Mark Sharp is the principal of Mark Sharp Retirement in Portland, Oregon, and holds the CFP®, Series 66, and Series 65 designations. He has 10 years of industry experience, including seven years at Corvel Corporation before founding his firm in 2017. In addition to his advisory work, he operates as an independent licensed tax consultant. Mark Sharp Retirement provides financial planning and investment advisory services to individual clients, focusing on discretionary portfolio management, ongoing retirement planning, and project-based financial planning. The firm employs a Modern Portfolio Theory-based approach using mostly passive index mutual funds and ETFs, managing accounts on a discretionary basis when authorized.

Bruce Keller is a CFA® charterholder and investment advisor with Total Assets Management, Inc. in Portland, OR, bringing 13 years of industry experience. He has been with Total Assets Management since 2013 and also works as a manufacturer's representative for ITT Enidine, communicating product information to structural engineers. Keller is employed full-time as a distribution clerk for the United States Postal Service, a role he maintains alongside his advisory work. Total Assets Management, Inc. provides discretionary investment management primarily for individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a long-term, contrarian equity-oriented strategy with low turnover, emphasizing preservation of purchasing power and selecting out-of-favor or regulation-impacted securities.

Karan Narayan Iraddi is a financial advisor at Magnolia Growth Capital with a Series 65 credential and three years of industry experience. Prior to founding Magnolia Growth Capital, he worked at Tektronix, Inc. and has been employed at Google, Inc. since 2019 in a financial analyst role focused on forecast accuracy and financial modeling unrelated to investment advising. Magnolia Growth Capital is an independent, state-registered adviser serving individuals, endowments, foundations, charitable organizations, and businesses. The firm offers discretionary investment management, written financial planning, and business consulting, employing Growth, Value, Income, and Safety strategies with a long-term investment horizon and a focus on fundamental research across domestic and international publicly listed stocks.

Jonas Merrill is a CFP® professional and Series 65 licensee based in Portland, OR, with five years of experience in financial advising. He is the principal and sole advisor at Pathlight Financial Planning LLC, an independent firm he has led since 2023. Merrill’s prior experience includes roles at Skyline Financial Northwest, Modernist Financial, and Standard Retirement Services. Pathlight Financial Planning LLC provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages discretionary portfolios using a blend of passive index funds and selective active strategies, including ESG-screened options, and requires clients to custody accounts at Altruist Financial, LLC.

William Hamilton is a CFP® with 22 years of experience in financial advising. He has been the principal of WBH Financial Services, LLC since 2015. Outside of his advisory work, he conducts education and support seminars for divorced or widowed women through Women Transitions Co and serves on the leadership committee of the Financial Planning Association. WBH Financial Services provides financial planning and discretionary investment management to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, broadly diversified investment approach, primarily using mutual funds and ETFs, and offers specialized services including divorce financial analysis and fixed-fee tax preparation.

Karsten Jeske is a CFA® charterholder and the sole advisor at Short Put Yield with one year of industry experience. He previously worked at Mellon Capital Management for ten years and has been involved with the Early Retirement Now Blog since 2016. Jeske also holds an academic role at the University of California, Berkeley. Short Put Yield is a boutique registered investment adviser serving primarily high-net-worth individual investors. The firm focuses on options trading strategies within separately managed accounts, combining portfolio management with retirement and tax planning services.

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.

Aaron Saunders is a financial advisor at Comus Investment, LLC in Vancouver, Washington, holding a Series 65 designation with nine years of industry experience. He has been with Comus Investment since 2016 and previously worked at United Parcel Service from 2015 to 2018. Comus Investment provides discretionary portfolio management focused exclusively on publicly traded equities for individual and institutional clients. The firm employs a deep-value, concentrated approach targeting foreign small- and micro-cap companies, avoids derivatives and leverage, and uses foreign currency conversions to facilitate international equity purchases.

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.

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.

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.