Heidi Jeromanovs is a CFP® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC. She previously worked at Vision Capital Management and Key Private Bank. Jeromanovs is a board member of CASA Clackamas County, a nonprofit organization. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, incorporating fundamental and macroeconomic research as well as artificial intelligence in its investment decisions.

Megan Richardson is a CFP® with 10 years of industry experience. She is currently with Evergreen Capital Management LLC and has previously worked at Allium Financial, Horst & Graben Wealth Management, CGC Financial Services, and Royal Alliance Associates. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental and macroeconomic analysis alongside third-party research and selective artificial intelligence.

Tygue Howland is a Series 65 licensed advisor at Evergreen Capital Management LLC with six years of industry experience. He has worked at Evergreen Gavekal since 2019 and previously was affiliated with the Portland State University Foundation from 2016 to 2019. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental, fund-flow, and macroeconomic analysis along with third-party research and selective artificial intelligence.