Robert Zagunis is a financial advisor at Keturi Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jensen Investment Management for 25 years before joining Keturi. Keturi Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment horizon, managing portfolios across equities, non-U.S. securities, fixed income, and cash management.

Scott Theodorson is a CFP® professional with 34 years of industry experience. He has worked at VergePointe Wealth Management, LLC since 2019 and previously spent 14 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance representative authorized to sell insurance products from various companies. 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 focus on coordinated fiduciary services.

Scott Roberts is a financial advisor at VergePointe Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with VergePointe since 2009. Roberts is also involved as managing director of VergePointe Transactions, LLC, a consulting firm focused on mergers and acquisitions, and serves on multiple corporate boards as well as on the council board for East Hill Church. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, utilizing fundamental and technical analysis alongside a mix of public and private investment vehicles, with an emphasis on coordination of investment, tax, estate, and liquidity planning.

David Newbore is a CFP® professional with 27 years of experience in the financial services industry. He is the principal of Newbore Wealth Management, Inc., which he has led since 2020, and has been associated with LPL Financial since 2002. Newbore Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and retirement plan participants, including some clients referred through unaffiliated credit unions. The firm emphasizes diversified, asset-allocation strategies combined with financial planning and tax considerations, managing accounts primarily on a discretionary basis with periodic reviews.

Daniel Dollinger is a CFP® with 16 years of industry experience and the principal of Dollinger Management Inc. He has worked in accounting and financial services since 1993 through his firm Daniel Dollinger CPA CFP, which provides income tax returns and bookkeeping services. Dollinger Management manages approximately $47.7 million on a discretionary basis for around 48 individual and married-couple clients. The firm offers portfolio management and financial planning using diversified index fund strategies alongside a buy-and-hold equity approach and maintains a distinctive affiliation with a related tax and accounting practice.

Stacee Love Malcolm is a financial advisor with Nexus Strategic Wealth in Tualatin, OR, holding Series 66 and Series 63 credentials and over 26 years of industry experience. Her prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Type A Financial. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting services primarily to families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers services including asset allocation, retirement planning, business and estate planning, and divorce-resolution financial analysis, operating with a two-advisor team and focusing on specialized client needs rather than a broad retail base.

Colin Williams is a CFP® professional with over 21 years of industry experience. He is affiliated with Encompass Wealth Advisors, LLC and Purshe Kaplan Sterling Investments, where he has worked since 2014 and 2017 respectively. Outside of his advisory roles, Williams serves as president and director of the Cornell Star & Crescent Foundation, a college literary nonprofit. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a tailored investment approach utilizing mutual funds, individual securities, and Independent Managers, conducting regular account reviews and ongoing manager oversight.

Thomas Walker Jr. is a financial advisor at Rooted Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, LPL Financial, and FSC Securities Corp. He is also affiliated with DMK Advisor Group as a financial advisor. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, offering discretionary and non-discretionary asset management along with specialized tax and ERISA investment fiduciary services. The firm manages portfolios using a combination of direct securities, mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and an overlay manager for trading and rebalancing.

David Sullivan is a financial advisor at Settlement Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance, MassMutual Financial Group, and MML Investors Services. He has engaged in insurance sales alongside his advisory work. Settlement Capital Advisors provides discretionary portfolio management primarily to individuals, small businesses, and trusts, focusing on dividend-yielding equities and dollar-cost averaging within a limited range of investment options. The firm manages accounts on a fiduciary basis with quarterly reviews and offers tailored solutions including rollover advice and tax considerations.

Michael Handy is a financial advisor at Handy & Company Financial Advisors, Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with the firm since 1996. Outside of his advisory role, he is president and a practicing CPA at Handy & Reagan LLC, a CPA firm located in the same office as his advisory business. Handy & Company Financial Advisors is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans with a focus on long-term, broadly diversified portfolios. The firm integrates investment management with tax planning and preparation through its affiliated CPA practice, emphasizing tax-aware implementation and ongoing distribution planning.

Rachel Gustafson is a CFP® with 11 years of industry experience, currently serving as an advisor at Financial Investment Team (FIT) in Portland, OR. She previously worked at Bank of America and Merrill Lynch from 2012 to 2019. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning and preparation for individuals, trusts, corporations, and institutional clients. The firm integrates investment advice with tax services through an affiliated CPA practice and employs a range of strategies including ETFs, equities, bonds, and occasional option use, emphasizing client education and tailored solutions.

William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.

Micah Dorr is a CFP® with seven years of industry experience, currently serving at Inman Financial Services, Inc. since 2018. Prior to joining Inman, he worked at Farmers Insurance from 2014 to 2018. Inman Financial Services, Inc. provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading focus to tailor investment strategies based on client risk tolerance, time horizon, and liquidity needs.

Nathan Reagan is a financial advisor at Handy & Company Financial Advisors, Inc. with 12 years of industry experience. He holds the PFS™ designation and has been with Handy & Company since 2013. In addition to his advisory role, he is a tax partner at Handy & Reagan LLC, a CPA firm, where he dedicates significant time. Handy & Company Financial Advisors is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plan participants. The firm uses a long-term, broadly diversified asset-allocation approach and is notable for its integration with an affiliated CPA firm, providing clients with coordinated tax and financial planning services.

Frederick Payne is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Swiftwater Capital. He founded Northwest Capital Management, where he worked for 25 years, and is involved in developing educational materials through 4LNA LLC. Swiftwater Capital provides fee-only investment management and cash flow planning primarily to individual investors nearing or in retirement, focusing on succession planning and estate administration. The firm integrates legal and tax expertise with its investment approach, offering specialized services such as the Succession Management: Planning & Legacy (SMPL) Audit.

Matthew Presjak is a financial advisor at Encompass Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Encompass Wealth Advisors and Purshe Kaplan Sterling Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance needs as a licensed insurance agent. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and wealth management, employing tailored investment plans that include mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly account reviews.

Kelly McDermott is a CFA® charterholder with one year of experience at Serene Point Advisors LLC and eleven years of self-employment prior to joining the firm. McDermott holds the Series 63 designation and is based in Lake Oswego, Oregon. Serene Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, and institutional entities. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis, as well as options and sub-adviser relationships.

David Inman is a financial advisor at Inman Financial Services, Inc. in Portland, OR, with 43 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments and Security First Advisors before and during his tenure at Inman Financial Services, where he has worked for over three decades. He is also a licensed insurance agent involved in fixed annuity and life insurance sales. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement, college, tax, and estate planning. The firm uses fundamental analysis and modern portfolio theory within a long-term trading framework and tailors portfolios based on each client’s goals and risk tolerance.

Sandra Wagner is a CFP® with 24 years of industry experience and operates Wagner Planning, a firm she has led since 2011. Her prior roles include positions at Securities America, Inc. and SII Investments, Inc. She serves as chair of finance and a board member at Veritas School, a private school in Newberg, Oregon. Wagner Planning provides tailored financial planning and investment advice to individual clients, including high-net-worth households. The firm uses proprietary model portfolios and a systematic asset-allocation process, combining mutual funds, ETFs, REITs, individual equities, and bonds with a primarily long-term buy-and-hold strategy.

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.