Craig Olson is a CFP® with 23 years of industry experience and is a principal at VergePointe Wealth Management, LLC, where he has worked since 2009. He is also involved with Vergepointe LLP, a CPA and consulting firm, and serves as managing director for VergePointe Transactions, LLC, which focuses on M&A asset sales and consulting. Additionally, Olson has roles in several other related business entities, including private limited partnerships and a holding company for Crimson Trace Corporation. VergePointe Wealth Management is an independent, fee-only advisory firm managing approximately $258 million in assets for individuals, trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, investment consulting, and financial planning, integrating public and private investment vehicles and coordinating tax, estate, and liquidity planning alongside its advisory and CPA services.

Julie Connor is a Series 65–licensed advisor at Taurus Capital Advisors, LLC with nine years of industry experience. She has worked with Taurus Capital Management since 2017 and was self-employed in 2016. Taurus Capital Advisors serves individual and institutional clients by providing discretionary portfolio management and comprehensive financial planning services. The firm employs a team-driven, asset-allocation approach focused on low-cost index and factor-based funds, tax efficiency, and the use of U.S. Treasury ETFs for fixed income, while generally minimizing frequent trading.

Brent Hunsberger is a CFP® with 15 years of experience in financial advising, currently serving at Silver Oak Advisory Group since 2014. He holds a Series 65 license and is based in Portland, OR. Outside of advising, he works as a freelance journalist producing content related to Medicare open-enrollment. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using diversified equity and fixed-income investments, focusing on individualized investment policy statements and fee-only advisory services.

Richard Batley is a financial advisor at Batley & Associates in Estacada, OR, holding a Series 65 designation with one year of industry experience. Prior to his work in financial advising, he held positions at McMenamins Edgefield and Bosky Dell Natives. Batley & Associates provides portfolio management and financial planning services primarily for individual investors, as well as charitable institutions, foundations, and endowments. The firm employs a fundamental analysis approach with a long-term, buy-and-hold orientation and generally manages accounts on a discretionary basis.

Brandon Trank is a financial advisor at TradeWinds Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Advocates Investment Management, LPL Financial, and The Prudential Insurance Company of America. Outside of his advisory role, he serves as an assistant coach for Northwest Elite FC, a youth soccer organization. TradeWinds Wealth Management provides discretionary investment management, financial planning, retirement and estate planning, and tax consulting services to individuals, high-net-worth clients, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a systematic, quantitatively driven investment process and offers multiple strategies using ETFs, mutual funds, and individual securities.

Gregory Saliba is a financial advisor at Taurus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Taurus Capital Management since 2005. Outside of his advisory role, Saliba is vice president at Sterling Savings Bank, where he manages client relationships and credit facilities, and he serves as a part-time faculty member in the finance departments at Portland State University and Willamette University. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm employs a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.

Casie Dunning is a CFP® and Series 65–licensed advisor with five years of industry experience. She is currently with Rain or Shine Planning, LLC and previously worked at firms including Abacus Wealth Partners and Davis & Graves, as well as in roles at Portland Public Schools and Umpqua Bank. Rain or Shine Planning is a fee-only advisory firm serving individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm employs asset allocation and passive indexing strategies, incorporating ESG considerations when requested, and manages both discretionary and non-discretionary portfolios.

Louis Taylor is a financial advisor at TWM Wealth Management Corp with 28 years of industry experience. He has been with TWM Wealth Management since 2010 and previously worked at Crown Capital Securities, LP for 18 years. Outside of advising, he serves as Chair of the West Linn and Wilsonville School Board and is involved as owner and managing partner in several business ventures, including a company manufacturing topical pain ointment and a medical billing firm. TWM Wealth Management Corp provides investment portfolio management and financial planning to individuals, trusts, estates, private foundations, and business owners. The firm employs a diverse investment approach using mutual funds, ETFs, individual securities, and fixed-income strategies, offering services on both a discretionary and non-discretionary basis, and includes formal consulting arrangements and educational offerings.

Todd Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. 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.

James Skahan is a financial advisor at MaxAdvisor Private Management in Portland, OR, with 14 years of industry experience. He holds a Series 65 designation and has been with Maxadvisor LLC since 2002. MaxAdvisor Private Management provides fee-only, discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm emphasizes diversification and cost-conscious index funds, using a proprietary fund-ranking system to select investments and manages portfolios with generally low turnover and some exposure to derivative-like risks.

David Wilson Jr. is a financial advisor at True North Retirement Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. Outside of his advisory role, he volunteers as a teacher of an investment course and was a member of the original campaign committee to raise funds for the construction of Seton Catholic High School in Vancouver, WA. 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.

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.

David Case is a CFP® with two years of experience, currently serving as a financial advisor at Planful Finance LLC. Prior to joining Planful Finance, he worked at Schmitt Industries, Inc. for over two decades and was retired from 2019 to 2023. Planful Finance LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing diversified model portfolios based on Modern Portfolio Theory and long-term purchase strategies. The firm serves clients through a combination of automated platforms for smaller accounts and traditional custodian relationships for larger portfolios.

Stephen Schmidt is a financial advisor with Meridian Financial Group, Inc. in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial Corporation since 2009 and with Meridian Financial Group since 1999. Schmidt also sells term life, health, and disability insurance, dedicating a small portion of his time to these activities. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, typically utilizing passive asset-class/index mutual funds and ETFs alongside select individual equities, fixed income, and alternative holdings.

Jared Rasmussen is a financial advisor with Serene Point Advisors LLC in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Serene Point Advisors since 2020 and has been with TD Ameritrade since 2009. 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 stocks, bonds, mutual funds, ETFs, REITs, alternative investments, and options.

Brian Harris is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 10 years of industry experience. He is currently with Strada Financial Group LLC, where he has worked since 2015, including a period with Avantax Insurance Agency LLC. Harris is also the owner and advisor of Strada Tax & Consulting, a tax planning and preparation business. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, and consulting services. The firm follows a Modern Portfolio Theory approach, emphasizing asset allocation and diversification, and offers integrated tax and accounting support through its affiliated accounting practice.

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.

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.