Daniel Retzlaff is a financial advisor at Rock Creek Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley and Citigroup Global Markets. Retzlaff has experience providing investment advisory services through Cross Financial Advisors, LLC, an independent advisory firm. Rock Creek Wealth Management focuses on serving corporations, partnerships, charitable organizations, and other non-retail entities by offering discretionary investment supervisory services, financial planning, and retirement-plan advice. The firm employs asset allocation and fundamental analysis while engaging third-party independent managers as part of its investment process.

Robert Zagunis is a financial advisor at Keturi Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jensen Investment Management for 25 years before joining Keturi. Keturi Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment horizon, managing portfolios across equities, non-U.S. securities, fixed income, and cash management.

Scott Theodorson is a CFP® professional with 34 years of industry experience. He has worked at VergePointe Wealth Management, LLC since 2019 and previously spent 14 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance representative authorized to sell insurance products from various companies. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, investment consulting, and financial planning with a focus on coordinated fiduciary services.

Scott Roberts is a financial advisor at VergePointe Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with VergePointe since 2009. Roberts is also involved as managing director of VergePointe Transactions, LLC, a consulting firm focused on mergers and acquisitions, and serves on multiple corporate boards as well as on the council board for East Hill Church. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, utilizing fundamental and technical analysis alongside a mix of public and private investment vehicles, with an emphasis on coordination of investment, tax, estate, and liquidity planning.

David Newbore is a CFP®-designated financial advisor with 28 years of industry experience. He serves as principal advisor at Newbore Wealth Management, Inc., which he founded in 2020, and has also worked with LPL Financial since 2002. Newbore Wealth Management provides investment management and financial consulting services to individuals, high net worth clients, trusts, and clients referred by unaffiliated credit unions. The firm manages approximately $200 million on a discretionary basis for about 528 clients, employing a diversified investment approach that integrates financial planning with portfolio management and utilizes both long-term and shorter-term trading strategies.

Todd Newell is a financial advisor with Miller Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Miller Financial Group since 2015. Miller Financial Group is a small, fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds with actively managed investments and maintains discretionary trading authority and a timing service to adjust portfolios based on market conditions.

Stacee Love Malcolm is a financial advisor with Nexus Strategic Wealth in Tualatin, OR, holding Series 66 and Series 63 credentials and over 26 years of industry experience. Her prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Type A Financial. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting services primarily to families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers services including asset allocation, retirement planning, business and estate planning, and divorce-resolution financial analysis, operating with a two-advisor team and focusing on specialized client needs rather than a broad retail base.

Colin Williams is a CFP® professional with over 21 years of industry experience. He is affiliated with Encompass Wealth Advisors, LLC and Purshe Kaplan Sterling Investments, where he has worked since 2014 and 2017 respectively. Outside of his advisory roles, Williams serves as president and director of the Cornell Star & Crescent Foundation, a college literary nonprofit. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a tailored investment approach utilizing mutual funds, individual securities, and Independent Managers, conducting regular account reviews and ongoing manager oversight.

Trevor Bruno is a financial advisor at ROI Financial in Beaverton, OR, holding a Series 65 credential with five years of industry experience. He has worked with ROI Financial Advisors since 2020 and ROI Tax, LLC since 2021. In addition to his advisory role, he is a licensed tax preparer and part-owner of ROI Tax, where he assists with tax return preparation during tax season. ROI Financial serves individual and high-net-worth clients, business owners, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, charting, and cyclical analyses and provides services including margin transactions, short sales, and options writing, with custodial relationships primarily at Schwab Institutional.

Thomas Walker Jr. is a financial advisor at Rooted Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, LPL Financial, and FSC Securities Corp. He is also affiliated with DMK Advisor Group as a financial advisor. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, offering discretionary and non-discretionary asset management along with specialized tax and ERISA investment fiduciary services. The firm manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and an overlay manager for trading and rebalancing.

David Sullivan is a financial advisor at Settlement Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance, MassMutual Financial Group, and MML Investors Services. He has engaged in insurance sales alongside his advisory work. Settlement Capital Advisors provides discretionary portfolio management primarily to individuals, small businesses, and trusts, focusing on dividend-yielding equities and dollar-cost averaging within a limited range of investment options. The firm manages accounts on a fiduciary basis with quarterly reviews and offers tailored solutions including rollover advice and tax considerations.

Petr Burunov is a financial advisor with Ambassador Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at LPL Financial and has operated Ambassador Wealth Management since 2009. In addition to advising, he provides tax preparation and bookkeeping services through Ambassador Tax Consultants, LLC, a business he has managed since 2013. Ambassador Wealth Management offers discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, equities, debt instruments, and private placements, managing accounts on a discretionary basis with regular reviews.

Michael Handy is a financial advisor at Handy & Company Financial Advisors, Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with the firm since 1996. Outside of his advisory role, he is president and a practicing CPA at Handy & Reagan LLC, a CPA firm located in the same office as his advisory business. Handy & Company Financial Advisors is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans with a focus on long-term, broadly diversified portfolios. The firm integrates investment management with tax planning and preparation through its affiliated CPA practice, emphasizing tax-aware implementation and ongoing distribution planning.

William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.

Micah Dorr is a CFP® with seven years of industry experience, currently serving at Inman Financial Services, Inc. since 2018. Prior to joining Inman, he worked at Farmers Insurance from 2014 to 2018. Inman Financial Services, Inc. provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading focus to tailor investment strategies based on client risk tolerance, time horizon, and liquidity needs.

Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.

Andrew Smith is a financial advisor with Consolidated Financial Management Corp. in Beaverton, OR. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Golden State Wealth Management, LLC and LPL Financial, LLC. He has a background that includes involvement with Gonzaga University and Skyhawks Sports Academy. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, and business entities, focusing on written plans, implementation support, and ongoing consulting without managing client assets. The firm’s approach includes fundamental and technical analysis, recommending asset allocation and a buy-and-hold strategy with periodic reallocation as needed.

Alejandra Peaña is a financial advisor at Modernist Financial, LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. She has worked at Modernist Financial since 2021 and has previous experience with B-Line Urban Delivery, Presidio Graduate School, and the Karuna Foundation. Modernist Financial is a registered investment adviser serving individuals, families, trusts, estates, and small businesses, with a focus on high-net-worth clients. The firm provides customized, long-term portfolio management and financial planning, utilizing low-cost funds and third-party sub-advisors to emphasize cost management, tax efficiency, and discretionary implementation.

Nathan Reagan is a financial advisor at Handy & Company Financial Advisors, Inc. with 12 years of industry experience. He holds the PFS™ designation and has been with Handy & Company since 2013. In addition to his advisory role, he is a tax partner at Handy & Reagan LLC, a CPA firm, where he dedicates significant time. Handy & Company Financial Advisors is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plan participants. The firm uses a long-term, broadly diversified asset-allocation approach and is notable for its integration with an affiliated CPA firm, providing clients with coordinated tax and financial planning services.

Frederick Payne is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Swiftwater Capital. He founded Northwest Capital Management, where he worked for 25 years, and is involved in developing educational materials through 4LNA LLC. Swiftwater Capital provides fee-only investment management and cash flow planning primarily to individual investors nearing or in retirement, focusing on succession planning and estate administration. The firm integrates legal and tax expertise with its investment approach, offering specialized services such as the Succession Management: Planning & Legacy (SMPL) Audit.