After seven years of in and around this industry (as a marketer, consultant, and content creator... but never an advisor) I decided to hang my shingle and start Stoneholt Wealth. We're a fee-only financial planning firm that's built exclusively for high-income millennial couples with kids (I have three kids under 5... it's a crazy time). We help our clients with career transitions, concentrated wealth, variable sales income, liquidity events, and all the little stuff in between--if you can call buying a home "little". We cover everything from income strategy to investments to tax planning to insurance review, all in the name of taking this very important responsibility off your plate, so you can focus on the stuff that makes life better.

Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.

Joshua W. Tschirgi, CFP®, is the Principal and Lead Wealth Advisor at True Path Capital Strategies, LLC, which he founded in 2016 after five years in the industry. Josh works with people approaching retirement or already in it, using a structured process that coordinates retirement income, investments, tax considerations, and risk management into a single plan. Much of that work happens across disciplines. Retirement decisions rarely stay in one lane — a Roth conversion is a tax question, a beneficiary designation is a legal one, and a withdrawal strategy touches both. Josh coordinates directly with clients’ CPAs and estate attorneys so the pieces get decided together rather than in sequence, and so nobody is working from a partial picture. He holds the CERTIFIED FINANCIAL PLANNER™ certification, FINRA Series 7 and Series 66 registrations, and an Oregon life and health insurance license. Common areas of work include retirement income planning, Social Security timing, Roth conversion analysis, estate and charitable giving coordination, and long-term care planning. Clients meet with Josh by video, at their homes, or at a professional meeting space, whichever fits. His practice is based in the Portland metro area and serves clients across seventeen states. He and his wife, Melissa, are raising two children in West Linn. Outside the office he golfs, hikes, and follows the Ducks. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

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.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

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.

Mark Renard is a CFP® with 26 years of experience in the financial services industry. He is the sole advisor at MAR Financial, an independent firm he joined in 2025. His prior experience includes roles at Northwest Asset Management, Miracle Mile Advisors, Cantella & Co., Purshe Kaplan Sterling Investments, Johnstone Brokerage Services, and Wells Fargo Advisors Financial Network. Renard also assists clients with life and health insurance purchases on a limited basis. MAR Financial is a fee-only independent adviser serving high-net-worth individuals, businesses, and charitable organizations. The firm manages approximately $22 million and primarily offers discretionary investment management and financial planning through diversified portfolios using ETFs and mutual funds.

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 Certified Financial Planner® with nine years of industry experience, currently serving as the sole advisor at Crossroads Wealth Planning. He has worked at Crossroads Advisory LLC and Troy Reichlein CPA, LLC since 2018, and previously held a position at Exitus Technologies, Inc. He is also employed as a Certified Public Accountant at an unaffiliated public accounting firm, where he prepares tax returns and provides tax and accounting advice. Crossroads Wealth Planning offers fee-only, hourly financial planning and consulting to individuals and businesses, including high-net-worth clients. The firm integrates accounting and business advisory services within financial planning engagements and provides investment advice grounded in modern portfolio theory with a focus on passive, strategic asset allocation tailored to clients’ risk tolerance and objectives.

Shaun Christiansen is a financial advisor at Worry-In-Order with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Christiansen also manages an insurance brokerage practice that has been in operation since 2014. Worry-In-Order provides discretionary portfolio management and financial planning services to retail investors, including individuals, trusts, and employer-sponsored plan participants across both non-high-net-worth and high-net-worth segments. The firm employs a combination of passive and tactical investment strategies using mutual funds and ETFs, with custody and trade execution handled through Betterment and crypto custody through Gemini.

Bruce Keller is a CFA® charterholder and investment advisor with Total Assets Management, Inc. in Portland, OR, bringing 13 years of industry experience. He has been with Total Assets Management since 2013 and also works as a manufacturer's representative for ITT Enidine, communicating product information to structural engineers. Keller is employed full-time as a distribution clerk for the United States Postal Service, a role he maintains alongside his advisory work. Total Assets Management, Inc. provides discretionary investment management primarily for individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a long-term, contrarian equity-oriented strategy with low turnover, emphasizing preservation of purchasing power and selecting out-of-favor or regulation-impacted securities.

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, Oregon, with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Nike Inc. from 2015 to 2017. Red Sky Financial Planning serves professionals, business owners, corporate executives, and retirees by providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm incorporates tax preparation and tax-aware strategies into its planning process and emphasizes passive investment management using low-cost index funds and ETFs.

Douglas Albo is the sole advisor at Capital Income Management, LLC in Sherwood, Oregon, holding Series 63 and 65 licenses with 29 years of industry experience. He has led Capital Income Management since 2009. Albo contributes investment analysis and articles to Seeking Alpha, where he has built a following since 2010 and offers exclusive content through a subscription service. Capital Income Management provides individual account management for high-net-worth individuals, trusts, pensions, retirement plans, corporations, and endowments. The firm focuses on diversified portfolios of equity-based exchange-traded funds (ETFs) and closed-end funds (CEFs), using a proprietary relative-valuation model to guide investment decisions and actively manage these fund vehicles to pursue income while managing volatility.

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.

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.