Philip Tilp is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Trillium Valley Financial Planning in Sherwood, OR. He has led Trillium Valley since 2009 and also co-owns and manages a small farm operation raising Pygora goats and producing fiber and yarn products. Trillium Valley Financial Planning is an independent, fee-only firm providing hourly, as-needed financial planning and investment advice to individuals and families, including high-net-worth clients. The firm emphasizes long-term planning and buy-and-hold investment strategies, offering educational workshops and personal finance instruction while clients retain control of their assets and transactions.

Kyle Green is a CFP® professional with five years of experience in financial advising. He is the principal advisor at Sherwood Wealth Management and has previously worked at Magpie Family Investment Services, Thimbleberry Financial, and Wooster Corthell Wealth Management. Outside of his advisory role, Kyle works as a substitute teacher for grades K-12 in multiple Oregon school districts. Sherwood Wealth Management provides customized financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm employs fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios and offers both discretionary account management and fixed-fee financial planning.

Ryan McClung is a Certified Financial Planner® with nine years of industry experience, currently serving as the sole advisor at Crossroads Wealth Planning. He has worked at Crossroads Advisory LLC and Troy Reichlein CPA, LLC since 2018, and previously held a position at Exitus Technologies, Inc. He is also employed as a Certified Public Accountant at an unaffiliated public accounting firm, where he prepares tax returns and provides tax and accounting advice. Crossroads Wealth Planning offers fee-only, hourly financial planning and consulting to individuals and businesses, including high-net-worth clients. The firm integrates accounting and business advisory services within financial planning engagements and provides investment advice grounded in modern portfolio theory with a focus on passive, strategic asset allocation tailored to clients’ risk tolerance and objectives.

Shaun Christiansen is a financial advisor at Worry-In-Order with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Christiansen also manages an insurance brokerage practice that has been in operation since 2014. Worry-In-Order provides discretionary portfolio management and financial planning services to retail investors, including individuals, trusts, and employer-sponsored plan participants across both non-high-net-worth and high-net-worth segments. The firm employs a combination of passive and tactical investment strategies using mutual funds and ETFs, with custody and trade execution handled through Betterment and crypto custody through Gemini.

Lynn Mckelvey is a financial advisor at McKelvey Wealth Management, LLC in Tigard, OR, with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Mulligan Capital, Inc. and Penn Mutual Life Insurance Co. McKelvey Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and small businesses, focusing on discretionary portfolio management along with standalone financial planning and consulting. The firm manages approximately $59.3 million in discretionary assets, emphasizing custom-tailored portfolios implemented through a selected independent broker-dealer and a policy against accepting proxy-voting authority for client securities.

Bruce Keller is a CFA® charterholder and investment advisor with Total Assets Management, Inc. in Portland, OR, bringing 13 years of industry experience. He has been with Total Assets Management since 2013 and also works as a manufacturer's representative for ITT Enidine, communicating product information to structural engineers. Keller is employed full-time as a distribution clerk for the United States Postal Service, a role he maintains alongside his advisory work. Total Assets Management, Inc. provides discretionary investment management primarily for individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a long-term, contrarian equity-oriented strategy with low turnover, emphasizing preservation of purchasing power and selecting out-of-favor or regulation-impacted securities.

William Hamilton is a CFP® with 22 years of experience in financial advising. He has been the principal of WBH Financial Services, LLC since 2015. Outside of his advisory work, he conducts education and support seminars for divorced or widowed women through Women Transitions Co and serves on the leadership committee of the Financial Planning Association. WBH Financial Services provides financial planning and discretionary investment management to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, broadly diversified investment approach, primarily using mutual funds and ETFs, and offers specialized services including divorce financial analysis and fixed-fee tax preparation.

Craig Nelson is a financial advisor at Red Sky Financial Planning, LLC in Wilsonville, Oregon, with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Nike Inc. from 2015 to 2017. Red Sky Financial Planning serves professionals, business owners, corporate executives, and retirees by providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm incorporates tax preparation and tax-aware strategies into its planning process and emphasizes passive investment management using low-cost index funds and ETFs.

Douglas Albo is the sole advisor at Capital Income Management, LLC in Sherwood, Oregon, holding Series 63 and 65 licenses with 29 years of industry experience. He has led Capital Income Management since 2009. Albo contributes investment analysis and articles to Seeking Alpha, where he has built a following since 2010 and offers exclusive content through a subscription service. Capital Income Management provides individual account management for high-net-worth individuals, trusts, pensions, retirement plans, corporations, and endowments. The firm focuses on diversified portfolios of equity-based exchange-traded funds (ETFs) and closed-end funds (CEFs), using a proprietary relative-valuation model to guide investment decisions and actively manage these fund vehicles to pursue income while managing volatility.

Gregory Pashak is a financial advisor with Sunset Strategic Financial Advisors, LLC in Beaverton, Oregon. He holds the Series 66 designation and has 19 years of industry experience. Pashak has been with Sunset Strategic Financial Advisors since 2012. Sunset Strategic Financial Advisors serves individual investors and small-business clients, focusing on portfolio management and financial planning tailored to documented client goals. The firm uses a range of investment strategies and maintains a small client base with approximately $4.8 million in assets under management.

Tyler Elliott is a CFP® and holds a Series 66 license, with 11 years of experience in the financial advisory industry. He has worked at Watershed Wealth Planning LLC since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Watershed Wealth Planning LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning, project-based consulting, and investment advisory services. The firm focuses on goal-based advice using a diversified, asset-class investing approach with passive institutional funds and offers a subscription-style planning model that includes both discretionary and predominantly non-discretionary assets under advisement.

Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.

Bryce Peterson is the sole advisor at Peterson Wealth Management in Tigard, Oregon, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has led Peterson Wealth Management since 2005. Peterson Wealth Management is a state-registered investment adviser providing discretionary portfolio management for individuals, families, and select small organizations, along with 401(k) plan advisory services and periodic financial planning. The firm follows a fundamental, value-oriented investment process focused on free-cash-flow estimates and business valuation, maintaining concentrated portfolios with an emphasis on downside risk control and regular monitoring.

Fairchild Capital is a firm created to help people with the biggest decision of their life--retirement. Assembling the pieces that you need for a retirement income plan requires the skill and training of a specialist. Our focus is helping clients plan and transition into retirement. You should not worry about how the markets are doing this year, or concern yourself with the changing political environment. Our clients know that their retirement income is not dependent on these things. Todd has been a Financial Planner since 2000 and is continually looking for ways to improve the services we provide to our clients. Todd provides the bulk of the technical expertise and has an incredible ability to translate complicated financial and tax strategies into plain English.

Jess Bogumil is a financial advisor at Fluence Wealth Management LLC with a Series 65 credential and experience beginning in 2024. He is also a member of Fluence LLC, a CPA firm where he prepares tax returns and advises clients on tax, accounting, and business matters. Fluence Wealth Management LLC provides non-discretionary investment management and pension consulting primarily to defined contribution and defined benefit plans, as well as individual clients. The firm emphasizes diversified, risk-based asset allocation and conducts due diligence to recommend independent advisers for plan asset management while accepting ERISA fiduciary duties in its pension consulting services.

Lissa Piper is a CFP® and Series 65 licensed advisor with Money Blossoms, where she has worked since 2021. She has four years of industry experience and also serves with Tualatin Valley Fire & Rescue since 2009. Money Blossoms provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, offering tailored advice across retirement, college savings, estate planning, cash flow, and risk management. The firm employs a passive, asset-allocation approach using index funds and ETFs and integrates tax and accounting services with its advisory work.

William Ross is a financial advisor at North Forty Two & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with North Forty Two & Co. since 1997. North Forty Two & Co. serves individual investors, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management alongside integrated financial planning. The firm manages a small client roster with a focus on high-quality securities selected through fundamental, technical, and cyclical analysis, employing both long- and short-term trading strategies.

Jason Gong is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifelong Wealth Management Group, LLC since 2018 and previously held positions at Premier Mortgage and Cetera Advisors LLC. Outside of his advisory role, he serves as president of the Northwest Spine Foundation, where he consults on business matters and facilitates educational events in the field of spinal and neurosurgery. Lifelong Wealth Management Group provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, trusts, estates, and small corporations. The firm combines top-down macroeconomic and technical trend analysis to manage client portfolios through longer-term preservation and shorter-term growth strategies, maintaining a hands-on approach with personalized portfolio customization.

Jaswant Shaw is a financial advisor at EISRC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BCBS since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw works as a Senior Enterprise Architect in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension plans, foundations, and municipal entities. The firm offers both passive index ETF strategies and active management using proprietary research and software models, including customized institutional strategies and derivative techniques.