Michael Keeton is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Grange Capital since 2004. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified asset allocation and fundamental analysis approach, supplemented by AI tools, and offers involvement with real-estate-focused private offerings alongside its team-based advisory services.

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.

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.

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.

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 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.