Elisabeth Mesquit is a CFP®, CFA®, and ChFC® with 10 years of industry experience. She has been with Soaring Investment Management, LLC since 2019 and previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2015 to 2019. Soaring Investment Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm develops individualized investment policies through client interviews and manages accounts using a combination of fundamental, technical, cyclical, and quantitative analysis across a diverse range of investment instruments.

I learned quickly in my first year working in the financial services field the importance of having a financial plan and a trusted advisor. It was 2008, the beginning of the financial crisis. At that time, I worked almost exclusively with teachers and public school staff as a registered representative and investment advisor. The time demonstrated that even with great public benefits, everyone should be thinking about investing in their future. In 2011, my wife and I made the decision to move west to Oregon. We had heard that it was a place where you could make a career, but also provided a different environment to enjoy other priorities like being outdoors and access to a great lifestyle, adventure, and community. I started working at a local Portland financial services firm that was home base for around 150 high end independent firms across the country. The firm provided insurance and investment products for the ultra-affluent. While working my way to senior management, I was able to earn other licenses to further my education and also learn intimately the pros and cons of how different practices operate. Most of all, working with many different small offices affiliated with the firm gave me the ability to understand some of the conflicts in our industry along with how individual clients may not understand how their advisor is getting compensated. After almost 8 years, I made the decision that working with clients directly was the direction for me. I earned the CERTIFIED FINANCIAL PLANNER™ designation and started working at a small financial planning firm in Portland. After being given the opportunity to join Clarity Capital Management as a fee-only advisor and partner, I decided to join Ryan Mohr and the firm. While not working, I enjoy spending time with my wife, Amanda, son, Neil, and our four legged adventure partner, Cori. I enjoy backcountry skiing, long distance trail running, and all forms of cycling. Please don’t be surprised if I show up to a client meeting on two wheels!

Georgia Hussey is a Certified Financial Planner® with 14 years of industry experience. She has been with Modernist Financial, LLC since 2015 and also maintains an affiliation with Rosenbaum Financial Inc. Additionally, she serves on the advisory board of Money Quotient. Modernist Financial specializes in discretionary investment management and financial planning for individuals, families, trusts, estates, and small businesses, focusing primarily on high-net-worth clients with customized, long-term, diversified portfolios.

Kori Allen is a CFP® with 29 years of industry experience, currently serving as an advisor at Samara Capital. Prior to joining Samara Capital in 2026, Kori worked at Pearl Wealth LLC, Pine Haven Investment Counsel, Coldstream Wealth Management, and Western Pacific Investment Advisers Inc. Outside of advising, Kori is chair of the board of trustees for The Library Foundation, a nonprofit supporting literacy programs in Multnomah County. Samara Capital provides discretionary investment management, financial planning, consulting, and retirement-plan services to individuals, high-net-worth families, trusts, retirement plans, and small corporations. The firm focuses on strategic asset allocation and combines fundamental, technical, and manager analysis to guide investment decisions, offering customized portfolio management and ERISA fiduciary services.

Scott Frey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Planful Finance LLC since 2022. Prior to this, he worked for Skyline Financial Northwest for 11 years. Planful Finance LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses diversified model portfolios informed by Modern Portfolio Theory and long-term purchase strategies, combining automated and traditional custodial platforms to serve a range of client account sizes.

Matthew Vance is a CFP® with 20 years of industry experience, currently serving at VergePointe Wealth Management, LLC since 2009. He has been involved with VergePointe, LLP, a CPA and consulting firm, since 1999. Outside of his advisory role, he holds positions on the boards of several companies and serves as chairman of the board for William Henry, LLC and Tanner Goods, LLC. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, investment consulting, and financial planning with a fiduciary focus on coordinating investment, tax, estate, and liquidity planning.

Eric Bedritis is a financial advisor at Oswego Private Wealth Management in Lake Oswego, OR. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining the financial services industry, his work background includes roles at Performance Kitchen and Ryder Last Mile. Oswego Private Wealth Management provides discretionary investment management, wealth planning, and business transition services to high-net-worth individuals and various entities. The firm customizes portfolios using fundamental and cyclical analysis and offers unique services such as defined business transition engagements and personal CFO coordination.

Timothy Bean is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 20 years of industry experience. He has been with Liberty Capital since 2009 and has maintained a long-term involvement with Fruit Tree / Deck The Halls since 1993. In addition to his advisory role, he offers life insurance and fixed annuity products outside of Liberty Capital on a limited basis. Liberty Capital provides non-discretionary portfolio management services 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, utilizing a range of strategies including margin and option writing, and operates as both a registered broker-dealer and advisory firm.

Akili Kelekele is an advisor at Allen Capital Management, LLC with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Allen Capital Management, Kelekele held roles at D.A. Davidson and was involved with Shoot360 and other organizations. Outside of finance, Kelekele has experience working in diverse fields including senior care and education. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable organizations. The firm uses a customized, discretionary investment strategy focused on strategic asset allocation and diversification, integrating fundamental, technical, and cyclical analysis to meet clients’ financial goals.

Justin Harvey is a financial advisor at APM Wealth in Portland, OR, holding CFP®, ChFC®, and Series 65 designations with 15 years of industry experience. He has worked at Compass Ion Advisors and Practice Accelerator, LLC, and served as a faculty member at Villanova University School of Business. Harvey is the founder and host of the Anesthesia and Pain Management Success Podcast, an educational podcast focused on that medical specialty. APM Wealth serves individual and high-net-worth clients, primarily physicians in anesthesiology and pain management. The firm offers discretionary investment management and Personal CFO services, emphasizing low-cost, broadly diversified portfolios with a focus on educational outreach and practice-specific consulting.

Hans Powers is a financial advisor at Marquam Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HP Securities, Inc. for 14 years. Powers has been president of Marquam Asset Management, d/b/a Marquam Capital, since 2008, where he manages portfolio and financial matters. Marquam Capital provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Paul Wittman is a financial advisor at Washington Park Capital Management, LLC in Portland, OR, with 18 years of industry experience. He holds a Series 65 designation and has been with Washington Park Capital Management since 2025, previously working with Tru Independent Asset Management under the Washington Park Advisors name since 2016. Wittman is also an investor in a motion picture and video production company. Washington Park Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals through personal accounts, IRAs, trusts, and foundations. The firm employs a fundamental, bottom-up approach to equity and credit analysis and emphasizes absolute earnings and dividend income within balanced portfolios tailored to client objectives.

Amanda Harvey is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Uplevel Wealth since 2021 and previously spent seven years at Vista Capital Partners. Uplevel Wealth provides tailored investment management and comprehensive financial planning mainly for individual and high-net-worth clients. The firm follows a passive, diversified investment approach based on modern portfolio theory and offers discretionary portfolio supervision combined with financial planning services.

Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.

James Hindes is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Xena Financial Planning, LLC and previously provided advisory services at More Signal Planning, LLC, d/b/a ENOW Financial, where he was also owner and Chief Compliance Officer. Prior to his advisory career, he worked at BlueWolf, an IBM company, for seven years. Xena Financial Planning, LLC offers discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs alongside fundamental, technical, and cyclical analysis as part of its research.

Michael English is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003, totaling 23 years in that firm. Outside of his advisory role, he is involved with COHO PROPERTIES LLC and WESTWOOD PROPERTIES LLC. Rostad Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to tailor non-discretionary portfolios, with an integrated approach that includes accounting and tax services.

Philip Bagdade is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Baker Ellis Asset Management, LLC from 2012 to 2023 before joining Blue River Capital Management in 2023. 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 incorporates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

Richard Goud Jr. is a financial advisor at Marquam Capital in Portland, OR, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at HP Securities, Inc. for 13 years and has been with Marquam Asset Management LLC since 2008. Outside of his advisory role, he serves as CEO of the RFI Foundation, a nonprofit focused on research and education in responsible finance, and is a member of the panel of experts at PT Hurriyah Global Consulting Firm. Marquam Capital provides discretionary investment supervisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios across mutual funds, ETFs, equities, and fixed income, and offers specialized Shari’ah-compliant investment options through third-party managers.

Gregory Walsh is a Series 65-licensed financial advisor with Greenbridge Investment Management, LLC, based in Lake Oswego, OR. He has five years of industry experience and previously worked for American Century Investments for fifteen years. Greenbridge Investment Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction and financial planning focused on individualized client relationships, employing a multi-strategy approach to manage risk and costs in line with client objectives.

Guerllamo Jimenez is a financial advisor at Optimum Capital Strategies in Beaverton, OR, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Optimum Capital Strategies since 2009. Optimum Capital Strategies serves individuals, families, trusts, estates, corporations, and charitable organizations with fee-based, personalized asset management and comprehensive financial planning. The firm employs a value-oriented investment approach combined with active use of options and tactical trading, managing client assets on a discretionary basis and offering services such as securities buy-back to business clients.