Dina Ahten is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm manages both retail and institutional accounts, offering customized portfolio management that includes separately managed accounts, mutual funds, ETFs, and fixed-income instruments.

John Flaxel is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and employs a process that includes liquidity assessment, risk tolerance evaluation, ongoing rebalancing, and tax and estate coordination.

Scott Sanders is a CFP® professional with 25 years of industry experience, currently serving at Integrity Wealth LLC. His prior roles include positions at TRUE Private Wealth Advisors, PURSHE KAPLAN STERLING INVESTMENTS, and Merrill. He is the owner of Retirement Intelligence, LLC, where he creates and provides educational classes on retirement planning topics. Integrity Wealth LLC is a small team-based firm managing approximately $305 million in client assets across roughly 245 relationships. The firm serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans, focusing on customized portfolios built primarily with low-cost mutual funds and ETFs. They offer discretionary management and educational retirement seminars through a local college without compensation.

Selene Sullivan is a financial advisor with Go Wealth Management in Eugene, OR, holding the PFS™ and Series 66 credentials and bringing 12 years of industry experience. She previously worked at O'Connell Investment and Insurance Services, LLC, Avantax Advisory Services, and HD Vest Advisory Services. Outside of advisory work, she serves as CPA and President of Principal Accounting, PC, where she manages the firm and oversees tax return preparation. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm uses a team-based approach with formal client profiles and investment plans, employing asset allocation across various securities and offering fiduciary consulting and pension outsourcing services.

Jennifer Paterson is a financial advisor with Integrity Wealth LLC in Eugene, OR, holding a Series 65 designation and seven years of industry experience. Prior to joining Integrity Wealth, she worked at Mainsail Financial Group and has been a partner at JP Home Renovation, LLC, a general contracting business, since 2022, where she handles bookkeeping, scheduling, and marketing. Integrity Wealth LLC serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm employs a multi-advisor team model, managing approximately $305 million in assets with a focus on customized portfolios primarily using low-cost mutual funds and ETFs.

Sandra Sperry is a CFP®-certified financial advisor at Sapient Private Wealth Management, LLC with 19 years of industry experience. She has been with Sapient since 2011. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, personalized cash flow management, and ERISA Section 3(38) investment manager services for 401(k) plans. Sapient manages both retail and institutional-type accounts and offers customized asset-allocation plans using a variety of investment vehicles and third-party platforms, emphasizing discretionary portfolio management and ongoing rebalancing.

Jayman Yi is a financial advisor at Roehl & Yi Investment Advisors, LLC with 23 years of industry experience. He has been with the firm since 2001 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of the Eugene Country Club and is a member of the investment committee for Greater First Tee of Oregon. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach and manages most client accounts through its wrap fee program.

Brandon Berg is a Series 65 credentialed advisor with Expand Financial Group, LLC, where he has worked for four years. He has also been involved with Cove Church since 2019 and previously worked with Rhapsody Church from 2010 to 2018. Expand Financial Group provides asset management, comprehensive portfolio management, and standalone financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches and manages portfolios using stocks, bonds, ETFs, mutual funds, and alternative investments, maintaining relationships with various institutional counterparties.

Clay Skurdal is a financial advisor at RiskBridge Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining RiskBridge in 2021, he worked at Fieldpoint Private Securities, LLC for five years. Skurdal is also a founding partner and Executive Vice President of Advisors Ahead LLC, an online digital training service for financial advisors, and serves on the boards of Marist Catholic High School and the Phi Sigma Kappa Foundation. RiskBridge Advisors serves institutional clients and high-net-worth individuals through a risk-first, factor-based investment approach focused on managing portfolio volatility. The firm offers discretionary and non-discretionary investment management, sub-advisory services, comprehensive financial planning, and family office solutions.

Jacob Eld is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Sapient Private Wealth Management, LLC since 2018. Prior to that, he worked for three years at the University of Oregon Foundation. He is also an associate board director at the Oregon Community Credit Union, a role he began in 2025. Sapient Private Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm develops customized asset-allocation guidelines based on clients’ financial goals and uses a range of investment vehicles and third-party platforms to implement and monitor portfolios.

Sean Ritchie is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Sapient Private Wealth Management since 2019 and previously spent ten years at Harry Ritchies Jewelers. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment management and comprehensive wealth planning services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation, ongoing rebalancing, and tax- and estate-coordination.

Sarah Skortman is a financial advisor with Sapient Private Wealth Management, LLC, holding a Series 65 credential and three years of industry experience. Before joining Sapient in 2022, she worked at Remax Integrity and was involved with JAJ Enterprises, LLC for eight years. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment and comprehensive wealth management services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation and ongoing rebalancing.

Todd Nelson is a CFP® with 23 years of industry experience, currently serving at Sittner & Nelson, LLC where he has worked since 2010. Prior to this, he was associated with Kms Financial Services, Inc. for 15 years. Nelson serves on the supervisory committee of SELCO Community Credit Union, overseeing the credit union’s board and credit committee actions. Sittner & Nelson, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $895.9 million in discretionary assets, employing a long-term, fundamental analysis-driven investment approach across a range of asset classes.

Christopher Berry is a Series 66-licensed financial advisor at Go Wealth Management in Eugene, OR, with three years of industry experience. Prior to joining Go Wealth Management, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he is a certified public accountant and secretary at Principle Accounting PC, a full-service accounting practice. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans, providing investment and wealth management services including discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes asset allocation, uses a team-based research approach, and offers fiduciary outsourcing services.

Hunter Anderle is a Series 65-licensed advisor at Sapient Private Wealth Management with one year of industry experience. His prior roles include positions at RBC Wealth Management, Memory Blue, and Bigfoot Beverages, as well as work at the University of Oregon. Sapient Private Wealth Management offers discretionary investment management and comprehensive wealth planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach is centered on customized asset allocation and portfolio rebalancing, utilizing separately managed accounts, mutual funds, ETFs, and fixed-income instruments.

Laura Chen is a financial advisor at Sapient Private Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Dynamo Software and the University of Oregon Foundation. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and integrates tax- and estate-coordination within its fee-only advisory model.

Alexander Erwin is a financial advisor at Sapient Private Wealth Management, LLC with over five years at the firm and a total of seven years of industry experience. He holds a Series 65 designation and previously worked at Legacy Financial Services and Wells Fargo Home Mortgages. Sapient Private Wealth Management provides discretionary investment management, comprehensive wealth management, and ERISA Section 3(38) fiduciary services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm develops customized asset-allocation guidelines and uses third-party platforms for integrated portfolio management and reporting.

Mason Young is a financial advisor at Roehl & Yi Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Oregon State University and YMS, LLC. Roehl & Yi Investment Advisors is an SEC-registered wealth management firm that provides financial planning, investment management, and retirement plan consulting to a variety of clients including individuals, trusts, and charitable organizations. The firm employs a fundamental analysis and Modern Portfolio Theory-based investment approach and manages client portfolios through discretionary management with ongoing monitoring and regular reviews.

Gwendolyn O'Connell is a financial advisor at Go Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Centaurus Financial Inc. and her own entities such as O’Connell Investment & Insurance Services and Gwen O’Connell Pension Consultants Inc. O’Connell is involved in multiple business activities related to deferred sales trusts and pension consulting. Go Wealth Management provides investment and wealth management services for individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based research approach and integrates financial planning with discretionary and non-discretionary portfolio management.

Stephen Allen is a financial advisor at Roehl & Yi Investment Advisors, LLC in Eugene, OR, with four years of industry experience. He holds a Series 65 designation and previously worked at Hoffman, Stewart and Schmidt P.C. and George Fox University. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm’s investment approach uses fundamental analysis and Modern Portfolio Theory-based asset allocation across mutual funds, ETFs, individual securities, and third-party managers.