Mohammad Rahman is a financial advisor at Rubicon Global Group and Rubicon Global Advisors with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to forming Rubicon Global Halal Advisors LLC in 2003, he worked at Baker Ellis Asset Management and Wells Fargo Clearing. Rahman is the founder and president of the Institute of Halal Investing and the One Ummah Foundation, a nonprofit established in memory of his late son. He has also served as an adjunct lecturer at Portland State University. Rubicon Global Advisors provides investment management and portfolio design for individuals, high-net-worth clients, charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm focuses on values-based (Halal) investing and combines fundamental, technical, and cyclical analysis to deliver customized, discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Gregg Giboney is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been the sole advisor at Timberline Investment Management, LLC since 2005. Timberline Investment Management is an independent, fee-only advisory firm providing discretionary portfolio management to individual and institutional clients, including retirement, trust, pension, and nonprofit accounts. The firm employs a Dividend & Growth equity strategy with a four-point stock scoring process and offers diversified equity and fixed-income allocations, maintaining ongoing client communication through periodic meetings and written quarterly reports.

Corey Kaster is a financial advisor at Inbundance Wealth Management in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Heartland Capital Inc and Farmers Financial Solutions. Outside of his advisory work, Kaster is involved with Gaylabration, Inc., a nonprofit that raises funds to support the LGBTQ community through charity dance events. Inbundance Wealth Management provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, managing approximately $12.1 million across 54 accounts. The firm uses a long-term, non-discretionary investment approach based on Modern Portfolio Theory and related models, with a focus on individualized Investment Policy Statements.

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.

Steven Gradow is the principal advisor at Gradow Capital Management, LLC, an independent firm based in Lake Oswego, Oregon. He holds a Series 65 credential and has 31 years of industry experience, including over two decades leading his own firm since 2004. Gradow Capital Management provides fee-only investment advisory services to individuals, family foundations, trusts, estates, and charitable organizations. The firm delivers tailored portfolio management and written Personal Investment Plans that include inter-generational, estate, and philanthropic strategies, emphasizing risk controls, asset allocation, and ongoing monitoring. It manages approximately $33.8 million for nine clients and also offers expert-witness consulting on fiduciary, trust, and arbitration matters.

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.

As the owner and President of Pacific Coast Investment Advisors, LLC, I partner with clients who want a clear, disciplined path to financial independence—charting their course to and through retirement. I combine evidence-based investment management with comprehensive financial planning to help you align your portfolio, cash flow, taxes, and retirement strategy with the life you actually want to live. As a fee-only fiduciary, I sit on the same side of the table as you: my advice is transparent, conflicts are minimized, and your best interest always comes first. I work closely with professionals, retirees, and small-business owners who value a personal relationship, plain‑English communication, and a thoughtful, data‑driven approach. Together, we’ll build and maintain a customized plan that addresses retirement income, tax efficiency, risk management, and legacy goals, with ongoing adjustments as life and markets change. My goal is to give you clarity, confidence, and a trusted partner to call whenever you have an important financial decision to make.

Arthur Mouratidis is a financial advisor with A.M.Fintelligence based in Portland, OR. He holds a Series 66 designation and has one year of industry experience, previously working at Equitable Advisors and with a background at the Ministry of Foreign Affairs, Japan. He also maintains a part-time rideshare occupation alongside his advisory role. A.M.Fintelligence provides customized investment management services to individuals, families, trusts, estates, and small businesses, employing a discretionary, asset-allocation driven process that includes goal setting, security selection, and ongoing monitoring. The firm offers occasional educational seminars and may recommend insurance products, with related disclosures documented for clients.

Donald Mattersdorff is the sole advisor at D. Mattersdorff LLC in Lake Oswego, OR. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he provides expert testimony in securities litigation as a consultant for Bates Group and serves as trustee for family trusts. D. Mattersdorff LLC serves individual clients and families, offering financial planning and discretionary investment management with a fundamental, value-based approach focused on global stocks, bonds, REITs, and mutual funds. The firm manages approximately $60.7 million for about 20 clients and emphasizes individualized portfolio oversight with a global investment capability.

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.

Brent Pearson is a financial advisor at Keychain Asset Management in Oregon City, OR, holding a Series 65 designation with one year of industry experience. He is also the principal and owner of Napa Logic Inc., an IT consulting firm he has been involved with since 2014; the business is currently winding down, focusing mainly on administrative tasks. Keychain Asset Management provides investment advisory and planning services to individuals, families, trusts, businesses, and charitable organizations, as well as consulting and sub-advisory services to other registered investment advisers. The firm integrates traditional fundamental, technical, and quantitative analysis with a focus on digital assets, emphasizing long-term investing, diversification, and periodic rebalancing.

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.

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.

Ted Taplett is a financial advisor at Strategic Finance Inc. in Clackamas, Oregon, holding a Series 65 designation with two years of industry experience. His work history includes roles at Household and the CFA Institute, as well as community involvement with Grace Community Church. Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high-net-worth clients, employing a proprietary three-factor investment strategy that incorporates market, value, and momentum exposures tailored to client objectives.