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® and Series 65-licensed financial advisor with seven years of industry experience. She is currently with Sunnybranch Wealth LLC and previously worked at Arnerich Massena and Wells Fargo. Katherine founded Sunnybranch Philanthropy LLC, a firm providing philanthropic advice and guidance, and also writes articles on financial planning and charitable giving for the digital media company theSkimm, Inc. Sunnybranch Wealth serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm applies a fiduciary approach using a mix of passive and active strategies and emphasizes philanthropy and intergenerational planning through a dedicated philanthropic advisory service.

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.

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.