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 at Taurus Capital Advisors, LLC with six years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Taurus Capital Advisors, he worked at Solid Rock Wealth Management, LLC and US Bank, N.A. He serves as an investment committee member for East West Ministries International. 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 focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.

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.

Sirra Anderson Crum is a CFP® professional with five years of experience at TenBridge Partners LLC, where she has worked since 2017. Her background includes roles outside the financial industry, such as positions at Starbucks and The Original Dinerant, as well as a three-year period affiliated with Portland State University. TenBridge Partners serves a diverse clientele, including individuals across wealth levels, trusts, estates, pension plans, corporations, and charitable organizations. The firm combines written financial plans with an investment process driven by an internal committee, utilizing a range of investment vehicles and offering multiple client engagement formats along with insurance reviews as part of its services.

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.

Michael Hibbs is a financial advisor at Third Stanza Group with one year of industry experience. He holds a Series 65 designation and has a background in semiconductor manufacturing, serving as a facilities manager at TSMC. Third Stanza Group is a fee-only, state-registered investment adviser providing financial planning, discretionary portfolio management, and retirement plan consulting to entities such as plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using various securities and focuses on bundled asset-based advisory services.

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, Sustainable Wealth Management Inc., and Landerholm, P.S. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable organizations, managing approximately $214 million. The firm offers discretionary portfolio management with comprehensive financial planning, utilizing mutual funds, ETFs, and custom indexing strategies tailored to client objectives.

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.