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.

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.

William Baldwin is a ChFC® with 37 years of industry experience, currently serving as an advisor at Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2011. Prior to and during his tenure at Continuity, he was associated with Cambridge Investment Research, Inc. He is also licensed as an insurance agent offering fixed insurance products. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs mutual funds, ETFs, and tax-managed strategies, utilizing a sub-advisory relationship with Orion Portfolio Solutions and distinctive operational tools like the Pontera platform.

Stacy Rerick is a CFP® and Series 66-licensed advisor with 22 years of industry experience. She has worked at Para Wealth Advisors, Inc. since 2022 and previously spent 15 years at Russell Wilkinson Rerick, Inc. and 19 years at Security First Advisors. She also manages strategic operations for multiple private offerings through SFA Commercial, LLC. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, focusing on long-term orientation while allowing for shorter-term trading when appropriate.

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.

Nicholas Westly is a financial advisor at Rubicon Global Group and Rubicon Global Advisors based in Portland, OR. He holds a Series 65 designation and has previous experience working at Leaf & Cole, LLP, Armanino, LLP, and Grant Thornton, LLP. He has also spent time as a full-time student most recently since 2023. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning clients’ financial goals with their social and religious values through customized asset allocations and a combination of fundamental, technical, and cyclical investment analysis.

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 Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with ROI Financial since 2011. Outside of advising, Mr. Johnson is involved in several business ventures, including a 26% ownership in ROI Tax LLC, which provides tax preparation services, and a one-third partnership in ROI Marketing & Creative Design LLC, a marketing services firm. ROI Financial Advisors serves individual investors, business owners, and retirement plans with portfolio management, financial planning, and pension consulting. The firm employs multiple analytical methods and a variety of investment strategies, including long-term investing and short-term trading, and maintains affiliated tax and marketing businesses with supervisory controls to address related conflicts.

Samuel Skreen is a CFP®-certified financial advisor with six years of industry experience. He is currently with Newbore Wealth Management, Inc., where he has worked since 2019, and has prior experience at Academy Mortgage Corporation and Guild Mortgage Company. Newbore Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and retirement plan participants, including clients referred through unaffiliated credit unions. The firm employs diversified, asset-allocation strategies with a focus on financial planning and tax considerations, managing accounts primarily on a discretionary basis with periodic reviews.

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 has previously worked at Financial Advocates Investment Management and Type A Financial. Outside of his advisory role, he manages the finances for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth offers discretionary portfolio management and financial consulting primarily to families, business owners, and various non-individual entities such as trusts and charitable organizations. The firm emphasizes divorce-resolution services and business-planning support, providing written financial plans alongside managed accounts, and operates with a two-advisor team focused on trusts, estates, and business clients.

Jerry Davis is a financial advisor at Rain or Shine Planning, LLC in Portland, OR, holding the PFS™ designation and a Series 65 license, with 16 years of industry experience. He has been affiliated with Rain or Shine Planning and Davis & Graves, LLP since 2024, and previously worked at Davis & Graves, LLP from 2010 to 2023. Additionally, he operates Jerry J Davis CPA PC, a practice he has maintained since 1989. Rain or Shine Planning is a fee-only advisory firm serving individual clients, including high-net-worth households, with investment management, financial planning, and educational seminars. The firm emphasizes asset allocation and passive indexing, incorporating socially responsible investing when requested, and applies Modern Portfolio Theory principles in portfolio construction.