Amanda Harvey is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Uplevel Wealth since 2021 and previously spent seven years at Vista Capital Partners. Uplevel Wealth provides tailored investment management and comprehensive financial planning mainly for individual and high-net-worth clients. The firm follows a passive, diversified investment approach based on modern portfolio theory and offers discretionary portfolio supervision combined with financial planning services.

Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

Gregory Walsh is a Series 65-licensed financial advisor with Greenbridge Investment Management, LLC, based in Lake Oswego, OR. He has five years of industry experience and previously worked for American Century Investments for fifteen years. Greenbridge Investment Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction and financial planning focused on individualized client relationships, employing a multi-strategy approach to manage risk and costs in line with client objectives.

Guerllamo Jimenez is a financial advisor at Optimum Capital Strategies in Beaverton, OR, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Optimum Capital Strategies since 2009. Optimum Capital Strategies serves individuals, families, trusts, estates, corporations, and charitable organizations with fee-based, personalized asset management and comprehensive financial planning. The firm employs a value-oriented investment approach combined with active use of options and tactical trading, managing client assets on a discretionary basis and offering services such as securities buy-back to business clients.

James Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Willamette Financial Advisors, LLC since 2015. He previously worked at Centaurus Financial, Inc. from 2015 to 2017. Jones is also a licensed insurance producer with various insurance companies. Willamette Financial Advisors provides investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced, and disciplined approach to building globally diversified portfolios tailored to each client’s needs.

Benjamin Newell is a financial advisor at Miller Financial Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Miller Financial Group since 2012, following a one-year tenure at Edward Jones. Miller Financial Group is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation strategy using a core-and-satellite approach, combining passive index funds and ETFs with actively managed funds and individual securities, and manages approximately $82.8 million across about 170 client relationships.

Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.

Nathan Reineke is a financial advisor with Physician Family Financial Advisors Inc in Beaverton, OR, holding a Series 65 designation and eight years of industry experience. He has worked at Physician Family Financial Advisors since 2018 and previously spent two years at Daimler Trucks North America. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm employs a diversified, passive investment approach focused on index mutual funds and ETFs, alongside tax-aware strategies, and operates using a non-asset-under-management fee model.

Amy Oh is a CFP® with 19 years of industry experience, currently serving as an advisor at Taurus Capital Advisors, LLC since 2023. She previously worked at Sage Financial Advisors Inc. for 15 years and is the owner of Boingy LLC, a manufacturer of baby products. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focusing on diversified, tax-conscious strategies and integrates tax preparation services through a contracted CPA.

Erica Nortman is a financial advisor at Capitol Family Office, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Capitol Family Office since 2011, with prior experience at Financial Advocates Investment Management and LPL Financial. Outside of her advisory role, she serves as CFO and Integrator for Executive Tax Advisors, LLC, which provides income tax preparation and planning services. Capitol Family Office offers discretionary portfolio management, pension consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a mixed analytic approach and both long- and short-term trading strategies, managing many accounts on a discretionary basis with regular client reviews and reporting.

Robert Morrison is a CFP® with 17 years of experience in the financial services industry. He is currently with Rock Creek Wealth Management and has previously worked at Cross Financial Advisors, LLC, and LPL Financial. Rock Creek Wealth Management is an SEC-registered investment manager that provides discretionary investment supervisory services and financial planning, primarily serving institutional and pooled-vehicle clients. The firm emphasizes asset allocation and fundamental analysis within a long-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Andrew Mauss is a Series 65-licensed financial advisor with one year of industry experience, currently with Samara Capital. Prior to joining Samara, he worked at Strategic Wealth Partners Ltd and has a long background in woodworking as Vice President and Secretary of RLM Woodworking, Inc. He serves on the board of Friends of the Children, a nonprofit organization based in Portland, Oregon. Samara Capital is an SEC-registered investment adviser managing approximately $114 million across 89 client relationships. The firm serves high-net-worth individuals, trusts, retirement plans, and corporations, focusing on strategic asset allocation and long-term holdings with discretionary portfolio management and financial planning services.

Tasha Mauss is a financial advisor at Samara Capital with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Unionbank Investment Services LLC and Strategic Wealth Partners. Mauss has been with Samara Capital and its predecessor entities since 2017. Samara Capital is an SEC-registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and corporations. The firm manages portfolios with a focus on strategic asset allocation and long-term holdings across various asset classes, offering services including discretionary portfolio management and financial planning.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF for 10 years before joining Human Investing. Human Investing provides integrated wealth management services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm focuses on fee-only fiduciary advice and offers diversified investment solutions, including low-cost index funds, ETFs, and Vanguard Personalized Indexing, while managing both discretionary and non-discretionary assets.

Geoffrey Dougall is a PFS™ credentialed financial advisor with 14 years of industry experience. He has been with Wealth Advisors NW since 2016 and is also a partner in the CPA firm Dougall Conradie LLC, where he spends the majority of his time. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and pension plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering customized portfolios and specialized services such as real estate analysis and 1031 exchange consulting.

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.

Corey Levine is a financial advisor at Cross Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2012. Outside of his advisory role, he is involved in a woodworking and hardware business in Beaverton, Oregon. Cross Financial Advisors serves individuals, families, corporations, and institutions, offering investment management, financial planning, consulting, and retirement-plan services. The firm combines strategic and tactical asset allocation with a range of investment vehicles and integrates in-house management with third-party programs while providing tax-related consulting through an affiliated accounting firm.

Terence Donahe is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following a 13-year tenure at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves high-net-worth individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations including mutual funds, ETFs, and fixed-income ladders.

Cort Morris is a financial advisor at Human Investing with a Series 65 credential and one year of industry experience. Prior to joining Human Investing, he held roles at George Fox University, Edward Jones, and various other organizations. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors with financial planning, portfolio management, tax consulting, and workplace advisory services. The firm uses broadly diversified, low-cost index funds and ETFs, including direct indexing through Vanguard Personalized Indexing, and manages approximately $2.22 billion in assets with an emphasis on a fee-only fiduciary model.

Christopher Mettee is a financial advisor with PACE Financial Advisors in Hillsboro, OR, holding a Series 66 designation and 11 years of industry experience. His prior firms include Edward Jones, Financial Advocates Investment Management, and LPL Financial. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies across various asset classes and offers wealth management relationships typically on a discretionary basis.