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 W. Tschirgi, CFP®, is the Principal and Lead Wealth Advisor at True Path Capital Strategies, LLC, which he founded in 2016 after five years in the industry. Josh works with people approaching retirement or already in it, using a structured process that coordinates retirement income, investments, tax considerations, and risk management into a single plan. Much of that work happens across disciplines. Retirement decisions rarely stay in one lane — a Roth conversion is a tax question, a beneficiary designation is a legal one, and a withdrawal strategy touches both. Josh coordinates directly with clients’ CPAs and estate attorneys so the pieces get decided together rather than in sequence, and so nobody is working from a partial picture. He holds the CERTIFIED FINANCIAL PLANNER™ certification, FINRA Series 7 and Series 66 registrations, and an Oregon life and health insurance license. Common areas of work include retirement income planning, Social Security timing, Roth conversion analysis, estate and charitable giving coordination, and long-term care planning. Clients meet with Josh by video, at their homes, or at a professional meeting space, whichever fits. His practice is based in the Portland metro area and serves clients across seventeen states. He and his wife, Melissa, are raising two children in West Linn. Outside the office he golfs, hikes, and follows the Ducks. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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.

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/

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

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.

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.

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.

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.

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.

Shaun Christiansen is a financial advisor at Worry-In-Order in Lake Oswego, OR, with four years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at Guardian Life Insurance Company and Park Avenue Securities. Christiansen also operates an insurance brokerage under Worry In Order since 2014. Worry-In-Order provides discretionary portfolio management and financial planning to retail investors, including individual clients, trusts, and employer-sponsored plan participants across wealth levels. The firm integrates passive, Modern Portfolio Theory–based strategies with tactical, alpha-seeking approaches, using mutual funds, ETFs—including crypto ETFs—and offers ongoing services such as tax-coordinated asset location, algorithmic tax-loss harvesting, and customized plans aligned with clients’ goals and risk tolerance.

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.