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.

Anthony Gaskill is a financial advisor at MKG Financial Group, Inc. with Series 65 and Series 66 credentials. He is based in Portland, OR, and has been with MKG Financial Group since 2015. MKG Financial Group provides discretionary portfolio management for individuals, institutional clients, and fiduciary entities. The firm emphasizes U.S. small‑ to mid‑capitalization equity strategies through a research‑oriented, top‑down process that incorporates both 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.

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 41 years of industry experience. He has led Rubicon Global Halal Advisors LLC since 2003. Rahman is the founder and president of 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 that aligns financial goals with social and religious values, using a customized process and a range of securities to manage approximately $30 million in discretionary assets.

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.

Patrick Steers is a financial advisor at Erlandson Wealth Management in Beaverton, OR, holding a Series 65 designation with 10 years of industry experience. He has been with Erlandson Wealth Management since 2013. Erlandson Wealth Management serves individual and high-net-worth clients, offering investment management through a wrap-fee program alongside financial and college planning services. The firm emphasizes asset allocation using mutual funds and ETFs, employs fundamental and cyclical analysis, and manages accounts on a non-discretionary basis, allowing clients to retain decision authority.

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.

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.

Brent Hunsberger is a CFP® with 15 years of experience in financial advising, currently serving at Silver Oak Advisory Group since 2014. He holds a Series 65 license and is based in Portland, OR. Outside of advising, he works as a freelance journalist producing content related to Medicare open-enrollment. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using diversified equity and fixed-income investments, focusing on individualized investment policy statements and fee-only advisory services.

Richard Batley is a financial advisor at Batley & Associates in Estacada, OR, holding a Series 65 designation with one year of industry experience. Prior to his work in financial advising, he held positions at McMenamins Edgefield and Bosky Dell Natives. Batley & Associates provides portfolio management and financial planning services primarily for individual investors, as well as charitable institutions, foundations, and endowments. The firm employs a fundamental analysis approach with a long-term, buy-and-hold orientation and generally manages accounts on a discretionary basis.

Donald Bredehoeft is a financial advisor with Optimum Capital Strategies in Beaverton, OR. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Optimum Capital Strategies in 2009, he worked for the State of Oregon from 2020 to 2022. Optimum Capital Strategies LLC provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm’s investment approach integrates value investing with strategic option usage and a long-term orientation, utilizing fundamental, technical, and cyclical analysis across model and actively managed accounts.

Brandon Trank is a financial advisor at TradeWinds Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Advocates Investment Management, LPL Financial, and The Prudential Insurance Company of America. Outside of his advisory role, he serves as an assistant coach for Northwest Elite FC, a youth soccer organization. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting services to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process and offers multiple strategies using ETFs, mutual funds, and individual securities.