David Erlandson is a CFP® professional with 16 years of experience in financial advising. He has been with Erlandson Wealth Management since 2011 and has longstanding roles at IDS Life Insurance Company and Nike International. Erlandson Wealth Management serves individual and high-net-worth clients through a wrap-fee program, offering investment management alongside financial and college planning services. The firm employs a non-discretionary approach focused on asset allocation across mutual funds and ETFs, combining fundamental and cyclical analysis with both long- and short-term trading strategies.

Mohammad Rahman is a financial advisor with Rubicon Global Group and Rubicon Global Advisors, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Rubicon Global Halal Advisors LLC since 2003, with prior roles at Baker Ellis Asset Management LLC and Wells Fargo Clearing. Rahman is the founder and president of both the Institute of Halal Investing and the One Ummah Foundation, a nonprofit established in memory of his late son. He has also served as an adjunct lecturer at Portland State University. 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 financial goals with clients’ social and religious values through customized portfolios and a one-on-one advisory process.

Patrick Steers is a financial advisor at Erlandson Wealth Management in Beaverton, OR, holding a Series 65 designation with 10 years of industry experience. He has been with Erlandson Wealth Management since 2013. Erlandson Wealth Management serves individual and high-net-worth clients, offering investment management through a wrap-fee program alongside financial and college planning services. The firm emphasizes asset allocation using mutual funds and ETFs, employs fundamental and cyclical analysis, and manages accounts on a non-discretionary basis, allowing clients to retain decision authority.

Stacy Sizemore is a financial advisor at TRU Independence Asset Management 2, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sanctuary Securities, Inc., Sound Legacy Wealth Advisors, and D.A. Davidson & Co. Sizemore also serves as Chief Compliance Officer for the parent company, tru Independence LLC. TRU Independence Asset Management 2, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individual and institutional clients. The firm employs a blended investment approach using both active and passive strategies across various asset classes and works with independent managers and sub-advisors.

Stephanie Lum is a financial advisor at CLS Financial Advisors, Inc. in Lake Oswego, OR, with one year of industry experience. She holds a Series 65 designation and has been with CLS Financial Advisors since 2008. Outside of her advisory role, she serves as treasurer and executive board member for Reading Results, a nonprofit providing early elementary school reading tutors to underserved communities in Portland, OR. CLS Financial Advisors serves individuals, high-net-worth individuals, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

Craig Olson is a CFP® with 23 years of industry experience and is a principal at VergePointe Wealth Management, LLC, where he has worked since 2009. He is also involved with Vergepointe LLP, a CPA and consulting firm, and serves as managing director for VergePointe Transactions, LLC, which focuses on M&A asset sales and consulting. Additionally, Olson has roles in several other related business entities, including private limited partnerships and a holding company for Crimson Trace Corporation. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, integrating public and private investment vehicles and coordinating tax, estate, and liquidity planning alongside its advisory and CPA services.

Julie Connor is a Series 65–licensed advisor at Taurus Capital Advisors, LLC with nine years of industry experience. She has worked with Taurus Capital Management since 2017 and was self-employed in 2016. Taurus Capital Advisors serves individual and institutional clients by providing discretionary portfolio management and comprehensive financial planning services. The firm employs a team-driven, asset-allocation approach focused on low-cost index and factor-based funds, tax efficiency, and the use of U.S. Treasury ETFs for fixed income, while generally minimizing frequent trading.

Donald Bredehoeft is a financial advisor with Optimum Capital Strategies in Beaverton, OR. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Optimum Capital Strategies in 2009, he worked for the State of Oregon from 2020 to 2022. Optimum Capital Strategies LLC provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm’s investment approach integrates value investing with strategic option usage and a long-term orientation, utilizing fundamental, technical, and cyclical analysis across model and actively managed accounts.

Daniel Kutzkey is a financial advisor at Maxwell Financial Group, Inc. in Manhattan Beach, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Maxwell Financial Group since 2013. Outside of advisory work, Kutzkey is involved in sales of individual and group life and health insurance products, as well as servicing outside group annuities. Maxwell Financial Group serves individual clients, including high-net-worth individuals, and certain company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and incorporates a variety of analytical techniques, offering a combination of advisory, review, and insurance-related services.

Litonya Allen is a financial advisor at Insight Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, World Financial Group, and Ameriprise Financial Services. Outside of her advisory role, she is an ordained minister and serves as president and board member of Covering of God United Ministries, and she owns Gold Hummingbird LLC, a tax preparation business. Insight Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering fee-based portfolio management, financial planning, and private wealth management. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a broad range of investment instruments.

Gregory Saliba is a financial advisor at Taurus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Taurus Capital Management since 2005. Outside of his advisory role, Saliba is vice president at Sterling Savings Bank, where he manages client relationships and credit facilities, and he serves as a part-time faculty member in the finance departments at Portland State University and Willamette University. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm employs a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.

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.

Joseph Opsahl is a financial advisor at Defined Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Defined Wealth Management since 2020 and has prior experience with PURSHE KAPLAN STERLING INVESTMENTS, Inc. and TRUE Private Wealth Advisors, LLC. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients, offering discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies using multiple analysis methods and offers a digital wealth management option through Betterment for Advisors.

Ryan Genor is a financial advisor at CLS Financial Advisors, Inc. in Portland, OR, holding the PFS™ designation and Series 66 license with 10 years of industry experience. He has been with CLS Financial Advisors since 2012 and is also affiliated with Schultz Group CPAs, PC. Outside of his advisory role, Genor coaches the ski team at Jesuit High School. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, focusing on professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options tailored to client preferences.

Jeannie Matza is a financial advisor at Compass Investment Advisers, LLC in Portland, OR, holding Series 63 and Series 65 designations with 11 years of industry experience. She previously worked at Empirical Financial Services, LLC from 2013 to 2019 and has been with Compass Investment Advisers since 2019. Compass Investment Advisers is an independent SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $110 million across about 72 clients, utilizing diversified investment strategies including mutual funds, ETFs, bonds, stocks, and derivatives with a combination of fundamental and technical analysis.

I learned quickly in my first year working in the financial services field the importance of having a financial plan and a trusted advisor. It was 2008, the beginning of the financial crisis. At that time, I worked almost exclusively with teachers and public school staff as a registered representative and investment advisor. The time demonstrated that even with great public benefits, everyone should be thinking about investing in their future. In 2011, my wife and I made the decision to move west to Oregon. We had heard that it was a place where you could make a career, but also provided a different environment to enjoy other priorities like being outdoors and access to a great lifestyle, adventure, and community. I started working at a local Portland financial services firm that was home base for around 150 high end independent firms across the country. The firm provided insurance and investment products for the ultra-affluent. While working my way to senior management, I was able to earn other licenses to further my education and also learn intimately the pros and cons of how different practices operate. Most of all, working with many different small offices affiliated with the firm gave me the ability to understand some of the conflicts in our industry along with how individual clients may not understand how their advisor is getting compensated. After almost 8 years, I made the decision that working with clients directly was the direction for me. I earned the CERTIFIED FINANCIAL PLANNER™ designation and started working at a small financial planning firm in Portland. After being given the opportunity to join Clarity Capital Management as a fee-only advisor and partner, I decided to join Ryan Mohr and the firm. While not working, I enjoy spending time with my wife, Amanda, son, Neil, and our four legged adventure partner, Cori. I enjoy backcountry skiing, long distance trail running, and all forms of cycling. Please don’t be surprised if I show up to a client meeting on two wheels!

Kori Allen is a CFP® with 29 years of industry experience, currently serving as an advisor at Samara Capital. Prior to joining Samara Capital in 2026, Kori worked at Pearl Wealth LLC, Pine Haven Investment Counsel, Coldstream Wealth Management, and Western Pacific Investment Advisers Inc. Outside of advising, Kori is chair of the board of trustees for The Library Foundation, a nonprofit supporting literacy programs in Multnomah County. Samara Capital provides discretionary investment management, financial planning, consulting, and retirement-plan services to individuals, high-net-worth families, trusts, retirement plans, and small corporations. The firm focuses on strategic asset allocation and combines fundamental, technical, and manager analysis to guide investment decisions, offering customized portfolio management and ERISA fiduciary services.

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.