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.

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.

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.

Sandra Wagner is a CFP® with 24 years of industry experience and operates Wagner Planning, a firm she has led since 2011. Her prior roles include positions at Securities America, Inc. and SII Investments, Inc. She serves as chair of finance and a board member at Veritas School, a private school in Newberg, Oregon. Wagner Planning provides tailored financial planning and investment advice to individual clients, including high-net-worth households. The firm uses proprietary model portfolios and a systematic asset-allocation process, combining mutual funds, ETFs, REITs, individual equities, and bonds with a primarily long-term buy-and-hold strategy.

Garrett Porter is a financial advisor at Soaring Investment Management, LLC in Portland, OR, holding a Series 65 designation. He has one year of industry experience, including prior roles at Cambridge Investment Research Advisors Inc and Strategic Wealth Design. Before entering the financial industry, he served six years in the United States Navy. Soaring Investment Management advises individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes multiple analytical methods to construct portfolios that may include a wide range of securities, and it serves clients with no stated account minimum and a capped hourly pricing model for financial planning.

Anthony Gaskill is a financial advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 65 and Series 66 credentials with one year of industry experience. He has been with MKG Financial Group since 2026. MKG Financial Group provides discretionary portfolio management services to individuals, including high-net-worth and non-HNW clients, as well as institutional and fiduciary clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes U.S. small- to mid-capitalization equity strategies through a research-oriented, top-down process that blends technical and fundamental analysis.

David Erlandson is a CFP® professional with 16 years of experience in financial advising. He has been with Erlandson Wealth Management since 2011 and has longstanding roles at IDS Life Insurance Company and Nike International. Erlandson Wealth Management serves individual and high-net-worth clients through a wrap-fee program, offering investment management alongside financial and college planning services. The firm employs a non-discretionary approach focused on asset allocation across mutual funds and ETFs, combining fundamental and cyclical analysis with both long- and short-term trading strategies.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC with 9 years of industry experience. He has been with Acentrus since 2015 and holds Series 63 and Series 65 designations. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients, utilizing proprietary model portfolios that integrate macroeconomic analysis, quantitative screening, and traditional investment tools. The firm offers discretionary account management and employs advanced trading strategies, including option writing and short sales.

Maximillian Morgan is a financial advisor with LookAhead Wealth LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Titus Financial, Inc. and Investment Design Management. Outside of finance, Morgan is involved in the management and bookkeeping of Luxe Atelier, a luxury skincare spa in Lake Oswego, Oregon, in which he holds a beneficial ownership interest. LookAhead Wealth LLC is a fee-only investment adviser serving retail and institutional clients with discretionary portfolio management. The firm manages approximately $45 million in assets and offers customized strategies combining low-cost passive exposures with targeted active management, along with retirement planning and tax-aware oversight.

Zhe Liao is a financial advisor with Westlake Wealth Management, LLC in Portland, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Westlake Wealth Management since 2012. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers 401(k) plan services, combining fundamental and technical analysis across various asset classes, and manages accounts on a discretionary, fee-only basis with institutional-style plan support despite its small, two-advisor structure.