David Gratke is the sole advisor at Gratke Wealth, LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent advisory firm since 2000. Outside of his advisory work, he serves on the University of Oregon Alumni Association Board of Directors, is involved in fundraising for the Parry Center for Children, chairs the athletic committee at the Multnomah Athletic Club, and participates in several local nonprofit initiatives including the Chalkboard Project and children’s diabetes support networks. Gratke Wealth, LLC provides tailored advisory services to individuals, pension and profit-sharing plans, banking institutions, charitable organizations, and businesses. The firm offers financial planning, investment asset management, retirement-plan advisory, and insurance-related recommendations, operating primarily on a non-discretionary basis with a fiduciary approach.

Nathan Schorsch is the sole advisor at Head to Toe Financial Planning in Hillsboro, OR. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior firms include Ares Financial Consulting LLC and Watershed Wealth Planning. Head to Toe Financial Planning serves individuals, high-net-worth clients, and employer plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm uses a fee-only, independent model and employs an investment approach that incorporates Modern Portfolio Theory with a combination of passive and active investment vehicles. It also offers educational seminars on personal finance topics and provides fiduciary retirement-plan consulting under ERISA.

Jaswant Shaw is a financial advisor with EISRC in Newberg, Oregon, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Blue Cross Blue Shield (BCBS) since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw is a senior enterprise architect specializing in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and institutional clients, including corporate pension and government entities. The firm employs both low-cost, age- and risk-appropriate index fund portfolios and actively managed portfolios guided by proprietary research and software models, with an emphasis on quantitative tools and risk controls.

Goran Ognjenovic is a financial advisor at Independent Investment Advisors with eight years of industry experience. He holds a Series 65 designation and has been with TIG since 2015. Independent Investment Advisors provides investment management and comprehensive financial planning services for individuals, families, estates, trusts, and non-investment businesses. The firm employs a range of strategies including structured-outcome approaches and options trading, with an investment process that incorporates fundamental, technical, chart, and cyclical analysis.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Kaitlyn Massey is a CFP® professional with six years of industry experience currently with Consolidated Financial Management Corp. She has previously worked at LPL Financial and Charles Schwab in various capacities. Massey is also a commissioned notary in the state of Washington. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, high-net-worth clients, and business entities. The firm delivers planning on a fixed-fee or hourly basis without managing client assets, focusing on customized strategies that incorporate tax, estate, risk management, and college funding considerations.

Kristy Motta is a CFP® with 30 years of experience in the financial services industry. She has worked at LPL Financial since 1998 and is also affiliated with Consolidated Financial Management Corp., where she has been involved in creating customized financial plans. Motta previously worked at Golden State Wealth Management from 2021 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Daniel Retzlaff is a financial advisor at Rock Creek Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley and Citigroup Global Markets. Retzlaff has experience providing investment advisory services through Cross Financial Advisors, LLC, an independent advisory firm. Rock Creek Wealth Management focuses on serving corporations, partnerships, charitable organizations, and other non-retail entities by offering discretionary investment supervisory services, financial planning, and retirement-plan advice. The firm employs asset allocation and fundamental analysis while engaging third-party independent managers as part of its investment process.

Andrew Smith is a financial advisor with Consolidated Financial Management Corp. in Beaverton, OR. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Golden State Wealth Management, LLC and LPL Financial, LLC. He has a background that includes involvement with Gonzaga University and Skyhawks Sports Academy. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, and business entities, focusing on written plans, implementation support, and ongoing consulting without managing client assets. The firm’s approach includes fundamental and technical analysis, recommending asset allocation and a buy-and-hold strategy with periodic reallocation as needed.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC with 9 years of industry experience. He has been with Acentrus since 2015 and holds Series 63 and Series 65 designations. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients, utilizing proprietary model portfolios that integrate macroeconomic analysis, quantitative screening, and traditional investment tools. The firm offers discretionary account management and employs advanced trading strategies, including option writing and short sales.

Michael Remmerde is a financial advisor at Acentrus Financial Partners LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Acentrus since 2014. Prior to joining Acentrus, he was an engineer at Intel Corporation for 17 years. Outside of his advisory role, he continues to work as a semiconductor design engineer at Intel. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients. The firm employs proprietary model portfolios combined to meet client objectives, emphasizing macroeconomic analysis, quantitative screening, and a mix of traditional investment tools.

Kari Raglione Tissot is a Certified Financial Planner® with 22 years of experience, currently serving at Consolidated Financial Management Corp. She has worked at Golden State Wealth Management, LLC, and has been affiliated with LPL Financial since 2003. Outside of her advisory role, she has ownership experience in a construction business. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, high-net-worth clients, and business entities, focusing on fixed-fee or hourly arrangements rather than asset management. The firm’s planning process involves assessing clients’ financial situations and developing strategies that incorporate tax, estate, risk management, and college funding considerations, typically recommending a buy-and-hold approach with periodic reallocation.

Robert Morrison is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Rock Creek Wealth Management and has previously worked at Cross Financial Advisors, LPL Financial, Hornor, Townsend & Kent, and Edward Jones. Rock Creek Wealth Management focuses on serving corporations, partnerships, and charitable organizations through discretionary investment supervisory services and retirement-plan consulting. The firm employs asset allocation and fundamental analysis, often recommending mutual funds, ETFs, REITs, bonds, and listed securities, while emphasizing retirement-plan and rollover guidance.

Christopher Mettee is a financial advisor with PACE Financial Advisors in Hillsboro, OR, holding a Series 66 designation and 11 years of industry experience. His prior firms include Edward Jones, Financial Advocates Investment Management, and LPL Financial. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies across various asset classes and offers wealth management relationships typically on a discretionary basis.

Nathan Bauer is a financial advisor at PACE Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Ameriprise Financial Services, Financial Advocates Investment Management, and LPL Financial. Bauer is also licensed as an independent insurance agent, selling and servicing insurance contracts. PACE Financial Advisors serves a range of clients including individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm utilizes diversified portfolio allocations across multiple asset classes and employs both long- and short-term investment strategies.

Kari Billette is a financial advisor at Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 designations with four years of industry experience. Her work history includes roles at Cross Financial Advisors, LPL Financial LLC, and Lyda Financial. Outside of her advisory work, she is co-owner of a concrete construction business, where she contributes to administrative tasks. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of advisory solutions through custodial and model platforms in affiliation with LPL Financial.

Grant Lawton is a financial advisor at PACE Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining PACE Financial Advisors in 2023, he worked at Corban University and has been involved with Christian educational and fellowship organizations. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies and ongoing portfolio monitoring.

Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.