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 six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Investment Management since 2019. Prior to that, he was employed at Columbia Threadneedle Investments from 2003 to 2016. Sound Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across 131 client relationships, using a non-discretionary investment approach with diversified allocations and regular account reviews.

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.

Jared Rasmussen is a financial advisor with Serene Point Advisors LLC in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Serene Point Advisors since 2020 and has been with TD Ameritrade since 2009. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, alternative investments, and options.

Brian Harris is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 10 years of industry experience. He is currently with Strada Financial Group LLC, where he has worked since 2015, including a period with Avantax Insurance Agency LLC. Harris is also the owner and advisor of Strada Tax & Consulting, a tax planning and preparation business. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, and consulting services. The firm follows a Modern Portfolio Theory approach, emphasizing asset allocation and diversification, and offers integrated tax and accounting support through its affiliated accounting practice.

Ryan Genor is a financial advisor at CLS Financial Advisors, Inc. in Portland, OR, holding the PFS™ designation and Series 66 license with 10 years of industry experience. He has been with CLS Financial Advisors since 2012 and is also affiliated with Schultz Group CPAs, PC. Outside of his advisory role, Genor coaches the ski team at Jesuit High School. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, focusing on 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 tailored to client preferences.

Jeannie Matza is a financial advisor at Compass Investment Advisers, LLC in Portland, OR, holding Series 63 and Series 65 designations with 11 years of industry experience. She previously worked at Empirical Financial Services, LLC from 2013 to 2019 and has been with Compass Investment Advisers since 2019. Compass Investment Advisers is an independent SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $110 million across about 72 clients, utilizing diversified investment strategies including mutual funds, ETFs, bonds, stocks, and derivatives with a combination of fundamental and technical analysis.

Kari Raglione Tissot is a Certified Financial Planner® with 22 years of experience, currently serving at Consolidated Financial Management Corp. She has worked at Golden State Wealth Management, LLC, and has been affiliated with LPL Financial since 2003. Outside of her advisory role, she has ownership experience in a construction business. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, high-net-worth clients, and business entities, focusing on fixed-fee or hourly arrangements rather than asset management. The firm’s planning process involves assessing clients’ financial situations and developing strategies that incorporate tax, estate, risk management, and college funding considerations, typically recommending a buy-and-hold approach with periodic reallocation.

Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with nearly a decade of industry experience, including roles at Security First Advisors and Pinnacle Wealth Advisors. She holds the Series 65 designation and has been with Para Wealth Advisors since 2025. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing financial planning, investment management, and integrated wealth management services. The firm combines fundamental and technical analysis within an asset-allocation framework and primarily maintains a long-term investment orientation while accommodating shorter-term trading as appropriate.

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® professional with 29 years of industry experience, currently serving as the sole advisor at Pearl Wealth LLC since 2019. Prior to this, Allen worked nearly a decade at Pine Haven Investment Counsel. Outside of advisory work, Allen is chair of the board of trustees for The Library Foundation, a nonprofit supporting literacy programs in Multnomah County, and is involved with charitable and scholarship organizations focused on community support. Pearl Wealth LLC provides financial planning and discretionary investment management to individual and high-net-worth households, managing approximately $156 million in client assets. The firm employs a long-term, fundamentals-based investment approach incorporating environmental, social, and governance factors, and utilizes external institutional research while maintaining a single-advisor, owner-managed model.

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, holding a Series 65 designation. He has been with the firm since 2021 and has a total of six years of related work experience, including roles outside the financial industry prior to joining the firm. Oswego Private Wealth Management provides discretionary investment management, wealth planning, and business transition services to high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on client goals and time horizons, utilizing fundamental and cyclical analysis with a range of investment vehicles and subadvisors.