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.

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.

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.

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.

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.

Jason Gong is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifelong Wealth Management Group, LLC since 2018 and previously held positions at Premier Mortgage and Cetera Advisors LLC. Outside of his advisory role, he serves as president of the Northwest Spine Foundation, where he consults on business matters and facilitates educational events in the field of spinal and neurosurgery. Lifelong Wealth Management Group provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, trusts, estates, and small corporations. The firm combines top-down macroeconomic and technical trend analysis to manage client portfolios through longer-term preservation and shorter-term growth strategies, maintaining a hands-on approach with personalized portfolio customization.

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.