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.

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.

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.

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.

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.

Aaron Muhs is a financial advisor at Catalyst Financial NW Corporation in Gresham, Oregon, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Service Corp. since 2013. Outside of his advisory role, he is also an agent and limited partner at Catalyst Financial’s insurance agency, offering various insurance products including accident and health, disability, and life insurance. Catalyst Financial NW Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term investments primarily through no-load mutual funds, tailoring portfolios to client objectives and risk tolerance, and manages approximately $233 million in assets.

Thomas Hamlin is the founder and CEO of Somerset Wealth Management, LLC in Portland, OR, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with multiple Somerset-related entities since 2008, including roles in consulting and insurance services. Outside of his advisory work, Hamlin leads Somerset Charitable, a nonprofit group that distributes grants to various charities. Somerset Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a tactical asset-allocation approach using institutional-style managers and offers access to annuities, private placements, and third-party money managers.

Mohammad Rahman is a financial advisor with Rubicon Global Group and Rubicon Global Advisors, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Rubicon Global Halal Advisors LLC since 2003, with prior roles at Baker Ellis Asset Management LLC and Wells Fargo Clearing. Rahman is the founder and president of both the Institute of Halal Investing and the One Ummah Foundation, a nonprofit established in memory of his late son. He has also served as an adjunct lecturer at Portland State University. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning financial goals with clients’ social and religious values through customized portfolios and a one-on-one advisory process.

Gregory Barker is a CFP® with 22 years of industry experience. He is a principal at Barker Wealth Management, LLC in Camas, WA, where he has worked since 2015. Prior to this, he spent eight years at Clark Nuber P.S. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm emphasizes fundamental analysis and asset allocation to build diversified portfolios using individual securities and funds, delivering investment supervisory services on a continuous discretionary basis and planning services on a non-discretionary basis.

Stacy Sizemore is a financial advisor at TRU Independence Asset Management 2, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sanctuary Securities, Inc., Sound Legacy Wealth Advisors, and D.A. Davidson & Co. Sizemore also serves as Chief Compliance Officer for the parent company, tru Independence LLC. TRU Independence Asset Management 2, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individual and institutional clients. The firm employs a blended investment approach using both active and passive strategies across various asset classes and works with independent managers and sub-advisors.

Robert Walker is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Liberty Capital since 2009. Outside of his advisory role, he offers life insurance and fixed annuity products as an additional service to clients. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and the use of leveraged and inverse ETFs.

Asoka Weeraratne is a financial advisor with UTA LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as CEO of Kelly International, a clothing manufacturing and retail business. UTA LLC advises individuals, businesses, and ERISA plans, offering portfolio management and financial planning services. The firm combines passive and active investment strategies tailored to client objectives and risk tolerance, with a focus on macroeconomic and tax considerations.

Stephanie Lum is a financial advisor at CLS Financial Advisors, Inc. in Lake Oswego, OR, with one year of industry experience. She holds a Series 65 designation and has been with CLS Financial Advisors since 2008. Outside of her advisory role, she serves as treasurer and executive board member for Reading Results, a nonprofit providing early elementary school reading tutors to underserved communities in Portland, OR. CLS Financial Advisors serves individuals, high-net-worth individuals, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

Craig Olson is a CFP® with 23 years of industry experience and is a principal at VergePointe Wealth Management, LLC, where he has worked since 2009. He is also involved with Vergepointe LLP, a CPA and consulting firm, and serves as managing director for VergePointe Transactions, LLC, which focuses on M&A asset sales and consulting. Additionally, Olson has roles in several other related business entities, including private limited partnerships and a holding company for Crimson Trace Corporation. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, integrating public and private investment vehicles and coordinating tax, estate, and liquidity planning alongside its advisory and CPA services.

Julie Connor is a Series 65–licensed advisor at Taurus Capital Advisors, LLC with nine years of industry experience. She has worked with Taurus Capital Management since 2017 and was self-employed in 2016. Taurus Capital Advisors serves individual and institutional clients by providing discretionary portfolio management and comprehensive financial planning services. The firm employs a team-driven, asset-allocation approach focused on low-cost index and factor-based funds, tax efficiency, and the use of U.S. Treasury ETFs for fixed income, while generally minimizing frequent trading.