Lindsey Cole is the sole advisor at Venture Forth Financial in Portland, OR, holding a Series 65 designation with 15 years of industry experience. She has been with Venture Forth Financial since 2016. Venture Forth Financial provides discretionary investment management, financial planning, and legacy management services to individuals, high-net-worth families, and trusts. The firm uses a Modern Portfolio Theory-based approach with diversified, low-cost, passively managed funds and offers ESG-screened portfolios aligned with client goals.

Sean Pyles is a CFP® affiliated with Pyles Financial Planning, LLC in Portland, OR, with one year of industry experience. Prior to founding his firm, he worked for NerdWallet for ten years. Pyles Financial Planning provides comprehensive financial planning and investment advice primarily to individual clients within the LGBTQ+ community and others who may lack traditional access to these services. The firm follows a structured investment process emphasizing asset allocation and tax diversification, and it offers services through hourly and flat-fee billing rather than asset-based fees.

FPNW is a fee-only fiduciary that supports the Do-It-Yourself investor and those just getting started. FPNW has four offerings: 1. Deep Dive – Reviews ten key financial topics and generates a detailed “To-Do List” for your implementation. 2. Comprehensive Financial Plan – A detailed projection of your financial future that answers questions like: “Am I on track for retirement?” “Are my investments too conservative? Or too risky?” “How should I save for a home or college?” “Is my current financial advisor doing a good job?” 3. Let’s Get Started – You seek coaching on how to set up your financial affairs from 401-(k) plans at work or savings plans for the self-employed, investing to basic banking and insurance. 4. Projects – Maybe it’s reconstructing your cost basis or you’ve inherited a mess from a parent. Planning for the estate taxes levied by Oregon and Washington is important. FPNW does not provide investment management services. FPNW helps clients either manage their own investments or locate other financial advisers who provide investment services. As a fiduciary, your success comes first. FPNW does NOT sell any financial products and does NOT accept any outside compensation. Previously I served wealthy clients. My goal now is to democratize the wealth creation process and to offer the same expertise whether you’ve got millions or only hundreds to invest. FPNW’s Philosophy Time on earth is our most important asset. Live accordingly and joyfully. Over the long run, stocks and real estate outperform other assets classes with built-in inflation projection. Take only as much investment risk as needed to reach your goals. The only correct allocation to stocks is one you're comfortable with and will stick to. Low-cost, tax efficient Exchange Traded Funds and index funds allow you to craft a simple sustainable portfolio. Tax-efficiency is key. Asset location matters. Sustainable and ethical investing is extremely competitive with “mainstream” investments. Diversify internationally. Philanthropy - Let’s discuss how to support your favorite charities while you’re alive and as part of your legacy. The comedian Chris Rock said it best. “Wealth is not about having a lot of money; It’s about having a lot of OPTIONS.” Let’s start with a free discussion to discover your best options. To quote legendary baseball player Yogi Berra, “If you don’t know where you’re going, you won't get there.."

Ulrike Devoto is a CFP® professional with 16 years of industry experience and has operated Ascent Financial Advisors since 2000. She holds a Series 65 license and manages her independent firm in Portland, OR. Ascent Financial Advisors provides fee-only financial planning and discretionary investment management to individuals, trusts and estates, foundations, and small businesses. The firm employs a diversified investment approach based on modern portfolio theory, using no-load mutual funds alongside individual fixed-income instruments, and manages nearly $47 million in discretionary assets across a varied client base.

Robert Prall is a ChFC® credentialed financial advisor with 31 years of industry experience. He is the owner of RX Investment Solutions LLC in Portland, OR, where he has worked since 2008. Prior to that, he spent nine years with Independent Financial Group. In addition to his advisory work, Prall is an insurance agent offering life and health annuities since 1995. RX Investment Solutions is a single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm provides asset management, financial planning, retirement plan consulting, and uses a combination of individual securities and funds within discretionary portfolios, including model portfolios monitored for performance and risk.

Michael Townsend is the sole advisor at MP Townsend Financial in Portland, OR, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been involved in tax consulting, real estate brokerage, and independent insurance sales alongside his advisory work. His prior roles include leadership at Northwest Tax Advisors LLC and ownership of Townsend Group Realty. MP Townsend Financial is an independent advisory firm serving individual clients with discretionary portfolio management, financial planning, and educational seminars. The firm employs model portfolios and written Investment Policy Statements, conducting account reviews using fundamental, technical, and cyclical analysis methods.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.

As the owner and President of Pacific Coast Investment Advisors, LLC, I partner with clients who want a clear, disciplined path to financial independence—charting their course to and through retirement. I combine evidence-based investment management with comprehensive financial planning to help you align your portfolio, cash flow, taxes, and retirement strategy with the life you actually want to live. As a fee-only fiduciary, I sit on the same side of the table as you: my advice is transparent, conflicts are minimized, and your best interest always comes first. I work closely with professionals, retirees, and small-business owners who value a personal relationship, plain‑English communication, and a thoughtful, data‑driven approach. Together, we’ll build and maintain a customized plan that addresses retirement income, tax efficiency, risk management, and legacy goals, with ongoing adjustments as life and markets change. My goal is to give you clarity, confidence, and a trusted partner to call whenever you have an important financial decision to make.

Donald Mattersdorff is the sole advisor at D. Mattersdorff LLC in Lake Oswego, OR. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he provides expert testimony in securities litigation as a consultant for Bates Group and serves as trustee for family trusts. D. Mattersdorff LLC serves individual clients and families, offering financial planning and discretionary investment management with a fundamental, value-based approach focused on global stocks, bonds, REITs, and mutual funds. The firm manages approximately $60.7 million for about 20 clients and emphasizes individualized portfolio oversight with a global investment capability.

John Raaf is a CFP® and CFA® with 22 years of industry experience. He has been the principal advisor at Raaf Investment Advisors, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to individuals, high-net-worth clients, and small business owners. Raaf Investment Advisors employs an active, asset-allocation driven approach, utilizing a combination of actively managed mutual funds and passive index funds selected through rigorous screening.

Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.

Brent Pearson is a Series 65-licensed financial advisor based in Oregon City, OR, with one year of industry experience. He is the principal and sole advisor at Keychain Asset Management and has owned an IT consulting and software development firm, Napa Logic Inc., since 2014, which is currently winding down with no active projects. Keychain Asset Management provides investment advisory services to individuals, families, businesses, and other entities, including trusts and charitable organizations. The firm integrates fundamental, technical, and quantitative analysis across traditional and digital asset classes, focusing on long-term investing, diversification, and periodic rebalancing, and offers specialized digital-asset portfolio management and consulting services.

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.

Samuel Khalil is a financial advisor at Wide Eye Capital in Vancouver, WA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fisher Investments and Principal Consulting Group. Outside of finance, he works as a Development Analyst for Multnomah County Behavioral Health, focusing on data analytics and reporting. Wide Eye Capital provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm combines bottom-up equity selection with macroeconomic analysis and employs a range of instruments and strategies, including hedging and derivatives monitoring, to manage client portfolios.

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.