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.

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.

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.

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.

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.

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.

Sean Pyles is a CFP® affiliated with Pyles Financial Planning, LLC in Portland, OR, with one year of industry experience. Prior to founding his firm, he worked for NerdWallet for ten years. Pyles Financial Planning provides comprehensive financial planning and investment advice primarily to individual clients within the LGBTQ+ community and others who may lack traditional access to these services. The firm follows a structured investment process emphasizing asset allocation and tax diversification, and it offers services through hourly and flat-fee billing rather than asset-based fees.

FPNW is a fee-only fiduciary that supports the Do-It-Yourself investor and those just getting started. FPNW has four offerings: 1. Deep Dive – Reviews ten key financial topics and generates a detailed “To-Do List” for your implementation. 2. Comprehensive Financial Plan – A detailed projection of your financial future that answers questions like: “Am I on track for retirement?” “Are my investments too conservative? Or too risky?” “How should I save for a home or college?” “Is my current financial advisor doing a good job?” 3. Let’s Get Started – You seek coaching on how to set up your financial affairs from 401-(k) plans at work or savings plans for the self-employed, investing to basic banking and insurance. 4. Projects – Maybe it’s reconstructing your cost basis or you’ve inherited a mess from a parent. Planning for the estate taxes levied by Oregon and Washington is important. FPNW does not provide investment management services. FPNW helps clients either manage their own investments or locate other financial advisers who provide investment services. As a fiduciary, your success comes first. FPNW does NOT sell any financial products and does NOT accept any outside compensation. Previously I served wealthy clients. My goal now is to democratize the wealth creation process and to offer the same expertise whether you’ve got millions or only hundreds to invest. FPNW’s Philosophy Time on earth is our most important asset. Live accordingly and joyfully. Over the long run, stocks and real estate outperform other assets classes with built-in inflation projection. Take only as much investment risk as needed to reach your goals. The only correct allocation to stocks is one you're comfortable with and will stick to. Low-cost, tax efficient Exchange Traded Funds and index funds allow you to craft a simple sustainable portfolio. Tax-efficiency is key. Asset location matters. Sustainable and ethical investing is extremely competitive with “mainstream” investments. Diversify internationally. Philanthropy - Let’s discuss how to support your favorite charities while you’re alive and as part of your legacy. The comedian Chris Rock said it best. “Wealth is not about having a lot of money; It’s about having a lot of OPTIONS.” Let’s start with a free discussion to discover your best options. To quote legendary baseball player Yogi Berra, “If you don’t know where you’re going, you won't get there.."

Ulrike Devoto is a CFP® professional with 16 years of industry experience and has operated Ascent Financial Advisors since 2000. She holds a Series 65 license and manages her independent firm in Portland, OR. Ascent Financial Advisors provides fee-only financial planning and discretionary investment management to individuals, trusts and estates, foundations, and small businesses. The firm employs a diversified investment approach based on modern portfolio theory, using no-load mutual funds alongside individual fixed-income instruments, and manages nearly $47 million in discretionary assets across a varied client base.

Robert Prall is a ChFC® credentialed financial advisor with 31 years of industry experience. He is the owner of RX Investment Solutions LLC in Portland, OR, where he has worked since 2008. Prior to that, he spent nine years with Independent Financial Group. In addition to his advisory work, Prall is an insurance agent offering life and health annuities since 1995. RX Investment Solutions is a single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm provides asset management, financial planning, retirement plan consulting, and uses a combination of individual securities and funds within discretionary portfolios, including model portfolios monitored for performance and risk.