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.

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.

Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

Michael English is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 designation with nine years of industry experience. He has worked with Rostad & English CPAs PC since 2003. Rostad Capital Management provides portfolio management through its SmartBeta programs to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm uses a combination of analytic approaches and asset allocation strategies to align portfolios with client objectives and risk tolerances.

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.

Paul Carlson is a financial advisor at 4:8 Financial with 25 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management for ten years each. Outside of his advisory role, he is a licensed insurance agent. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm utilizes a buy-and-hold investment approach with periodic rebalancing, employing mutual funds, ETFs, stocks, and bonds through LPL-sponsored platforms and model portfolios.

Tyson Papenfuss is a financial advisor at Strada Financial Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at US Bank since 2015. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, consulting, and private investment advice. The firm follows a Modern Portfolio Theory-based approach, emphasizing asset allocation and diversification, and integrates tax and accounting support through a commonly owned accounting practice.

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 with Optimum Capital Strategies in Beaverton, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Optimum Capital Strategies since 2009. Optimum Capital Strategies LLC provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm combines value investing with strategic option usage and a long-term orientation, employing fundamental, technical, and cyclical analysis across model and actively managed accounts.

James Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Willamette Financial Advisors, LLC since 2015. He previously worked at Centaurus Financial, Inc. from 2015 to 2017. Jones is also a licensed insurance producer with various insurance companies. Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced, and disciplined approach to building globally diversified portfolios tailored to each client’s needs.

Benjamin Newell is a financial advisor at Miller Financial Group, LLC in Portland, OR, with 15 years of industry experience. He holds a Series 66 designation and has been with Miller Financial Group since 2012. Miller Financial Group is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach combining passive index funds with active management and maintains discretionary trading authority, managing approximately $82.8 million across about 170 client relationships.

Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.

Nathan Reineke is a financial advisor with Physician Family Financial Advisors Inc in Beaverton, OR, holding a Series 65 designation and eight years of industry experience. He has worked at Physician Family Financial Advisors since 2018 and previously spent two years at Daimler Trucks North America. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm employs a diversified, passive investment approach focused on index mutual funds and ETFs, alongside tax-aware strategies, and operates using a non-asset-under-management fee model.

Parker Gallagher is a CFP® professional at Silver Oak Advisory Group with two years of industry experience. Prior to joining Silver Oak, he worked at Allen Trust Company / Allen Capital Management for four years and held various roles at financial and educational institutions, including Campbell University. Outside of finance, he has been involved with Creek Coffee and Ashworth's Clothing Store. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified equity and fixed-income portfolios implemented through no-load mutual funds and ETFs, offering clients individualized investment policy statements within a fee-only advisory model.

Mark Gaskill is the sole advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led MKG Financial Group since 1999. Outside of his advisory work, Mr. Gaskill operates MKG Productions, a personal DBA through which he collaborates with media outlets. MKG Financial Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $16 million across about 71 accounts. The firm focuses on U.S. small- to mid-cap equity portfolios using a top-down, research-driven process that integrates technical and fundamental analysis and employs value, contrarian, and special-situation investment styles.

Stephan Morris is a CFP® with nine years of industry experience, currently serving as an advisor at Trihelix Wealth Collective in Portland, OR. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services, and Pacific Crest Consultants. Outside of his advisory work, he serves as the treasurer for the nonprofit Beacon Village PDX. Trihelix Wealth Collective provides financial planning and investment advisory services to individuals and small businesses, with a focus on medical professionals. The firm offers tailored investment management and retirement plan consulting, utilizing a variety of analytical methods and coordinating with clients’ other professional advisors as needed.

Amy Oh is a CFP® with 19 years of industry experience, currently serving as an advisor at Taurus Capital Advisors, LLC since 2023. She previously worked at Sage Financial Advisors Inc. for 15 years and is the owner of Boingy LLC, a manufacturer of baby products. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focusing on diversified, tax-conscious strategies and integrates tax preparation services through a contracted CPA.

Erica Nortman is a financial advisor with Capitol Family Office, Inc. in Beaverton, OR, holding a Series 66 designation and 17 years of industry experience. She has worked at Capitol Family Office since 2011, with prior experience at Financial Advocates Investment Management and LPL Financial. Outside of advisory work, Nortman serves as CFO and Integrator for Executive Tax Advisors, LLC, a tax preparation and planning firm. Capitol Family Office provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a multi-method investment process and typically operates with discretionary trading authority, employing both long- and short-term strategies.