Jack Meligan is a financial advisor at Settlement Capital Advisors with 15 years of industry experience and holds a Series 65 designation. He is also the president and owner of Settlement Professionals, Inc., a company he has led since 1987, and The Plaintiff's MSA & Lien Solution, LLC, which provides administration services for Medicare Set-Aside accounts and lien resolution for personal injury cases. Settlement Capital Advisors provides discretionary portfolio management to individuals, small businesses, and trusts with a focus on dividend-yielding equities and dollar-cost averaging. The firm manages accounts primarily on a discretionary basis and offers tailored investment solutions while maintaining affiliated structured-settlement and Medicare set-aside businesses as part of its service offerings.

Yong Yang is a financial advisor at Westlake Wealth Management, LLC in Portland, OR, with 15 years of industry experience. He has been with Westlake Wealth Management since 2009. Yang holds the Series 63 and Series 66 designations. Westlake Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers institutional-style 401(k) plan services alongside retail portfolio management, employing fundamental and technical analysis across various asset classes.

Lance Johnson is a financial advisor with ROI Financial in Beaverton, Oregon, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with ROI Financial Advisors since 2011 and previously worked at Ameriprise from 2008 to 2010. In addition to his advisory role, Mr. Johnson is involved in several business ventures including part ownership of ROI TAX LLC, which provides tax preparation services, and ROI MARKETING & CREATIVE DESIGN LLC, a marketing services firm. ROI Financial serves individual and high-net-worth clients, business owners, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, charting, and cyclical analyses to implement investment strategies and is notable for its affiliation with tax and marketing service firms as well as its use of third-party ratings and pooled investment vehicles.

Samuel Skreen is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Newbore Wealth Management, Inc. since 2019 and previously worked at Academy Mortgage Corporation from 2016 to 2019. Skreen operates out of Gladstone, OR, and is involved in providing investment advisory services through Newbore Wealth Management. Newbore Wealth Management serves individuals, high net worth clients, trusts, and credit union referrals, managing approximately $200 million across about 528 clients. The firm focuses on diversified asset allocation, tax minimization, and integrating financial planning with portfolio management using various investment strategies and maintains discretionary authority with regular account monitoring.

Shuaisong Feng is a CFA charterholder at Cognitiant Registered Investment Advisors with one year of industry experience. Prior to joining Cognitiant, Feng held positions at Morgan Stanley and Oregon Tool Inc. Cognitiant provides investment advisory and portfolio management services primarily to individual, non-high-net-worth clients, managing approximately $40 million across about 82 client relationships. The firm operates with a small team of two advisors and employs a formal supervisory process with documented reviews of financial plans and client communications.

Adrian Guzman Pena is a financial advisor at Nexus Strategic Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Advocates Investment Management and Type A Financial. Outside of advisory work, he manages finance for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners, and various non-individual entities. The firm focuses on asset allocation, retirement and estate planning, and divorce-resolution financial analysis, serving a specialized client base with a two-advisor team.

Jerry Davis is a financial advisor at Rain or Shine Planning, LLC in Portland, OR, holding the PFS™ designation and Series 65 license with 16 years of industry experience. He previously worked at Davis & Graves, LLP for 15 years combined and operated his own CPA firm, Jerry J Davis CPA PC, for over three decades. Rain or Shine Planning is a fee-only advisory firm serving primarily individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm emphasizes asset allocation and passive indexing, incorporating ESG factors when requested, and applies Modern Portfolio Theory in its portfolio construction.

Amanda Coleman is a financial advisor with Sky-Mountain Capital Management in Tualatin, OR, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Northwestern Mutual Investment Management. Outside of her advisory work, she is a committee member of the Oregon State University Library Advisory Council and also operates a hobby photography business. Sky-Mountain Capital Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses a strategic asset allocation approach with diversified mutual funds and ETFs, incorporates Modern Portfolio Theory and Fundamental and Cyclical Analysis, and typically manages accounts on a discretionary basis.

Michael Sherman is a financial advisor with Sherman, Young & Leavitt, LLC in Oregon City, OR, holding 15 years of industry experience. He previously worked at sHERMAN, yOUNG & aSSOCIATES pc for 38 years and currently operates Michael Sherman LLC, where he provides tax return preparation, financial statement review, and business client advising as a CPA. Sherman, Young & Leavitt, LLC offers investment supervisory services to individuals, closely held businesses, and trusts on a fee-only basis, focusing primarily on mutual funds and exchange-traded funds. The firm manages client portfolios through discretionary authority, tailoring asset mixes based on risk preference and financial position, and employs charting, fundamental, and technical analysis in portfolio construction.

Aaron Hillman is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Skyline Financial Northwest in Portland, OR since 2008. He holds a Series 65 license and is a partner in OPM, LLC, a private real estate business focused on property analysis and management. 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 structured portfolios based on written Investment Policy Statements, favoring low-cost passive vehicles and ETFs, and offers additional services including pension consulting and one-time asset allocation analyses.

Jeffrey Bloch is a Series 65-licensed financial advisor with Main Avenue Financial Services, LLC in Beaverton, Oregon. He has 11 years of industry experience and has been with Main Avenue Financial Services since 2014. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, estates, family businesses, and retirement plan participants. The firm manages approximately $94 million for about 76 clients, employing a long-term, buy-and-hold investment approach with tailored asset allocation and primarily non-discretionary portfolio management.

Kaitlyn Massey is a CFP® professional with six years of industry experience currently with Consolidated Financial Management Corp. She has previously worked at LPL Financial and Charles Schwab in various capacities. Massey is also a commissioned notary in the state of Washington. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, high-net-worth clients, and business entities. The firm delivers planning on a fixed-fee or hourly basis without managing client assets, focusing on customized strategies that incorporate tax, estate, risk management, and college funding considerations.

James Spangler is a financial advisor at TradeWinds Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Tradewinds Asset Management, Financial Advocates Investment Management, LPL Financial, BIOTRONIK Corporate Services US, and Micro Systems Engineering. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process with multiple strategies utilizing ETFs, mutual funds, and individual securities.

Nicholas Fisher is a financial advisor at Pilot Wealth Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pilot Wealth Management since 2010. In addition to his advisory role, Mr. Fisher serves as manager and member of Pilot Investment Partners, which manages the Pilot Micro Equity Fund, a private pooled investment vehicle. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, and investment partnerships. The firm emphasizes value-oriented equities and fixed income within a tax-aware framework and manages both discretionary client portfolios and a private micro equity fund focused on small, under-owned publicly traded businesses.

David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. 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 emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.

Alix Demartino is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Defined Wealth Management, LLC since 2021. Prior to joining Defined Wealth Management, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of her advisory role, she owns a residential painting business and provides financial services consulting through her own firm. Defined Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plan participants, and institutional clients, offering discretionary investment management, financial planning, and consulting services. The firm employs both passive and active investment strategies, combining Modern Portfolio Theory and tactical asset allocation with various analytical techniques to manage approximately $254 million in assets.

Peter De Graff is a financial advisor with Taurus Capital Advisors, LLC in Lake Oswego, OR, holding the CFP®, CFA®, and Series 66 designations with seven years of industry experience. He previously worked at US Bank, N.A. and Solid Rock Wealth Management before joining Taurus Capital Management. De Graff serves as an investment committee member for East West Ministries International. Taurus Capital Advisors serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, including retirement and succession planning. The firm employs a team-driven, asset-allocation approach that emphasizes low-cost index and factor-based funds, tax efficiency, and use of U.S. Treasury ETFs for fixed income, while offering integrated tax planning and preparation services through licensed CPAs under separate engagements.

Lucas Navallo Santiago is a financial advisor at 4:8 Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Metro West Ambulance, VillaSport, Dixon Rec Center, Oregon State University, and Cambridge College. 4:8 Financial serves a diverse client base that includes individuals, charities, and pension and profit-sharing plans, focusing on comprehensive financial planning and discretionary portfolio management. The firm’s investment approach emphasizes asset allocation, fundamental analysis, and buy-and-hold strategies, delivering portfolio management primarily through LPL-sponsored programs.

Robert Bedritis is a financial advisor with Oswego Private Wealth Management in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at firms including LPL Financial and Principal Financial Services. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, charitable organizations, trusts, estates, and business entities, offering fee-based advisory services, wealth planning, and business transition consulting. The firm employs fundamental and cyclical analysis and typically uses third-party managed-account platforms with unaffiliated sub-advisors for portfolio management, while retaining oversight and discretionary authority.

Kristy Motta is a CFP® with 30 years of experience in the financial services industry. She has worked at LPL Financial since 1998 and is also affiliated with Consolidated Financial Management Corp., where she has been involved in creating customized financial plans. Motta previously worked at Golden State Wealth Management from 2021 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.