Margo Werner is a CFP® with six years of industry experience, currently serving as a financial advisor at 44 Wealth Management LLC in Eugene, OR. Prior to joining 44 Wealth Management, she held positions at Bank of America Merrill Lynch and worked within the Office of Residential Life at Colgate University. She is also a board member of the Marist Catholic High School Foundation, an educational organization in Eugene, OR. 44 Wealth Management provides investment management, financial planning, ERISA plan advisory, and consulting services to individual, high-net-worth, institutional, trust, and retirement plan clients. The firm uses a combination of active and passive strategies and a range of analytical methods to tailor portfolios according to client risk profiles.

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.

Adam Coughlin is a CFP® and Series 66-registered advisor at Evergreen Wealth Partners LLC with five years of industry experience. Prior to joining Evergreen in 2025, he worked at LPL Financial LLC and held roles in retirement-focused organizations and educational institutions. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using a combination of ETFs, mutual funds, individual stocks, and bonds, with ongoing monitoring and periodic formal reviews.

Holly Matus is a financial advisor at 44 Wealth Management LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for five years before joining her current firm in 2020. 44 Wealth Management is an SEC-registered investment adviser managing approximately $445.9 million across more than 1,150 accounts. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and institutions, offering a combination of active and passive management guided by Modern Portfolio Theory and employing a range of analytical techniques and tactical asset allocation strategies.

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, holding a Series 65 designation with nine years of industry experience. He has been with Isler Wealth Management since 2016 and is also 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 retirement plans. The firm’s investment approach emphasizes Modern Portfolio Theory and buy-and-hold strategies, primarily utilizing passively managed mutual funds and model portfolios.

Blaine Werner is a CFP® with 49 years of industry experience, currently affiliated with 44 Wealth Management LLC. He previously worked at Bank of America and Merrill, with a combined tenure spanning over five decades. He serves as a director and secretary of the Lane Werner Family Foundation, a charitable organization that donates to qualified charities. Additionally, he participates in local nonprofit and community boards, including the Eugene Police Foundation and a Catholic school support organization. 44 Wealth Management provides investment management, financial planning, ERISA plan advisory, and consulting services to individual, high-net-worth, institutional, trust, and retirement clients. The firm combines active and passive management with diversified strategies and a range of analytical approaches to align portfolios with client risk profiles.

John Mullen is a financial advisor with 44 Wealth Management LLC in Eugene, OR. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at the University of Oregon and other diverse positions before entering the financial advisory field. 44 Wealth Management is an SEC-registered investment adviser managing over $445 million across more than 1,100 accounts. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and institutions, employing a combination of active and passive management strategies with an emphasis on diversification guided by Modern Portfolio Theory.

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 industry experience. He holds a Series 65 designation and has served as a partner and CPA at Isler CPA, LLC since 2006, providing tax and accounting services to 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 retirement plans. The firm’s investment approach emphasizes Modern Portfolio Theory and a buy-and-hold strategy using primarily passively managed, asset-class mutual funds and model portfolios.

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 Series 65-licensed advisor with Roehl & Yi Investment Advisors, LLC, where she has worked since 2018. She has three years of industry experience and previous work history in the hospitality and education travel sectors. Roehl & Yi Investment Advisors is an SEC-registered wealth management firm that provides financial planning, investment management, and retirement plan consulting to a range of clients, including individuals and charitable organizations. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, managing most client assets through its proprietary wrap fee program.

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.

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.