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.

David Rasmussen is a financial advisor with Catalyst Financial NW Corporation in Gresham, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with American Service Corp. since 2011. Outside of his advisory role, Rasmussen owns and operates a wholesale tree farm, Red Barn Nursery, LLC. Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses no-load mutual funds with a focus on long-term investments and customizes portfolios based on client objectives and risk tolerance.

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.

Michael Baltzell is a CFP® with 21 years of industry experience, currently serving at Columbia River Financial Group since 2017. Prior to this, he worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2017. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically on a discretionary basis, and employs a portfolio construction approach that incorporates both quantitative and qualitative analysis across a broad range of investment instruments.

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.

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.

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.

Matthew Presjak is a financial advisor at Encompass Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance needs as a licensed insurance agent. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and wealth management, employing tailored investment plans that include mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly account reviews.

Kelly McDermott is a CFA® charterholder with one year of experience at Serene Point Advisors LLC and eleven years of self-employment prior to joining the firm. McDermott holds the Series 63 designation and is based in Lake Oswego, Oregon. Serene Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, and institutional entities. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis, as well as options and sub-adviser relationships.

Katherine Fox is a CFP® with seven years of industry experience, currently serving as an advisor at Sunnybranch Wealth LLC in Portland, OR. She previously worked at Arnerich Massena and is the founder of Sunnybranch Philanthropy LLC, a firm providing philanthropic advice and guidance. Fox also contributes articles on financial planning and charitable giving as a consultant for theSkimm, Inc. Sunnybranch Wealth LLC serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm employs a fiduciary approach combining passive and active strategies, emphasizes philanthropy and intergenerational planning, and provides educational workshops alongside integrated written financial planning for wealth management clients.

David Inman is a financial advisor at Inman Financial Services, Inc. in Portland, OR, with 43 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments and Security First Advisors before and during his tenure at Inman Financial Services, where he has worked for over three decades. He is also a licensed insurance agent involved in fixed annuity and life insurance sales. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement, college, tax, and estate planning. The firm uses fundamental analysis and modern portfolio theory within a long-term trading framework and tailors portfolios based on each client’s goals and risk tolerance.

Mark Bernazzani is a CFP® professional with 11 years of industry experience, currently serving as an advisor at My Personal CFO, LLC since 2018. Prior to this, he worked at Brighton Jones LLC from 2013 to 2018. He holds the Series 63 license and is based in Vancouver, WA. My Personal CFO serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and behavioral finance, utilizing institutional mutual funds, ETFs, and, when appropriate, options and alternative investments.