Adrian Guzman Pena is a financial advisor at Nexus Strategic Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Advocates Investment Management and Type A Financial. Outside of advisory work, he manages finance for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners, and various non-individual entities. The firm focuses on asset allocation, retirement and estate planning, and divorce-resolution financial analysis, serving a specialized client base with a two-advisor team.

Amanda Coleman is a financial advisor at Sky-Mountain Capital Management with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she owns a hobby photography business and serves as a committee member on the Oregon State University Library Advisory Council. Sky-Mountain Capital Management provides investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and sometimes individual securities, managing accounts primarily on a discretionary basis and acting as an ERISA 3(38) investment manager for employer retirement plans.

Michael Sherman is a financial advisor with Sherman, Young & Leavitt, LLC in Oregon City, OR, holding 15 years of industry experience. He previously worked at sHERMAN, yOUNG & aSSOCIATES pc for 38 years and currently operates Michael Sherman LLC, where he provides tax return preparation, financial statement review, and business client advising as a CPA. Sherman, Young & Leavitt, LLC offers investment supervisory services to individuals, closely held businesses, and trusts on a fee-only basis, focusing primarily on mutual funds and exchange-traded funds. The firm manages client portfolios through discretionary authority, tailoring asset mixes based on risk preference and financial position, and employs charting, fundamental, and technical analysis in portfolio construction.

Nicholas Fisher is a financial advisor at Pilot Wealth Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pilot Wealth Management since 2010. In addition to his advisory role, Mr. Fisher serves as manager and member of Pilot Investment Partners, which manages the Pilot Micro Equity Fund, a private pooled investment vehicle. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, and investment partnerships. The firm emphasizes value-oriented equities and fixed income within a tax-aware framework and manages both discretionary client portfolios and a private micro equity fund focused on small, under-owned publicly traded businesses.

David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.

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.

Lucas Navallo Santiago is a financial advisor at 4:8 Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Metro West Ambulance, VillaSport, Dixon Rec Center, Oregon State University, and Cambridge College. 4:8 Financial serves a diverse client base that includes individuals, charities, and pension and profit-sharing plans, focusing on comprehensive financial planning and discretionary portfolio management. The firm’s investment approach emphasizes asset allocation, fundamental analysis, and buy-and-hold strategies, delivering portfolio management primarily through LPL-sponsored programs.

Robert Bedritis is a financial advisor with Oswego Private Wealth Management in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at firms including LPL Financial and Principal Financial Services. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, charitable organizations, trusts, estates, and business entities, offering fee-based advisory services, wealth planning, and business transition consulting. The firm employs fundamental and cyclical analysis and typically uses third-party managed-account platforms with unaffiliated sub-advisors for portfolio management, while retaining oversight and discretionary authority.

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.

Nancy Wakefield is a financial advisor at Serene Point Advisors LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Serene Point Advisors in 2020, she worked at Integrated Advisors Network LLC and Martin Capital Partners, LLC. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include a range of investment vehicles and employing a more active options strategy when appropriate.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with eight years of industry experience. He has been with Dollinger Management since 2018 and has worked alongside Daniel Dollinger, a CPA and CFP, since 2015. Dollinger Management Inc. manages approximately $47.7 million on a discretionary basis for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm employs a fee-only fiduciary model, using diversified index fund strategies and a buy-and-hold equity approach, with portfolios tailored to clients’ risk, tax, and cash-flow needs.

Richard Steronko is a financial advisor at Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 designation with 19 years of industry experience. He has been with Willamette Financial Advisors since 2015 and previously worked at Centaurus Financial, Inc. from 2015 to 2017. Outside of his advisory role, he provides social service referrals to dysfunctional families as a social service specialist for the State of Oregon. Willamette Financial Advisors offers investment management and comprehensive financial planning services to individuals, businesses, and various organizations. The firm employs a long-term, diversified investment approach within a modern portfolio theory framework and provides both discretionary and non-discretionary portfolio management alongside standalone planning services.

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.

Faisal Al Hashim is a financial advisor at Maxiam Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Maxiam Capital primarily serves high-net-worth individual investors, offering discretionary portfolio management and financial planning. The firm follows a top-down global macro investment approach and provides model portfolios with equity and fixed income benchmarks tied to the MSCI World Index and Bank of America Merrill Lynch Government/Corporate 7–10 Year Index, respectively.

Valerie Tucker is a financial advisor at Summa Global Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Summa Global Advisors since 2014. Prior to that, she was employed by the Colton School District from 2019 to 2024. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across about 130 client relationships. The firm offers portfolio and wealth management alongside financial and retirement planning, utilizing a combination of ETFs, mutual funds, individual equities, bonds, and Separate Account Managers tailored to client needs.

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 one year of industry experience. He holds a Series 65 credential and has a background that includes roles at George Fox University and involvement with Athey Creek Church and local Christian schools. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, managing portfolios with a combination of direct securities, mutual funds, ETFs, and third-party managers. The firm offers discretionary and non-discretionary asset management, tax overlay services, and ERISA fiduciary services, supported by a platform and back-office relationship with OneAscent.

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.

Michelle Rand is a CFA® charterholder with 29 years of experience in the investment management industry. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals, historical valuations, and macroeconomic trends. Cascade emphasizes aligning investment decisions with clients’ stated goals and maintains a professional team where all members hold the CFA charter.

Celeste Al Hashim is a financial advisor at Maxiam Capital, LLC with a Series 66 designation and three years of industry experience. She has held positions at several firms, including Merrill and Bank of America N.A., and also works as an Area Communications & Administration Specialist at HDR, an engineering firm. Maxiam Capital is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and financial planning, using a top-down global macroeconomic approach across a range of asset classes.