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.

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.

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.

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.