Peter De Graff is a financial advisor at Taurus Capital Advisors, LLC with six years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Taurus Capital Advisors, he worked at Solid Rock Wealth Management, LLC and US Bank, N.A. He serves as an investment committee member for East West Ministries International. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.

Robert Bedritis is a financial advisor at Oswego Private Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Oswego-branded firms as well as LPL Financial. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, wealth planning, and business transition services tailored to clients' goals and time horizons. The firm utilizes fundamental and cyclical analysis and offers access to third-party managed accounts and subadvisors.

Kristy Motta is a CFP® with 30 years of experience in the financial services industry. She has worked at LPL Financial since 1998 and is also affiliated with Consolidated Financial Management Corp., where she has been involved in creating customized financial plans. Motta previously worked at Golden State Wealth Management from 2021 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Matthew Yarbrough is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Encompass Wealth Advisors, LLC since 2018 and previously spent three years at RVK, Inc. Matthew is based in Portland, OR. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management services, implementing tailored investment plans through a mix of mutual funds, individual equities, ETFs, independent managers, and other securities while employing both fundamental and technical analysis.

Kyle Hoelzle is a financial advisor at Physician Family Financial Advisors Inc in Beaverton, Oregon, holding a Series 65 credential with 10 years of industry experience. He has worked at Physician Family Financial Advisors Inc since 2015. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm focuses on diversified, passive investment allocations using primarily index mutual funds and ETFs, combining tax-aware strategies with a balanced stock-and-bond mix while offering financial planning, investment guidance, and discretionary account management.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with seven years of industry experience. He has worked at Dollinger Management since 2018 and has been associated with Daniel Dollinger CPA CFP since 2015. Dollinger Management Inc. manages approximately $47.7 million for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm uses diversified index mutual fund/ETF strategies and separate buy-and-hold equity approaches, tailoring portfolios to clients' risk, tax, and cash-flow needs, and maintains an ongoing affiliation with a related tax and accounting practice.

Richard Steronko is a financial advisor with Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 credential and 18 years of industry experience. He has worked at Willamette Financial Advisors since 2015 and previously at Centaurus Financial, Inc. from 2015 to 2017. In addition to his advisory role, he serves as a social service specialist for the State of Oregon, providing social service referrals to dysfunctional families. Willamette Financial Advisors offers investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and emphasizes ongoing client reviews and educational resources, including retirement plan rollover analyses.

Andrew Ryan is a financial advisor at Ryan Financial Solutions, LLC with a Series 65 designation and three years of industry experience. He has worked at Ryan Financial Solutions since 2021 and has concurrent service in the Oregon National Guard since 2014. Prior to his advisory role, he was employed by the Sherwood School District from 2013 to 2021. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to individual public servants such as educators, firefighters, police, and military personnel, along with other individual clients. The firm employs a comprehensive approach that includes discretionary and non-discretionary portfolio management, retirement and estate planning, and integrates behavioral and technical analysis with technology tools including supervised artificial intelligence.

Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.

Justin Curtiss is a CFP® professional with six years of industry experience. He is currently with Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2022. His prior experience includes roles at Cambridge Investment Research, Inc., Sustainable Wealth Management Inc., and Landerholm, P.S. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable organizations, managing approximately $214.3 million for about 270 clients. The firm offers discretionary portfolio management combined with comprehensive financial planning, utilizing mutual funds and ETFs with periodic rebalancing and quarterly reviews.

Duane Bolinger is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Eldon Reese Advisory Group since 2022 and previously spent 12 years with Oneamerica Securities and American United Life. Outside of his advisory role, he serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, and employee retirement plan advisory services. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, utilizing mutual funds, ETFs, and individual securities, and offers services including financial coaching and business consulting.

Anika Hedstrom is a Certified Financial Planner (CFP®) with 12 years of experience in the financial industry. She has worked at Uplevel Wealth since 2021, following prior roles including five years at Vista Capital Partners and a brief period as self-employed. In addition to her advisory work, Ms. Hedstrom is an independent financial journalist who occasionally writes articles on market commentary and financial advice. Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a modern portfolio theory approach, focusing on passive, diversified portfolios with discretionary trading, and operates as a fee-only fiduciary with a small, two-advisor team.

Daniel Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ryan Financial Solutions, LLC since 2021. Prior to this, he worked at PepsiCo for four years and has been involved with Lynchwood Church of God for over a decade, where he leads music ministries on Sunday mornings. He is also a partner in a coffee consulting business advising his brother. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to public servants such as educators, firefighters, police, and military personnel, alongside other individual clients. The firm employs a structured four-step process and integrates various analytical methods and technology tools, including supervised artificial intelligence, to construct portfolios and offers a combination of retirement, insurance, and tax services.

Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with a Series 65 designation and one year of industry experience. He has held various roles in educational and church settings, including positions at George Fox University and Athey Creek Church. Rooted Financial Group provides investment advisory services to individuals, families, and institutional clients, offering discretionary and non-discretionary asset management, Unified Managed Account solutions, tax overlay services, and ERISA investment fiduciary services. The firm employs individualized asset allocation strategies and manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Blaine Burnett is a financial advisor at Eldon Reese Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Great Oak Financial Group and Cetera Advisors LLC. Outside of his advisory role, Burnett owns and manages a horse barn in Canby, Oregon. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting with an emphasis on long-term, asset-allocation strategies and tailored client solutions.

Mary Minshall is a financial advisor at Encompass Wealth Advisors, LLC in Portland, OR, holding a Series 66 designation with 26 years of industry experience. She has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments since 2014. In addition to her advisory role, she is a commissioned notary public, providing document notarization services to clients. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management, implementing tailored investment plans with ongoing monitoring and utilizing a mix of mutual funds, individual securities, independent managers, and select held-away assets.

Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Quinn Kahn is a financial advisor at Dyad Capital LLC with two years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. Dyad Capital provides discretionary portfolio management for individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans and charitable organizations. The firm employs a value-oriented investment approach focused on equity securities and manages individualized portfolios with diversification and documented trade processes.

James Cook is a financial advisor at Rutherford Investment Management with 23 years of industry experience. He holds the Series 65 designation and has been with W D Rutherford since 2013. Rutherford Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides discretionary portfolio management using a combination of fundamental and technical analysis and manages approximately $250 million across a concentrated client base.