Flat-fee, values-based investing financial advisors in Oregon

Devin Harrigan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Farther since 2025. Prior to joining Farther, he spent over two decades at Ascent Capital Management LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, primarily with ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Shannon Grant is a financial advisor at Roehl & Yi Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Roehl & Yi in 2021, he worked at Advised Assets Group LLC from 2006 to 2017. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and offers discretionary portfolio management with ongoing reviews.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF for 10 years before joining Human Investing. Human Investing provides integrated wealth management services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm focuses on fee-only fiduciary advice and offers diversified investment solutions, including low-cost index funds, ETFs, and Vanguard Personalized Indexing, while managing both discretionary and non-discretionary assets.

Rahul Shah is a financial advisor at Red Spruce Capital, LLC in Corvallis, OR, with 17 years of industry experience. He holds a Series 65 designation and has been with Red Spruce Capital since 2014. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing strategies in separately managed accounts and manages approximately $257 million across 143 client accounts.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.