Carlos Donat Arjona is a financial advisor at Next Play Wealth in Portland, OR, holding a Series 65 credential with two years of industry experience. His prior work includes roles at ROI Financial Advisors and involvement with CADOAR Enterprises, LLC. Next Play Wealth provides discretionary portfolio management and financial planning services, with a focus on tactical allocation strategies across various asset classes. The firm offers pension advisory services, including fiduciary compliance reviews and plan-level recommendations, combining institutional management with direct client planning options.

David Verbruggen is a financial advisor at Integrity Investing with a Series 65 license and four years of industry experience. His prior work includes roles at iVest, TRADEway, EXOS Aerospace Systems & Technologies, Southwest Airlines, and Mobberly Baptist Church. Outside of advising, he operates a personal trading company and collaborates with a charting-platform business. Integrity Investing provides discretionary portfolio management to individual clients through two ETF-based programs that use proprietary technical and mathematical models to guide investment decisions. The firm emphasizes transparency, risk disclosure, a faith-informed mission, and individualized portfolio management without participating in wrap fee programs or advising private funds.

Richard Whitton is the sole advisor at Rww Investment Advisors Inc. in Portland, OR, with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and 65 licenses. In addition to his advisory role, he owns RWW Financial Consulting, which provides financial advice, tax preparation, and consulting services to individuals and small businesses. Rww Investment Advisors serves individual clients with financial planning, investment supervisory services, income tax preparation, and tailored investment advice. The firm employs a variety of security-analysis methods and manages accounts on a discretionary basis without maintaining custody of client assets.

Cody Freeman is a Series 65-licensed financial advisor with eight years of industry experience. He is the principal of Zen Trends Capital LLC, an independent advisory firm based in Portland, OR. In addition to his advisory role, he owns and manages Lovejoy Optical, a family business providing eyeglasses, where he also works as an optician. Zen Trends Capital LLC provides discretionary and non-discretionary asset management and investment advice primarily to high-net-worth individuals, as well as trusts, estates, private foundations, and business owners. The firm uses a combined fundamental and technical analysis approach within an asset-allocation framework, offering portfolio management services that may include model portfolio selection and securities execution.

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.

Joshua Tomeoni is a financial advisor with Narrative Financial Group in Washougal, WA, holding the CFP®, ChFC®, and Series 66 designations and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of financial services, he owns and operates an entertainment company. Narrative Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and private businesses. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation using no-load mutual funds, ETFs, and fixed-income products, with financial planning services offered through separate engagements.

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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.

Jeffrey Strode is a financial advisor at Grange Capital, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several mortgage firms, including Borrowsmart Mortgage, where he continues to work part-time as a licensed mortgage broker helping clients assess real estate loan options and manage the loan approval process. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach that incorporates fundamental analysis, strategic asset allocation, and both long-term and shorter-term strategies, supported by traditional research and AI tools.

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.

Gretchen Stangier is a CFP® professional with 26 years of industry experience. She has led Gretchen Stangier, Inc. since 2009 and holds Series 63 and Series 65 licenses. Stangier Wealth Management, where she is a principal, is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a Modern Portfolio Theory approach with diversified allocations and uses both internal and third-party portfolio management, offering educational seminars and disclosing performance results.

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.

Tracy Sherman is a financial advisor at Sherman, Young & Leavitt, LLC, holding a Series 65 designation. Sherman has no prior industry experience but worked at the Gates Foundation for 11 years before joining Michael Sherman LLC. Sherman, Young & Leavitt provides investment supervisory services to individuals, closely held businesses, and trusts as a fee-only adviser. The firm manages client portfolios primarily using mutual funds and exchange-traded funds, applying a combination of charting, fundamental, and technical analysis to construct portfolios tailored to each client's risk preference and financial position.

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.

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 experience in financial advising at Cuthbert Financial Guidance. She also serves as a Vice President and Trust Administrator at SunTrust Bank, where she has worked since 1998 overseeing trust accounts. Cuthbert Financial Guidance provides comprehensive financial planning and investment consultation to individuals, families, and qualified plan sponsors, emphasizing a long-term, passive investment approach with strategic asset allocation and broad diversification. The firm offers fee-only planning and advisory services without discretionary portfolio management or custody of client assets.

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.