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.

Wai Ngan Yu is a CFP® professional with 19 years of industry experience, currently serving at Summa Global Advisors, LLC since 2009. Located in Clackamas, OR, Yu holds Series 63 and Series 65 licenses. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across 130 client relationships. The firm offers tailored portfolio and wealth management, combining passive index exposures with active managers and specialized strategies such as Separate Account Managers and boutique equity and fixed-income solutions.

Mitchel Ludtke is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Grange Capital in 2022, he worked at Fidelity Brokerage Services and R/West. Grange Capital provides discretionary investment management and financial planning to individuals, pension plans, corporations, and charities. The firm’s approach combines diversified asset allocation, fundamental analysis, and the use of AI tools, with a focus on both long-term investments and tactical strategies including options and private real estate offerings.

Robert Warmkessel Jr. is a financial advisor with Grange Capital, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Grange Capital since 2016 and previously spent nine years at Sound Investment Management, Inc. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a diversified, multi-asset approach emphasizing fundamental analysis and strategic asset allocation, incorporating both long-term holdings and tactical trading strategies.

Keith Johnson is a financial advisor at Inman Financial Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Inman Financial Services since 2008. Inman Financial Services provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory within a long-term trading framework. The firm offers ongoing portfolio management, retirement, college, tax, and estate planning, and incorporates both discretionary and non-discretionary account management with regular client reporting.

John Child is a financial advisor at Sound Investment Management Inc with 30 years of industry experience and holds a Series 65 designation. He has been associated with Sound Investment Management, American Type Culture Collection, International Bioresource Group, and Bionexus Foundation for over 15 years. Sound Investment Management provides investment advisory and financial planning services to individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across about 131 client relationships, focusing on a non-discretionary investment approach with diversified portfolios and regular account reviews.

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 the sole advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 designation with nine years of industry experience. He has been associated with Rostad & English CPAs PC since 2003. Outside of his advisory role, he is involved with COHO PROPERTIES, LLC and WESTWOOD 6 in non-investment related capacities. Rostad Capital Management offers portfolio management through its SmartBeta programs to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm combines multiple analytic approaches and uses both discretionary and non-discretionary strategies to align investments with client goals and risk tolerances.

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.

Kent Batley is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of Batley & Associates, where he has worked since 2000. The firm provides portfolio management and financial planning primarily for individual investors, as well as charitable institutions, foundations, and endowments. Batley & Associates employs a long-term, buy-and-hold investment approach driven by fundamental analysis, with a focus on retirement funds and mutual funds. The firm manages accounts on a discretionary basis and uses custodial services through Charles Schwab.

Talia Calhoun is a CFP® professional at Sunnybranch Wealth LLC with three years of industry experience. Prior to joining Sunnybranch Wealth, she held roles at Corient, Raymond James Financial Services, and Messick Peacock & Associates. Sunnybranch Wealth serves individual clients, including high-net-worth households, offering discretionary investment management, financial planning, and wealth management services. The firm uses a tailored, fiduciary approach combining passive and active strategies and is noted for its focus on philanthropy and intergenerational planning.

William Nolan is a CFA® charterholder with 26 years of experience in the financial services industry. He has been with Greenbridge Investment Management, LLC since 2016 and previously worked at Kms Financial Services, Inc. Outside of his advisory role, he is a co-owner of a Japanese restaurant in Bend, Oregon. Greenbridge Investment Management serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with customized portfolio construction and comprehensive financial planning. The firm emphasizes individualized client relationships, offering discretionary portfolio management and a multi-strategy approach to align investments with clients’ objectives and risk tolerance.

Bernard Tan is a financial advisor with Modernist Financial, LLC, holding a Series 65 designation and bringing two years of industry experience. He has worked at Modernist Financial since 2019 and has prior experience at Acura of Portland and Foodscout, Inc. Modernist Financial is a registered investment adviser serving high-net-worth individuals, families, trusts, estates, and small businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on customized, long-term, diversified portfolios with an emphasis on cost management, tax efficiency, and Financial Life Planning.

Kaleen Anderson is a financial advisor at Skyline Financial Northwest with five years of industry experience. She holds a Series 65 designation and has worked at Skyline Financial Northwest since 2019. Her prior roles include positions at Modernist Financial and North, as well as self-employment and work at DLR Farms. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes low-cost, passive investment vehicles and ETFs, using a written Investment Policy Statement for each client and incorporating fundamental, technical, and cyclical data in portfolio management.

David Malmstedt is a financial advisor at Maxwell Financial Group, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Maxwell Financial Group since 2014. Outside of his advisory role, he is a managing member of a software company that develops and markets internet-related software products and mentors the team. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm applies a mix of charting, fundamental, technical, and cyclical analysis within a predominantly non-discretionary model and also offers retirement-focused educational seminars.

Christian D'Urso is a financial advisor at TradeWinds Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. D'Urso also operates an insurance agency under D'Urso Wealth Management, LLC. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, and employer-sponsored retirement plans. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.

Carol Young is a financial advisor at Stangier Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Stangier Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows Modern Portfolio Theory with diversified allocations and systematic rebalancing, often utilizing third-party portfolio managers while maintaining internal management capabilities.

Ashley Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.