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.

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.

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.

William Weikart is the founder and sole advisor at Weikart Advisory Services LLC in Camas, Washington, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 2009. Outside of financial advising, Weikart is a motivational speaker and owns a record label involved in music sales and publishing. Weikart Advisory Services LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, small retirement plans, and trusts. The firm offers managed-account portfolio management, written financial plans, and access to third-party managers, typically operating on a non-discretionary basis with periodic account reviews and a diversified investment approach.

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.

Douglas Deibele is the principal advisor at Sunrise Capital Management LLC in Camas, WA, holding a Series 65 credential with 11 years of industry experience. He has been involved in the financial sector since 2003. Outside of his advisory work, he is listed as the CEO and owner of an investment-related LLC, Paradise Chaparral LLC. Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, primarily on a discretionary basis. The firm employs an active, equity-focused investment approach centered on concentrated stock holdings and utilizes option-writing strategies such as cash-secured put sales to generate income or acquire securities.

Brian Wiksell is the principal of Symplectic Capital LLC and holds a Series 65 designation with 10 years of industry experience. His prior firms include Finch Investment Group and Professors Capital, Inc. Symplectic Capital LLC provides discretionary investment management to individuals and entities, focusing on rules-based, momentum-oriented strategies implemented primarily with publicly traded securities and ETFs. The firm offers performance-based fee arrangements for qualified clients and relies on third-party models and aggregated trade execution.

Edgar Heissler is a CFP® and ChFC® with 24 years of industry experience. He is the sole advisor at Heissler Financial, LLC, an independent firm based in Gresham, OR. He has worked with the Heartland Institute since 2006 and teaches financial literacy classes for northwest companies. Heissler Financial is a fee-only advisory firm serving individual clients with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index funds and ETFs supplemented by active investments, primarily operating with non-discretionary client relationships.

Kevin Carlson is a financial advisor at Vessel Wealth Advisors LLC in Portland, OR, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America Advisors, KMS Financial Services, and Cambridge Investment Research Advisors. In addition to his advisory work, he reviews life insurance needs with clients and presents options for meeting those needs. Vessel Wealth Advisors LLC provides fee-based portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a risk-based investment approach integrating modern portfolio theory and offers services including discretionary management, financial planning, and standalone pension consulting.

Ted Guerin is the principal of Blueprint Financial Advisors, LLC in Portland, OR. He holds Series 65 and Series 66 licenses and has 15 years of industry experience. Prior to founding Blueprint Financial Consultants in 2015, he was a self-employed real estate investor. He holds an Oregon insurance license and occasionally recommends insurance products that may result in commissions. Blueprint Financial Advisors provides fee-only financial planning and investment advisory services to individuals, families, businesses, and non-profits. The firm emphasizes low-cost, broadly diversified index funds and ETFs, combining long-term asset allocation with Monte Carlo analysis and comprehensive financial planning, including real estate investment options such as private placements and Delaware Statutory Trusts.

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Charles Dobson is a CFP® professional with 18 years of industry experience. He is the principal of Dobson Asset Management LLC in Portland, OR, and has served as Senior Vice President at Avalon Trust since 2016, focusing on relationship management. Dobson Asset Management is a fee-only registered investment adviser providing financial planning, investment management, and consulting services to individuals, businesses, and nonprofit organizations. The firm employs a structured investment approach that includes written investment policy statements, ongoing monitoring, and manager research, offering both discretionary and non-discretionary supervisory services.

Dean Duncan is the sole advisor at Duncan, Dean Bryan, an independent investment advisory firm based in Portland, OR. He holds 27 years of experience as an investment advisor and has been in the industry for 15 years. Outside of his advisory work, he maintains residential family real estate, a business activity he has managed for 35 years. The firm provides discretionary portfolio management for individual clients and their IRA accounts, focusing on growth and income objectives through portfolios primarily composed of individual securities, including closed-end funds, ETFs, and common stocks. It serves a small number of clients with roughly $3.1 million in assets under management and does not use commissioned products or wrap-fee accounts.

Neil Rue is a CFA charterholder and principal of Neil A. Rue, CFA Investment Advisor in Portland, OR, with nine years of industry experience. His career includes roles at Meketa Investment Group and Pension Consulting Alliance, where he worked for over two decades before founding his independent advisory firm. The firm offers fee-only investment and wealth management services to individuals and families, focusing on clients with significant financial assets. Its investment approach is primarily non-discretionary, emphasizing strategic asset allocation, use of low-cost index funds, tax efficiency, and client approval before trade execution.

Corey Kaster is a financial advisor at Inbundance Wealth Management in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Heartland Capital Inc and Farmers Financial Solutions. Outside of his advisory work, Kaster is involved with Gaylabration, Inc., a nonprofit that raises funds to support the LGBTQ community through charity dance events. Inbundance Wealth Management provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, managing approximately $12.1 million across 54 accounts. The firm uses a long-term, non-discretionary investment approach based on Modern Portfolio Theory and related models, with a focus on individualized Investment Policy Statements.

Beatrice Schultz is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Westface Financial Advisory in Camas, WA. She has managed various aspects of financial services since 2006 through her roles at Paceline, LLC, operating under multiple Westface brands including college planning and insurance services. In addition to advisory work, she is involved with Moneytrax North America, Inc., a financial services software company. Westface Financial Advisory is a state-registered firm serving individual and high-net-worth clients with financial planning, investment management, and financial consultation. The firm integrates advisory services with insurance brokerage and college planning, offering portfolios primarily composed of no-load or load-waived mutual funds, ETFs, and unit investment trusts, often utilizing model portfolios from the Altruist Model Marketplace.

Joseph Ridinger is the principal advisor at Ridinger Wealth Management, LLC in Vancouver, Washington, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Concierge Private Wealth Management, LLC and Fulcrum Wealth Management LLC. Outside of advisory work, he is co-owner of Crescent Legacy Holdings, LLC, a company distributing construction and building products, and he also acts in various fiduciary capacities. Ridinger Wealth Management provides investment advisory services to individual and high-net-worth clients, along with 401(k) plan consulting and participant education for employer plans. The firm customizes portfolios based on client objectives, employing a mix of investment methods and utilizing both model portfolios and third-party managers.

Lindsey Cole is the sole advisor at Venture Forth Financial in Portland, OR, holding a Series 65 designation with 15 years of industry experience. She has been with Venture Forth Financial since 2016. Venture Forth Financial provides discretionary investment management, financial planning, and legacy management services to individuals, high-net-worth families, and trusts. The firm uses a Modern Portfolio Theory-based approach with diversified, low-cost, passively managed funds and offers ESG-screened portfolios aligned with client goals.