Ellen Johnson is a financial advisor at Thistle Wealth with a Series 65 designation and two years of industry experience. She previously worked at Clarity Wealth Development and has a background that includes roles outside of finance, such as at Integrated Food Engineering and Stahlbush Island. Thistle Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and family trusts. The firm offers discretionary investment management and comprehensive financial planning, employing a blend of passive and active strategies based on modern portfolio theory, and provides tailored services including retirement, estate, tax-aware investment analysis, and business planning.

Rahul Shah is a financial advisor at Red Spruce Capital, LLC in Corvallis, OR, with 17 years of industry experience. He holds a Series 65 designation and has been with Red Spruce Capital since 2014. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing strategies in separately managed accounts and manages approximately $257 million across 143 client accounts.

Greg Bachman is a CFP® and CFA® with 28 years of experience in financial services. He has been with Spectrum Strategic Capital Management, LLC since 2016 and has prior experience at Purshe Kaplan Sterling Investments. Bachman serves as a volunteer board member and finance committee member for Lumina Hospice and Palliative Care. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm offers financial planning, portfolio construction, discretionary investment management, and retirement-plan advisory services, utilizing IPS-driven portfolios across customized, enhanced index, and unconstrained strategies.

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Benjamin Meeker is a financial advisor at Spectrum Strategic Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and also operates a CPA tax and accounting practice as the sole owner of Scott Meeker CPA PC. Meeker has worked at Spectrum Strategic Capital Management since 2008 and has been involved in multiple related business activities including an insurance agency. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities by offering financial planning, portfolio construction, and discretionary investment management. The firm employs IPS-driven portfolios with strategies ranging from customized investment management to enhanced indexing and a speculative alpha strategy for qualified investors.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

Dorann Hurley is a financial advisor at Hurley Financial Group, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management, Inc. since 2007 while also operating Hurley Financial Group since 1987. Outside of advisory work, she has sales roles with B3 Science Bands and EternalPure. Hurley Financial Group serves primarily high-net-worth individuals and households nearing or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm constructs globally diversified portfolios with a mix of core equity and bond allocations, tactical absolute return strategies, and non-traded assets, delivering ongoing portfolio oversight and research communications through the Schwab Advisor Services platform.

Aaron Rivers is a financial advisor at Spectrum Strategic Capital Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Stover, Neyhart, Yee & Co. from 2022 to 2024. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and businesses, offering financial planning, portfolio construction, and discretionary investment management through IPS-driven strategies.

Brian Donne is a financial advisor at Vantage Wealth Management LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously operated Brian Donne Insurance Agency LLC for 16 years. Donne serves as a board member for Calvary Corvallis, a nonprofit church, where he participates in budget oversight and board meetings. Vantage Wealth Management primarily serves individual clients, including high-net-worth households, as well as charitable organizations and businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, employing a range of analytical methods and managing diverse asset types.

Kekoa Pfau is a financial advisor at The Freyr Group with two years of industry experience. He holds the Series 66 designation and previously worked at GPS Wealth Strategies Group and LPL Financial LLC. Outside of his advisory role, he operates Motive Works, a website creation business. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individual clients and plan sponsors. The firm manages approximately $53 million across about 78 clients, serving both high-net-worth and non-HNW individuals with a strategy that incorporates fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Eric Cheney is a CFP® with 14 years of industry experience, currently serving as an advisor at Vantage Wealth Management LLC since 2024. He has also worked at Turman Financial Group, LLC since 2015. Cheney holds a life, health, and fixed insurance license obtained in 2011 and is a licensed independent insurance agent. Vantage Wealth Management LLC is a small advisory firm managing approximately $48.6 million in assets, serving individuals, charitable organizations, and businesses. The firm provides both discretionary and non-discretionary portfolio management and financial planning, utilizing a blend of technical, fundamental, and cyclical analysis alongside modern portfolio theory.

Keith Marshall is a CFP® with 10 years of experience, currently serving as a financial advisor at Hurley Financial Group, Inc. He has worked at Hurley Financial Group and Geneos Wealth Management since 2014. Outside of his advisory role, he serves as a board member of OnBelay Ministries and holds a notary public commission. Hurley Financial Group primarily serves high-net-worth individuals and households approaching or in retirement, offering comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning for tax, wealth transfer, charitable gifting, and education funding. The firm constructs diversified global portfolios using core equity and bond allocations, absolute return strategies, and non-traded assets, while providing ongoing portfolio monitoring and quarterly research communications.

Brandon Konda is a CFP® professional with 18 years of industry experience, currently serving at The Freyr Group since 2024. His prior experience includes roles at Spc and Parkland Securities, LLC from 2010 to 2024, and he manages an affiliated insurance business offering life and non-variable insurance products. Outside of his advisory work, he participates in community activities as a Finance Subcommittee member of the Benton County Community Foundation, serves as secretary for the local Little League board, and is President of the Fairway View Estates HOA in Corvallis, OR. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors, managing approximately $53 million across about 78 clients. The firm employs a multifaceted investment process incorporating fundamental, technical, cyclical, and Modern Portfolio Theory analyses, and uses options, margin, and borrowing strategies within discretionary accounts.

Megan Schneider is a financial advisor at Hurley Financial Group, Inc. in Corvallis, OR, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Hurley Financial Group since 2004 and Geneos Wealth Management, Inc. since 2007. Hurley Financial Group primarily serves high-net-worth individuals and households approaching or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm employs a diversified global portfolio approach and offers ongoing client relationship management through the Schwab Advisor Services platform.

Daniel Thom is a financial advisor at Hurley Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hurley Financial Group and Geneos Wealth Management, among other firms. Outside of his advisory work, he is involved in furniture flipping and is a notary public. Hurley Financial Group primarily serves individual and high-net-worth households at or nearing retirement, offering comprehensive wealth management services including investment management and advanced planning. The firm manages approximately $407 million in discretionary assets and constructs globally diversified portfolios combining core equities and bonds, tactical strategies, and non-traded assets.

Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning. I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).

James Frazier is a CFP® with 24 years of experience in financial advising. He has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investments, managing approximately $2.05 billion through a team of 24 advisors.

Alena Zaffery is a financial advisor at Clarity Wealth Development, LLC in Corvallis, OR, holding Series 65 and Series 63 designations with one year of industry experience. Her prior roles include positions at Northwestern Mutual and KDFG & Associates LLC. Outside of finance, she has worked in the brewing industry with Block 15 Brewing. Clarity Wealth Development is a five-advisor firm serving individuals and families, including high-net-worth clients, through comprehensive financial planning and discretionary portfolio management. The firm applies Modern Portfolio Theory and model-based allocations tailored to client risk profiles and personal values, utilizing a diversified mix of equities, fixed income, mutual funds, ETFs, and alternative investments.

Michelle Onaka is a financial advisor at Clarity Wealth Development, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Nectarine and Clarity Wealth Development since 2023. Outside of her advisory role, she is the founder of Intentional Money Life, a financial education and coaching business based in Corvallis, Oregon. Clarity Wealth Development, LLC manages approximately $170 million for around 235 individual, high-net-worth households and small business clients. The firm provides comprehensive financial planning and discretionary portfolio management using diversified, long-term strategies primarily based on Modern Portfolio Theory.

Shane Littleton is a financial advisor at Clarity Wealth Development, LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Catholic Charities SF, the Pontifical North American College, and the Bethlehem University Foundation. Clarity Wealth Development manages approximately $170 million for individual, high-net-worth households and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs Modern Portfolio Theory with diversified mutual fund and ETF strategies, providing multiple engagement structures and maintaining a fee-only policy.