Craig Nelson is a financial advisor with Red Sky Financial Planning, LLC in Wilsonville, OR. He holds Series 65 and Series 66 licenses and has eight years of industry experience. Prior to founding Red Sky Financial Planning in 2018, he worked at Nike Inc. and Merrill. Red Sky Financial Planning serves individuals and families, including professionals, business owners, and retirees, providing fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning. The firm emphasizes tax-aware, passive investment management using low-cost index funds and ETFs, and integrates federal and state tax return preparation into ongoing planning engagements.

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 founder and sole advisor of Scott Conyers Capital Management, Inc., an independent firm based in Aurora, Oregon. He holds the CFA charter and has 21 years of industry experience, having operated his firm since 1991. Scott Conyers Capital Management provides discretionary investment management to individuals, trusts, foundations, and retirement accounts. The firm employs a conservative growth approach focused on value investing with low portfolio turnover, combining equity positions with conservative fixed-income allocations and occasional foreign exposure.

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 the firm, he held positions at Metro West Ambulance, VillaSport, Dixon Rec Center, Oregon State University, and Cambridge College. 4:8 Financial serves a diverse client base that includes individuals, charities, and pension and profit-sharing plans, focusing on comprehensive financial planning and discretionary portfolio management. The firm’s investment approach emphasizes asset allocation, fundamental analysis, and buy-and-hold strategies, delivering portfolio management primarily through LPL-sponsored programs.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with eight years of industry experience. He has been with Dollinger Management since 2018 and has worked alongside Daniel Dollinger, a CPA and CFP, since 2015. Dollinger Management Inc. manages approximately $47.7 million on a discretionary basis for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm employs a fee-only fiduciary model, using diversified index fund strategies and a buy-and-hold equity approach, with portfolios tailored to clients’ risk, tax, and cash-flow needs.

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 Series 65-credentialed advisor at Farnam Financial with one year of industry experience. Prior to joining Farnam Financial, she worked in healthcare-related roles at WellSky and Legacy Meridian Park Hospital. Farnam Financial primarily serves individual clients, including high-net-worth households, employer retirement plans, and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis, offering discretionary investment management and integrated financial planning through a sponsored wrap-fee program.

Colin Maulding is a financial advisor with 16 years of industry experience, currently with 4:8 Financial. He holds a 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 maintains a related business, Maulding Wealth Management, LLC. 4:8 Financial serves individuals, charities, and retirement plans, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and model-driven strategies and manages portfolios primarily through LPL Financial’s advisory programs.

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 with 25 years of industry experience, currently practicing at 4:8 Financial. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Financial Advocates Investment Management. 4:8 Financial serves individuals, charities, and retirement plans, focusing on asset allocation and strategic investment management. The firm utilizes LPL Financial’s advisory programs and models to provide discretionary portfolio management with a high client-to-advisor ratio.

Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial and Financial Advocates Investment Management. Carlson is also affiliated with Liberty University. 4:8 Financial serves individuals, charities, and pension and profit-sharing plans by providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and strategic allocation, utilizing model-driven management and LPL Financial’s advisory programs to deliver scalable portfolio management.

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 63 and Series 65 licenses and has worked at Auxier Asset Management since 2019, following a two-year tenure at Foreside Fund Services, LLC. Iliyn contributes as a research analyst, providing investment recommendations to the portfolio manager. Auxier Asset Management offers discretionary portfolio management primarily for individual and high-net-worth clients, as well as institutional entities. The firm employs a value-oriented investment approach grounded in fundamental financial analysis and manages approximately $946 million in assets under management.

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 in Aurora, Oregon, with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Foreside Fund Services, LLC from 2019 to 2021. Auxier’s role includes research and analysis of companies to support portfolio management and client interactions. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as for investment companies, pension and profit-sharing plans, trusts, and estates. The firm employs a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis supported by cash-flow modeling and Monte Carlo simulations.

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.