Scott Theodorson is a CFP® professional with 34 years of industry experience. He has worked at VergePointe Wealth Management, LLC since 2019 and previously spent 14 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance representative authorized to sell insurance products from various companies. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, investment consulting, and financial planning with a focus on coordinated fiduciary services.

Scott Roberts is a financial advisor at VergePointe Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with VergePointe since 2009. Roberts is also involved as managing director of VergePointe Transactions, LLC, a consulting firm focused on mergers and acquisitions, and serves on multiple corporate boards as well as on the council board for East Hill Church. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, utilizing fundamental and technical analysis alongside a mix of public and private investment vehicles, with an emphasis on coordination of investment, tax, estate, and liquidity planning.

David Newbore is a CFP®-designated financial advisor with 28 years of industry experience. He serves as principal advisor at Newbore Wealth Management, Inc., which he founded in 2020, and has also worked with LPL Financial since 2002. Newbore Wealth Management provides investment management and financial consulting services to individuals, high net worth clients, trusts, and clients referred by unaffiliated credit unions. The firm manages approximately $200 million on a discretionary basis for about 528 clients, employing a diversified investment approach that integrates financial planning with portfolio management and utilizes both long-term and shorter-term trading strategies.

Daniel Dollinger is a CFP® with 16 years of industry experience and the principal of Dollinger Management Inc. He has worked in accounting and financial services since 1993 through his firm Daniel Dollinger CPA CFP, which provides income tax returns and bookkeeping services. Dollinger Management manages approximately $47.7 million on a discretionary basis for around 48 individual and married-couple clients. The firm offers portfolio management and financial planning using diversified index fund strategies alongside a buy-and-hold equity approach and maintains a distinctive affiliation with a related tax and accounting practice.

Stacee Love Malcolm is a financial advisor with Nexus Strategic Wealth in Tualatin, OR, holding Series 66 and Series 63 credentials and over 26 years of industry experience. Her prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Type A Financial. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting services primarily to families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers services including asset allocation, retirement planning, business and estate planning, and divorce-resolution financial analysis, operating with a two-advisor team and focusing on specialized client needs rather than a broad retail base.

Colin Williams is a CFP® professional with over 21 years of industry experience. He is affiliated with Encompass Wealth Advisors, LLC and Purshe Kaplan Sterling Investments, where he has worked since 2014 and 2017 respectively. Outside of his advisory roles, Williams serves as president and director of the Cornell Star & Crescent Foundation, a college literary nonprofit. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a tailored investment approach utilizing mutual funds, individual securities, and Independent Managers, conducting regular account reviews and ongoing manager oversight.

David Sullivan is a financial advisor at Settlement Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance, MassMutual Financial Group, and MML Investors Services. He has engaged in insurance sales alongside his advisory work. Settlement Capital Advisors provides discretionary portfolio management primarily to individuals, small businesses, and trusts, focusing on dividend-yielding equities and dollar-cost averaging within a limited range of investment options. The firm manages accounts on a fiduciary basis with quarterly reviews and offers tailored solutions including rollover advice and tax considerations.

Michael Handy is a financial advisor at Handy & Company Financial Advisors, Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with the firm since 1996. Outside of his advisory role, he is president and a practicing CPA at Handy & Reagan LLC, a CPA firm located in the same office as his advisory business. Handy & Company Financial Advisors is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans with a focus on long-term, broadly diversified portfolios. The firm integrates investment management with tax planning and preparation through its affiliated CPA practice, emphasizing tax-aware implementation and ongoing distribution planning.

William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.

Nathan Reagan is a financial advisor at Handy & Company Financial Advisors, Inc. with 12 years of industry experience. He holds the PFS™ designation and has been with Handy & Company since 2013. In addition to his advisory role, he is a tax partner at Handy & Reagan LLC, a CPA firm, where he dedicates significant time. Handy & Company Financial Advisors is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plan participants. The firm uses a long-term, broadly diversified asset-allocation approach and is notable for its integration with an affiliated CPA firm, providing clients with coordinated tax and financial planning services.

Frederick Payne is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Swiftwater Capital. He founded Northwest Capital Management, where he worked for 25 years, and is involved in developing educational materials through 4LNA LLC. Swiftwater Capital provides fee-only investment management and cash flow planning primarily to individual investors nearing or in retirement, focusing on succession planning and estate administration. The firm integrates legal and tax expertise with its investment approach, offering specialized services such as the Succession Management: Planning & Legacy (SMPL) Audit.

Matthew Presjak is a financial advisor at Encompass Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance needs as a licensed insurance agent. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and wealth management, employing tailored investment plans that include mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly account reviews.

Kelly McDermott is a CFA® charterholder with one year of experience at Serene Point Advisors LLC and eleven years of self-employment prior to joining the firm. McDermott holds the Series 63 designation and is based in Lake Oswego, Oregon. Serene Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, and institutional entities. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis, as well as options and sub-adviser relationships.

Sandra Wagner is a CFP® with 24 years of industry experience and operates Wagner Planning, a firm she has led since 2011. Her prior roles include positions at Securities America, Inc. and SII Investments, Inc. She serves as chair of finance and a board member at Veritas School, a private school in Newberg, Oregon. Wagner Planning provides tailored financial planning and investment advice to individual clients, including high-net-worth households. The firm uses proprietary model portfolios and a systematic asset-allocation process, combining mutual funds, ETFs, REITs, individual equities, and bonds with a primarily long-term buy-and-hold strategy.

Maximillian Morgan is a financial advisor with LookAhead Wealth LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Titus Financial, Inc. and Investment Design Management. Outside of finance, Morgan is involved in the management and bookkeeping of Luxe Atelier, a luxury skincare spa in Lake Oswego, Oregon, in which he holds a beneficial ownership interest. LookAhead Wealth LLC is a fee-only investment adviser serving retail and institutional clients with discretionary portfolio management. The firm manages approximately $45 million in assets and offers customized strategies combining low-cost passive exposures with targeted active management, along with retirement planning and tax-aware oversight.

Stacy Sizemore is a financial advisor at TRU Independence Asset Management 2, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sanctuary Securities, Inc., Sound Legacy Wealth Advisors, and D.A. Davidson & Co. Sizemore also serves as Chief Compliance Officer for the parent company, tru Independence LLC. TRU Independence Asset Management 2, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individual and institutional clients. The firm employs a blended investment approach using both active and passive strategies across various asset classes and works with independent managers and sub-advisors.

Craig Olson is a CFP® with 23 years of industry experience and is a principal at VergePointe Wealth Management, LLC, where he has worked since 2009. He is also involved with Vergepointe LLP, a CPA and consulting firm, and serves as managing director for VergePointe Transactions, LLC, which focuses on M&A asset sales and consulting. Additionally, Olson has roles in several other related business entities, including private limited partnerships and a holding company for Crimson Trace Corporation. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, integrating public and private investment vehicles and coordinating tax, estate, and liquidity planning alongside its advisory and CPA services.

Julie Connor is a Series 65–licensed advisor at Taurus Capital Advisors, LLC with nine years of industry experience. She has worked with Taurus Capital Management since 2017 and was self-employed in 2016. Taurus Capital Advisors serves individual and institutional clients by providing discretionary portfolio management and comprehensive financial planning services. The firm employs a team-driven, asset-allocation approach focused on low-cost index and factor-based funds, tax efficiency, and the use of U.S. Treasury ETFs for fixed income, while generally minimizing frequent trading.

Daniel Kutzkey is a financial advisor at Maxwell Financial Group, Inc. in Manhattan Beach, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Maxwell Financial Group since 2013. Outside of advisory work, Kutzkey is involved in sales of individual and group life and health insurance products, as well as servicing outside group annuities. Maxwell Financial Group serves individual clients, including high-net-worth individuals, and certain company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and incorporates a variety of analytical techniques, offering a combination of advisory, review, and insurance-related services.

Gregory Saliba is a financial advisor at Taurus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Taurus Capital Management since 2005. Outside of his advisory role, Saliba is vice president at Sterling Savings Bank, where he manages client relationships and credit facilities, and he serves as a part-time faculty member in the finance departments at Portland State University and Willamette University. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm employs a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.