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.

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.

Philip Richman is a CFP® with 26 years of experience in the financial advisory industry. He is the sole advisor at Ciclo Wealth LLC, an independent firm he has led since 2020. Prior to founding Ciclo Wealth, he worked at Tenbridge Partners, LLC and KMS Financial Services, Inc. Ciclo Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs modern portfolio theory and a long-term trading approach, utilizing 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.

Bill Parish is the sole advisor at Parish & Company LLC in Lake Oswego, OR, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been with Parish & Company since 1994. Parish & Company provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach with globally diversified portfolios and offers services such as cash-flow and tax planning, retirement and education planning, and ongoing portfolio oversight.

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 the sole advisor at Burnside and Co. in Oregon City, OR, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Burnside Capital Management since 2004. Outside of his advisory role, he serves on the investment committee for the Archdiocese of Portland and participates as a parent representative on the Site Council at Scouters Mountain Elementary. Burnside and Co. provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and small business plan sponsors, managing approximately $30 million. The firm employs diversified, asset-allocation portfolios focused on low-cost index ETFs and mutual funds, combining fundamental and quantitative analysis with Modern Portfolio Theory, and offers comprehensive pension consulting with fiduciary services tailored to ERISA-covered plans.

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.

Jeffrey Strode is a financial advisor at Grange Capital, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several mortgage firms, including Borrowsmart Mortgage, where he continues to work part-time as a licensed mortgage broker helping clients assess real estate loan options and manage the loan approval process. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach that incorporates fundamental analysis, strategic asset allocation, and both long-term and shorter-term strategies, supported by traditional research and AI tools.