Clayton acquired Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. Having been in the industry since 2010, and having worked with individuals, families, businesses, schools, churches, and endowments, Clayton emphasizes the importance of a long-term planning relationship with his clients as he believes this gives them the best possible chance of achieving their financial goals. One of Clayton's specialties is retirement account distribution planning centered around replacing working income while minimizing taxes as clients transition to retirement.

Goran Ognjenovic is a financial advisor at Independent Investment Advisors with eight years of industry experience. He holds a Series 65 designation and has been with TIG since 2015. Independent Investment Advisors provides investment management and comprehensive financial planning services for individuals, families, estates, trusts, and non-investment businesses. The firm employs a range of strategies including structured-outcome approaches and options trading, with an investment process that incorporates fundamental, technical, chart, and cyclical analysis.

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.

Bill Parish is the sole advisor at Parish & Company LLC, an independent firm based in Lake Oswego, Oregon. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Parish has been with Parish & Company since 1994. Parish & Company is a fee-only registered investment adviser offering discretionary investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification and emphasizes independence and transparency in its services.

Christian Troche is a financial advisor with Vintage Asset Management, LLC in Portland, OR, holding a Series 66 designation and having 24 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he manages OldSoul Music, LLC, an online reseller specializing in used and vintage music equipment. Vintage Asset Management, LLC provides discretionary portfolio management through a wrap-fee program serving individuals, high-net-worth clients, trusts, foundations, businesses, and institutional clients. The firm employs fundamental analysis to construct portfolios focused on U.S. equities, ETFs, closed-end funds, and money market funds with an after-tax total return objective.

David Peterson is a CFP® with 19 years of experience based in Oregon City, Oregon. He has been the sole advisor at Integrated Retirement Strategies since 2007. Integrated Retirement Strategies provides investment supervisory services, financial planning, and personal financial organization primarily for individuals and families, including high-net-worth clients and trusts. The firm employs a combination of fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation, with continuous monitoring and periodic reporting.

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.

James Cheadle is the sole advisor at Ponderosa Investment Group, LLC in Portland, OR, with 19 years of industry experience. He has been with Ponderosa since 2006. Outside of his advisory role, he serves as president of a family LLC that manages real estate rental properties. Ponderosa Investment Group is a state-registered advisory firm serving individuals, high-net-worth clients, and institutional and charitable entities. The firm employs an asset-allocation investment approach tailored to client objectives, managing portfolios that range from conservative income and growth to aggressive growth strategies.

Timothy Batog is a financial advisor at Sykes Financial Services in Portland, OR, with four years of industry experience. He holds a Series 65 credential and has worked at Sykes Financial Services since 2021. Outside of his advisory role, he has operated a freelance gardening and landscape design business since 2003. Sykes Financial Services is an independent, fee-only registered investment adviser managing approximately $31 million in discretionary assets. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, employing a core-and-satellite investment approach with a focus on global diversification.

Jody Duncan is a CFP® professional with 24 years of experience in financial advisory. She founded and has operated Insight Advisors NW, LLC since 2012. Insight Advisors NW serves individual and high-net-worth clients with discretionary investment management and written financial planning covering retirement, estate, education, cash-flow, and debt management. The firm customizes portfolios to client goals and risk tolerance, conducts regular reviews and rebalances, and may use third-party sub-advisors while monitoring their alignment with client objectives.

William Harris is a CFA® charterholder with 21 years of industry experience. He has worked at Longstream Capital Management LLC since 2017 and previously held roles at Allen Capital Management, LLC and Allen Trust Company. Harris serves on the boards of The Jeffrey Company and Jeffrey Fiduciary Company, both private family office entities in Columbus, Ohio. Longstream Capital Management is an independent firm providing discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm focuses on long-term investment strategies guided by fundamental analysis, modern portfolio theory, and quantitative methods, and offers financial planning on fixed-fee, hourly, and asset-based arrangements.

John Mulligan is a CFP® with 35 years of industry experience, currently managing Mulligan Capital, Inc. in Tigard, Oregon. He has led Mulligan Capital since 2016 and is also the Managing Member of The IRA QLAC Company, LLC, which provides QLAC consulting, sales, and services. Mulligan holds a State of Oregon insurance license and may implement insurance recommendations for clients in a separate capacity as a licensed agent. Mulligan Capital provides discretionary portfolio management and financial planning primarily for individual clients and self-directed ERISA retirement accounts. The firm’s investment approach emphasizes fundamental analysis, strategic asset allocation, and a long-term purchase orientation, managing about $40 million across multiple custodial accounts.

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.

Richard Whitton is the sole advisor at Rww Investment Advisors Inc. in Portland, OR, with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and 65 licenses. In addition to his advisory role, he owns RWW Financial Consulting, which provides financial advice, tax preparation, and consulting services to individuals and small businesses. Rww Investment Advisors serves individual clients with financial planning, investment supervisory services, income tax preparation, and tailored investment advice. The firm employs a variety of security-analysis methods and manages accounts on a discretionary basis without maintaining custody of client assets.

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.

Jeffrey Dunn Bernstein is a financial advisor at Paradise Advisor Group LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Financial Advocates Investment Management and LPL Financial. In addition to his advisory role, he is the founder of ALQYMI, LLC, a software development company. Paradise Advisor Group LLC is an independent registered investment adviser that offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs diversified, primarily long-term portfolios and provides specialized services through several DBAs, including trust-focused and retirement plan consulting.

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Brian Hamlin is a financial advisor with Somerset Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses and with three years of industry experience. He has worked at various related firms including Somerset Securities and Somerset Wealth Strategies since 2022. Outside of advisory roles, he contributes to AnnuityFYI.com, a resource providing free annuity information online. Somerset Wealth Management offers discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses institutional-style managers, a tactical asset-allocation approach, and provides access to annuities, private placements, and third-party money managers.

Mark Nortman is a financial advisor at Capitol Family Office, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Capitol Family Office since 2011, including a current tenure starting in 2020, as well as prior roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, he is involved with Executive Tax Advisors, LLC, a firm providing income tax preparation and tax planning services. Capitol Family Office serves individual and high-net-worth clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a diverse investment approach combining multiple analytical methods and typically operates with discretionary trading authority.

Jeffrey Vass is a financial advisor at Meridian Financial Group, Inc. in Milwaukie, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2009. Vass has been with Meridian Financial Group since 1999. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, using a mix of passive index funds, ETFs, and select individual securities, supported by tools such as Monte Carlo simulation.