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.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.

Bryce Peterson is the sole advisor at Peterson Wealth Management in Tigard, Oregon, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has led Peterson Wealth Management since 2005. Peterson Wealth Management is a state-registered investment adviser providing discretionary portfolio management for individuals, families, and select small organizations, along with 401(k) plan advisory services and periodic financial planning. The firm follows a fundamental, value-oriented investment process focused on free-cash-flow estimates and business valuation, maintaining concentrated portfolios with an emphasis on downside risk control and regular monitoring.

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 a financial advisor at Symplectic Capital LLC in Camas, WA, holding a Series 65 license with 10 years of industry experience. He previously worked at Finch Investment Group for five years and Professors Capital, Inc. for eleven years. Symplectic Capital LLC is an independent firm that provides discretionary investment management to individuals and entities, managing approximately $3.25 million across eleven client accounts. The firm employs model-driven, rules-based momentum strategies using quantitative signals and focuses primarily on publicly traded securities and ETFs, with some strategies utilizing futures, margin, or cash instruments.

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 advisor at Blueprint Financial Advisors, LLC in Portland, OR, holding Series 65 and Series 66 credentials with 16 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and Equitable Advisors, along with over a decade leading Blueprint Financial Consultants. In addition to financial planning, he has active commercial real estate investment experience. Blueprint Financial Advisors provides fee-only financial planning and investment advisory services to individuals, families, businesses, and nonprofits. The firm focuses on low-cost, diversified index funds and ETFs within a long-term, asset-allocation framework, offering comprehensive planning that includes real estate investment options and a bundled planning and management service.

Joseph Bautista is the sole advisor at Bautista Planning and Analytics, LLC in Sandy, Oregon. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, including prior roles at First Command Financial Services and First Command Brokerage Services. Bautista also provides self-development coaching and promotes related published materials and courses, alongside business development services. Bautista Planning and Analytics serves individual and family clients with investment management, financial planning through project-based, hourly, and subscription models, and offers business analytics consulting and educational seminars. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, complemented by tactical adjustments and multi-faceted analysis, while offering discretionary management and third-party technology integration. The combination of ongoing subscription planning services with traditional asset management and non-advisory business analytics distinguishes the firm from many peers.

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.

Paul Howard is a financial advisor at PNW Prosperity & Wealth Management with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Red Hawk Prosperity Partners LLC and as a CalPERS local government retiree. PNW Prosperity & Wealth Management is a fee-only, state-registered investment adviser serving individuals, families, small businesses, trusts, estates, conservatorships, and nonprofit organizations. The firm offers financial planning, retirement and education planning, tax-aware investment guidance, and portfolio management, using fundamental and comparative analysis with a preference for diversified mutual funds and ETFs, while providing ongoing account monitoring and periodic reviews.

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.