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.

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.

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.

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.

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.

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.

As the owner and President of Pacific Coast Investment Advisors, LLC, I partner with clients who want a clear, disciplined path to financial independence—charting their course to and through retirement. I combine evidence-based investment management with comprehensive financial planning to help you align your portfolio, cash flow, taxes, and retirement strategy with the life you actually want to live. As a fee-only fiduciary, I sit on the same side of the table as you: my advice is transparent, conflicts are minimized, and your best interest always comes first. I work closely with professionals, retirees, and small-business owners who value a personal relationship, plain‑English communication, and a thoughtful, data‑driven approach. Together, we’ll build and maintain a customized plan that addresses retirement income, tax efficiency, risk management, and legacy goals, with ongoing adjustments as life and markets change. My goal is to give you clarity, confidence, and a trusted partner to call whenever you have an important financial decision to make.

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.

John Raaf is a CFP® and CFA® with 22 years of industry experience. He has been the principal advisor at Raaf Investment Advisors, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small business owners. Raaf Investment Advisors employs an active, asset-allocation driven approach, utilizing a combination of actively managed mutual funds and passive index funds selected through rigorous screening.

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.