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 experience in financial advising. He currently serves at Planful Finance LLC, where he has worked since 2022, and previously spent 11 years at Skyline Financial Northwest. Planful Finance LLC advises individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a portfolio-driven investment process tailored to client objectives, utilizing Modern Portfolio Theory and a range of ETFs, mutual funds, and liquid REITs, with additional strategies like ESG screening and covered-call options where appropriate.

Matthew Vance is a CFP® with 21 years of industry experience, currently serving as an advisor at VergePointe Wealth Management, LLC since 2009. He has been involved in the broader VergePointe organization since 1999 and holds roles on the boards of multiple companies, including serving as chairman for William Henry, LLC and Tanner Goods, LLC. His business activities include consulting on mergers and acquisitions and managing private equity investments. VergePointe Wealth Management is an independent, fee-only SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and investment consulting, and integrates affiliated CPA and private fund operations as part of its client service model.

Eric Bedritis is a Series 65-licensed advisor at Oswego Private Wealth Management with one year of industry experience. He has worked at Oswego Private Wealth Management since 2021, with prior roles outside the financial industry. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, charitable organizations, trusts, estates, and business entities with fee-based investment advisory services, wealth planning, and business transition consulting. The firm employs fundamental and cyclical analysis in its investment process and typically uses third-party managed-account platforms alongside unaffiliated sub-advisors for portfolio management.

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 63 and Series 65 licenses and one year of industry experience. Prior to joining Allen Capital Management, Akili held positions at D.A. Davidson and several other firms, and has also been involved with Shoot360. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable institutions. The firm uses a customized, discretionary investment approach focused on strategic asset allocation and diversification, and integrates investment management with trustee and fiduciary services through its affiliation with Allen Trust Company.

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.

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.

Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.

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 financial advisor at Greenbridge Investment Management, LLC with six years of industry experience. He holds a Series 65 designation and worked at American Century Investments for 15 years prior to joining Greenbridge. Greenbridge Investment Management provides investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction using a mix of individual securities, ETFs, and mutual funds, with an emphasis on tailored portfolios and a high advisor-to-client ratio.

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.

Thomas Grunbeck is a CFP® professional affiliated with J.R. Prunier Capital Management LLC with seven years of industry experience. He previously worked at Grunbeck Financial Services, LLC and Core Corner, and held other roles since 2016. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios to client goals and risk tolerance using fundamental analysis and modern portfolio theory, operating mostly under discretionary authority with quarterly custodial reporting.