technical analysis to build diversified portfolios and offering a range of financial planning and consulting services.