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 24 years of experience in the financial industry. He has worked at BR Capital Inc. since 2008, following prior roles at First Montauk Securities Corp. and Merrill. Outside of advisory work, he is a part-owner of a Cessna 182 through a flying club and works as a loan officer for Prestige Mortgage Services. Beacon Rock Wealth Advisors is an independent firm serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a combination of fundamental and technical analysis in its portfolio management, providing both traditional and alternative investment strategies, as well as financial and business consulting services.

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.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

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.

Samuel Khalil is a financial advisor at Wide Eye Capital in Vancouver, WA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fisher Investments and Principal Consulting Group. Outside of finance, he works as a Development Analyst for Multnomah County Behavioral Health, where he writes SQL scripts and manages data dashboards. Wide Eye Capital offers customized investment management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm employs a bottom-up equity approach combined with macroeconomic analysis and incorporates both fundamental and technical methods in portfolio management.

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.

Christian Troche is a financial advisor at Vintage Asset Management, LLC in Portland, Oregon, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Investments and Wells Fargo Clearing. Outside of financial advising, he manages OldSoul Music, LLC, an online reseller specializing in used and vintage music equipment. Vintage Asset Management provides discretionary portfolio management through a wrap-fee program for individuals, high-net-worth clients, trusts, foundations, businesses, and institutional clients. The firm uses fundamental analysis to guide investment decisions, focusing on U.S. equities, ETFs, closed-end funds, and money market funds, with an emphasis on after-tax total return.

John Burnside is a financial advisor at Burnside and Co. in Oregon City, OR, holding the CFP® designation with 15 years of industry experience. He has managed Burnside Capital Management since 2004. Outside of his advisory work, he volunteers on the investment committee for the Archdiocese of Portland and serves as a parent representative on the Site Council for Scouters Mountain Elementary. Burnside and Co. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm’s investment approach combines fundamental analysis with both long- and short-term strategies, and it offers retirement and pension-related planning alongside broader financial consulting.

Timothy Batog is a financial advisor with Sykes Financial Services in Portland, OR. He holds a Series 65 designation and has five years of industry experience. Prior to founding Sykes Financial Services, he worked at Depave and has over two decades of experience as a freelance gardener and landscape designer operating under his own name. Sykes Financial Services is an independent, fee-only registered investment adviser managing approximately $31 million in discretionary client assets. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses using a core-and-satellite investment approach with an emphasis on global diversification.

Mark Currier is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Wipple Creek, LLC since 2021. Prior to founding Wipple Creek, he worked at Tenbridge Partners and Kms Financial Services, Inc. Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across about 26 accounts. The firm uses long-term strategies based on Modern Portfolio Theory and offers a quarterly subscription newsletter with market views and investment recommendations, a service uncommon among similar independent advisors.

Carlos Donat Arjona is a financial advisor at Next Play Wealth in Portland, OR, holding a Series 65 credential with two years of industry experience. His prior work includes roles at ROI Financial Advisors and involvement with CADOAR Enterprises, LLC. Next Play Wealth provides discretionary portfolio management and financial planning services, with a focus on tactical allocation strategies across various asset classes. The firm offers pension advisory services, including fiduciary compliance reviews and plan-level recommendations, combining institutional management with direct client planning options.

David Verbruggen is a financial advisor at Integrity Investing with a Series 65 designation and five years of industry experience. His background includes roles at iVest, TRADEway, EXOS Aerospace Systems & Technologies, Southwest Airlines, and Mobberly Baptist Church. Outside of his advisory work, he is involved with a personal trading company and collaborates with a charting-platform provider. Integrity Investing provides discretionary portfolio management primarily to individual clients through two ETF-focused advisory programs driven by technical analysis and mathematical signals. The firm offers an Accelerated program using leveraged ETFs to expose clients to greater volatility and model-driven trading risks.

Richard Whitton is the sole advisor at Rww Investment Advisors Inc. in Portland, OR, with 16 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses, and has managed his independent advisory firm since 2003. In addition to his advisory work, he owns and operates RWW Financial Consulting, providing financial advice and tax preparation services to individuals and small businesses. Rww Investment Advisors Inc. offers personalized financial planning, investment supervisory services, income tax preparation, and investment advice exclusively to individual clients. The firm employs a variety of security-analysis methods and manages client accounts on a discretionary basis without maintaining custody of assets or voting client securities.

Cody Freeman is a Series 65-licensed financial advisor with eight years of industry experience. He is the principal of Zen Trends Capital LLC, an independent advisory firm based in Portland, OR. In addition to his advisory role, he owns and manages Lovejoy Optical, a family business providing eyeglasses, where he also works as an optician. Zen Trends Capital LLC provides discretionary and non-discretionary asset management and investment advice primarily to high-net-worth individuals, as well as trusts, estates, private foundations, and business owners. The firm uses a combined fundamental and technical analysis approach within an asset-allocation framework, offering portfolio management services that may include model portfolio selection and securities execution.

Steven Fox Middleton is a CFP® and holds a Series 65 license with nine years of industry experience. He founded SFM Financial Advisors LLC in 2016 and previously worked at Origin Financial LLC and H&R Block. SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services primarily to retirees, widows/widowers, and those nearing retirement. The firm uses a strategic asset-allocation approach focused on low-cost index ETFs and no-load mutual funds, managing accounts on a non-discretionary basis.