Andrew Jamison is a CFP® with 16 years of industry experience and has been with Main Avenue Financial Services, LLC since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Jamison serves as treasurer for the Portland Basketball Officials Association and also officiates basketball games year-round. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, and retirement plan participants. The firm manages approximately $94 million with a two-advisor team, employing a long-term, buy-and-hold strategy using actively managed and index mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.

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.

Nicholas Westly is a financial advisor at Rubicon Global Group and Rubicon Global Advisors based in Portland, OR. He holds a Series 65 designation and has previous experience working at Leaf & Cole, LLP, Armanino, LLP, and Grant Thornton, LLP. He has also spent time as a full-time student most recently since 2023. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning clients’ financial goals with their social and religious values through customized asset allocations and a combination of fundamental, technical, and cyclical investment analysis.

Lance Johnson is a financial advisor with ROI Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with ROI Financial since 2011. Outside of advising, Mr. Johnson is involved in several business ventures, including a 26% ownership in ROI Tax LLC, which provides tax preparation services, and a one-third partnership in ROI Marketing & Creative Design LLC, a marketing services firm. ROI Financial Advisors serves individual investors, business owners, and retirement plans with portfolio management, financial planning, and pension consulting. The firm employs multiple analytical methods and a variety of investment strategies, including long-term investing and short-term trading, and maintains affiliated tax and marketing businesses with supervisory controls to address related conflicts.

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.

Jeffrey Bloch is a Series 65-licensed financial advisor with Main Avenue Financial Services, LLC in Beaverton, Oregon. He has 11 years of industry experience and has been with Main Avenue Financial Services since 2014. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, estates, family businesses, and retirement plan participants. The firm manages approximately $94 million for about 76 clients, employing a long-term, buy-and-hold investment approach with tailored asset allocation and primarily non-discretionary portfolio management.

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.

Robert Bedritis is a financial advisor at Oswego Private Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Oswego-branded firms as well as LPL Financial. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, wealth planning, and business transition services tailored to clients' goals and time horizons. The firm utilizes fundamental and cyclical analysis and offers access to third-party managed accounts and subadvisors.

Matthew Yarbrough is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Encompass Wealth Advisors, LLC since 2018 and previously spent three years at RVK, Inc. Matthew is based in Portland, OR. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management services, implementing tailored investment plans through a mix of mutual funds, individual equities, ETFs, independent managers, and other securities while employing both fundamental and technical analysis.

Kyle Hoelzle is a financial advisor at Physician Family Financial Advisors Inc in Beaverton, Oregon, holding a Series 65 credential with 10 years of industry experience. He has worked at Physician Family Financial Advisors Inc since 2015. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm focuses on diversified, passive investment allocations using primarily index mutual funds and ETFs, combining tax-aware strategies with a balanced stock-and-bond mix while offering financial planning, investment guidance, and discretionary account management.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with seven years of industry experience. He has worked at Dollinger Management since 2018 and has been associated with Daniel Dollinger CPA CFP since 2015. Dollinger Management Inc. manages approximately $47.7 million for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm uses diversified index mutual fund/ETF strategies and separate buy-and-hold equity approaches, tailoring portfolios to clients' risk, tax, and cash-flow needs, and maintains an ongoing affiliation with a related tax and accounting practice.

Richard Steronko is a financial advisor with Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 credential and 18 years of industry experience. He has worked at Willamette Financial Advisors since 2015 and previously at Centaurus Financial, Inc. from 2015 to 2017. In addition to his advisory role, he serves as a social service specialist for the State of Oregon, providing social service referrals to dysfunctional families. Willamette Financial Advisors offers investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and emphasizes ongoing client reviews and educational resources, including retirement plan rollover analyses.

Andrew Ryan is a financial advisor at Ryan Financial Solutions, LLC with a Series 65 designation and three years of industry experience. He has worked at Ryan Financial Solutions since 2021 and has concurrent service in the Oregon National Guard since 2014. Prior to his advisory role, he was employed by the Sherwood School District from 2013 to 2021. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to individual public servants such as educators, firefighters, police, and military personnel, along with other individual clients. The firm employs a comprehensive approach that includes discretionary and non-discretionary portfolio management, retirement and estate planning, and integrates behavioral and technical analysis with technology tools including supervised artificial intelligence.

Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.

Justin Curtiss is a CFP® professional with six years of industry experience. He is currently with Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2022. His prior experience includes roles at Cambridge Investment Research, Inc., Sustainable Wealth Management Inc., and Landerholm, P.S. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable organizations, managing approximately $214.3 million for about 270 clients. The firm offers discretionary portfolio management combined with comprehensive financial planning, utilizing mutual funds and ETFs with periodic rebalancing and quarterly reviews.