Louis Taylor is a financial advisor at TWM Wealth Management Corp with 28 years of industry experience. He has been with TWM Wealth Management since 2010 and previously worked at Crown Capital Securities, LP for 18 years. Outside of advising, he serves as Chair of the West Linn and Wilsonville School Board and is involved as owner and managing partner in several business ventures, including a company manufacturing topical pain ointment and a medical billing firm. TWM Wealth Management Corp provides investment portfolio management and financial planning to individuals, trusts, estates, private foundations, and business owners. The firm employs a diverse investment approach using mutual funds, ETFs, individual securities, and fixed-income strategies, offering services on both a discretionary and non-discretionary basis, and includes formal consulting arrangements and educational offerings.

Mark Biallas is a financial advisor at Sound Investment Management Inc with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sound Investment Management since 2019. Prior to that, he was not employed in the financial sector from 2016 to 2019. Sound Investment Management serves individual investors, including high-net-worth clients, as well as family trusts, estates, custodial accounts, and not-for-profit organizations. The firm provides portfolio management and financial planning services primarily on a non-discretionary basis, relying on fundamental research and a mix of equity and fixed-income strategies.

Christopher Cubbage is a financial advisor at Opportunus Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Inc. and Transamerica Investors Securities Corporation. His experience includes providing securities advisory services and occasional term insurance sales. Opportunus Wealth Management offers personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses diversified model portfolios with low-cost ETFs, incorporates third-party managers, and provides services through a fiduciary process that includes ongoing monitoring and rebalancing.

Melinda Agosta is a financial advisor at Farnam Financial with a Series 65 designation and one year of industry experience. Prior to joining Farnam Financial, she worked in healthcare settings including WellSky and Legacy Meridian Park Hospital. Farnam Financial serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and employer retirement plan consultation. The firm emphasizes a passive investment approach with diversified asset-class exposures and provides educational programs such as a publicly available "Retirement Makeover" series.

Jared Rasmussen is a financial advisor with Serene Point Advisors LLC in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Serene Point Advisors since 2020 and has been with TD Ameritrade since 2009. 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 stocks, bonds, mutual funds, ETFs, REITs, alternative investments, and options.

Matthew Vance is a CFP® with 20 years of industry experience, currently serving at VergePointe Wealth Management, LLC since 2009. He has been involved with VergePointe, LLP, a CPA and consulting firm, since 1999. Outside of his advisory role, he holds positions on the boards of several companies and serves as chairman of the board for William Henry, LLC and Tanner Goods, LLC. 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 fiduciary focus on coordinating investment, tax, estate, and liquidity planning.

Eric Bedritis is a financial advisor at Oswego Private Wealth Management in Lake Oswego, OR. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining the financial services industry, his work background includes roles at Performance Kitchen and Ryder Last Mile. Oswego Private Wealth Management provides discretionary investment management, wealth planning, and business transition services to high-net-worth individuals and various entities. The firm customizes portfolios using fundamental and cyclical analysis and offers unique services such as defined business transition engagements and personal CFO coordination.

Colin Maulding is a financial advisor at 4:8 Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Financial Advocates Investment Management. Maulding is also a licensed insurance agent and operates Maulding Wealth Management, LLC, a business entity used for tax and investment purposes. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm emphasizes asset allocation with a buy-and-hold approach and uses LPL-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.

Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

Paul Carlson is a financial advisor at 4:8 Financial with 25 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management for ten years each. Outside of his advisory role, he is a licensed insurance agent. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm utilizes a buy-and-hold investment approach with periodic rebalancing, employing mutual funds, ETFs, stocks, and bonds through LPL-sponsored platforms and model portfolios.

Gregory Walsh is a Series 65-licensed financial advisor with Greenbridge Investment Management, LLC, based in Lake Oswego, OR. He has five years of industry experience and previously worked for American Century Investments for fifteen years. Greenbridge Investment Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction and financial planning focused on individualized client relationships, employing a multi-strategy approach to manage risk and costs in line with client objectives.

James Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Willamette Financial Advisors, LLC since 2015. He previously worked at Centaurus Financial, Inc. from 2015 to 2017. Jones is also a licensed insurance producer with various insurance companies. Willamette Financial Advisors provides 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, and disciplined approach to building globally diversified portfolios tailored to each client’s needs.

Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.

Amy Oh is a CFP® with 19 years of industry experience, currently serving as an advisor at Taurus Capital Advisors, LLC since 2023. She previously worked at Sage Financial Advisors Inc. for 15 years and is the owner of Boingy LLC, a manufacturer of baby products. 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 focusing on diversified, tax-conscious strategies and integrates tax preparation services through a contracted CPA.

Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Carlson has been involved with Liberty University since 2022. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm uses a buy-and-hold investment approach with periodic rebalancing and relies on LPL Financial-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.

Elijah Lyons is a CFP® with two years of industry experience, currently serving as the sole advisor at Lookahead Wealth LLC. He previously worked at Southern Capital Advisors, LLC for three years and has held roles at Freed-Hardeman University and Apologetics Press Inc. outside the financial sector. Lookahead Wealth LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning services to both retail and institutional clients. The firm emphasizes customized investment strategies that combine low-cost passive exposures with manager-focused active approaches, applying quantitative and qualitative analysis over multiple time horizons.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF for 10 years before joining Human Investing. Human Investing provides integrated wealth management services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm focuses on fee-only fiduciary advice and offers diversified investment solutions, including low-cost index funds, ETFs, and Vanguard Personalized Indexing, while managing both discretionary and non-discretionary assets.

Garrett Hittner is a financial advisor at Dew Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Thrivent Financial. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through its Virtual Family Office and Wealth Accelerator programs.

Terence Donahe is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following a 13-year tenure at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves high-net-worth individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations including mutual funds, ETFs, and fixed-income ladders.