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.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

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.

Philip Tilp is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Trillium Valley Financial Planning in Sherwood, OR. He has led Trillium Valley since 2009 and also co-owns and manages a small farm operation raising Pygora goats and producing fiber and yarn products. Trillium Valley Financial Planning is an independent, fee-only firm providing hourly, as-needed financial planning and investment advice to individuals and families, including high-net-worth clients. The firm emphasizes long-term planning and buy-and-hold investment strategies, offering educational workshops and personal finance instruction while clients retain control of their assets and transactions.

Kyle Green is a CFP® professional with five years of experience in financial advising. He is the principal advisor at Sherwood Wealth Management and has previously worked at Magpie Family Investment Services, Thimbleberry Financial, and Wooster Corthell Wealth Management. Outside of his advisory role, Kyle works as a substitute teacher for grades K-12 in multiple Oregon school districts. Sherwood Wealth Management provides customized financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm employs fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios and offers both discretionary account management and fixed-fee financial planning.

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.

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.

Bruce Keller is a CFA® charterholder and investment advisor with Total Assets Management, Inc. in Portland, OR, bringing 13 years of industry experience. He has been with Total Assets Management since 2013 and also works as a manufacturer's representative for ITT Enidine, communicating product information to structural engineers. Keller is employed full-time as a distribution clerk for the United States Postal Service, a role he maintains alongside his advisory work. Total Assets Management, Inc. provides discretionary investment management primarily for individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a long-term, contrarian equity-oriented strategy with low turnover, emphasizing preservation of purchasing power and selecting out-of-favor or regulation-impacted securities.

William Hamilton is a CFP® with 22 years of experience in financial advising. He has been the principal of WBH Financial Services, LLC since 2015. Outside of his advisory work, he conducts education and support seminars for divorced or widowed women through Women Transitions Co and serves on the leadership committee of the Financial Planning Association. WBH Financial Services provides financial planning and discretionary investment management to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, broadly diversified investment approach, primarily using mutual funds and ETFs, and offers specialized services including divorce financial analysis and fixed-fee tax preparation.

Craig Nelson is a financial advisor at Red Sky Financial Planning, LLC in Wilsonville, Oregon, with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Nike Inc. from 2015 to 2017. Red Sky Financial Planning serves professionals, business owners, corporate executives, and retirees by providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm incorporates tax preparation and tax-aware strategies into its planning process and emphasizes passive investment management using low-cost index funds and ETFs.

Douglas Albo is the sole advisor at Capital Income Management, LLC in Sherwood, Oregon, holding Series 63 and 65 licenses with 29 years of industry experience. He has led Capital Income Management since 2009. Albo contributes investment analysis and articles to Seeking Alpha, where he has built a following since 2010 and offers exclusive content through a subscription service. Capital Income Management provides individual account management for high-net-worth individuals, trusts, pensions, retirement plans, corporations, and endowments. The firm focuses on diversified portfolios of equity-based exchange-traded funds (ETFs) and closed-end funds (CEFs), using a proprietary relative-valuation model to guide investment decisions and actively manage these fund vehicles to pursue income while managing volatility.

Gregory Pashak is a financial advisor with Sunset Strategic Financial Advisors, LLC in Beaverton, Oregon. He holds the Series 66 designation and has 19 years of industry experience. Pashak has been with Sunset Strategic Financial Advisors since 2012. Sunset Strategic Financial Advisors serves individual investors and small-business clients, focusing on portfolio management and financial planning tailored to documented client goals. The firm uses a range of investment strategies and maintains a small client base with approximately $4.8 million in assets under management.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.