Richard Steronko is a financial advisor with Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 credential and 18 years of industry experience. He has worked at Willamette Financial Advisors since 2015 and previously at Centaurus Financial, Inc. from 2015 to 2017. In addition to his advisory role, he serves as a social service specialist for the State of Oregon, providing social service referrals to dysfunctional families. Willamette Financial Advisors offers investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and emphasizes ongoing client reviews and educational resources, including retirement plan rollover analyses.

Andrew Ryan is a financial advisor at Ryan Financial Solutions, LLC with a Series 65 designation and three years of industry experience. He has worked at Ryan Financial Solutions since 2021 and has concurrent service in the Oregon National Guard since 2014. Prior to his advisory role, he was employed by the Sherwood School District from 2013 to 2021. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to individual public servants such as educators, firefighters, police, and military personnel, along with other individual clients. The firm employs a comprehensive approach that includes discretionary and non-discretionary portfolio management, retirement and estate planning, and integrates behavioral and technical analysis with technology tools including supervised artificial intelligence.

Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.

Justin Curtiss is a CFP® professional with six years of industry experience. He is currently with Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2022. His prior experience includes roles at Cambridge Investment Research, Inc., Sustainable Wealth Management Inc., and Landerholm, P.S. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable organizations, managing approximately $214.3 million for about 270 clients. The firm offers discretionary portfolio management combined with comprehensive financial planning, utilizing mutual funds and ETFs with periodic rebalancing and quarterly reviews.

Faisal Al Hashim is a financial advisor at Maxiam Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Maxiam Capital primarily serves high-net-worth individual investors, offering discretionary portfolio management and financial planning. The firm follows a top-down global macro investment approach and provides model portfolios with equity and fixed income benchmarks tied to the MSCI World Index and Bank of America Merrill Lynch Government/Corporate 7–10 Year Index, respectively.

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.

Kibwe Cuffie is a financial advisor at Portland Private Wealth Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Portland Private Wealth Management since 2018. Outside of his advisory role, he has extensive involvement in youth soccer organizations, including leadership positions at United PDX Soccer Club, Tualatin Hills United Soccer Club, and Southside Soccer Club. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized portfolio solutions, managing approximately $235 million in assets across over 400 client relationships.

Duane Bolinger is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Eldon Reese Advisory Group since 2022 and previously spent 12 years with Oneamerica Securities and American United Life. Outside of his advisory role, he serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, and employee retirement plan advisory services. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, utilizing mutual funds, ETFs, and individual securities, and offers services including financial coaching and business consulting.

Anika Hedstrom is a Certified Financial Planner (CFP®) with 12 years of experience in the financial industry. She has worked at Uplevel Wealth since 2021, following prior roles including five years at Vista Capital Partners and a brief period as self-employed. In addition to her advisory work, Ms. Hedstrom is an independent financial journalist who occasionally writes articles on market commentary and financial advice. Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a modern portfolio theory approach, focusing on passive, diversified portfolios with discretionary trading, and operates as a fee-only fiduciary with a small, two-advisor team.

Stuart Allen is a financial advisor with Allen Capital Management, LLC in Vancouver, WA, holding 20 years of industry experience. He has been with Allen Capital Management since 2005 and also serves as principal of Allen Trust Company, a role he has held since 1998. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm offers customized discretionary portfolio management and financial planning, emphasizing strategic asset allocation and a combination of fundamental, technical, and cyclical analysis.

Erik Miller is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Interactive Wealth Advisors since 2013, following prior roles at Confluence Wealth Management LLC and CMC Advisers, LLC. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 individual clients, including retirees, business owners, and executives. The firm provides ongoing wealth management and coordinated financial planning, employing a tactical, proactive asset-allocation approach that combines passive and active strategies across multiple asset classes.

Daniel Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ryan Financial Solutions, LLC since 2021. Prior to this, he worked at PepsiCo for four years and has been involved with Lynchwood Church of God for over a decade, where he leads music ministries on Sunday mornings. He is also a partner in a coffee consulting business advising his brother. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to public servants such as educators, firefighters, police, and military personnel, alongside other individual clients. The firm employs a structured four-step process and integrates various analytical methods and technology tools, including supervised artificial intelligence, to construct portfolios and offers a combination of retirement, insurance, and tax services.

Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with a Series 65 designation and one year of industry experience. He has held various roles in educational and church settings, including positions at George Fox University and Athey Creek Church. Rooted Financial Group provides investment advisory services to individuals, families, and institutional clients, offering discretionary and non-discretionary asset management, Unified Managed Account solutions, tax overlay services, and ERISA investment fiduciary services. The firm employs individualized asset allocation strategies and manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers.

Becky Vogt Lundeen is a CFP® with eight years of industry experience, currently serving as an advisor at Trihelix Wealth Collective in Portland, OR. Her prior experience includes roles at Northwestern Mutual and several independent advisory practices. Outside of financial advising, she is the owner of a non-financial business focused on writing a memoir and is involved in nonprofit event planning. Trihelix Wealth Collective provides financial planning and investment advisory services to individual clients, including high-net-worth households, and retirement plan sponsors. The firm specializes in tailored investment plans with an emphasis on medical-training financial planning and offers both discretionary and non-discretionary portfolio management.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Blaine Burnett is a financial advisor at Eldon Reese Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Great Oak Financial Group and Cetera Advisors LLC. Outside of his advisory role, Burnett owns and manages a horse barn in Canby, Oregon. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting with an emphasis on long-term, asset-allocation strategies and tailored client solutions.

Mary Minshall is a financial advisor at Encompass Wealth Advisors, LLC in Portland, OR, holding a Series 66 designation with 26 years of industry experience. She has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments since 2014. In addition to her advisory role, she is a commissioned notary public, providing document notarization services to clients. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management, implementing tailored investment plans with ongoing monitoring and utilizing a mix of mutual funds, individual securities, independent managers, and select held-away assets.

Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.

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.

Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.