After seven years of in and around this industry (as a marketer, consultant, and content creator... but never an advisor) I decided to hang my shingle and start Stoneholt Wealth. We're a fee-only financial planning firm that's built exclusively for high-income millennial couples with kids (I have three kids under 5... it's a crazy time). We help our clients with career transitions, concentrated wealth, variable sales income, liquidity events, and all the little stuff in between--if you can call buying a home "little". We cover everything from income strategy to investments to tax planning to insurance review, all in the name of taking this very important responsibility off your plate, so you can focus on the stuff that makes life better.

Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.

Joshua Tschirgi is a CFP® professional with 14 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2019. His prior roles include positions at Somerset Securities, Inc., Wells Fargo Advisors, LLC, and Morgan Stanley. In addition to his advisory work, he serves as a managing member of True Path Capital Strategies, a marketing DBA, and holds a licensed insurance agent position. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm- and third-party models.

Todd Caudle is a financial advisor at Executive Investment Services, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Executive Investment Services since 2009, as well as at Independent Financial Group during overlapping periods. Caudle is an officer and principal of Medical Professionals Financial Group, a marketing entity within the investment channel. Executive Investment Services provides asset management and financial planning to individual clients, including high-net-worth households, and consulting for small- and medium-sized businesses. The firm offers discretionary portfolio management with strategic and tactical asset allocation, and integrates investment management with insurance and executive-benefit services.

Jeremy Watson is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC. Before entering financial services, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial offers financial planning and portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with mutual funds, equities, bonds, ETFs, REITs, and government securities.

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. Hilligoss also maintains a licensed insurance agent role, dedicating part of his time to insurance sales. Scout Asset Management provides portfolio management, financial planning, and pension consulting services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs both fundamental and quantitative analysis with an investment approach that emphasizes long-term positions and options strategies, offering tailored management aligned with clients’ goals and risk tolerances.

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. His prior positions include roles at Fisher Investments, Empower Annuity Insurance Company of America, and Mariner Wealth Advisors. He holds Series 63 and Series 65 licenses. Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, with offerings tailored to client goals and risk tolerances. The firm integrates fundamental analysis and modern portfolio theory through a long-term trading approach across various asset classes and incorporates a formal charitable giving framework that dedicates a portion of revenue to U.S. nonprofits.

Todd Meier is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Boz & Company LLC since 2013, based in Lake Oswego, OR. Boz & Company LLC provides discretionary investment management and financial planning services to individuals, small businesses, and various institutional clients, including charitable organizations and employer-sponsored retirement plans. The firm follows a Graham-and-Buffett value investing philosophy with a long-term horizon and incorporates a “Special Situations” sleeve targeting merger arbitrage and distressed assets, employing derivatives and margin borrowing in its strategies.

Jan Schalkwijk is a CFA® charterholder with 18 years of industry experience. He has worked at JPS Global Investments, LLC since 2007 and was previously with Orion Capital Management LLC from 2014 to 2016. JPS Global Investments provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other advisers. The firm employs thematic, ESG-oriented equity strategies alongside diversified multi-asset portfolios, offering both discretionary and non-discretionary management and serving as a sub-advisor in wrap-fee programs.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Herbert Kim is a CFP® with 21 years of industry experience and is currently the principal of Innovator Wealth Advisor, LLC in Beaverton, OR. He also serves as president of HSK CPA PLLC, a tax services firm. His career includes roles at Cascadia CPA PC and Pacific CPA & Advisor. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting to individuals, small business owners, and plan sponsors. The firm employs a long-term, passive investment approach with a focus on strategic asset allocation and international diversification, and it integrates tax and accounting services through an affiliated CPA practice.

David Hofer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Brightwood Ventures, LLC since 2012 and previously worked at Portland State University from 2015 to 2018. Brightwood Ventures, LLC provides financial planning and wealth management services to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. The firm employs a disciplined investment approach based on an Investment Policy Statement and model portfolios, combining low-cost index funds, active funds, and individual stocks with research-driven satellite strategies.

Bradley Atherton is a financial advisor with AIM Advisors in Beaverton, Oregon. He holds the Series 63 designation and has 15 years of industry experience. Since 2002, he has operated AIM Advisors, an independent investment advisory firm. AIM Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using a mix of individual stocks and bonds, exchange-traded funds, and mutual funds, combining active and passive investment approaches while adhering to ERISA fiduciary standards for retirement accounts.

Joseph Alfonso, CFP®, ChFC®, EA, RICP®, TPCP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University. Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement. He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online. Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Britton Wellington is a CFP® with seven years of industry experience and is the sole advisor at Real Agency Wealth LLC in Beaverton, OR. Prior to his current role, he worked at Wealth Advisors Northwest and Timberline Wealth LLC. He also spent a year with Big Frog Custom T's before entering financial advisory. Real Agency Wealth primarily serves high-net-worth individuals and employer-sponsored retirement plans, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm combines active and passive investment strategies with a focus on tax efficiency and long-term goals, and offers ERISA 3(38) fiduciary services alongside household wealth management.

Michael Eugenio is a CFP®-certified financial advisor with over 31 years of industry experience. He is the sole advisor at Eugenio Financial, an independent firm he has led since 2009. Prior to that, he worked at Cascade Financial Concepts, Inc., where he has been involved since 1990. Eugenio Financial offers discretionary portfolio management and comprehensive financial, retirement, and estate planning services to individuals, business owners, profit-sharing plans, trusts, and estates. The firm manages approximately $37.8 million in client assets, employing a range of investment strategies including equities, mutual funds, ETFs, and fixed-income instruments, and provides pension consulting and rollover advisory services under a fiduciary standard.

Blake Parrish is a CFP® with 15 years of industry experience and has been principal advisor at B P Financial Associates, LLC since 2013. He holds the Series 63, 65, and 66 licenses and operates an independent advisory practice in Beaverton, OR. B P Financial Associates, LLC is a single-adviser registered investment adviser managing approximately $55.5 million across over 300 clients, including individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a written Investment Policy Statement to document client goals, employs fundamental, technical, and cyclical analysis in portfolio management, and typically requests discretionary authority while requiring clients to use a specified custodian for trade execution.

Teriann Kruse is a CFP®-certified financial advisor with 12 years of industry experience. She operates as the sole advisor at Tandem Views Investment Services, LLC, an independent, fee-only advisory firm based in Lake Oswego, Oregon. Tandem Views Investment Services provides investment management and financial planning to individuals, high-net-worth clients, professionals, business owners, retirees, and trusts and estates. The firm uses a fundamental research approach with active asset allocation, managing portfolios primarily on a non-discretionary basis that requires client approval for implementation.

Mark Renard is a CFP® with 26 years of experience in the financial services industry. He is the sole advisor at MAR Financial, an independent firm he joined in 2025. His prior experience includes roles at Northwest Asset Management, Miracle Mile Advisors, Cantella & Co., Purshe Kaplan Sterling Investments, Johnstone Brokerage Services, and Wells Fargo Advisors Financial Network. Renard also assists clients with life and health insurance purchases on a limited basis. MAR Financial is a fee-only independent adviser serving high-net-worth individuals, businesses, and charitable organizations. The firm manages approximately $22 million and primarily offers discretionary investment management and financial planning through diversified portfolios using ETFs and mutual funds.

Ryan McClung is a Certified Financial Planner® with nine years of industry experience, currently serving as the sole advisor at Crossroads Wealth Planning. He has worked at Crossroads Advisory LLC and Troy Reichlein CPA, LLC since 2018, and previously held a position at Exitus Technologies, Inc. He is also employed as a Certified Public Accountant at an unaffiliated public accounting firm, where he prepares tax returns and provides tax and accounting advice. Crossroads Wealth Planning offers fee-only, hourly financial planning and consulting to individuals and businesses, including high-net-worth clients. The firm integrates accounting and business advisory services within financial planning engagements and provides investment advice grounded in modern portfolio theory with a focus on passive, strategic asset allocation tailored to clients’ risk tolerance and objectives.