Jessica Howe is a CFP® with 18 years of industry experience and has been with Silver Oak Advisory Group since 2004. She holds a Series 65 license and is based in Portland, OR. Silver Oak Advisory Group provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation approach with diversified portfolios implemented through no-load mutual funds and ETFs, operating as a strictly fee-only adviser serving a limited client base with tailored investment policy statements.

Jack Dukeminier is a CFA® charterholder with six years of industry experience. He is currently an advisor at Blue River Capital Management, where he has worked since 2023. His prior experience includes roles at Baker Ellis Asset Management LLC, Tru Independence Asset Management, LLC, and FTI Consulting. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Joseph Opsahl is a financial advisor at Defined Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Defined Wealth Management since 2020 and has prior experience with PURSHE KAPLAN STERLING INVESTMENTS, Inc. and TRUE Private Wealth Advisors, LLC. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients, offering discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm combines passive and active management strategies using multiple analysis methods and offers a digital wealth management option through Betterment for Advisors.

Ryan Genor is a financial advisor at CLS Financial Advisors, Inc. in Portland, OR, holding the PFS™ designation and Series 66 license with 10 years of industry experience. He has been with CLS Financial Advisors since 2012 and is also affiliated with Schultz Group CPAs, PC. Outside of his advisory role, Genor coaches the ski team at Jesuit High School. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, focusing on professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options tailored to client preferences.

Jeannie Matza is a financial advisor at Compass Investment Advisers, LLC in Portland, OR, holding Series 63 and Series 65 designations with 11 years of industry experience. She previously worked at Empirical Financial Services, LLC from 2013 to 2019 and has been with Compass Investment Advisers since 2019. Compass Investment Advisers is an independent SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $110 million across about 72 clients, utilizing diversified investment strategies including mutual funds, ETFs, bonds, stocks, and derivatives with a combination of fundamental and technical analysis.

Courtney Karella is a financial advisor at Para Wealth Advisors, Inc. with nearly a decade of industry experience, including roles at Security First Advisors and Pinnacle Wealth Advisors. She holds the Series 65 designation and has been with Para Wealth Advisors since 2025. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities by providing financial planning, investment management, and integrated wealth management services. The firm combines fundamental and technical analysis within an asset-allocation framework and primarily maintains a long-term investment orientation while accommodating shorter-term trading as appropriate.

Elisabeth Mesquit is a CFP®, CFA®, and ChFC® with 10 years of industry experience. She has been with Soaring Investment Management, LLC since 2019 and previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2015 to 2019. Soaring Investment Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm develops individualized investment policies through client interviews and manages accounts using a combination of fundamental, technical, cyclical, and quantitative analysis across a diverse range of investment instruments.

Georgia Hussey is a Certified Financial Planner® with 14 years of industry experience. She has been with Modernist Financial, LLC since 2015 and also maintains an affiliation with Rosenbaum Financial Inc. Additionally, she serves on the advisory board of Money Quotient. Modernist Financial specializes in discretionary investment management and financial planning for individuals, families, trusts, estates, and small businesses, focusing primarily on high-net-worth clients with customized, long-term, diversified portfolios.

Kori Allen is a CFP® with 29 years of industry experience, currently serving as an advisor at Samara Capital. Prior to joining Samara Capital in 2026, Kori worked at Pearl Wealth LLC, Pine Haven Investment Counsel, Coldstream Wealth Management, and Western Pacific Investment Advisers Inc. Outside of advising, Kori is chair of the board of trustees for The Library Foundation, a nonprofit supporting literacy programs in Multnomah County. Samara Capital provides discretionary investment management, financial planning, consulting, and retirement-plan services to individuals, high-net-worth families, trusts, retirement plans, and small corporations. The firm focuses on strategic asset allocation and combines fundamental, technical, and manager analysis to guide investment decisions, offering customized portfolio management and ERISA fiduciary services.

Timothy Bean is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 20 years of industry experience. He has been with Liberty Capital since 2009 and has maintained a long-term involvement with Fruit Tree / Deck The Halls since 1993. In addition to his advisory role, he offers life insurance and fixed annuity products outside of Liberty Capital on a limited basis. Liberty Capital provides non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing a range of strategies including margin and option writing, and operates as both a registered broker-dealer and advisory firm.

Akili Kelekele is an advisor at Allen Capital Management, LLC with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Allen Capital Management, Kelekele held roles at D.A. Davidson and was involved with Shoot360 and other organizations. Outside of finance, Kelekele has experience working in diverse fields including senior care and education. Allen Capital Management is a fee-only, SEC-registered investment adviser managing approximately $200 million for individuals, corporate plans, and charitable organizations. The firm uses a customized, discretionary investment strategy focused on strategic asset allocation and diversification, integrating fundamental, technical, and cyclical analysis to meet clients’ financial goals.

Justin Harvey is a financial advisor at APM Wealth in Portland, OR, holding CFP®, ChFC®, and Series 65 designations with 15 years of industry experience. He has worked at Compass Ion Advisors and Practice Accelerator, LLC, and served as a faculty member at Villanova University School of Business. Harvey is the founder and host of the Anesthesia and Pain Management Success Podcast, an educational podcast focused on that medical specialty. APM Wealth serves individual and high-net-worth clients, primarily physicians in anesthesiology and pain management. The firm offers discretionary investment management and Personal CFO services, emphasizing low-cost, broadly diversified portfolios with a focus on educational outreach and practice-specific consulting.

Hans Powers is a financial advisor at Marquam Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HP Securities, Inc. for 14 years. Powers has been president of Marquam Asset Management, d/b/a Marquam Capital, since 2008, where he manages portfolio and financial matters. Marquam Capital provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Paul Wittman is a financial advisor at Washington Park Capital Management, LLC in Portland, OR, with 18 years of industry experience. He holds a Series 65 designation and has been with Washington Park Capital Management since 2025, previously working with Tru Independent Asset Management under the Washington Park Advisors name since 2016. Wittman is also an investor in a motion picture and video production company. Washington Park Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals through personal accounts, IRAs, trusts, and foundations. The firm employs a fundamental, bottom-up approach to equity and credit analysis and emphasizes absolute earnings and dividend income within balanced portfolios tailored to client objectives.

Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.

James Hindes is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Xena Financial Planning, LLC and previously provided advisory services at More Signal Planning, LLC, d/b/a ENOW Financial, where he was also owner and Chief Compliance Officer. Prior to his advisory career, he worked at BlueWolf, an IBM company, for seven years. Xena Financial Planning, LLC offers discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs alongside fundamental, technical, and cyclical analysis as part of its research.

Michael English is a financial advisor at Rostad Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 10 years of industry experience. He has worked at Rostad & English CPAs PC since 2003, totaling 23 years in that firm. Outside of his advisory role, he is involved with COHO PROPERTIES LLC and WESTWOOD PROPERTIES LLC. Rostad Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities through its SmartBeta program. The firm combines fundamental, technical, quantitative, and asset-allocation analysis to tailor non-discretionary portfolios, with an integrated approach that includes accounting and tax services.

Philip Bagdade is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Baker Ellis Asset Management, LLC from 2012 to 2023 before joining Blue River Capital Management in 2023. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.

Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.