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.

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.

Scott Conyers is the principal and sole advisor at Scott Conyers Capital Management, Inc. in Aurora, Oregon, with 20 years of industry experience. He has operated his independent firm since 1991. The firm manages long-term investment portfolios for individuals, trusts, foundations, and retirement accounts using a conservative growth strategy focused on value investing. It provides discretionary portfolio management with client-specific restrictions, negotiates performance-based fees for large accounts, and serves charitable organizations and foundations.

Kent Batley is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of Batley & Associates, where he has worked since 2000. The firm provides portfolio management and financial planning primarily for individual investors, as well as charitable institutions, foundations, and endowments. Batley & Associates employs a long-term, buy-and-hold investment approach driven by fundamental analysis, with a focus on retirement funds and mutual funds. The firm manages accounts on a discretionary basis and uses custodial services through Charles Schwab.

Lucas Navallo Santiago is a financial advisor at 4:8 Financial with a Series 65 designation and one year of industry experience. Prior to joining 4:8 Financial, he worked in various roles including at Metro West Ambulance and Oregon State University. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals and qualified plans, focusing on asset allocation and strategic buy-and-hold investment approaches using LPL Financial-sponsored platforms and model portfolios.

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.

Daniel Dollinger is a CFP® with 16 years of industry experience and the principal of Dollinger Management Inc. He has worked in accounting and financial services since 1993 through his firm Daniel Dollinger CPA CFP, which provides income tax returns and bookkeeping services. Dollinger Management manages approximately $47.7 million on a discretionary basis for around 48 individual and married-couple clients. The firm offers portfolio management and financial planning using diversified index fund strategies alongside a buy-and-hold equity approach and maintains a distinctive affiliation with a related tax and accounting practice.

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.

Melinda Agosta is a financial advisor at Farnam Financial with a Series 65 designation and one year of industry experience. Prior to joining Farnam Financial, she worked in healthcare settings including WellSky and Legacy Meridian Park Hospital. Farnam Financial serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and employer retirement plan consultation. The firm emphasizes a passive investment approach with diversified asset-class exposures and provides educational programs such as a publicly available "Retirement Makeover" series.

Colin Maulding is a financial advisor at 4:8 Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Financial Advocates Investment Management. Maulding is also a licensed insurance agent and operates Maulding Wealth Management, LLC, a business entity used for tax and investment purposes. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm emphasizes asset allocation with a buy-and-hold approach and uses LPL-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.

Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.

Paul Carlson is a financial advisor at 4:8 Financial with 25 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management for ten years each. Outside of his advisory role, he is a licensed insurance agent. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm utilizes a buy-and-hold investment approach with periodic rebalancing, employing mutual funds, ETFs, stocks, and bonds through LPL-sponsored platforms and model portfolios.

Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Carlson has been involved with Liberty University since 2022. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm uses a buy-and-hold investment approach with periodic rebalancing and relies on LPL Financial-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.

Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Foreside Fund Services. At Auxier, he contributes as a research analyst, providing investment recommendations to portfolio managers. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, managing equity and balanced accounts through direct advisory relationships and a wrap-fee program. The firm employs a value-oriented investment approach based on fundamental financial analysis and integrates AI tools alongside human oversight in its research and operations.

Todd Smith is a financial advisor with Investment Research Corp in Silverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Pinnacle Advisory Group, LLC, American Growth Financial Services, World Capital Brokerage, Inc., and LPL Financial LLC. Outside of his advisory work, he is involved in insurance sales and consulting and serves as an Oregon Notary Public. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, along with financial planning on hourly or flat-fee terms.

James Auxier is a financial advisor at Auxier Asset Management with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Foreside Fund Services, LLC for two years. His role includes company research and supporting portfolio management, with plans to meet clients directly. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as various institutional accounts. The firm follows a value-oriented investment approach grounded in fundamental financial analysis and incorporates retirement capital analysis and AI tools alongside human oversight.

Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.

Cameron Hunt is a financial advisor at Alpha Zero LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Alpha Zero, he worked at Equitable Advisors and has a background involving roles with several professional sports organizations. He also serves as Director of Finance at Pro Athlete Community, a role unrelated to commissions. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm incorporates fundamental and cyclical analysis along with modern portfolio theory to manage portfolios and offers access to alternative investments and private placements.