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.

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.

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.

Jonas Merrill is a CFP® professional and Series 65 licensee based in Portland, OR, with five years of experience in financial advising. He is the principal and sole advisor at Pathlight Financial Planning LLC, an independent firm he has led since 2023. Merrill’s prior experience includes roles at Skyline Financial Northwest, Modernist Financial, and Standard Retirement Services. Pathlight Financial Planning LLC provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages discretionary portfolios using a blend of passive index funds and selective active strategies, including ESG-screened options, and requires clients to custody accounts at Altruist Financial, LLC.

Karsten Jeske is a CFA® charterholder and the sole advisor at Short Put Yield with one year of industry experience. He previously worked at Mellon Capital Management for ten years and has been involved with the Early Retirement Now Blog since 2016. Jeske also holds an academic role at the University of California, Berkeley. Short Put Yield is a boutique registered investment adviser serving primarily high-net-worth individual investors. The firm focuses on options trading strategies within separately managed accounts, combining portfolio management with retirement and tax planning services.

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.

William Weikart is the founder and sole advisor at Weikart Advisory Services LLC in Camas, Washington, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 2009. Outside of financial advising, Weikart is a motivational speaker and owns a record label involved in music sales and publishing. Weikart Advisory Services LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, small retirement plans, and trusts. The firm offers managed-account portfolio management, written financial plans, and access to third-party managers, typically operating on a non-discretionary basis with periodic account reviews and a diversified investment approach.

Douglas Deibele is a financial advisor at Sunrise Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been active in the field since 2003. Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm serves both high-net-worth and non-high-net-worth clients, offering discretionary portfolio management with a focus on customized, structured portfolios that may emphasize individual equities, using fundamental, technical, and cyclical analysis along with active strategies such as option writing.

Brian Wiksell is a financial advisor at Symplectic Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Finch Investment Group and Professors Capital, Inc. since 2007. Symplectic Capital LLC provides discretionary investment management to individuals and entities, focusing exclusively on publicly traded equity securities and exchange-traded funds. The firm uses proprietary mathematical and statistical models to guide investment decisions, emphasizing diversification, volatility, downside risk, turnover, and transaction costs.

William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.

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.

Gregg Giboney is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been the sole advisor at Timberline Investment Management, LLC since 2005. Timberline Investment Management is an independent, fee-only advisory firm providing discretionary portfolio management to individual and institutional clients, including retirement, trust, pension, and nonprofit accounts. The firm employs a Dividend & Growth equity strategy with a four-point stock scoring process and offers diversified equity and fixed-income allocations, maintaining ongoing client communication through periodic meetings and written quarterly reports.

Beatrice Schultz is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Westface Financial Advisory in Camas, WA. She has managed various aspects of financial services since 2006 through her roles at Paceline, LLC, operating under multiple Westface brands including college planning and insurance services. In addition to advisory work, she is involved with Moneytrax North America, Inc., a financial services software company. Westface Financial Advisory is a state-registered firm serving individual and high-net-worth clients with financial planning, investment management, and financial consultation. The firm integrates advisory services with insurance brokerage and college planning, offering portfolios primarily composed of no-load or load-waived mutual funds, ETFs, and unit investment trusts, often utilizing model portfolios from the Altruist Model Marketplace.

Michael Townsend is the sole advisor at MP Townsend Financial in Portland, OR, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been involved in tax consulting, real estate brokerage, and independent insurance sales alongside his advisory work. His prior roles include leadership at Northwest Tax Advisors LLC and ownership of Townsend Group Realty. MP Townsend Financial is an independent advisory firm serving individual clients with discretionary portfolio management, financial planning, and educational seminars. The firm employs model portfolios and written Investment Policy Statements, conducting account reviews using fundamental, technical, and cyclical analysis methods.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.

Brent Pearson is the principal and sole advisor at Keychain Asset Management in Oregon City, OR. He holds a Series 65 designation and has been involved with Napa Logic Inc., an IT consulting firm, since 2014, where he serves as principal and owner. Napa Logic is currently winding down with no active projects. Keychain Asset Management provides investment advisory services to individuals, families, businesses, trusts, charitable organizations, and other advisers. The firm integrates traditional and digital-asset investment approaches, emphasizing long-term investing, diversification, and periodic rebalancing, and is noted for its educational focus and support for other RIAs through sub-advisory solutions and consulting.

Ted Taplett is a financial advisor at Strategic Finance Inc. in Clackamas, Oregon, holding a Series 65 designation with two years of industry experience. His work history includes roles at Household and the CFA Institute, as well as community involvement with Grace Community Church. Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high-net-worth clients, employing a proprietary three-factor investment strategy that incorporates market, value, and momentum exposures tailored to client objectives.

David Peterson is a CFP® with 19 years of experience based in Oregon City, Oregon. He has been the sole advisor at Integrated Retirement Strategies since 2007. Integrated Retirement Strategies provides investment supervisory services, financial planning, and personal financial organization primarily for individuals and families, including high-net-worth clients and trusts. The firm employs a combination of fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation, with continuous monitoring and periodic reporting.