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.

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.

William Ross is a financial advisor at North Forty Two & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with North Forty Two & Co. since 1997. North Forty Two & Co. serves individual investors, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management alongside integrated financial planning. The firm manages a small client roster with a focus on high-quality securities selected through fundamental, technical, and cyclical analysis, employing both long- and short-term trading strategies.

Joseph Bautista is the principal of Bautista Planning and Analytics, LLC, an independent firm based in Sandy, OR. He holds Series 65 and Series 63 licenses and has 11 years of industry experience, including prior work at First Command Financial Services. Bautista also provides self-development coaching and business development services, alongside his advisory work. Bautista Planning and Analytics serves individual and family clients with investment management, project-based and hourly financial planning, and a subscription-based ongoing planning service. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, allows tactical adjustments, and integrates business analytics, educational seminars, and published self-development content as part of its service offerings.

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.

Richard Dougall is a CFP® professional with 18 years of experience in financial advising. He is the principal and sole advisor at Encompass Financial Planning, where he has worked since 2017. Prior to that, he was with Northwest Wealth Advisors and operated Dougall Financial Group. Encompass Financial Planning is an independent registered investment adviser serving mid-career professionals, individual investors, trusts, and small businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement-plan advisory services, typically using long-term, asset-allocation oriented portfolios informed by modern portfolio theory and supplemented by fundamental and technical analysis.

Gregg Giboney is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been the sole advisor at Timberline Investment Management, LLC since 2005. Timberline Investment Management is an independent, fee-only advisory firm providing discretionary portfolio management to individual and institutional clients, including retirement, trust, pension, and nonprofit accounts. The firm employs a Dividend & Growth equity strategy with a four-point stock scoring process and offers diversified equity and fixed-income allocations, maintaining ongoing client communication through periodic meetings and written quarterly reports.

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.

Michael Townsend is a financial advisor with MP Townsend Financial in Portland, OR, holding Series 63 and Series 65 licenses and 17 years of industry experience. His background includes roles at Northwest Tax Advisors LLC, Townsend Group Realty, and Harlow Wealth Management. He is also involved in tax consulting, real estate brokerage, and insurance sales in capacities that occupy limited hours weekly. MP Townsend Financial is a small independent advisory firm serving individual clients with discretionary portfolio management, financial planning, and educational seminars. The firm utilizes model portfolios and written Investment Policy Statements to implement client strategies, combining fundamental, technical, and cyclical analysis.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.

Donald Mattersdorff is the sole advisor at D. Mattersdorff LLC in Lake Oswego, OR. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he provides expert testimony in securities litigation as a consultant for Bates Group and serves as trustee for family trusts. D. Mattersdorff LLC serves individual clients and families, offering financial planning and discretionary investment management with a fundamental, value-based approach focused on global stocks, bonds, REITs, and mutual funds. The firm manages approximately $60.7 million for about 20 clients and emphasizes individualized portfolio oversight with a global investment capability.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

Brent Pearson is a Series 65-licensed financial advisor based in Oregon City, OR, with one year of industry experience. He is the principal and sole advisor at Keychain Asset Management and has owned an IT consulting and software development firm, Napa Logic Inc., since 2014, which is currently winding down with no active projects. Keychain Asset Management provides investment advisory services to individuals, families, businesses, and other entities, including trusts and charitable organizations. The firm integrates fundamental, technical, and quantitative analysis across traditional and digital asset classes, focusing on long-term investing, diversification, and periodic rebalancing, and offers specialized digital-asset portfolio management and consulting services.

Samuel Khalil is a financial advisor at Wide Eye Capital in Vancouver, WA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fisher Investments and Principal Consulting Group. Outside of finance, he works as a Development Analyst for Multnomah County Behavioral Health, focusing on data analytics and reporting. Wide Eye Capital provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm combines bottom-up equity selection with macroeconomic analysis and employs a range of instruments and strategies, including hedging and derivatives monitoring, to manage client portfolios.

Ted Taplett is a financial advisor at Strategic Finance Inc. in Clackamas, Oregon, holding a Series 65 designation with two years of industry experience. His work history includes roles at Household and the CFA Institute, as well as community involvement with Grace Community Church. Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high-net-worth clients, employing a proprietary three-factor investment strategy that incorporates market, value, and momentum exposures tailored to client objectives.

David Peterson is a CFP® with 19 years of experience based in Oregon City, Oregon. He has been the sole advisor at Integrated Retirement Strategies since 2007. Integrated Retirement Strategies provides investment supervisory services, financial planning, and personal financial organization primarily for individuals and families, including high-net-worth clients and trusts. The firm employs a combination of fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation, with continuous monitoring and periodic reporting.

John Burnside is a financial advisor at Burnside and Co. in Oregon City, OR, holding the CFP® designation with 15 years of industry experience. He has managed Burnside Capital Management since 2004. Outside of his advisory work, he volunteers on the investment committee for the Archdiocese of Portland and serves as a parent representative on the Site Council for Scouters Mountain Elementary. Burnside and Co. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm’s investment approach combines fundamental analysis with both long- and short-term strategies, and it offers retirement and pension-related planning alongside broader financial consulting.