Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.

Edgar Heissler is a CFP® and ChFC® with 24 years of industry experience. He is the sole advisor at Heissler Financial, LLC, an independent firm based in Gresham, OR. He has worked with the Heartland Institute since 2006 and teaches financial literacy classes for northwest companies. Heissler Financial is a fee-only advisory firm serving individual clients with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index funds and ETFs supplemented by active investments, primarily operating with non-discretionary client relationships.

Joseph Bautista is the principal of Bautista Planning and Analytics, LLC, an independent advisory firm based in Sandy, Oregon. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior work at First Command Financial Services. Outside of financial advising, Bautista is involved in self-development coaching and promotes his published self-development book, newsletter, and course, as well as providing business development services. Bautista Planning and Analytics provides investment advice and financial planning primarily to individuals and families, with additional services for business owners and corporate clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, focusing on low turnover and tax efficiency, and utilizes third-party technology and platforms such as Betterment for account monitoring, trade execution, and custody.

Kent Batley is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of Batley & Associates, where he has worked since 2000. The firm provides portfolio management and financial planning primarily for individual investors, as well as charitable institutions, foundations, and endowments. Batley & Associates employs a long-term, buy-and-hold investment approach driven by fundamental analysis, with a focus on retirement funds and mutual funds. The firm manages accounts on a discretionary basis and uses custodial services through Charles Schwab.

David Rasmussen is a financial advisor with Catalyst Financial NW Corporation in Gresham, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with American Service Corp. since 2011. Outside of his advisory role, Rasmussen owns and operates a wholesale tree farm, Red Barn Nursery, LLC. Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses no-load mutual funds with a focus on long-term investments and customizes portfolios based on client objectives and risk tolerance.

Hayden Peterson is a financial advisor at Finance Wisdom with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cambridge Investment Research, and Hornor Townsend & Kent Inc. Since 2024, he has also been an independent insurance producer assisting clients with life, disability, and long-term care insurance. Finance Wisdom is a registered investment adviser serving individuals, families, and small businesses with discretionary portfolio management and financial planning. The firm employs Modern Portfolio Theory, focusing on diversified, long-term portfolios using low-cost ETFs and mutual funds, supplemented by third-party research and proprietary portfolios.

Aaron Muhs is a financial advisor at Catalyst Financial NW Corporation in Gresham, Oregon, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Service Corp. since 2013. Outside of his advisory role, he is also an agent and limited partner at Catalyst Financial’s insurance agency, offering various insurance products including accident and health, disability, and life insurance. Catalyst Financial NW Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term investments primarily through no-load mutual funds, tailoring portfolios to client objectives and risk tolerance, and manages approximately $233 million in assets.

Richard Batley is a financial advisor at Batley & Associates in Estacada, OR, holding a Series 65 designation with one year of industry experience. Prior to his work in financial advising, he held positions at McMenamins Edgefield and Bosky Dell Natives. Batley & Associates provides portfolio management and financial planning services primarily for individual investors, as well as charitable institutions, foundations, and endowments. The firm employs a fundamental analysis approach with a long-term, buy-and-hold orientation and generally manages accounts on a discretionary basis.

Brian Harris is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 10 years of industry experience. He is currently with Strada Financial Group LLC, where he has worked since 2015, including a period with Avantax Insurance Agency LLC. Harris is also the owner and advisor of Strada Tax & Consulting, a tax planning and preparation business. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, and consulting services. The firm follows a Modern Portfolio Theory approach, emphasizing asset allocation and diversification, and offers integrated tax and accounting support through its affiliated accounting practice.

Tyson Papenfuss is a financial advisor at Strada Financial Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at US Bank since 2015. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, consulting, and private investment advice. The firm follows a Modern Portfolio Theory-based approach, emphasizing asset allocation and diversification, and integrates tax and accounting support through a commonly owned accounting practice.

Michael Taylor is a financial advisor with Wealth Teams Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wealth Teams Alliance since 2018 and previously at Vestory LLC from 2012 to 2016, as well as maintaining ongoing roles with Retirement Plan Consul and Wealth Management, LLC since 2011. Taylor holds a life insurance license and receives minimal compensation from that activity. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis, offers both long- and short-term trading strategies, and supports a broader service platform through multiple offices, educational seminars, and a wrap-fee program.

Joseph Ollila is a financial advisor with Aegis Wealth Management, Inc. in Gresham, Oregon. He holds a Series 65 designation and has been with Aegis since 2025. In addition to his advisory role, he is a licensed independent insurance agent. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, where he provides life insurance and annuity products. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, with portfolios that typically include mutual funds, ETFs, and select option strategies.

Dawn Torres Gale is a CFP®, ChFC®, and holds a Series 65 license, currently serving as a financial advisor at Plancorp, LLC with three years of industry experience. Her prior roles include positions at Compass Planning Associates, Inc., Creative Money LLC, Insight Financial Strategists, and Our Money Goals. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, and specialized services such as family office and business succession planning. The firm employs a committee-driven investment process grounded in Modern Portfolio Theory, emphasizing diversified portfolios, due diligence, and tax-aware strategies.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Timothy Oster is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA-RC since 2015. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities. Outside of his advisory work, he is the founder of Jesus' Family Ministries, a nonprofit focused on family values, for which he has authored a book and maintains an online presence. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers and operates a broad network of offices and representatives providing discretionary and non-discretionary management.

Peter Gruenes is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower, he worked at Morgan Stanley and E*TRADE in various roles between 2016 and 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

Patrick Sheridan is a financial advisor with Mass Mutual Investors Services in Vancouver, WA. He holds a Series 66 credential and has been working in the financial services industry since 2024, with prior experience at LPL Enterprise and Pruco Securities, LLC. Outside of finance, he was involved with Summit View Church from 2023 to 2025. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and various event-driven planning programs.

Ryan O'Quinn is a financial advisor at Edward Jones in Fairview, OR, holding a Series 66 designation with one year of industry experience. He previously worked at Fred Meyer from 2006 to 2022, where he held a role in inventory and quality control as a Produce Assistant Department Leader. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.