Amanda Coleman is a financial advisor at Sky-Mountain Capital Management with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she owns a hobby photography business and serves as a committee member on the Oregon State University Library Advisory Council. Sky-Mountain Capital Management provides investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and sometimes individual securities, managing accounts primarily on a discretionary basis and acting as an ERISA 3(38) investment manager for employer retirement plans.

Kris Jamison is a financial advisor at Uniplan Investment Counsel, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Uniplan affiliates since 2010. Uniplan Investment Counsel provides portfolio management, sub‑advisory, and portfolio‑modeling services to individual investors and institutional sponsors. The firm employs fundamental security analysis and specialized strategies across multiple asset classes, managing approximately $1.124 billion in assets for over 2,200 client accounts.

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.

Kaitlyn Massey is a CFP® professional with six years of industry experience currently with Consolidated Financial Management Corp. She has previously worked at LPL Financial and Charles Schwab in various capacities. Massey is also a commissioned notary in the state of Washington. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, high-net-worth clients, and business entities. The firm delivers planning on a fixed-fee or hourly basis without managing client assets, focusing on customized strategies that incorporate tax, estate, risk management, and college funding considerations.

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.

Teresa Meyer is a CFA® charterholder with 16 years of industry experience. She is currently with Para Wealth Advisors, Inc., where she has worked since 2022. Her prior experience includes roles at Security First Advisors and U.S. Trust, Bank of America, N.A. Para Wealth Advisors serves individual investors, businesses, and fiduciary entities, offering financial planning, investment management, and integrated wealth management services. The firm employs a combined fundamental and technical analysis investment approach within an asset-allocation framework, focusing primarily on long-term orientation while allowing for shorter-term trading when appropriate.

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.

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.

Kristy Motta is a CFP® with 30 years of experience in the financial services industry. She has worked at LPL Financial since 1998 and is also affiliated with Consolidated Financial Management Corp., where she has been involved in creating customized financial plans. Motta previously worked at Golden State Wealth Management from 2021 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

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.