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.

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.

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.

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.

Gretchen Stangier is a CFP® professional with 26 years of industry experience. She has led Gretchen Stangier, Inc. since 2009 and holds Series 63 and Series 65 licenses. Stangier Wealth Management, where she is a principal, is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a Modern Portfolio Theory approach with diversified allocations and uses both internal and third-party portfolio management, offering educational seminars and disclosing performance results.

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.

Wai Ngan Yu is a CFP® professional with 19 years of industry experience, currently serving at Summa Global Advisors, LLC since 2009. Located in Clackamas, OR, Yu holds Series 63 and Series 65 licenses. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across 130 client relationships. The firm offers tailored portfolio and wealth management, combining passive index exposures with active managers and specialized strategies such as Separate Account Managers and boutique equity and fixed-income solutions.

Keith Johnson is a financial advisor at Inman Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Purshe Kaplan Sterling Investments and a long tenure at Inman Financial Services dating back to 2008. Inman Financial Services, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental analysis and modern portfolio theory with a focus on long-term investment strategies, offering both discretionary and non-discretionary management tailored to clients’ risk tolerance and financial goals.

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.

Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.

Kent Batley is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of Batley & Associates, where he has worked since 2000. The firm provides portfolio management and financial planning primarily for individual investors, as well as charitable institutions, foundations, and endowments. Batley & Associates employs a long-term, buy-and-hold investment approach driven by fundamental analysis, with a focus on retirement funds and mutual funds. The firm manages accounts on a discretionary basis and uses custodial services through Charles Schwab.

Carol Young is a financial advisor at Stangier Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and systematic rebalancing, often utilizing third-party portfolio managers while maintaining internal management capabilities.

Ashley Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

Samuel Skreen is a CFP®-certified financial advisor with six years of industry experience. He is currently with Newbore Wealth Management, Inc., where he has worked since 2019, and has prior experience at Academy Mortgage Corporation and Guild Mortgage Company. Newbore Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and retirement plan participants, including clients referred through unaffiliated credit unions. The firm employs diversified, asset-allocation strategies with a focus on financial planning and tax considerations, managing accounts primarily on a discretionary basis with periodic reviews.

David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.

Amy Candioto is a financial advisor at Stangier Wealth Management with a Series 65 designation and over 11 years of industry experience. Her prior roles include positions at Pacificor LLC and Marquis Companies. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and uses both internal management and third-party portfolio managers, offering educational seminars and maintaining formal compliance and reporting practices.

Valerie Tucker is a financial advisor at Summa Global Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Summa Global Advisors since 2014. Prior to that, she was employed by the Colton School District from 2019 to 2024. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across about 130 client relationships. The firm offers portfolio and wealth management alongside financial and retirement planning, utilizing a combination of ETFs, mutual funds, individual equities, bonds, and Separate Account Managers tailored to client needs.

Michelle Rand is a CFA® charterholder with 28 years of industry experience. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals and macroeconomic trends. Cascade maintains a compact team of professionals who all hold the CFA charter and provide ongoing portfolio monitoring and annual reviews aligned with clients’ investment policy statements.