Scott Thurman is a financial advisor at TenBridge Partners LLC in Portland, OR, with 11 years of industry experience. He holds Series 66 and Series 65 credentials and has been with TenBridge Partners since 2019. Prior to this, he worked at Johnstone Supply from 2015 to 2019. TenBridge Partners serves a diverse client base, including individual households, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary asset management and financial planning services, utilizing a structured investment process that combines fundamental, quantitative, and macroeconomic analysis with a focus on strategic asset allocation and ongoing portfolio oversight.

Ryan Mohr is a CFP® professional with 19 years of industry experience. He has been with Clarity Capital Management LLC since 2017 and previously worked at M Financial for one year. Ryan holds a Series 66 license and is based in Tigard, Oregon. Clarity Capital Management advises individuals, including high-net-worth clients, and employer plan sponsors, providing discretionary investment management, comprehensive and project-based financial planning, and retirement plan consulting and participant education. The firm employs a passive, low-cost core investment approach combined with tactical asset-allocation adjustments and offers multiple planning engagement models.

Erik Lawrence is a CFP® with 23 years of industry experience, currently serving as an advisor at TenBridge Partners LLC in Portland, OR. He previously worked at Kms Financial Services, Inc. from 2012 to 2016. Outside of his advisory role, he serves as board chair of the charitable organization TEAM TOGETHER. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary asset management, standalone financial planning, and a subscription model, with investment decisions guided by a quarterly Investment Committee that manages diversified portfolios.

Carolyn Pentland is a financial advisor at Spectrum Strategic Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Spectrum since 2015. Spectrum Strategic Capital Management, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm offers financial planning, portfolio construction, and discretionary investment management, utilizing IPS-driven portfolios across customized, enhanced index, and unconstrained alpha strategies.

Christopher Winn is a CFP® professional with 14 years of experience in financial advising, currently serving at Interactive Wealth Advisors since 2013. He holds Series 63 and Series 65 licenses and operates from Portland, OR. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 clients, including retirees, professionals, business owners, and executives. The firm provides ongoing wealth management combined with financial planning, using a tactical, proactive asset-allocation approach that blends passive and active strategies across various asset classes.

Diana Harrison is a CFP® professional with 25 years of industry experience, currently serving as an owner and advisor at Financial Investment Team (FIT) in Portland, OR. She has worked at FIT since 2005 and also owns Plus Tax, Inc., a tax planning and preparation service. Her background includes roles at Lewis and Harrison CPA Group and Divorce Asset Solutions, LLC. Financial Investment Team provides discretionary portfolio management, financial planning, and tax services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax planning through its affiliated CPA practice and employs a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerance.

Erik Bloomfeldt is a financial advisor with Insight Financial in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Solid Rock Capital, LLC and Integrity Financial Corporation, and has been associated with Insight Financial since 2006. Outside of advisory services, he is a part owner of a closely held corporation that owns a farm and guest ranch in Sisters, Oregon. Insight Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and certain qualified institutional buyers, managing approximately $35.4 million in client assets. The firm employs a tactical allocation approach with custom portfolio management, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary investment services.

Andrew Jamison is a CFP® with 16 years of industry experience and has been with Main Avenue Financial Services, LLC since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Jamison serves as treasurer for the Portland Basketball Officials Association and also officiates basketball games year-round. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, and retirement plan participants. The firm manages approximately $94 million with a two-advisor team, employing a long-term, buy-and-hold strategy using actively managed and index mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.

David Rostad is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003. Outside of financial advising, he is involved with two non-investment related business activities. Rostad Capital Management provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to create customized portfolios, typically managed on a non-discretionary basis, and is notable for its affiliation with an accounting practice and operation by certified public accountants.

Talia Calhoun is a CFP® professional at Sunnybranch Wealth LLC with three years of industry experience. Prior to joining Sunnybranch Wealth, she held roles at Corient, Raymond James Financial Services, and Messick Peacock & Associates. Sunnybranch Wealth serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm uses a tailored, fiduciary approach combining passive and active strategies and is noted for its focus on philanthropy and intergenerational planning.

Kelci Laam is a Series 65-licensed advisor with Florin Pensions LLC in Vancouver, Washington, where she has worked since 2020. She has three years of industry experience and previously operated as a self-employed advisor for seven years. Florin Pensions LLC provides pension and investment advice to United Kingdom expatriates and other nationals residing in the United States who have UK-based pension plans. The firm focuses on written pension reviews, benefit assessments, and recommendations for potential transfers to UK personal pensions, operating as a pension consultancy without taking custody of client assets.

William Nolan is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Greenbridge Investment Management, LLC since 2016 and previously worked at Kms Financial Services, Inc. Outside of his advisory role, he is a co-owner of a Japanese restaurant in Bend, Oregon. Greenbridge Investment Management serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with customized portfolio construction and comprehensive financial planning. The firm emphasizes individualized client relationships, offering discretionary portfolio management and a multi-strategy approach to align investments with clients’ objectives and risk tolerance.

Bernard Tan is a financial advisor with Modernist Financial, LLC, holding a Series 65 designation and bringing two years of industry experience. He has worked at Modernist Financial since 2019 and has prior experience at Acura of Portland and Foodscout, Inc. Modernist Financial is a registered investment adviser serving high-net-worth individuals, families, trusts, estates, and small businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on customized, long-term, diversified portfolios with an emphasis on cost management, tax efficiency, and Financial Life Planning.

Kaleen Anderson is a financial advisor at Skyline Financial Northwest with five years of industry experience. She holds a Series 65 designation and has worked at Skyline Financial Northwest since 2019. Her prior roles include positions at Modernist Financial and North, as well as self-employment and work at DLR Farms. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes low-cost, passive investment vehicles and ETFs, using a written Investment Policy Statement for each client and incorporating fundamental, technical, and cyclical data in portfolio management.

Christian D'Urso is a financial advisor at TradeWinds Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. D'Urso also operates an insurance agency under D'Urso Wealth Management, LLC. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, and employer-sponsored retirement plans. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.

William Baldwin is a ChFC® with 37 years of industry experience, currently serving as an advisor at Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2011. Prior to and during his tenure at Continuity, he was associated with Cambridge Investment Research, Inc. He is also licensed as an insurance agent offering fixed insurance products. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs mutual funds, ETFs, and tax-managed strategies, utilizing a sub-advisory relationship with Orion Portfolio Solutions and distinctive operational tools like the Pontera platform.

Nicholas Westly is a financial advisor at Rubicon Global Group and Rubicon Global Advisors based in Portland, OR. He holds a Series 65 designation and has previous experience working at Leaf & Cole, LLP, Armanino, LLP, and Grant Thornton, LLP. He has also spent time as a full-time student most recently since 2023. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning clients’ financial goals with their social and religious values through customized asset allocations and a combination of fundamental, technical, and cyclical investment analysis.

Lance Johnson is a financial advisor with ROI Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with ROI Financial since 2011. Outside of advising, Mr. Johnson is involved in several business ventures, including a 26% ownership in ROI Tax LLC, which provides tax preparation services, and a one-third partnership in ROI Marketing & Creative Design LLC, a marketing services firm. ROI Financial Advisors serves individual investors, business owners, and retirement plans with portfolio management, financial planning, and pension consulting. The firm employs multiple analytical methods and a variety of investment strategies, including long-term investing and short-term trading, and maintains affiliated tax and marketing businesses with supervisory controls to address related conflicts.

Shuaisong Feng is a CFA charterholder at Cognitiant Registered Investment Advisors with one year of industry experience. Prior to joining Cognitiant, Feng held positions at Morgan Stanley and Oregon Tool Inc. Cognitiant provides investment advisory and portfolio management services primarily to individual, non-high-net-worth clients, managing approximately $40 million across about 82 client relationships. The firm operates with a small team of two advisors and employs a formal supervisory process with documented reviews of financial plans and client communications.

Jerry Davis is a financial advisor at Rain or Shine Planning, LLC in Portland, OR, holding the PFS™ designation and a Series 65 license, with 16 years of industry experience. He has been affiliated with Rain or Shine Planning and Davis & Graves, LLP since 2024, and previously worked at Davis & Graves, LLP from 2010 to 2023. Additionally, he operates Jerry J Davis CPA PC, a practice he has maintained since 1989. Rain or Shine Planning is a fee-only advisory firm serving individual clients, including high-net-worth households, with investment management, financial planning, and educational seminars. The firm emphasizes asset allocation and passive indexing, incorporating socially responsible investing when requested, and applies Modern Portfolio Theory principles in portfolio construction.