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.

David Hofer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Brightwood Ventures, LLC since 2012 and previously worked at Portland State University from 2015 to 2018. Brightwood Ventures, LLC provides financial planning and wealth management services to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. The firm employs a disciplined investment approach based on an Investment Policy Statement and model portfolios, combining low-cost index funds, active funds, and individual stocks with research-driven satellite strategies.

Joseph Alfonso, CFP®, ChFC®, EA, RICP®, TPCP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University. Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement. He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online. Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Michael Eugenio is a CFP®-certified financial advisor with over 31 years of industry experience. He is the sole advisor at Eugenio Financial, an independent firm he has led since 2009. Prior to that, he worked at Cascade Financial Concepts, Inc., where he has been involved since 1990. Eugenio Financial offers discretionary portfolio management and comprehensive financial, retirement, and estate planning services to individuals, business owners, profit-sharing plans, trusts, and estates. The firm manages approximately $37.8 million in client assets, employing a range of investment strategies including equities, mutual funds, ETFs, and fixed-income instruments, and provides pension consulting and rollover advisory services under a fiduciary standard.

Teriann Kruse is a CFP®-certified financial advisor with 12 years of industry experience. She operates as the sole advisor at Tandem Views Investment Services, LLC, an independent, fee-only advisory firm based in Lake Oswego, Oregon. Tandem Views Investment Services provides investment management and financial planning to individuals, high-net-worth clients, professionals, business owners, retirees, and trusts and estates. The firm uses a fundamental research approach with active asset allocation, managing portfolios primarily on a non-discretionary basis that requires client approval for implementation.

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.

Ryan McClung is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Crossroads Wealth Planning in Tualatin, OR. He also works as a Certified Public Accountant at Troy Reichlein CPA LLC, where he prepares tax returns and provides tax and accounting advice for individuals, businesses, trusts, and estates. His prior work experience includes roles at Exitus Technologies, Inc. and Cascade Management, Inc. Crossroads Wealth Planning is an independent, fee-only firm that provides hourly financial planning and consulting services to individuals, including high-net-worth clients, and businesses. The firm offers a range of services such as retirement and tax planning, estate planning, cash-flow and debt management, and business planning, with investment advice delivered within planning engagements based on modern portfolio theory and passive, strategic asset allocation.

Lynn Mckelvey is a financial advisor at McKelvey Wealth Management, LLC in Tigard, OR, with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Mulligan Capital, Inc. and Penn Mutual Life Insurance Co. McKelvey Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and small businesses, focusing on discretionary portfolio management along with standalone financial planning and consulting. The firm manages approximately $59.3 million in discretionary assets, emphasizing custom-tailored portfolios implemented through a selected independent broker-dealer and a policy against accepting proxy-voting authority for client securities.

Bruce Keller is a CFA® charterholder and investment advisor with Total Assets Management, Inc. in Portland, OR, bringing 13 years of industry experience. In addition to his advisory role, he works as a manufacturer’s representative for ITT Enidine, Inc. and holds a night-shift position as a distribution clerk with the United States Postal Service. Total Assets Management provides discretionary investment management and advisory services to individuals, trusts, and charitable organizations, focusing on long-term, buy-and-hold portfolios emphasizing capital preservation and inflation protection. The firm manages approximately $1.33 million in discretionary assets across a small client base, using research-driven portfolio construction and infrequent rebalancing.

William Hamilton is a CFP® with 22 years of experience in financial advising. He has been the principal of WBH Financial Services, LLC since 2015. Outside of his advisory work, he conducts education and support seminars for divorced or widowed women through Women Transitions Co and serves on the leadership committee of the Financial Planning Association. WBH Financial Services provides financial planning and discretionary investment management to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, broadly diversified investment approach, primarily using mutual funds and ETFs, and offers specialized services including divorce financial analysis and fixed-fee tax preparation.

Craig Nelson is a financial advisor at Red Sky Financial Planning, LLC in Wilsonville, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. He worked at Nike Inc. for two years before founding Red Sky Financial Planning in 2018. Red Sky Financial Planning serves individual clients and families, including professionals, business owners, corporate executives, and retirees, offering fee-only financial planning, investment advisory, and tax return preparation integrated into the planning process. The firm focuses on long-term asset allocation using passive investment strategies and emphasizes coordination between tax expertise and financial planning.

Robert Bedritis is a financial advisor with Oswego Private Wealth Management in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oswego Private Wealth Management and its predecessor entities since 2015, and also has experience with LPL Financial and Craig Childress, Inc. Oswego Private Wealth Management provides investment management, wealth planning, and business transition services primarily for high-net-worth individuals, employer-sponsored retirement plans, charitable organizations, trusts, estates, and business entities. The firm manages client accounts on a discretionary basis, tailoring asset allocation and portfolio construction through fundamental and cyclical analysis, and offers specialized services such as institutional relationship management and defined business transition planning.

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.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.

Bryce Peterson is the sole advisor at Peterson Wealth Management in Tigard, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Peterson Wealth Management serves individuals, families, and small organizations with discretionary portfolio management and advisory services for employer retirement plans. The firm employs a value-oriented investment process focused on fundamental analysis and free-cash-flow estimates to identify undervalued equities and fixed income opportunities, managing concentrated portfolios typically containing 10 to 50 positions.

Jess Bogumil is a financial advisor at Fluence Wealth Management LLC with a Series 65 credential and experience beginning in 2024. He is also a member of Fluence LLC, a CPA firm where he prepares tax returns and advises clients on tax, accounting, and business matters. Fluence Wealth Management LLC provides non-discretionary investment management and pension consulting primarily to defined contribution and defined benefit plans, as well as individual clients. The firm emphasizes diversified, risk-based asset allocation and conducts due diligence to recommend independent advisers for plan asset management while accepting ERISA fiduciary duties in its pension consulting services.

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.

Mohammad Rahman is the founder of Rubicon Global Halal Advisors LLC and holds Series 63, 65, and 66 licenses with 41 years of industry experience. He has led Rubicon Global Halal Advisors since 2003. Rahman is also the founder and president of the Institute of Halal Investing and the One Ummah Foundation, a nonprofit established in memory of his late son. Additionally, he has served as an adjunct lecturer at Portland State University. Rubicon Global Halal Advisors LLC is an independent Oregon-registered investment adviser that provides discretionary investment management and financial planning primarily to individual clients, as well as charitable organizations, corporations, and pension or profit-sharing plans. The firm focuses on aligning investments with clients’ financial and social objectives through tailored portfolio design and ongoing monitoring.

Steven Gradow is the principal of Gradow Capital Management, LLC, an independent firm based in Lake Oswego, Oregon. He holds a Series 65 designation and has 30 years of industry experience. He has led Gradow Capital Management since 2004. Gradow Capital Management serves individual clients, family foundations, trusts, estates, and charitable organizations with investment management and financial planning services. The firm employs a written Personal Investment Plan focused on asset allocation and risk controls, managing client accounts primarily on a discretionary basis with investment decisions driven by fundamental analysis across multiple asset classes.