Susan Nestor is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She has been the principal at Rose City Investment Consulting LLC since 2015. Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives, and retirees through a fixed-fee retainer model. The firm offers planning-only services without discretionary asset management, focusing on fundamental analysis, active asset allocation, and client-directed trade execution.

Andrea Vedder is a CFP® and Series 65-licensed financial advisor with one year of industry experience. She is the sole advisor at Iambic Financial L.L.C., where she has worked since 2025. Prior to joining Iambic Financial, Andrea was associated with the National Association of Personal Financial Advisors and held roles at Ballast Point Financial Planning and Silver Oak Advisory Group. She also has experience as a self-employed professional and worked at Writers House. Iambic Financial LLC is a fee-only, SEC-registered adviser providing investment management, comprehensive financial planning, and educational seminars to individuals, high-net-worth clients, and small businesses. The firm follows a passive, asset-allocation-driven approach using diversified portfolios of no-load mutual funds and ETFs, emphasizing documented investment policies and periodic rebalancing.

John Liu is a CFA® charterholder and the sole advisor at Laurelhurst Asset Management LLC, an independent firm based in Portland, OR. He has six years of experience at Laurelhurst and four years prior experience at US Bank. Laurelhurst Asset Management provides discretionary investment management to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a combination of quantitative screening and fundamental security analysis, focusing on higher-quality, growth-oriented companies with a multi-year holding period.

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.

Mark Sharp is the principal of Mark Sharp Retirement in Portland, Oregon, and holds the CFP®, Series 66, and Series 65 designations. He has 10 years of industry experience, including seven years at Corvel Corporation before founding his firm in 2017. In addition to his advisory work, he operates as an independent licensed tax consultant. Mark Sharp Retirement provides financial planning and investment advisory services to individual clients, focusing on discretionary portfolio management, ongoing retirement planning, and project-based financial planning. The firm employs a Modern Portfolio Theory-based approach using mostly passive index mutual funds and ETFs, managing accounts on a discretionary basis when authorized.

David Gratke is the sole advisor at Gratke Wealth, LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent advisory firm since 2000. Outside of his advisory work, he serves on the University of Oregon Alumni Association Board of Directors, is involved in fundraising for the Parry Center for Children, chairs the athletic committee at the Multnomah Athletic Club, and participates in several local nonprofit initiatives including the Chalkboard Project and children’s diabetes support networks. Gratke Wealth, LLC provides tailored advisory services to individuals, pension and profit-sharing plans, banking institutions, charitable organizations, and businesses. The firm offers financial planning, investment asset management, retirement-plan advisory, and insurance-related recommendations, operating primarily on a non-discretionary basis with a fiduciary approach.

Karan Narayan Iraddi is a financial advisor at Magnolia Growth Capital with a Series 65 credential and three years of industry experience. Prior to founding Magnolia Growth Capital, he worked at Tektronix, Inc. and has been employed at Google, Inc. since 2019 in a financial analyst role focused on forecast accuracy and financial modeling unrelated to investment advising. Magnolia Growth Capital is an independent, state-registered adviser serving individuals, endowments, foundations, charitable organizations, and businesses. The firm offers discretionary investment management, written financial planning, and business consulting, employing Growth, Value, Income, and Safety strategies with a long-term investment horizon and a focus on fundamental research across domestic and international publicly listed stocks.

Jonas Merrill is a CFP®-certified financial advisor with five years of industry experience. He is the principal of Pathlight Financial Planning LLC in Portland, OR, where he has worked since 2023. His prior experience includes roles at Modernist Financial, Skyline Financial Northwest, Standard Retirement Services, and StanCorp Investment Advisers, Inc. Pathlight Financial Planning LLC is an independent, fee-only registered investment adviser that provides comprehensive financial planning and discretionary wealth management for individuals and high-net-worth clients. The firm employs a mixed asset allocation approach using both passive and active strategies, including socially responsible investing options with customized ESG screens.

Joanna Nowak is the sole advisor at Moneywise Financial Advisors in Portland, OR, with 14 years of industry experience. She holds a Series 65 designation and has been with Moneywise Financial Advisors since 2011. Moneywise Financial Advisors is an independent, sole-practitioner firm serving individuals, trusts, businesses, foundations, and charities. The firm provides financial planning, investment consultation, discretionary supervisory services, and wealth management using diversified portfolios based on Modern Portfolio Theory, with implementation supported by a third-party sub-adviser.

Sean Burgess is the principal advisor at Burgess Financial Planning in Portland, OR. He holds the CFP® designation and a Series 65 license, with 13 years of industry experience and 19 years operating his own firm. Burgess Financial Planning serves individual and family clients, providing fee-only financial planning on an hourly basis along with investment management and supervisory services. The firm emphasizes diversified, long-term asset allocation based on Modern Portfolio Theory and offers distinctive features such as a no-minimum planning model and same-day advice.

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

Daniel Jacobson is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Gabriel Capital, LLC in Portland, OR. He has been with Gabriel Capital since 2005. Gabriel Capital provides financial planning and portfolio management to individuals, businesses, and organizations, employing a blended investment process that includes fundamental, technical, and quantitative analysis. The firm manages a concentrated asset base primarily on a discretionary basis and offers customized investment guidelines tailored to each client.

Aaron Saunders is a financial advisor at Comus Investment, LLC in Vancouver, Washington, holding a Series 65 designation with nine years of industry experience. He has been with Comus Investment since 2016 and previously worked at United Parcel Service from 2015 to 2018. Comus Investment provides discretionary portfolio management focused exclusively on publicly traded equities for individual and institutional clients. The firm employs a deep-value, concentrated approach targeting foreign small- and micro-cap companies, avoids derivatives and leverage, and uses foreign currency conversions to facilitate international equity purchases.

Keith Doty is the sole advisor at Doty Equity Advisors, Inc. in Portland, OR, holding a Series 65 designation with 27 years of industry experience. He has led Doty Equity Advisors since 1999. Doty Equity Advisors provides discretionary investment management primarily to high-net-worth individuals, focusing on fundamental analysis and long-term equity positions. The firm customizes portfolios based on individualized Investment Policy Statements and maintains a small client roster with concentrated assets under management.

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.

Connor Kavanaugh is a financial advisor at Palladio Consulting LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Palladio Consulting since 2012, previously working at MML Investors Services and MassMutual Life Insurance Company. Kavanaugh is also a licensed insurance agent, dedicating part of his time to that activity. Palladio Consulting LLC provides investment management and financial planning services primarily to individuals and high-net-worth families, with a specialized focus on special needs families and related financial strategies. The firm emphasizes fiduciary duty and long-term portfolio construction, integrating estate, tax, and benefits considerations while collaborating with CPAs, attorneys, and benefits advocates.

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.

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.

David Kim is a CFA® charterholder and the sole advisor at Compound Insight, an independent registered investment advisory firm based in Portland, OR. He has 11 years of experience with Compound Insight and 4 years in the industry overall. Kim also writes an investment research blog, scuttleblurb.com, which generates subscription revenue. Compound Insight provides discretionary investment management focused exclusively on publicly traded equities for individuals, accredited investors, pensions, family offices, and trusts. The firm employs a bottom-up fundamental analysis approach, managing concentrated portfolios without leverage and offering performance-based fee arrangements uncommon among small independent advisors.