Sirra Anderson Crum is a CFP® with six years of industry experience and is currently associated with TenBridge Partners LLC in Portland, OR. Her career includes multiple roles at TenBridge Partners since 2017, with prior experience at Starbucks and The Original Dinerant. TenBridge Partners serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers discretionary asset management and financial planning services with an investment approach that combines fundamental, quantitative, and macroeconomic analysis alongside a variety of investment vehicles and ongoing portfolio oversight.

Matthew Yarbrough is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Encompass Wealth Advisors, LLC since 2018 and previously spent three years at RVK, Inc. Matthew is based in Portland, OR. Encompass Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and wealth management services, implementing tailored investment plans through a mix of mutual funds, individual equities, ETFs, independent managers, and other securities while employing both fundamental and technical analysis.

Kyle Hoelzle is a financial advisor at Physician Family Financial Advisors Inc in Beaverton, OR, holding a Series 65 designation with 11 years of industry experience. He has been with Physician Family Financial Advisors since 2015. Physician Family Financial Advisors serves physician families and individual clients, offering financial planning, investment guidance, and discretionary account management. The firm emphasizes diversified, passive investment allocations with tax-aware strategies and operates under a non‑AUM fee model.

Gavin Morton is a financial advisor at Ravensview Capital Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Encore Financial Strategies, Pacific University, Dutch Bros Coffee, FlipPoint LLC, and Glencoe/University. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, family offices, and charitable organizations, managing approximately $95 million across a small client base. The firm employs multiple analytical methods and a broad set of investment strategies, with regular account monitoring and detailed client reporting.

Nancy Wakefield is a financial advisor at Serene Point Advisors LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Serene Point Advisors in 2020, she worked at Integrated Advisors Network LLC and Martin Capital Partners, LLC. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include a range of investment vehicles and employing a more active options strategy when appropriate.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with eight years of industry experience. He has been with Dollinger Management since 2018 and has worked alongside Daniel Dollinger, a CPA and CFP, since 2015. Dollinger Management Inc. manages approximately $47.7 million on a discretionary basis for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm employs a fee-only fiduciary model, using diversified index fund strategies and a buy-and-hold equity approach, with portfolios tailored to clients’ risk, tax, and cash-flow needs.

Richard Steronko is a financial advisor at Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 designation with 19 years of industry experience. He has been with Willamette Financial Advisors since 2015 and previously worked at Centaurus Financial, Inc. from 2015 to 2017. Outside of his advisory role, he provides social service referrals to dysfunctional families as a social service specialist for the State of Oregon. Willamette Financial Advisors offers investment management and comprehensive financial planning services to individuals, businesses, and various organizations. The firm employs a long-term, diversified investment approach within a modern portfolio theory framework and provides both discretionary and non-discretionary portfolio management alongside standalone planning services.

Andrew Ryan is a financial advisor at Ryan Financial Solutions, LLC with a Series 65 designation and three years of industry experience. He has worked at Ryan Financial Solutions since 2021 and has concurrent service in the Oregon National Guard since 2014. Prior to his advisory role, he was employed by the Sherwood School District from 2013 to 2021. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to individual public servants such as educators, firefighters, police, and military personnel, along with other individual clients. The firm employs a comprehensive approach that includes discretionary and non-discretionary portfolio management, retirement and estate planning, and integrates behavioral and technical analysis with technology tools including supervised artificial intelligence.

Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.

Justin Curtiss is a CFP® professional at Continuity Wealth Management, Corp. in Portland, OR, with six years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and Sustainable Wealth Management Inc. Continuity Wealth Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable organizations, managing approximately $214.3 million for about 270 clients. The firm provides discretionary portfolio management alongside comprehensive financial planning, utilizing custom indexing and held-away retirement account management platforms.

Faisal Al Hashim is a financial advisor at Maxiam Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Fisher Investments, and Bank of America. Maxiam Capital primarily serves high-net-worth individual investors, offering discretionary portfolio management and financial planning. The firm follows a top-down global macro investment approach and provides model portfolios with equity and fixed income benchmarks tied to the MSCI World Index and Bank of America Merrill Lynch Government/Corporate 7–10 Year Index, respectively.

Valerie Tucker is a financial advisor at Summa Global Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Summa Global Advisors since 2014. Prior to that, she was employed by the Colton School District from 2019 to 2024. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across about 130 client relationships. The firm offers portfolio and wealth management alongside financial and retirement planning, utilizing a combination of ETFs, mutual funds, individual equities, bonds, and Separate Account Managers tailored to client needs.

Kibwe Cuffie is a financial advisor at Portland Private Wealth Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Portland Private Wealth Management since 2018. Outside of his advisory role, he has extensive involvement in youth soccer organizations, including leadership positions at United PDX Soccer Club, Tualatin Hills United Soccer Club, and Southside Soccer Club. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized portfolio solutions, managing approximately $235 million in assets across over 400 client relationships.

Duane Bolinger is a financial advisor at Eldon Reese Advisory Group in Beaverton, OR, holding CFP® and ChFC® designations with 19 years of industry experience. He previously worked at Oneamerica Securities and American United Life for 12 years and has additional experience with Osaic FA, Inc. Bolinger serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting. The firm emphasizes long-term, asset-allocation strategies with a buy-and-hold approach and provides tailored portfolio management alongside non-discretionary financial planning and coaching.

Anika Hedstrom is a Certified Financial Planner (CFP®) with 12 years of experience in the financial industry. She has worked at Uplevel Wealth since 2021, following prior roles including five years at Vista Capital Partners and a brief period as self-employed. In addition to her advisory work, Ms. Hedstrom is an independent financial journalist who occasionally writes articles on market commentary and financial advice. Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a modern portfolio theory approach, focusing on passive, diversified portfolios with discretionary trading, and operates as a fee-only fiduciary with a small, two-advisor team.

Erik Miller is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Interactive Wealth Advisors since 2013, following prior roles at Confluence Wealth Management LLC and CMC Advisers, LLC. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 individual clients, including retirees, business owners, and executives. The firm provides ongoing wealth management and coordinated financial planning, employing a tactical, proactive asset-allocation approach that combines passive and active strategies across multiple asset classes.

Daniel Ryan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ryan Financial Solutions, LLC since 2021. Prior to this, he worked at PepsiCo for four years and has been involved with Lynchwood Church of God for over a decade, where he leads music ministries on Sunday mornings. He is also a partner in a coffee consulting business advising his brother. Ryan Financial Solutions, LLC provides investment management and financial planning primarily to public servants such as educators, firefighters, police, and military personnel, alongside other individual clients. The firm employs a structured four-step process and integrates various analytical methods and technology tools, including supervised artificial intelligence, to construct portfolios and offers a combination of retirement, insurance, and tax services.

Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at George Fox University and involvement with Athey Creek Church and local Christian schools. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, managing portfolios with a combination of direct securities, mutual funds, ETFs, and third-party managers. The firm offers discretionary and non-discretionary asset management, tax overlay services, and ERISA fiduciary services, supported by a platform and back-office relationship with OneAscent.

Becky Vogt Lundeen is a CFP® with eight years of industry experience, currently serving as an advisor at Trihelix Wealth Collective in Portland, OR. Her prior experience includes roles at Northwestern Mutual and several independent advisory practices. Outside of financial advising, she is the owner of a non-financial business focused on writing a memoir and is involved in nonprofit event planning. Trihelix Wealth Collective provides financial planning and investment advisory services to individual clients, including high-net-worth households, and retirement plan sponsors. The firm specializes in tailored investment plans with an emphasis on medical-training financial planning and offers both discretionary and non-discretionary portfolio management.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.