Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

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.

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.

Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

George Zimmerman is a financial advisor at RIO Financial Planning in Portland, OR, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Mutual and Cuso Financial Services. In addition to his advisory role, he works as a Patient Financial Advisor for Kaiser Permanente, verifying healthcare insurance for emergency department patients. RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high-net-worth clients. The firm offers tailored investment strategies through a wrap-fee program, primarily on a non-discretionary basis, and conducts no-cost public seminars.

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.

Seth Swenson is a financial advisor with Orchid Wealth Management in Portland, OR, holding a Series 65 credential and 10 years of industry experience. Prior to founding Orchid Wealth Management, he worked for five years at HomeXpress Mortgage and has operated a real estate brokerage under Akamai Real Estate since 2008. Outside of advisory work, he is actively involved in real estate brokerage. Orchid Wealth Management provides customized financial planning and portfolio management services to individuals, businesses, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and primarily manages portfolios on a nondiscretionary basis requiring client approval for trades.

Jennifer De Thomas is a CFP® professional with 14 years of industry experience. She has worked at Birch Elliott Financial, LLC since 2018 and was previously with New Outlook Financial, LLC from 2012 to 2019. Birch Elliott Financial, LLC serves individual and family clients with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds, ETFs, bonds, and municipal obligations, guided by client-specific Investment Policy Statements.

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.

Kyle Hunter is the principal of Hunter Investment Services LLC in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before founding his current firm. Hunter is also licensed as an insurance agent but does not accept compensation for insurance sales to his investment clients. Hunter Investment Services LLC is a single-advisor independent registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, employing a variety of analytical methods and strategies, including options trading, and advises on a broad range of instruments while maintaining a small client base.

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.

Susan Nestor is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She has been the principal at Rose City Investment Consulting LLC since 2015. Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives, and retirees through a fixed-fee retainer model. The firm offers planning-only services without discretionary asset management, focusing on fundamental analysis, active asset allocation, and client-directed trade execution.

Andrea Vedder is a CFP® and Series 65-licensed financial advisor with one year of industry experience. She is the sole advisor at Iambic Financial L.L.C., where she has worked since 2025. Prior to joining Iambic Financial, Andrea was associated with the National Association of Personal Financial Advisors and held roles at Ballast Point Financial Planning and Silver Oak Advisory Group. She also has experience as a self-employed professional and worked at Writers House. Iambic Financial LLC is a fee-only, SEC-registered adviser providing investment management, comprehensive financial planning, and educational seminars to individuals, high-net-worth clients, and small businesses. The firm follows a passive, asset-allocation-driven approach using diversified portfolios of no-load mutual funds and ETFs, emphasizing documented investment policies and periodic rebalancing.

Lynn Mckelvey is a financial advisor at McKelvey Wealth Management, LLC in Tigard, OR, with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Mulligan Capital, Inc. and Penn Mutual Life Insurance Co. McKelvey Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and small businesses, focusing on discretionary portfolio management along with standalone financial planning and consulting. The firm manages approximately $59.3 million in discretionary assets, emphasizing custom-tailored portfolios implemented through a selected independent broker-dealer and a policy against accepting proxy-voting authority for client securities.