Steven Gradow is the principal advisor at Gradow Capital Management, LLC, an independent firm based in Lake Oswego, Oregon. He holds a Series 65 credential and has 31 years of industry experience, including over two decades leading his own firm since 2004. Gradow Capital Management provides fee-only investment advisory services to individuals, family foundations, trusts, estates, and charitable organizations. The firm delivers tailored portfolio management and written Personal Investment Plans that include inter-generational, estate, and philanthropic strategies, emphasizing risk controls, asset allocation, and ongoing monitoring. It manages approximately $33.8 million for nine clients and also offers expert-witness consulting on fiduciary, trust, and arbitration matters.

Bill Parish is the sole advisor at Parish & Company LLC, an independent firm based in Lake Oswego, Oregon. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Parish has been with Parish & Company since 1994. Parish & Company is a fee-only registered investment adviser offering discretionary investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification and emphasizes independence and transparency in its services.

Jody Duncan is a CFP® professional with 24 years of experience in financial advisory. She founded and has operated Insight Advisors NW, LLC since 2012. Insight Advisors NW serves individual and high-net-worth clients with discretionary investment management and written financial planning covering retirement, estate, education, cash-flow, and debt management. The firm customizes portfolios to client goals and risk tolerance, conducts regular reviews and rebalances, and may use third-party sub-advisors while monitoring their alignment with client objectives.

John Mulligan is a CFP® with 35 years of industry experience, currently managing Mulligan Capital, Inc. in Tigard, Oregon. He has led Mulligan Capital since 2016 and is also the Managing Member of The IRA QLAC Company, LLC, which provides QLAC consulting, sales, and services. Mulligan holds a State of Oregon insurance license and may implement insurance recommendations for clients in a separate capacity as a licensed agent. Mulligan Capital provides discretionary portfolio management and financial planning primarily for individual clients and self-directed ERISA retirement accounts. The firm’s investment approach emphasizes fundamental analysis, strategic asset allocation, and a long-term purchase orientation, managing about $40 million across multiple custodial accounts.

Christopher Hatfield is a CFP® with 15 years of industry experience, currently serving at Defined Wealth Management, LLC since 2020. Prior to this, he worked at True Private Wealth Advisors, LLC for seven years. He is a board member of the South Portland Business Association, participating in monthly meetings as a volunteer. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients with discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies, employing various analytical methods and tactical asset allocation, and offers both traditional and digital wealth management options.

Sarah Lane is a PFS™ credentialed financial advisor with eight years of industry experience. She is affiliated with CLS Financial Advisors, Inc. and Schultz Group CPAs, PC, where she has worked since 2016. Prior to that, she spent a year at Portland State University. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm utilizes broadly diversified, systematic portfolios based on capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

Ryan Mohr is a CFP® professional with 19 years of industry experience. He has been with Clarity Capital Management LLC since 2017 and previously worked at M Financial for one year. Ryan holds a Series 66 license and is based in Tigard, Oregon. Clarity Capital Management advises individuals, including high-net-worth clients, and employer plan sponsors, providing discretionary investment management, comprehensive and project-based financial planning, and retirement plan consulting and participant education. The firm employs a passive, low-cost core investment approach combined with tactical asset-allocation adjustments and offers multiple planning engagement models.

Carolyn Pentland is a financial advisor at Spectrum Strategic Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Spectrum since 2015. Spectrum Strategic Capital Management, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm offers financial planning, portfolio construction, and discretionary investment management, utilizing IPS-driven portfolios across customized, enhanced index, and unconstrained alpha strategies.

Diana Harrison is a CFP® professional with 25 years of industry experience, currently serving as an owner and advisor at Financial Investment Team (FIT) in Portland, OR. She has worked at FIT since 2005 and also owns Plus Tax, Inc., a tax planning and preparation service. Her background includes roles at Lewis and Harrison CPA Group and Divorce Asset Solutions, LLC. Financial Investment Team provides discretionary portfolio management, financial planning, and tax services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax planning through its affiliated CPA practice and employs a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerance.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Erik Bloomfeldt is a financial advisor with Insight Financial in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Solid Rock Capital, LLC and Integrity Financial Corporation, and has been associated with Insight Financial since 2006. Outside of advisory services, he is a part owner of a closely held corporation that owns a farm and guest ranch in Sisters, Oregon. Insight Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and certain qualified institutional buyers, managing approximately $35.4 million in client assets. The firm employs a tactical allocation approach with custom portfolio management, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary investment services.

John Child Jr. is a financial advisor with Sound Investment Management Inc in Tualatin, OR, holding a Series 65 designation and 31 years of industry experience. He has been involved with the Bionexus Foundation since 2011 and the International Bioresource Group since 2005. Child has worked with Sound Investment Management and the American Type Culture Collection, Inc. since 1993. Sound Investment Management serves individual investors, family trusts, estates, custodial accounts, and not-for-profit organizations. The firm primarily manages client accounts on a non-discretionary basis, using fundamental research and a combination of equity and fixed-income strategies.

William Nolan is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Greenbridge Investment Management, LLC since 2016 and previously worked at Kms Financial Services, Inc. Outside of his advisory role, he is a co-owner of a Japanese restaurant in Bend, Oregon. Greenbridge Investment Management serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with customized portfolio construction and comprehensive financial planning. The firm emphasizes individualized client relationships, offering discretionary portfolio management and a multi-strategy approach to align investments with clients’ objectives and risk tolerance.

David Malmstedt is a financial advisor at Maxwell Financial Group, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Maxwell Financial Group since 2014. Outside of his advisory role, he is a managing member of a software company that develops and markets internet-related software products and mentors the team. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm applies a mix of charting, fundamental, technical, and cyclical analysis within a predominantly non-discretionary model and also offers retirement-focused educational seminars.

William Baldwin is a ChFC® with 37 years of industry experience, currently serving as an advisor at Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2011. Prior to and during his tenure at Continuity, he was associated with Cambridge Investment Research, Inc. He is also licensed as an insurance agent offering fixed insurance products. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs mutual funds, ETFs, and tax-managed strategies, utilizing a sub-advisory relationship with Orion Portfolio Solutions and distinctive operational tools like the Pontera platform.

Adrian Guzman Pena is a financial advisor at Nexus Strategic Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Financial Advocates Investment Management and Type A Financial. Outside of his advisory role, he manages the finances for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth offers discretionary portfolio management and financial consulting primarily to families, business owners, and various non-individual entities such as trusts and charitable organizations. The firm emphasizes divorce-resolution services and business-planning support, providing written financial plans alongside managed accounts, and operates with a two-advisor team focused on trusts, estates, and business clients.

Amanda Coleman is a financial advisor at Sky-Mountain Capital Management with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she owns a hobby photography business and serves as a committee member on the Oregon State University Library Advisory Council. Sky-Mountain Capital Management provides investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and sometimes individual securities, managing accounts primarily on a discretionary basis and acting as an ERISA 3(38) investment manager for employer retirement plans.

Nicholas Fisher is a financial advisor at Pilot Wealth Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pilot Wealth Management since 2010. In addition to his advisory role, Mr. Fisher serves as manager and member of Pilot Investment Partners, which manages the Pilot Micro Equity Fund, a private pooled investment vehicle. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, and investment partnerships. The firm emphasizes value-oriented equities and fixed income within a tax-aware framework and manages both discretionary client portfolios and a private micro equity fund focused on small, under-owned publicly traded businesses.

Alix Demartino is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Defined Wealth Management, LLC since 2021. Prior to joining Defined Wealth Management, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of her advisory role, she owns a residential painting business and provides financial services consulting through her own firm. Defined Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plan participants, and institutional clients, offering discretionary investment management, financial planning, and consulting services. The firm employs both passive and active investment strategies, combining Modern Portfolio Theory and tactical asset allocation with various analytical techniques to manage approximately $254 million in assets.

Peter De Graff is a financial advisor at Taurus Capital Advisors, LLC with six years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Taurus Capital Advisors, he worked at Solid Rock Wealth Management, LLC and US Bank, N.A. He serves as an investment committee member for East West Ministries International. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.