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.

Christopher Winn is a CFP® professional with 14 years of experience in financial advising, currently serving at Interactive Wealth Advisors since 2013. He holds Series 63 and Series 65 licenses and operates from Portland, OR. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 clients, including retirees, professionals, business owners, and executives. The firm provides ongoing wealth management combined with financial planning, using a tactical, proactive asset-allocation approach that blends passive and active strategies across various asset classes.

Diana Harrison is a CFP® professional with 25 years of industry experience, currently serving as an owner and advisor at Financial Investment Team (FIT) in Portland, OR. She has worked at FIT since 2005 and also owns Plus Tax, Inc., a tax planning and preparation service. Her background includes roles at Lewis and Harrison CPA Group and Divorce Asset Solutions, LLC. Financial Investment Team provides discretionary portfolio management, financial planning, and tax services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax planning through its affiliated CPA practice and employs a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerance.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Erik Bloomfeldt is a financial advisor with Insight Financial in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Solid Rock Capital, LLC and Integrity Financial Corporation, and has been associated with Insight Financial since 2006. Outside of advisory services, he is a part owner of a closely held corporation that owns a farm and guest ranch in Sisters, Oregon. Insight Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and certain qualified institutional buyers, managing approximately $35.4 million in client assets. The firm employs a tactical allocation approach with custom portfolio management, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary investment services.

John Child Jr. is a financial advisor with Sound Investment Management Inc in Tualatin, OR, holding a Series 65 designation and 31 years of industry experience. He has been involved with the Bionexus Foundation since 2011 and the International Bioresource Group since 2005. Child has worked with Sound Investment Management and the American Type Culture Collection, Inc. since 1993. Sound Investment Management serves individual investors, family trusts, estates, custodial accounts, and not-for-profit organizations. The firm primarily manages client accounts on a non-discretionary basis, using fundamental research and a combination of equity and fixed-income strategies.

Warren Hastings III is a CFA® charterholder and Series 65 licensed advisor with 22 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm provides discretionary and non-discretionary portfolio management with individualized investment policy statements but does not offer financial planning or sell investment products.

Andrew Jamison is a CFP® with 16 years of industry experience and has been with Main Avenue Financial Services, LLC since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Jamison serves as treasurer for the Portland Basketball Officials Association and also officiates basketball games year-round. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, and retirement plan participants. The firm manages approximately $94 million with a two-advisor team, employing a long-term, buy-and-hold strategy using actively managed and index mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.

Megan Reink is a financial advisor at TWM Wealth Management Corp with 23 years of industry experience. She holds the Series 65, Series 63, and Series 66 designations and has been with Crown Capital Securities, LP since 2011. Outside of her advisory role, she is involved in operating a private investment fund focused on music intellectual property and affiliated holding companies. TWM Wealth Management Corp provides investment portfolio management and financial planning services to individuals, trusts, estates, private foundations, and business owners. The firm offers discretionary and non-discretionary management and emphasizes diversified portfolios using mutual funds, ETFs, individual stocks, bonds, and fixed-income strategies guided by fundamental and technical analysis.

David Rostad is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003. Outside of financial advising, he is involved with two non-investment related business activities. Rostad Capital Management provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to create customized portfolios, typically managed on a non-discretionary basis, and is notable for its affiliation with an accounting practice and operation by certified public accountants.

Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.