Craig Nelson is a financial advisor at Red Sky Financial Planning, LLC in Wilsonville, Oregon, with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Nike Inc. from 2015 to 2017. Red Sky Financial Planning serves professionals, business owners, corporate executives, and retirees by providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm incorporates tax preparation and tax-aware strategies into its planning process and emphasizes passive investment management using low-cost index funds and ETFs.

Joanna Nowak is the sole advisor at Moneywise Financial Advisors in Portland, OR, with 14 years of industry experience. She holds a Series 65 designation and has been with Moneywise Financial Advisors since 2011. Moneywise Financial Advisors is an independent, sole-practitioner firm serving individuals, trusts, businesses, foundations, and charities. The firm provides financial planning, investment consultation, discretionary supervisory services, and wealth management using diversified portfolios based on Modern Portfolio Theory, with implementation supported by a third-party sub-adviser.

Douglas Albo is the sole advisor at Capital Income Management, LLC in Sherwood, Oregon, holding Series 63 and 65 licenses with 29 years of industry experience. He has led Capital Income Management since 2009. Albo contributes investment analysis and articles to Seeking Alpha, where he has built a following since 2010 and offers exclusive content through a subscription service. Capital Income Management provides individual account management for high-net-worth individuals, trusts, pensions, retirement plans, corporations, and endowments. The firm focuses on diversified portfolios of equity-based exchange-traded funds (ETFs) and closed-end funds (CEFs), using a proprietary relative-valuation model to guide investment decisions and actively manage these fund vehicles to pursue income while managing volatility.

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.

Daniel Jacobson is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Gabriel Capital, LLC in Portland, OR. He has been with Gabriel Capital since 2005. Gabriel Capital provides financial planning and portfolio management to individuals, businesses, and organizations, employing a blended investment process that includes fundamental, technical, and quantitative analysis. The firm manages a concentrated asset base primarily on a discretionary basis and offers customized investment guidelines tailored to each client.

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.

Gregory Pashak is a financial advisor with Sunset Strategic Financial Advisors, LLC in Beaverton, Oregon. He holds the Series 66 designation and has 19 years of industry experience. Pashak has been with Sunset Strategic Financial Advisors since 2012. Sunset Strategic Financial Advisors serves individual investors and small-business clients, focusing on portfolio management and financial planning tailored to documented client goals. The firm uses a range of investment strategies and maintains a small client base with approximately $4.8 million in assets under management.

Tyler Elliott is a CFP® and holds a Series 66 license, with 11 years of experience in the financial advisory industry. He has worked at Watershed Wealth Planning LLC since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Watershed Wealth Planning LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning, project-based consulting, and investment advisory services. The firm focuses on goal-based advice using a diversified, asset-class investing approach with passive institutional funds and offers a subscription-style planning model that includes both discretionary and predominantly non-discretionary assets under advisement.

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.

Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.

Bryce Peterson is the sole advisor at Peterson Wealth Management in Tigard, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Peterson Wealth Management serves individuals, families, and small organizations with discretionary portfolio management and advisory services for employer retirement plans. The firm employs a value-oriented investment process focused on fundamental analysis and free-cash-flow estimates to identify undervalued equities and fixed income opportunities, managing concentrated portfolios typically containing 10 to 50 positions.

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.

Fairchild Capital is a firm created to help people with the biggest decision of their life--retirement. Assembling the pieces that you need for a retirement income plan requires the skill and training of a specialist. Our focus is helping clients plan and transition into retirement. You should not worry about how the markets are doing this year, or concern yourself with the changing political environment. Our clients know that their retirement income is not dependent on these things. Todd has been a Financial Planner since 2000 and is continually looking for ways to improve the services we provide to our clients. Todd provides the bulk of the technical expertise and has an incredible ability to translate complicated financial and tax strategies into plain English.

Jess Bogumil is a financial advisor at Fluence Wealth Management LLC with a Series 65 credential and experience beginning in 2024. He is also a member of Fluence LLC, a CPA firm where he prepares tax returns and advises clients on tax, accounting, and business matters. Fluence Wealth Management LLC provides non-discretionary investment management and pension consulting primarily to defined contribution and defined benefit plans, as well as individual clients. The firm emphasizes diversified, risk-based asset allocation and conducts due diligence to recommend independent advisers for plan asset management while accepting ERISA fiduciary duties in its pension consulting services.

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.

Lissa Piper is a CFP® professional with four years of experience in financial advising and is the sole advisor at Money Blossoms, an independent firm based in Beavereton, OR. In addition to her advisory role since 2021, she has worked with Tualatin Valley Fire & Rescue since 2009. Money Blossoms provides comprehensive financial planning and investment management services to individual clients, including higher net worth individuals, with offerings that include tax return preparation and educational seminars. The firm employs a primarily passive investment approach using diversified portfolios of index funds and ETFs, complemented by tailored portfolio supervision and the use of third-party model managers.

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 14 years of industry experience. He holds a Series 66 designation and has worked at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. In addition to advising, he reviews life-insurance needs and presents related options to clients. Vessel Wealth Advisors LLC offers fee-based portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm uses a risk-based investment approach grounded in modern portfolio theory and integrates pension consulting with accounting and insurance services.

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.