Richard Batley

Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.

Joseph Bautista is the principal of Bautista Planning and Analytics, LLC, an independent advisory firm based in Sandy, Oregon. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior work at First Command Financial Services. Outside of financial advising, Bautista is involved in self-development coaching and promotes his published self-development book, newsletter, and course, as well as providing business development services. Bautista Planning and Analytics provides investment advice and financial planning primarily to individuals and families, with additional services for business owners and corporate clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, focusing on low turnover and tax efficiency, and utilizes third-party technology and platforms such as Betterment for account monitoring, trade execution, and custody.

Brent Pearson is the principal and sole advisor at Keychain Asset Management in Oregon City, OR. He holds a Series 65 designation and has been involved with Napa Logic Inc., an IT consulting firm, since 2014, where he serves as principal and owner. Napa Logic is currently winding down with no active projects. Keychain Asset Management provides investment advisory services to individuals, families, businesses, trusts, charitable organizations, and other advisers. The firm integrates traditional and digital-asset investment approaches, emphasizing long-term investing, diversification, and periodic rebalancing, and is noted for its educational focus and support for other RIAs through sub-advisory solutions and consulting.

Ted Taplett is a financial advisor at Strategic Finance Inc. in Clackamas, Oregon, holding a Series 65 designation with two years of industry experience. His work history includes roles at Household and the CFA Institute, as well as community involvement with Grace Community Church. Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high-net-worth clients, employing a proprietary three-factor investment strategy that incorporates market, value, and momentum exposures tailored to client objectives.

David Peterson is a CFP® with 19 years of experience based in Oregon City, Oregon. He has been the sole advisor at Integrated Retirement Strategies since 2007. Integrated Retirement Strategies provides investment supervisory services, financial planning, and personal financial organization primarily for individuals and families, including high-net-worth clients and trusts. The firm employs a combination of fundamental and technical analysis to create individualized portfolios focused on long-term capital appreciation, with continuous monitoring and periodic reporting.

John Burnside is the sole advisor at Burnside and Co. in Oregon City, OR, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Burnside Capital Management since 2004. Outside of his advisory role, he serves on the investment committee for the Archdiocese of Portland and participates as a parent representative on the Site Council at Scouters Mountain Elementary. Burnside and Co. provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and small business plan sponsors, managing approximately $30 million. The firm employs diversified, asset-allocation portfolios focused on low-cost index ETFs and mutual funds, combining fundamental and quantitative analysis with Modern Portfolio Theory, and offers comprehensive pension consulting with fiduciary services tailored to ERISA-covered plans.