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.

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.

Jaswant Shaw is a financial advisor at EISRC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BCBS since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw works as a Senior Enterprise Architect in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension plans, foundations, and municipal entities. The firm offers both passive index ETF strategies and active management using proprietary research and software models, including customized institutional strategies and derivative techniques.

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.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

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.

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.

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.

Christopher Mettee is a financial advisor at Pace Financial Advisors in Hillsboro, OR, with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, Financial Advocates Investment Management, and LPL Financial LLC prior to joining Pace Financial Advisors. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a variety of investment vehicles and strategies, with client accounts primarily custodied at Charles Schwab.

Nathan Bauer is a financial advisor at Pace Financial Advisors in Hillsboro, OR, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Ameriprise Financial Services, and Edward Jones. In addition to his advisory work, he is also licensed as an independent insurance agent. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of investment vehicles and strategies, with ongoing monitoring and periodic reviews.

Grant Lawton is a Series 65-licensed financial advisor at Pace Financial Advisors in Hillsboro, OR, with two years of industry experience. He has been with Pace Financial Advisors since 2023 and is involved with Corban University and Athey Creek Christian Fellowship. Lawton also has experience in education, having worked at New Covenant Christian Academy and in homeschooling. Pace Financial Advisors is a 10-advisor team providing tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios and employs various investment strategies, including options, with ongoing account monitoring and periodic reviews.

Anthony Walther is a Series 65-credentialed advisor with Pace Financial Advisors in Hillsboro, Oregon. He is part of a nine-advisor team at the firm. Pace Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning services. The firm employs diversified portfolio allocations across various asset classes and typically maintains discretionary relationships with ongoing monitoring and periodic reviews.

Jeffrey Eischen is a financial advisor at Pace Financial Advisors in Hillsboro, OR, with 16 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business. Pace Financial Advisors provides tailored wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of investment vehicles and strategies, and serves a client base that includes high-net-worth individuals.