Philip Tilp is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Trillium Valley Financial Planning in Sherwood, OR. He has led Trillium Valley since 2009 and also co-owns and manages a small farm operation raising Pygora goats and producing fiber and yarn products. Trillium Valley Financial Planning is an independent, fee-only firm providing hourly, as-needed financial planning and investment advice to individuals and families, including high-net-worth clients. The firm emphasizes long-term planning and buy-and-hold investment strategies, offering educational workshops and personal finance instruction while clients retain control of their assets and transactions.

Kyle Green is a CFP® professional with five years of experience in financial advising. He is the principal advisor at Sherwood Wealth Management and has previously worked at Magpie Family Investment Services, Thimbleberry Financial, and Wooster Corthell Wealth Management. Outside of his advisory role, Kyle works as a substitute teacher for grades K-12 in multiple Oregon school districts. Sherwood Wealth Management provides customized financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm employs fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios and offers both discretionary account management and fixed-fee financial planning.

David Gratke is the sole advisor at Gratke Wealth, LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent advisory firm since 2000. Outside of his advisory work, he serves on the University of Oregon Alumni Association Board of Directors, is involved in fundraising for the Parry Center for Children, chairs the athletic committee at the Multnomah Athletic Club, and participates in several local nonprofit initiatives including the Chalkboard Project and children’s diabetes support networks. Gratke Wealth, LLC provides tailored advisory services to individuals, pension and profit-sharing plans, banking institutions, charitable organizations, and businesses. The firm offers financial planning, investment asset management, retirement-plan advisory, and insurance-related recommendations, operating primarily on a non-discretionary basis with a fiduciary approach.

Douglas Albo is the principal of Capital Income Management, LLC, an independent investment advisory firm based in Sherwood, Oregon. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Since 2010, Albo has contributed investment analysis and articles to the financial website Seeking Alpha, where he maintains a following of over 8,000 readers and offers exclusive content through a subscription service. Capital Income Management provides separate-account portfolio management primarily for high-net-worth individuals, trusts, retirement plans, corporations, and endowments. The firm uses a proprietary relative-valuation model to actively manage portfolios focused on equity-based exchange-traded funds and closed-end funds, emphasizing income and growth with occasional hedging or arbitrage strategies.

Nathan Schorsch is a financial advisor with Head to Toe Financial Planning in Hillsboro, OR, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Ares Financial Consulting LLC and Watershed Wealth Planning. Head to Toe Financial Planning serves individuals, high-net-worth clients, and employer plan sponsors by providing investment management, comprehensive financial planning, and retirement plan consulting. The firm operates as a fee-only independent advisor, managing discretionary accounts with a combination of passive and active investments and offering educational seminars on personal finance topics.

Goran Ognjenovic is a financial advisor at Independent Investment Advisors with eight years of industry experience. He holds a Series 65 designation and has been with TIG since 2015. Independent Investment Advisors provides investment management and comprehensive financial planning services for individuals, families, estates, trusts, and non-investment businesses. The firm employs a range of strategies including structured-outcome approaches and options trading, with an investment process that incorporates fundamental, technical, chart, and cyclical analysis.

Mark Nortman is a financial advisor at Capitol Family Office, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Capitol Family Office since 2011, including a current tenure starting in 2020, as well as prior roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, he is involved with Executive Tax Advisors, LLC, a firm providing income tax preparation and tax planning services. Capitol Family Office serves individual and high-net-worth clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a diverse investment approach combining multiple analytical methods and typically operates with discretionary trading authority.

Kaitlyn Massey is a CFP® professional with six years of industry experience currently with Consolidated Financial Management Corp. She has previously worked at LPL Financial and Charles Schwab in various capacities. Massey is also a commissioned notary in the state of Washington. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, high-net-worth clients, and business entities. The firm delivers planning on a fixed-fee or hourly basis without managing client assets, focusing on customized strategies that incorporate tax, estate, risk management, and college funding considerations.

Nicholas Fisher is a financial advisor at Pilot Wealth Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pilot Wealth Management since 2010. In addition to his advisory role, Mr. Fisher serves as manager and member of Pilot Investment Partners, which manages the Pilot Micro Equity Fund, a private pooled investment vehicle. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, and investment partnerships. The firm emphasizes value-oriented equities and fixed income within a tax-aware framework and manages both discretionary client portfolios and a private micro equity fund focused on small, under-owned publicly traded businesses.

Kristy Motta is a CFP® with 30 years of experience in the financial services industry. She has worked at LPL Financial since 1998 and is also affiliated with Consolidated Financial Management Corp., where she has been involved in creating customized financial plans. Motta previously worked at Golden State Wealth Management from 2021 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Daniel Retzlaff is a financial advisor at Rock Creek Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cross Financial Advisors, LLC and LPL Financial. Rock Creek Wealth Management is an SEC-registered investment manager that provides discretionary investment supervisory services and financial planning, primarily serving institutional and pooled-vehicle clients. The firm emphasizes asset allocation and fundamental analysis within a long-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Andrew Smith is a financial advisor with Consolidated Financial Management Corp. based in Beaverton, OR. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Golden State Wealth Management and LPL Financial. Outside of finance, he has experience working with Skyhawks Sports Academy and intramural sports programs at Gonzaga University. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm offers fixed-fee or hourly planning without managing client assets, focusing on a buy-and-hold investment approach with periodic reallocation based on asset mix changes.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC in Hillsboro, OR, with eight years of industry experience. He holds Series 63 and Series 65 designations. Acentrus Financial Partners serves individual clients, trusts, retirement plans, and business entities with comprehensive financial planning and discretionary portfolio management. The firm uses proprietary model portfolios combined to suit client objectives and employs a range of strategies from long-term holdings to active tactics, including options and short sales, supported by macroeconomic analysis and quantitative backtesting.

Michael Remmerde is a financial advisor at Acentrus Financial Partners LLC in Hillsboro, OR, holding a Series 65 credential with 11 years of industry experience. He has been with Acentrus since 2014 and concurrently works as a semiconductor design engineer at Intel Corp. Acentrus Financial Partners provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm utilizes proprietary model portfolios and emphasizes macroeconomic analysis, quantitative backtesting, and a range of investment strategies including options and short sales.

Kari Raglione Tissot is a Certified Financial Planner® with 22 years of experience, currently serving at Consolidated Financial Management Corp. She has worked at Golden State Wealth Management, LLC, and has been affiliated with LPL Financial since 2003. Outside of her advisory role, she has ownership experience in a construction business. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, high-net-worth clients, and business entities, focusing on fixed-fee or hourly arrangements rather than asset management. The firm’s planning process involves assessing clients’ financial situations and developing strategies that incorporate tax, estate, risk management, and college funding considerations, typically recommending a buy-and-hold approach with periodic reallocation.

Erica Nortman is a financial advisor with Capitol Family Office, Inc. in Beaverton, OR, holding a Series 66 designation and 17 years of industry experience. She has worked at Capitol Family Office since 2011, with prior experience at Financial Advocates Investment Management and LPL Financial. Outside of advisory work, Nortman serves as CFO and Integrator for Executive Tax Advisors, LLC, a tax preparation and planning firm. Capitol Family Office provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a multi-method investment process and typically operates with discretionary trading authority, employing both long- and short-term strategies.

Robert Morrison is a CFP® with 17 years of experience in the financial services industry. He is currently with Rock Creek Wealth Management and has previously worked at Cross Financial Advisors, LLC, and LPL Financial. Rock Creek Wealth Management is an SEC-registered investment manager that provides discretionary investment supervisory services and financial planning, primarily serving institutional and pooled-vehicle clients. The firm emphasizes asset allocation and fundamental analysis within a long-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Corey Levine is a financial advisor at Cross Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2012. Outside of his advisory role, Levine is involved in a woodworking and hardware business in Beaverton, Oregon. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of solutions through custodial and model platforms, combining advisor-led services with automated and third-party offerings.