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.

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® with 13 years of industry experience, currently serving at Defined Wealth Management, LLC since 2021. Prior to this, she worked at Cambridge Investment Research Advisors, Inc. and Lincoln Financial Advisors. Outside of her advisory role, she owns a residential painting business. Defined Wealth Management serves individuals, families, trusts, retirement plans, and institutional clients with discretionary investment management, financial planning, and consulting services. The firm employs a blend of passive and active investment strategies and offers both traditional and digital wealth management options.

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 4:8 Financial, he worked in various roles including at Metro West Ambulance and Oregon State University. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals and qualified plans, focusing on asset allocation and strategic buy-and-hold investment approaches using LPL Financial-sponsored platforms and model portfolios.

Robert Bedritis is a financial advisor at Oswego Private Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Oswego-branded firms as well as LPL Financial. Oswego Private Wealth Management serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, wealth planning, and business transition services tailored to clients' goals and time horizons. The firm utilizes fundamental and cyclical analysis and offers access to third-party managed accounts and subadvisors.

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® professional with seven years of industry experience, currently serving as an advisor at Encompass Wealth Advisors, LLC since 2018. Prior to joining Encompass, he worked at RVK, Inc for three years. Encompass Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored investment approach combining mutual funds, individual securities, and Independent Managers, with ongoing monitoring and quarterly reviews.

Kyle Hoelzle is a financial advisor at Physician Family Financial Advisors Inc in Beaverton, Oregon, holding a Series 65 credential with 10 years of industry experience. He has worked at Physician Family Financial Advisors Inc since 2015. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm focuses on diversified, passive investment allocations using primarily index mutual funds and ETFs, combining tax-aware strategies with a balanced stock-and-bond mix while offering financial planning, investment guidance, and discretionary account management.

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 seven years of industry experience. He has worked at Dollinger Management since 2018 and has been associated with Daniel Dollinger CPA CFP since 2015. Dollinger Management Inc. manages approximately $47.7 million for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm uses diversified index mutual fund/ETF strategies and separate buy-and-hold equity approaches, tailoring portfolios to clients' risk, tax, and cash-flow needs, and maintains an ongoing affiliation with a related tax and accounting practice.

Michael Hibbs is a financial advisor at Third Stanza Group with a Series 65 credential and no prior advisory industry experience. He has work experience as a facilities manager at a semiconductor manufacturing plant. Third Stanza Group is a fee-only, state-registered investment adviser providing financial planning, discretionary portfolio management, and retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using various securities and emphasizes bundled financial planning within its asset-based advisory services.

Richard Steronko is a financial advisor with Willamette Financial Advisors, LLC in Portland, OR, holding a Series 66 credential and 18 years of industry experience. He has worked at Willamette Financial Advisors since 2015 and previously at Centaurus Financial, Inc. from 2015 to 2017. In addition to his advisory role, he serves as a social service specialist for the State of Oregon, providing social service referrals to dysfunctional families. Willamette Financial Advisors offers investment management and comprehensive financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and emphasizes ongoing client reviews and educational resources, including retirement plan rollover analyses.

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.