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.

Joseph Ridinger is the principal advisor at Ridinger Wealth Management, LLC in Vancouver, Washington, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Concierge Private Wealth Management, LLC and Fulcrum Wealth Management LLC. Outside of advisory work, he is co-owner of Crescent Legacy Holdings, LLC, a company distributing construction and building products, and he also acts in various fiduciary capacities. Ridinger Wealth Management provides investment advisory services to individual and high-net-worth clients, along with 401(k) plan consulting and participant education for employer plans. The firm customizes portfolios based on client objectives, employing a mix of investment methods and utilizing both model portfolios and third-party managers.

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.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.

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.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

Linden Cornett is the principal advisor at Seagrass Financial, LLC, an independent investment advisory firm based in Portland, OR. He holds a Series 65 designation and has 10 years of industry experience. Prior to founding Seagrass Financial in 2015, he worked at Intel Corporation for 25 years. Seagrass Financial serves individual and high-net-worth households with comprehensive financial planning and portfolio management. The firm employs a passive, asset-allocation strategy using low-cost index funds and ETFs, and offers fee-only services with flat and fixed-term fee structures rather than percentage-of-assets fees.

Samuel Khalil is a financial advisor at Wide Eye Capital in Vancouver, WA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fisher Investments and Principal Consulting Group. Outside of finance, he works as a Development Analyst for Multnomah County Behavioral Health, focusing on data analytics and reporting. Wide Eye Capital provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm combines bottom-up equity selection with macroeconomic analysis and employs a range of instruments and strategies, including hedging and derivatives monitoring, to manage client portfolios.

Philip Richman is a CFP® professional with 27 years of industry experience. He is the sole advisor at Ciclo Wealth LLC, an independent firm he joined in 2020. Prior to that, he held roles at Tenbridge Partners, LLC and KMS Financial Services, Inc. Ciclo Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses modern portfolio theory and a long-term trading approach, primarily recommending ETFs, mutual funds, equities, and fixed income, with both discretionary and non-discretionary management options.

Christian Troche is a financial advisor with Vintage Asset Management, LLC in Portland, OR, holding a Series 66 designation and having 24 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he manages OldSoul Music, LLC, an online reseller specializing in used and vintage music equipment. Vintage Asset Management, LLC provides discretionary portfolio management through a wrap-fee program serving individuals, high-net-worth clients, trusts, foundations, businesses, and institutional clients. The firm employs fundamental analysis to construct portfolios focused on U.S. equities, ETFs, closed-end funds, and money market funds with an after-tax total return objective.

Timothy Batog is a financial advisor at Sykes Financial Services in Portland, OR, with four years of industry experience. He holds a Series 65 credential and has worked at Sykes Financial Services since 2021. Outside of his advisory role, he has operated a freelance gardening and landscape design business since 2003. Sykes Financial Services is an independent, fee-only registered investment adviser managing approximately $31 million in discretionary assets. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, employing a core-and-satellite investment approach with a focus on global diversification.

Mark Currier is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Wipple Creek, LLC since 2021. Prior to founding Wipple Creek, he worked at Tenbridge Partners and Kms Financial Services, Inc. Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across about 26 accounts. The firm uses long-term strategies based on Modern Portfolio Theory and offers a quarterly subscription newsletter with market views and investment recommendations, a service uncommon among similar independent advisors.

William Harris is a CFA® charterholder with 21 years of industry experience. He has worked at Longstream Capital Management LLC since 2017 and previously held roles at Allen Capital Management, LLC and Allen Trust Company. Harris serves on the boards of The Jeffrey Company and Jeffrey Fiduciary Company, both private family office entities in Columbus, Ohio. Longstream Capital Management is an independent firm providing discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm focuses on long-term investment strategies guided by fundamental analysis, modern portfolio theory, and quantitative methods, and offers financial planning on fixed-fee, hourly, and asset-based arrangements.

Carlos Donat Arjona is a financial advisor at Next Play Wealth in Portland, OR, holding a Series 65 credential with two years of industry experience. His prior work includes roles at ROI Financial Advisors and involvement with CADOAR Enterprises, LLC. Next Play Wealth provides discretionary portfolio management and financial planning services, with a focus on tactical allocation strategies across various asset classes. The firm offers pension advisory services, including fiduciary compliance reviews and plan-level recommendations, combining institutional management with direct client planning options.

David Verbruggen is a financial advisor at Integrity Investing with a Series 65 license and four years of industry experience. His prior work includes roles at iVest, TRADEway, EXOS Aerospace Systems & Technologies, Southwest Airlines, and Mobberly Baptist Church. Outside of advising, he operates a personal trading company and collaborates with a charting-platform business. Integrity Investing provides discretionary portfolio management to individual clients through two ETF-based programs that use proprietary technical and mathematical models to guide investment decisions. The firm emphasizes transparency, risk disclosure, a faith-informed mission, and individualized portfolio management without participating in wrap fee programs or advising private funds.