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.

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.

Jill Foreman is a CFP® professional affiliated with James R. Martin Consulting, Inc., where she has been associated since 2002. She is based in Vancouver, WA, and is part of a three-advisor team at the firm. James R. Martin Consulting, Inc., operating as JRM Capital Management, provides discretionary portfolio management and advisory services to individuals, retirement plans, charitable institutions, and foundations. The firm customizes portfolios based on client objectives and risk profiles, utilizing mutual funds, ETFs, and occasionally private alternative investments, while offering regular performance reports and market commentary.

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.

Daniel Kutzkey is a financial advisor at Maxwell Financial Group, Inc. in Manhattan Beach, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Maxwell Financial Group since 2013. Outside of advisory work, Kutzkey is involved in sales of individual and group life and health insurance products, as well as servicing outside group annuities. Maxwell Financial Group serves individual clients, including high-net-worth individuals, and certain company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and incorporates a variety of analytical techniques, offering a combination of advisory, review, and insurance-related services.

Litonya Allen is a financial advisor at Insight Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, World Financial Group, and Ameriprise Financial Services. Outside of her advisory role, she is an ordained minister and serves as president and board member of Covering of God United Ministries, and she owns Gold Hummingbird LLC, a tax preparation business. Insight Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering fee-based portfolio management, financial planning, and private wealth management. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a broad range of investment instruments.

Gregory Saliba is a financial advisor at Taurus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Taurus Capital Management since 2005. Outside of his advisory role, Saliba is vice president at Sterling Savings Bank, where he manages client relationships and credit facilities, and he serves as a part-time faculty member in the finance departments at Portland State University and Willamette University. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm employs a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.

Casie Dunning is a CFP® and Series 65–licensed advisor with five years of industry experience. She is currently with Rain or Shine Planning, LLC and previously worked at firms including Abacus Wealth Partners and Davis & Graves, as well as in roles at Portland Public Schools and Umpqua Bank. Rain or Shine Planning is a fee-only advisory firm serving individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm employs asset allocation and passive indexing strategies, incorporating ESG considerations when requested, and manages both discretionary and non-discretionary portfolios.

Todd Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

James Skahan is a financial advisor at MaxAdvisor Private Management in Portland, OR, with 14 years of industry experience. He holds a Series 65 designation and has been with Maxadvisor LLC since 2002. MaxAdvisor Private Management provides fee-only, discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm emphasizes diversification and cost-conscious index funds, using a proprietary fund-ranking system to select investments and manages portfolios with generally low turnover and some exposure to derivative-like risks.

David Wilson Jr. is a financial advisor at True North Retirement Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. Outside of his advisory role, he volunteers as a teacher of an investment course and was a member of the original campaign committee to raise funds for the construction of Seton Catholic High School in Vancouver, WA. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

Jessica Howe is a CFP® with 18 years of industry experience and has been with Silver Oak Advisory Group since 2004. She holds a Series 65 license and is based in Portland, OR. Silver Oak Advisory Group provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation approach with diversified portfolios implemented through no-load mutual funds and ETFs, operating as a strictly fee-only adviser serving a limited client base with tailored investment policy statements.

Jack Dukeminier is a CFA® charterholder with six years of industry experience. He is currently an advisor at Blue River Capital Management, where he has worked since 2023. His prior experience includes roles at Baker Ellis Asset Management LLC, Tru Independence Asset Management, LLC, and FTI Consulting. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

David Case is a CFP® with two years of experience, currently serving as a financial advisor at Planful Finance LLC. Prior to joining Planful Finance, he worked at Schmitt Industries, Inc. for over two decades and was retired from 2019 to 2023. Planful Finance LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing diversified model portfolios based on Modern Portfolio Theory and long-term purchase strategies. The firm serves clients through a combination of automated platforms for smaller accounts and traditional custodian relationships for larger portfolios.

Mark Biallas is a financial advisor at Sound Investment Management Inc with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sound Investment Management since 2019. Prior to that, he was not employed in the financial sector from 2016 to 2019. Sound Investment Management serves individual investors, including high-net-worth clients, as well as family trusts, estates, custodial accounts, and not-for-profit organizations. The firm provides portfolio management and financial planning services primarily on a non-discretionary basis, relying on fundamental research and a mix of equity and fixed-income strategies.

Christopher Cubbage is a financial advisor at Opportunus Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Inc. and Transamerica Investors Securities Corporation. His experience includes providing securities advisory services and occasional term insurance sales. Opportunus Wealth Management offers personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses diversified model portfolios with low-cost ETFs, incorporates third-party managers, and provides services through a fiduciary process that includes ongoing monitoring and rebalancing.

Joseph Opsahl is a financial advisor at Defined Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Defined Wealth Management since 2020 and has prior experience with PURSHE KAPLAN STERLING INVESTMENTS, Inc. and TRUE Private Wealth Advisors, LLC. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients, offering discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies using multiple analysis methods and offers a digital wealth management option through Betterment for Advisors.

Stephen Schmidt is a financial advisor with Meridian Financial Group, Inc. in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial Corporation since 2009 and with Meridian Financial Group since 1999. Schmidt also sells term life, health, and disability insurance, dedicating a small portion of his time to these activities. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, typically utilizing passive asset-class/index mutual funds and ETFs alongside select individual equities, fixed income, and alternative holdings.