Andrew Papendieck is a financial advisor at Martin Capital Partners, LLC with 29 years of industry experience. He has previously worked at WCM Investment Management, Sheppard Wealth Management, and operated The Papendieck Group. Outside of his advisory role, he serves as a board member for Thrive Housing Network, an organization providing supportive services and housing to families affected by incarceration. Martin Capital Partners provides discretionary portfolio management to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, charitable organizations, and other registered investment advisers. The firm emphasizes bottom-up fundamental analysis focused on high-quality, dividend-paying companies and offers both direct and sub-advisory services tailored to client objectives.

Holly Matus is a financial advisor at 44 Wealth Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for five years before joining 44 Wealth Management in 2020. 44 Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages approximately $487 million across over 1,100 accounts, employing both passive and active strategies and offering tailored solutions including tactical asset allocation and alternative investments.

Karsten Kaczmar is a financial advisor at Vantage Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and First Command Financial Planning. Outside of his advisory role, he has experience working with rideshare companies Uber and Lyft. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes customized portfolios based on clients’ goals and risk tolerance and regularly conducts public seminars and workshops on investment topics.

Reid Weaver is a CFA® charterholder with 15 years of industry experience currently serving at Martin Capital Partners, LLC, where he has worked since 2010. He previously worked at WCM Investment Management, LLC for two years. Reid also serves as the Chief Compliance Officer for Martin Capital Partners, a role distinct from his advisory duties. Martin Capital Partners provides discretionary portfolio management to individuals, high-net-worth clients, trusts, corporations, pension plans, charitable organizations, and other registered investment advisers. The firm’s approach centers on bottom-up fundamental analysis with an emphasis on high-quality, dividend-paying companies and utilizes fixed-income allocations tailored to client objectives.

Ryan Adair is a financial advisor with Martin Capital Partners, LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at WCM Investment Management, U.S. Bank, and Dutch Bros Coffee. He also serves as the Operations Manager for Martin Capital Partners, LLC, which is scheduled to dissolve at the end of 2024. Martin Capital Partners provides discretionary portfolio management to a range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm’s investment approach focuses on bottom-up fundamental analysis of high-quality, dividend-paying companies and incorporates fixed-income allocations aligned with client objectives.

Joseph Lewis is a financial advisor at Isler Wealth Management, LLC in Eugene, OR, with nine years of industry experience. He holds a Series 65 designation and has been with Isler Wealth Management since 2016. In addition to his advisory role, Lewis is a partner and CPA at Isler CPA LLC, where he serves the tax and accounting needs of business and individual clients. Isler Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee benefit plans. The firm’s investment approach is based on Modern Portfolio Theory, primarily using passively managed, asset-class mutual funds with a buy-and-hold strategy, and integrates coordinated advisory and tax services through its affiliation with Isler CPA LLC.

Blaine Werner is a CFP® with 49 years of industry experience, currently serving at 44 Wealth Management LLC since 2020. His prior work includes extensive tenures at Merrill and Bank of America, N.A. Werner is an officer of the Lane Werner Family Foundation, a charitable organization that distributes funds to qualified charities. He also participates in community service as a board member for local organizations including the Eugene Police Foundation and a Catholic school support group. 44 Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages diversified portfolios using both passive and active strategies and works with broker-dealer customers without imposing account minimums.

John Mullen is a financial advisor at 44 Wealth Management LLC in Eugene, OR, holding a Series 65 designation with two years of industry experience. His prior work includes roles at the University of Oregon and positions in property management and resort operations. 44 Wealth Management provides investment management, financial planning, and consulting services to broker-dealer customers. The firm manages diversified portfolios through both passive and active strategies, including tactical asset allocation and alternative investments, serving primarily discretionary accounts without a specific minimum balance.

Lucien Degler is a CFP® professional with eight years at Syman-Degler Group, LLC and five years of industry experience. Prior to joining the firm, he was a stay-at-home parent for three years. Syman-Degler Group, LLC serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, and retirement account assistance on a non-discretionary basis with regular client approvals and reviews. The firm emphasizes mutual fund allocations and uses platforms such as Charles Schwab and RecordkeeperDirect® to support client-directed investment decisions.

Glenn Munro is a financial advisor at Isler Wealth Management, LLC with eight years of experience in the industry. He holds a Series 65 designation and has been a partner and CPA at Isler CPA, LLC since 2006, where he serves the tax and accounting needs of business and individual clients. Isler Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee benefit plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing primarily passively managed asset-class mutual funds and a buy-and-hold strategy supported by portfolio modeling.

Gary Conley is a financial advisor with Conley Capital Group in Eugene, OR, holding a Series 63 designation and over 54 years of industry experience. He has been president of The Conley Capital Group Inc. since 1990 and serves on the board of a tech start-up, IFWIZARD Corporation. Additionally, he is involved as owner and treasurer of PRN SANE, LLC, a sexual assault consulting firm. Conley Capital Group provides financial planning and asset-allocation advice to individuals, trusts, and estates, offering recommendations across a broad range of investments. The firm employs fundamental, technical, and macroeconomic analysis and uses both long-term and short-term trading strategies, often referring clients to third-party money managers for implementation.

Shannon Grant is a financial advisor at Roehl & Yi Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Roehl & Yi in 2021, he worked at Advised Assets Group LLC from 2006 to 2017. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and offers discretionary portfolio management with ongoing reviews.

Kevin Sittner is a CFP® and CFA® with nine years of industry experience. He has been with Sittner & Nelson, LLC since 2016 and previously worked at PricewaterhouseCoopers from 2013 to 2016. He serves as treasurer for VisionGift, a nonprofit organization that recovers and screens donated tissues for grafts. Sittner & Nelson is a four-advisor team managing approximately $1.048 billion in client assets, serving individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm provides wealth management, financial planning, consulting, and retirement plan services, typically using a discretionary approach based on fundamental analysis and long-term asset allocation.

Freddie Sittner is a CFP® with 44 years of industry experience, currently serving as an advisor at Sittner & Nelson, LLC since 2010. Prior to this, he worked at Kms Financial Services, Inc. from 2005 to 2020. Outside of advising, he is also involved as an insurance agent selling disability, long-term care, and other insurance products. Sittner & Nelson, LLC serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing wealth management, financial planning, and retirement plan consulting. The firm manages approximately $895.9 million in discretionary assets across about 445 client relationships, emphasizing fundamental analysis, asset allocation, and a long-term buy-and-hold investment approach.

Annaliese Ruiz is a financial advisor at Roehl & Yi Investment Advisors, LLC with four years of industry experience. She holds a Series 65 credential and has worked at Roehl & Yi since 2020. Prior to her advisory role, she was involved in the education travel sector and the restaurant industry. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, managing client portfolios through discretionary management with ongoing monitoring and quarterly reviews.

Gregory Erwin is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment management and comprehensive wealth management services. The firm manages both retail and institutional accounts with approximately $1.347 billion in discretionary regulatory assets under management as of the end of 2024.

Matthew Mathiesen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Integrity Wealth LLC since 2024. His prior experience includes roles at JOURNEY TREE, LLC, Roehl & Yi Investment Advisors, Merriman Wealth Management, and Waddell & Reed, among others. Integrity Wealth LLC is a multi-advisor team that provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm uses customized portfolios focused on strategic asset allocation primarily through low-cost mutual funds and ETFs and operates an educational program offering retirement seminars and workshops through a local college.

Locke Bielefeldt is a CFP® with 10 years of industry experience, currently serving at Evergreen Wealth Partners LLC since 2025. He previously worked at Willamette Wealth Partners, LPL Financial LLC, and operated his own firm, Bielefeldt Financial Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily composed of ETFs, mutual funds, equities, and bonds, managing assets on a discretionary basis with regular reviews.

Dina Ahten is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm manages both retail and institutional accounts, offering customized portfolio management that includes separately managed accounts, mutual funds, ETFs, and fixed-income instruments.

John Flaxel is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and employs a process that includes liquidity assessment, risk tolerance evaluation, ongoing rebalancing, and tax and estate coordination.