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.

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.

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.

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.

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.

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.

Richard Dougall is a CFP® professional with 18 years of experience in financial advising. He is the principal and sole advisor at Encompass Financial Planning, where he has worked since 2017. Prior to that, he was with Northwest Wealth Advisors and operated Dougall Financial Group. Encompass Financial Planning is an independent registered investment adviser serving mid-career professionals, individual investors, trusts, and small businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement-plan advisory services, typically using long-term, asset-allocation oriented portfolios informed by modern portfolio theory and supplemented by fundamental and technical analysis.

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.

Ryan Murphy is a financial advisor with Pacific Coast Investment Advisors, LLC in West Linn, Oregon. He holds a Series 65 designation and has 12 years of industry experience. Murphy has worked exclusively with Pacific Coast Investment Advisors since 2012. Pacific Coast Investment Advisors provides investment advisory and portfolio management services along with financial planning to individuals, trusts, and small businesses. The firm manages a diversified portfolio primarily composed of U.S. common stocks, bonds, mutual funds, ETFs, and publicly traded REITs, using fundamental analysis and a preference for longer-term holdings.

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.

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.

John Burnside is the sole advisor at Burnside and Co. in Oregon City, OR, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Burnside Capital Management since 2004. Outside of his advisory role, he serves on the investment committee for the Archdiocese of Portland and participates as a parent representative on the Site Council at Scouters Mountain Elementary. Burnside and Co. provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and small business plan sponsors, managing approximately $30 million. The firm employs diversified, asset-allocation portfolios focused on low-cost index ETFs and mutual funds, combining fundamental and quantitative analysis with Modern Portfolio Theory, and offers comprehensive pension consulting with fiduciary services tailored to ERISA-covered plans.

Phyllis Carlton is a CFP® professional with 23 years of experience in financial planning and investment advice. She is the sole advisor at Carlton Advisors, LLC, an independent firm she has led since 2005. The firm provides non-discretionary financial planning and investment guidance to individuals, families, trusts, estates, and small businesses. Carlton Advisors emphasizes goal-focused, tailored advice across areas such as cash flow, retirement and estate planning, family business succession, and elder care. The firm employs a strategic core-and-satellite approach to asset allocation and offers services including portfolio second opinions and rebalancing assistance, while clients retain final decision-making authority and implement recommendations themselves.

Tracy Sherman is a financial advisor at Sherman, Young & Leavitt, LLC, holding a Series 65 designation. Sherman has no prior industry experience but worked at the Gates Foundation for 11 years before joining Michael Sherman LLC. Sherman, Young & Leavitt provides investment supervisory services to individuals, closely held businesses, and trusts as a fee-only adviser. The firm manages client portfolios primarily using mutual funds and exchange-traded funds, applying a combination of charting, fundamental, and technical analysis to construct portfolios tailored to each client's risk preference and financial position.

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.

John Child is a financial advisor at Sound Investment Management Inc with 30 years of industry experience and holds a Series 65 designation. He has been associated with Sound Investment Management, American Type Culture Collection, International Bioresource Group, and Bionexus Foundation for over 15 years. Sound Investment Management provides investment advisory and financial planning services to individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across about 131 client relationships, focusing on a non-discretionary investment approach with diversified portfolios and regular account reviews.

Warren Hastings is a CFA charterholder with 21 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals, historical valuations, and macroeconomic trends. Cascade Investment Advisors emphasizes managing to clients’ stated goals and maintains a compact team with firmwide CFA coverage.