Scott Conyers is the founder and sole advisor of Scott Conyers Capital Management, Inc., an independent firm based in Aurora, Oregon. He holds the CFA charter and has 21 years of industry experience, having operated his firm since 1991. Scott Conyers Capital Management provides discretionary investment management to individuals, trusts, foundations, and retirement accounts. The firm employs a conservative growth approach focused on value investing with low portfolio turnover, combining equity positions with conservative fixed-income allocations and occasional foreign exposure.

Steven Gradow is the principal advisor at Gradow Capital Management, LLC, an independent firm based in Lake Oswego, Oregon. He holds a Series 65 credential and has 31 years of industry experience, including over two decades leading his own firm since 2004. Gradow Capital Management provides fee-only investment advisory services to individuals, family foundations, trusts, estates, and charitable organizations. The firm delivers tailored portfolio management and written Personal Investment Plans that include inter-generational, estate, and philanthropic strategies, emphasizing risk controls, asset allocation, and ongoing monitoring. It manages approximately $33.8 million for nine clients and also offers expert-witness consulting on fiduciary, trust, and arbitration matters.

As the owner and President of Pacific Coast Investment Advisors, LLC, I partner with clients who want a clear, disciplined path to financial independence—charting their course to and through retirement. I combine evidence-based investment management with comprehensive financial planning to help you align your portfolio, cash flow, taxes, and retirement strategy with the life you actually want to live. As a fee-only fiduciary, I sit on the same side of the table as you: my advice is transparent, conflicts are minimized, and your best interest always comes first. I work closely with professionals, retirees, and small-business owners who value a personal relationship, plain‑English communication, and a thoughtful, data‑driven approach. Together, we’ll build and maintain a customized plan that addresses retirement income, tax efficiency, risk management, and legacy goals, with ongoing adjustments as life and markets change. My goal is to give you clarity, confidence, and a trusted partner to call whenever you have an important financial decision to make.

Donald Mattersdorff is the sole advisor at D. Mattersdorff LLC in Lake Oswego, OR. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he provides expert testimony in securities litigation as a consultant for Bates Group and serves as trustee for family trusts. D. Mattersdorff LLC serves individual clients and families, offering financial planning and discretionary investment management with a fundamental, value-based approach focused on global stocks, bonds, REITs, and mutual funds. The firm manages approximately $60.7 million for about 20 clients and emphasizes individualized portfolio oversight with a global investment capability.

Brent Pearson is a Series 65-licensed financial advisor based in Oregon City, OR, with one year of industry experience. He is the principal and sole advisor at Keychain Asset Management and has owned an IT consulting and software development firm, Napa Logic Inc., since 2014, which is currently winding down with no active projects. Keychain Asset Management provides investment advisory services to individuals, families, businesses, and other entities, including trusts and charitable organizations. The firm integrates fundamental, technical, and quantitative analysis across traditional and digital asset classes, focusing on long-term investing, diversification, and periodic rebalancing, and offers specialized digital-asset portfolio management and consulting services.

Ted Taplett is a financial advisor at Strategic Finance Inc. in Clackamas, Oregon, holding a Series 65 designation with two years of industry experience. His work history includes roles at Household and the CFA Institute, as well as community involvement with Grace Community Church. Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high-net-worth clients, employing a proprietary three-factor investment strategy that incorporates market, value, and momentum exposures tailored to client objectives.

Bill Parish is the sole advisor at Parish & Company LLC, an independent firm based in Lake Oswego, Oregon. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Parish has been with Parish & Company since 1994. Parish & Company is a fee-only registered investment adviser offering discretionary investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification and emphasizes independence and transparency in its services.

David Peterson is a CFP® with 19 years of experience based in Oregon City, Oregon. He has been the sole advisor at Integrated Retirement Strategies since 2007. Integrated Retirement Strategies provides investment supervisory services, financial planning, and personal financial organization primarily for individuals and families, including high-net-worth clients and trusts. The firm employs a combination of fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation, with continuous monitoring and periodic reporting.

John Burnside is a financial advisor at Burnside and Co. in Oregon City, OR, holding the CFP® designation with 15 years of industry experience. He has managed Burnside Capital Management since 2004. Outside of his advisory work, he volunteers on the investment committee for the Archdiocese of Portland and serves as a parent representative on the Site Council for Scouters Mountain Elementary. Burnside and Co. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm’s investment approach combines fundamental analysis with both long- and short-term strategies, and it offers retirement and pension-related planning alongside broader financial consulting.

Tracy Sherman is a financial advisor at Sherman, Young & Leavitt, LLC, holding a Series 65 designation. Sherman has no prior industry experience but worked at the Gates Foundation for 11 years before joining Michael Sherman LLC. Sherman, Young & Leavitt provides investment supervisory services to individuals, closely held businesses, and trusts as a fee-only adviser. The firm manages client portfolios primarily using mutual funds and exchange-traded funds, applying a combination of charting, fundamental, and technical analysis to construct portfolios tailored to each client's risk preference and financial position.

Carolyn Pentland is a financial advisor at Spectrum Strategic Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Spectrum since 2015. Spectrum Strategic Capital Management, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm offers financial planning, portfolio construction, and discretionary investment management, utilizing IPS-driven portfolios across customized, enhanced index, and unconstrained alpha strategies.

Diana Harrison is a CFP® professional with 25 years of industry experience, currently serving as an owner and advisor at Financial Investment Team (FIT) in Portland, OR. She has worked at FIT since 2005 and also owns Plus Tax, Inc., a tax planning and preparation service. Her background includes roles at Lewis and Harrison CPA Group and Divorce Asset Solutions, LLC. Financial Investment Team provides discretionary portfolio management, financial planning, and tax services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax planning through its affiliated CPA practice and employs a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerance.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

John Child Jr. is a financial advisor with Sound Investment Management Inc in Tualatin, OR, holding a Series 65 designation and 31 years of industry experience. He has been involved with the Bionexus Foundation since 2011 and the International Bioresource Group since 2005. Child has worked with Sound Investment Management and the American Type Culture Collection, Inc. since 1993. Sound Investment Management serves individual investors, family trusts, estates, custodial accounts, and not-for-profit organizations. The firm primarily manages client accounts on a non-discretionary basis, using fundamental research and a combination of equity and fixed-income strategies.

Warren Hastings III is a CFA® charterholder and Series 65 licensed advisor with 22 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm provides discretionary and non-discretionary portfolio management with individualized investment policy statements but does not offer financial planning or sell investment products.

Megan Reink is a financial advisor at TWM Wealth Management Corp with 23 years of industry experience. She holds the Series 65, Series 63, and Series 66 designations and has been with Crown Capital Securities, LP since 2011. Outside of her advisory role, she is involved in operating a private investment fund focused on music intellectual property and affiliated holding companies. TWM Wealth Management Corp provides investment portfolio management and financial planning services to individuals, trusts, estates, private foundations, and business owners. The firm offers discretionary and non-discretionary management and emphasizes diversified portfolios using mutual funds, ETFs, individual stocks, bonds, and fixed-income strategies guided by fundamental and technical analysis.

Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.

William Nolan is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Greenbridge Investment Management, LLC since 2016 and previously worked at Kms Financial Services, Inc. Outside of his advisory role, he is a co-owner of a Japanese restaurant in Bend, Oregon. Greenbridge Investment Management serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with customized portfolio construction and comprehensive financial planning. The firm emphasizes individualized client relationships, offering discretionary portfolio management and a multi-strategy approach to align investments with clients’ objectives and risk tolerance.

David Malmstedt is a financial advisor at Maxwell Financial Group, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Maxwell Financial Group since 2014. Outside of his advisory role, he is a managing member of a software company that develops and markets internet-related software products and mentors the team. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm applies a mix of charting, fundamental, technical, and cyclical analysis within a predominantly non-discretionary model and also offers retirement-focused educational seminars.

Jack Meligan is a financial advisor at Settlement Capital Advisors with 15 years of industry experience and holds a Series 65 designation. He is also the president and owner of Settlement Professionals, Inc., a company he has led since 1987, and The Plaintiff's MSA & Lien Solution, LLC, which provides administration services for Medicare Set-Aside accounts and lien resolution for personal injury cases. Settlement Capital Advisors provides discretionary portfolio management to individuals, small businesses, and trusts with a focus on dividend-yielding equities and dollar-cost averaging. The firm manages accounts primarily on a discretionary basis and offers tailored investment solutions while maintaining affiliated structured-settlement and Medicare set-aside businesses as part of its service offerings.