Jeffrey Dunn Bernstein is a financial advisor at Paradise Advisor Group LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Financial Advocates Investment Management and LPL Financial. In addition to his advisory role, he is the founder of ALQYMI, LLC, a software development company. Paradise Advisor Group LLC is an independent registered investment adviser that offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs diversified, primarily long-term portfolios and provides specialized services through several DBAs, including trust-focused and retirement plan consulting.

At Old Growth Financial I do things differently. I am not here to sell you financial products you don't need, or pressure you to open accounts for investment management. As an advice-only fiduciary, I provide clients with comprehensive one-time financial plans for a transparent fixed flat fee. Throughout the process of creating your one-time financial plan, I offer independent advice that is completely tailored to your individual financial life. Financial planning does not have to be overwhelming. Let's work together to clarify your financial goals and develop a manageable plan to live the life that you want. My initial consult is always free. Reach out today!

Timothy Mosier is a financial advisor at Cairn Wealth Management in Vancouver, WA, with 23 years of industry experience. He holds a Series 66 designation and has worked at Cairn Investment Group, Inc. since 2007, following four years at RBC Capital Markets. Cairn Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented, risk-aware approach focused primarily on U.S. equities and integrates financial planning with investment management using written Investment Policy Statements and regular account reviews.

Brian Hamlin is a financial advisor with Somerset Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses and with three years of industry experience. He has worked at various related firms including Somerset Securities and Somerset Wealth Strategies since 2022. Outside of advisory roles, he contributes to AnnuityFYI.com, a resource providing free annuity information online. Somerset Wealth Management offers discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses institutional-style managers, a tactical asset-allocation approach, and provides access to annuities, private placements, and third-party money managers.

Mark Nortman is a financial advisor at Capitol Family Office, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Capitol Family Office since 2011, including a current tenure starting in 2020, as well as prior roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, he is involved with Executive Tax Advisors, LLC, a firm providing income tax preparation and tax planning services. Capitol Family Office serves individual and high-net-worth clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a diverse investment approach combining multiple analytical methods and typically operates with discretionary trading authority.

Jeffrey Vass is a financial advisor at Meridian Financial Group, Inc. in Milwaukie, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2009. Vass has been with Meridian Financial Group since 1999. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, using a mix of passive index funds, ETFs, and select individual securities, supported by tools such as Monte Carlo simulation.

Jacob Becker is a CFP® with 15 years of industry experience and has been with Portland Private Wealth Management, Inc. since 2010. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Becker is involved in real estate activities. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized investment strategies, managing approximately $235 million in assets across over 400 client relationships.

Jason Lesh is a financial advisor at Pilot Wealth Management in Portland, OR, holding a Series 65 designation with 15 years of industry experience. He has been with Pilot Wealth Management since 2010. Outside of his advisory role, Mr. Lesh manages Pilot Investment Partners, which oversees the Pilot Micro Equity Fund, a private pooled investment vehicle focusing on small, illiquid publicly traded companies. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, estates, and investment partnerships. The firm emphasizes value-oriented equity and fixed income strategies within a tax-aware framework and manages accounts primarily on a discretionary basis, while also serving as investment manager to the Pilot Micro Equity Fund through an affiliated entity.

Stuart Quint is a CFA® charterholder with 15 years of industry experience currently serving as an advisor at Ambassador Wealth Management, LLC in Vancouver, WA. He has been with Ambassador Wealth Management since 2017 and previously operated independently for one year. Ambassador Wealth Management provides discretionary investment management and standalone financial planning to individuals, business entities, and pension plans. The firm employs fundamental analysis to construct diversified portfolios focused on long-term asset allocation and offers integrated tax preparation and bookkeeping services through a related business.

Christopher Hatfield is a CFP® with 15 years of industry experience, currently serving at Defined Wealth Management, LLC since 2020. Prior to this, he worked at True Private Wealth Advisors, LLC for seven years. He is a board member of the South Portland Business Association, participating in monthly meetings as a volunteer. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients with discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies, employing various analytical methods and tactical asset allocation, and offers both traditional and digital wealth management options.

Amanda Sletmoe is a financial advisor at Skyline Financial Northwest with a Series 65 credential and seven years of experience at the firm. Prior to joining Skyline, she worked with Portland Parks and Recreation and Multnomah Athletic Club. Skyline Financial Northwest provides fee-only financial planning and investment advisory services to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes client-specific Investment Policy Statements and low-cost, broadly diversified portfolios mainly using passive vehicles, supported by fundamental, technical, and cyclical analysis, and incorporates sub-advisors and third-party platforms to manage retirement plans.

Helga Cuthbert is a CFP® professional with 22 years of industry experience. She has been with Cuthbert Financial Guidance since 2004 and also serves as a trust administrator and vice president at SunTrust Bank, where she administers trust accounts. Cuthbert Financial Guidance provides comprehensive financial planning and investment consultation primarily to individuals and families, along with limited ERISA Section 3(21) advisory services to qualified plan sponsors. The firm emphasizes a long-term, buy-and-hold, passive allocation strategy focused on strategic asset allocation, broad diversification, and periodic rebalancing, while clients maintain custody and execute transactions through their chosen providers.

Joseph Eberhardt is a financial advisor with Ravensview Capital Management, LLC in Portland, OR, holding Series 63 and Series 65 registrations with nine years of industry experience. He has worked at Ravensview Capital since 2016 and previously spent three years at EDF Renewable Energy. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, family offices, and charitable organizations. The firm employs multiple analytical methods and a range of investment strategies while managing approximately $95 million across about 20 clients.

Peter Bozikovich is a financial advisor at Marquam Capital with 51 years of industry experience. He has held Series 63, 65, and 66 credentials. Prior to joining Marquam Capital in 2014, he worked for HP Securities, Inc. for 30 years until 2023. Marquam Capital provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm utilizes diversified portfolios consisting of mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Sarah Lane is a PFS™ credentialed financial advisor with eight years of industry experience. She is affiliated with CLS Financial Advisors, Inc. and Schultz Group CPAs, PC, where she has worked since 2016. Prior to that, she spent a year at Portland State University. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, typically working with professionals, business owners, corporate executives, and retirees. The firm utilizes broadly diversified, systematic portfolios based on capital-markets research and integrates tax-sensitive and sustainable investment options according to client preferences.

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.

Richard Teutsch is a financial advisor at Arcadia Investment Advisors, LLC in Portland, OR, with 30 years of industry experience. He holds a Series 65 license and has been with Arcadia Financial Group since 1996. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, and well-diversified portfolios using mutual funds and ETFs, managing client assets at the portfolio or household level.

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.