Patricia Gooch

Robert Severdia is a CFP® professional with 14 years of experience in financial advising. He is the principal of Nest Financial Planning, LLC in Hood River, OR, where he has worked since 2022. Prior to founding his firm, he held roles at Cross Financial Advisors, LLC and LPL Financial LLC. Nest Financial Planning provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm emphasizes individualized investment policies and asset allocation, favoring passive management through index mutual funds and ETFs, and offers participant education and workshops as part of its employee benefit plan services.

A. Jenkins is a CFA® charterholder with 10 years of experience in the financial industry. They have been with Trimaran Capital since 2016. Trimaran Capital provides discretionary and non-discretionary portfolio management and pension consulting to individuals, families, trusts, retirement accounts, foundations, non-profits, and religious organizations. The firm uses a fundamental analysis-driven investment process complemented by technical analysis, managing tailored portfolios that may include equities, fixed income, ETFs, mutual funds, REITs, ADRs, and select alternatives.

Eric Albertson is a financial advisor at Viento Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Slalom Consulting and North Highland Consulting. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across a range of account types. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-focused exclusionary screens, including minimizing fossil-fuel exposure, in its discretionary investment approach.

Sharon Pack is a financial advisor at Crown Point Wealth Advisors in Hood River, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Edward Jones and positions in the vineyard and winery sectors. Crown Point Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm customizes portfolios using various asset allocation and analytical methods, provides fiduciary oversight, and offers ERISA 3(38) investment manager services.

Joseph Guenther is a CFP® with 18 years of industry experience, currently serving at Crown Point Wealth Advisors in Hood River, OR. His previous roles include positions at Edward Jones and Purshe Kaplan Sterling Investments. Outside of advising, he holds the treasurer position for the Hood River Adult Softball league, managing its accounts and reporting to the board. Crown Point Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing asset allocation, diversification, and various analytical methods while providing fiduciary oversight and quarterly reviews.

James Williams II is a financial advisor at Crown Point Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and J.P. Morgan Securities. Outside of his advisory role, he is involved in hospitality through ownership of a short-term rental property in Rockaway Beach, Oregon. Crown Point Wealth Advisors provides investment management, financial planning, and retirement plan consulting for individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using asset allocation and diversification strategies, offers fiduciary oversight including quarterly reviews, and utilizes sub-advisors as part of its discretionary management approach.