Jason Polansky is a CFA® charterholder with 24 years of experience in the financial industry. He has been the sole advisor at J.P. Capital Management, Inc. since 2006. J.P. Capital Management, Inc. is an independent advisory firm that provides fee-only investment management and financial consulting to individuals, businesses, trusts, and estates. The firm uses a combination of proprietary strategies, including broadly diversified long-term allocations and dynamic trading approaches, and manages portfolios with a range of instruments such as equities, options, bonds, commodity interests, and select cryptocurrencies.

Micah Weiss is a financial advisor at Tandem Financial Planning LLC in Springfield, Oregon. He holds a Series 65 designation and began his advisory career in 2024. Prior to his work in financial planning, Weiss has been an area manager at Fall Creek Farm and Nursery Inc., a farm and nursery business, since 2017. Tandem Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm emphasizes long-term, evidence-based asset allocation and tax-aware implementation, offering both ongoing planning and project-based engagements on a fee-only basis.

Stephen Mallery is the principal of Mallery Financial in Eugene, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KMS Financial Services, Inc. from 2013 to 2020. Outside of his advisory role, he serves on the board and as treasurer for Skipping Stones Magazine, participates on the budget and finance committee for Food for Lane County, and is a board member at large for the Financial Planning Association of Mid-Oregon. Mallery Financial provides investment management, financial planning, insurance consulting, and retirement plan consulting to individuals, trusts, businesses, and non-profits. The firm serves a small client base and offers tailored discretionary and non-discretionary portfolio management, utilizing approaches such as direct indexing and AI-assisted trading.

Todd Mann is a Series 66-licensed financial advisor with seven years of industry experience. He is the principal of T. Mann Financial in Springfield, OR, and has previously worked at firms including Brookwood Investment Group LLC and Belpointe Asset Management. In addition to advisory services, he is involved in property and casualty insurance services through a related business he manages. T. Mann Financial provides portfolio management and financial planning to individuals, families, business owners, corporations, and retirement plans. The firm uses a combination of modern portfolio theory and technical analysis, offering tiered investment programs and access to strategies such as borrowing, derivatives, direct indexing, and private placements, serving a diverse client base that includes pension plans and corporate clients.

Victor Schramm is a financial advisor at Chaim Investment Advisors LLC in Eugene, OR, holding a Series 65 designation with 11 years of industry experience. He has been with Chaim Investment Advisors since 2014. Chaim Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/employee benefit plans. The firm customizes Investment Policy Statements for clients and employs both fundamental and cyclical analysis alongside modern portfolio theory, offering discretionary management and pension consulting services that include 401(k) plans.

Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!

Wayne Lottinville is a CFA charterholder and registered investment advisor with 16 years of industry experience. He has led Cascadia Investment Consultants since 2003, an independent advisory firm based in Eugene, Oregon. Cascadia Investment Consultants provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, conservatorships, and private trusts and estates. The firm uses a top-down, diversified investment approach focusing on low-cost mutual funds, ETFs, and certificates of deposit, supplemented by individual stocks and bonds when appropriate, and develops written investment plans tailored to each client.

Cindy Kleiner is a CFP® with nine years of experience in financial advising. She has been with Guiding Financial, LLC since 2017 and previously worked at Physicians Family Financial Advisors, Inc. from 2015 to 2017. Outside of advising, she owns and manages the McKenzie General Store, a combined store and restaurant, and also works as an administrative assistant at a physician firm. Guiding Financial provides individualized financial planning and coaching, primarily through a six-month comprehensive program, and offers ongoing investment management by coordinating with third-party managers. The firm serves individual clients and employer plan sponsors, focusing on low-fee, tax-advantaged passive strategies and is notable for its specialized retirement plan services.

Joshua Stroud is a financial advisor with Reign Wealth Logic in Eugene, OR, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Liberty Partners Capital Management and multiple affiliated entities focused on wealth, risk, and tax strategies. He is also president of the Ujamaa Financial Literacy Collective, a nonprofit focused on financial education. Reign Wealth Logic is an independent, single-advisor firm serving individual clients, pension and profit-sharing plans, and business entities. The firm provides tailored written financial plans and consulting, referring clients to third-party managers for discretionary asset management, and supports insurance and tax planning through affiliated businesses.

Kevin Greig is a financial advisor based in Eugene, OR, with 23 years of industry experience. He holds a Series 66 designation and has operated his own firm, Greig, Kevin P, since 2014. In addition to advisory services, he maintains an active accounting practice. His firm provides advisory services to individuals, trusts, pension plan accounts, and retirement plan trustees, focusing on selecting and monitoring third-party investment advisers on a non-discretionary basis. The firm combines financial planning with accounting and tax services, while relying on third-party managers for investment management and account administration.

Alan Houck is a financial advisor at Financial Facilitators, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Houck Evarts & Company LLC since 2003 and at CIBC World Markets since 1998. Houck is also a licensed CPA and Personal Financial Specialist who owns a certified public accounting practice. Financial Facilitators, Inc. provides investment advisory and supervisory services primarily on a non-discretionary basis, serving individuals, corporations, trusts, and retirement plans. The firm employs an asset-allocation framework and utilizes mutual fund and third-party money managers for portfolio management while maintaining regular reporting and due diligence through affiliated broker-dealers.

Catherine Woodman is a CFP® with 25 years of industry experience. She is the principal advisor at Holon Wealth Management and also serves as a principal advisor at Impact Investors, Inc. Her prior work includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Holon Wealth Management provides discretionary investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily passive, index-based investment approach integrated with fundamental, technical, and cyclical analysis, along with ESG materiality assessments, and offers ongoing account supervision and proxy-voting aligned with clients’ governance and sustainability goals.

Charles Bales is a financial advisor at Whitewater Wealth in Eugene, Oregon, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He founded Whitewater Wealth in 2013 and is the sole advisor at the firm. Outside of his advisory role, he is an owner of PARADISE WAITS, LLC, an LLC associated with IRA real estate investments. Whitewater Wealth is an independent registered investment adviser offering asset management, financial planning, estate planning, charitable giving consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages assets through a wrap fee program and uses a blend of fundamental, technical, and cyclical analysis, with services tailored to each client, including work with accredited investors and pension plan sponsors.

Nandi Pathefinder is the principal advisor at Nandi Pathefinder & Flourish Financial Group in Eugene, OR, holding the ChFC® designation with 17 years of industry experience. They have worked with Mass Mutual Life Insurance Company since 2008 and have been self-employed since 2003. Outside of financial advising, Nandi coaches individuals, consults organizations, and engages in speaking, performing, and business incubation, having founded several groups including the Alliance of Neo-Tribalism and the Church of Narrativism. Flourish Financial Group serves individual and high-net-worth clients with investment management and financial planning, employing a diverse investment approach that includes charting, fundamental and technical analysis, and impact/ESG considerations. The firm offers customized portfolio construction, goal-based planning, and consulting services, with active account monitoring and discretionary management where agreed.

Steven Curtis is the sole advisor at Insight Investment Solutions in Eugene, OR, holding a Series 65 license with 13 years of industry experience. He has been with Insight Investment Solutions since 2012 and also operates Insight Tax Solutions, a tax-related business, since 2009. Insight Investment Solutions is an independent registered investment adviser serving individuals, high-net-worth clients, families, and trusts with fee-based discretionary portfolio management, integrated financial planning, and hourly investment advising. The firm’s investment process incorporates fundamental, economic, and technical analysis, with asset allocation guided by documented suitability factors, and offers both diversified portfolios and individual stock options depending on account size.

Michael Syman Degler is a CFP® with 28 years of industry experience. He has worked at Farmers Insurance & Financial Services and Farmers Financial Solutions before joining Syman-Degler Group, LLC, where he has been since 2018. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer plan sponsors and participants, providing portfolio management, financial planning, and assistance with IRAs and college-savings accounts. The firm operates on a non-discretionary basis, emphasizes mutual-fund allocations, and uses platforms such as American Funds and Charles Schwab to implement investments.

John Oeming is a financial advisor with NW Advisory in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Aegis Capital Corp and CommonWealth Financial Network, as well as operating The Oeming Group. Outside of advisory work, he is involved in fixed insurance sales. NW Advisory provides ongoing investment management and financial planning services primarily to individuals and high net worth clients. The firm employs long-term investment strategies aligned with client goals and emphasizes estate planning education through third-party software, while recommending that client assets be held with independent custodians.

Cameron Martin is a financial advisor with Martin Capital Partners, LLC in Eugene, OR, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Martin Capital Partners since 2010 and previously worked at WCM Investment Management, LLC. Cameron also serves as the Chief Investment Officer for Martin Capital Partners, which is scheduled to dissolve at the end of 2024. Martin Capital Partners provides discretionary portfolio management to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, charitable organizations, and other registered investment advisers. The firm’s investment approach emphasizes bottom-up fundamental analysis of high-quality, dividend-paying companies with durable dividend cultures, and it offers both direct and sub-advisory services.

Locke Bielefeldt is a CFP® with 10 years of industry experience, currently serving at Evergreen Wealth Partners LLC since 2025. He previously worked at Willamette Wealth Partners, LPL Financial LLC, and operated his own firm, Bielefeldt Financial Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily composed of ETFs, mutual funds, equities, and bonds, managing assets on a discretionary basis with regular reviews.

Paul Dunckel is a CFP® professional with eight years at Syman-Degler Group, LLC and a total of 21 years of industry experience, including 17 years at Aronberg Goldgehn Davis & Garmisa. He is based in Eugene, OR. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, and assistance with IRAs and college savings accounts. The firm operates on a non-discretionary basis, emphasizing mutual fund allocations and uses platforms such as American Funds and Charles Schwab for investment implementation.