Jason Polansky is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at J.P. Capital Management, Inc., an independent firm based in Eugene, Oregon, since 2006. J.P. Capital Management is a fee-only registered investment adviser that provides portfolio management and financial consulting to individuals, businesses, trusts, and estates. The firm offers both broadly diversified portfolios and focused trading strategies using a variety of instruments, including equities, ETFs, options, and bonds, and features performance-based fee arrangements for its Trading Account program.

Micah Weiss is a financial advisor at Tandem Financial Planning LLC in Springfield, Oregon. He holds a Series 65 designation and began his advisory career in 2024. Prior to his work in financial planning, Weiss has been an area manager at Fall Creek Farm and Nursery Inc., a farm and nursery business, since 2017. Tandem Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm emphasizes long-term, evidence-based asset allocation and tax-aware implementation, offering both ongoing planning and project-based engagements on a fee-only basis.

Stephen Mallery is the principal of Mallery Financial in Eugene, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KMS Financial Services, Inc. from 2013 to 2020. Outside of his advisory role, he serves on the board and as treasurer for Skipping Stones Magazine, participates on the budget and finance committee for Food for Lane County, and is a board member at large for the Financial Planning Association of Mid-Oregon. Mallery Financial provides investment management, financial planning, insurance consulting, and retirement plan consulting to individuals, trusts, businesses, and non-profits. The firm serves a small client base and offers tailored discretionary and non-discretionary portfolio management, utilizing approaches such as direct indexing and AI-assisted trading.

Todd Mann is a financial advisor at T. Mann Financial with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Belpointe Asset Management and Brookwood Investment Group. Mann also manages a property and casualty insurance services business as a licensed insurance producer. T. Mann Financial provides portfolio management, financial planning, and pension consulting to individuals, families, business owners, and corporate clients. The firm employs a combination of modern portfolio theory, technical analysis, and discretionary management, offering a broad range of investment options and advanced portfolio features tailored to different client tiers.

Victor Schramm is a financial advisor at Chaim Investment Advisors LLC in Eugene, OR, holding a Series 65 designation with 11 years of industry experience. He has been with Chaim Investment Advisors since 2014. Chaim Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/employee benefit plans. The firm customizes Investment Policy Statements for clients and employs both fundamental and cyclical analysis alongside modern portfolio theory, offering discretionary management and pension consulting services that include 401(k) plans.

Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!

Wayne Lottinville is a CFA charterholder with 15 years of industry experience. He has been principal of Cascadia Investment Consultants since 2003. The firm provides discretionary, fee-only investment advisory and portfolio management services to individuals, high-net-worth clients, conservatorships, and private trusts and estates. Cascadia emphasizes a top-down asset allocation approach focused on diversification, low costs, and the use of broadly diversified mutual funds, ETFs, and certificates of deposit, supplemented by individual stocks and bonds as needed.

Cindy Kleiner is a CFP® with nine years of experience in financial advising. She has been with Guiding Financial, LLC since 2017 and previously worked at Physicians Family Financial Advisors, Inc. from 2015 to 2017. Outside of advising, she owns and manages the McKenzie General Store, a combined store and restaurant, and also works as an administrative assistant at a physician firm. Guiding Financial provides individualized financial planning and coaching, primarily through a six-month comprehensive program, and offers ongoing investment management by coordinating with third-party managers. The firm serves individual clients and employer plan sponsors, focusing on low-fee, tax-advantaged passive strategies and is notable for its specialized retirement plan services.

Joshua Stroud is the principal of Reign Wealth Logic, an independent registered investment adviser based in Eugene, Oregon. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior work includes roles at Liberty Partners Capital Management and Wealth Offices. Outside of his advisory work, he serves as President of the Ujamaa Financial Literacy Collective. Reign Wealth Logic primarily serves individual clients and also works with pension plans, charitable organizations, and business entities. The firm offers written financial planning and consulting, referring client assets to third-party money managers, and facilitates insurance and annuity transactions through the principal’s insurance licensing.

Kevin Greig is a financial advisor based in Eugene, OR, with 23 years of industry experience. He holds a Series 66 designation and has operated his own firm, Greig, Kevin P, since 2014. In addition to advisory services, he maintains an active accounting practice. His firm provides advisory services to individuals, trusts, pension plan accounts, and retirement plan trustees, focusing on selecting and monitoring third-party investment advisers on a non-discretionary basis. The firm combines financial planning with accounting and tax services, while relying on third-party managers for investment management and account administration.

Alan Houck is a financial advisor at Financial Facilitators, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Houck Evarts & Company LLC since 2003 and at CIBC World Markets since 1998. Houck is also a licensed CPA and Personal Financial Specialist who owns a certified public accounting practice. Financial Facilitators, Inc. provides investment advisory and supervisory services primarily on a non-discretionary basis, serving individuals, corporations, trusts, and retirement plans. The firm employs an asset-allocation framework and utilizes mutual fund and third-party money managers for portfolio management while maintaining regular reporting and due diligence through affiliated broker-dealers.

Charles Bales is a financial advisor at Whitewater Wealth in Eugene, Oregon, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He founded Whitewater Wealth in 2013 and is the sole advisor at the firm. Outside of his advisory role, he is an owner of PARADISE WAITS, LLC, an LLC associated with IRA real estate investments. Whitewater Wealth is an independent registered investment adviser offering asset management, financial planning, estate planning, charitable giving consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages assets through a wrap fee program and uses a blend of fundamental, technical, and cyclical analysis, with services tailored to each client, including work with accredited investors and pension plan sponsors.

Nandi Pathefinder is the principal advisor at Nandi Pathefinder & Flourish Financial Group in Eugene, OR, holding the ChFC® designation with 17 years of industry experience. They have worked with Mass Mutual Life Insurance Company since 2008 and have been self-employed since 2003. Outside of financial advising, Nandi coaches individuals, consults organizations, and engages in speaking, performing, and business incubation, having founded several groups including the Alliance of Neo-Tribalism and the Church of Narrativism. Flourish Financial Group serves individual and high-net-worth clients with investment management and financial planning, employing a diverse investment approach that includes charting, fundamental and technical analysis, and impact/ESG considerations. The firm offers customized portfolio construction, goal-based planning, and consulting services, with active account monitoring and discretionary management where agreed.

Steven Curtis is the sole advisor at Insight Investment Solutions in Eugene, OR, holding a Series 65 license with 13 years of industry experience. He has been with Insight Investment Solutions since 2012 and also operates Insight Tax Solutions, a tax-related business, since 2009. Insight Investment Solutions is an independent registered investment adviser serving individuals, high-net-worth clients, families, and trusts with fee-based discretionary portfolio management, integrated financial planning, and hourly investment advising. The firm’s investment process incorporates fundamental, economic, and technical analysis, with asset allocation guided by documented suitability factors, and offers both diversified portfolios and individual stock options depending on account size.

Michael Syman Degler is a CFP® with 28 years of industry experience. He has worked at Farmers Insurance & Financial Services and Farmers Financial Solutions before joining Syman-Degler Group, LLC, where he has been since 2018. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer plan sponsors and participants, providing portfolio management, financial planning, and assistance with IRAs and college-savings accounts. The firm operates on a non-discretionary basis, emphasizes mutual-fund allocations, and uses platforms such as American Funds and Charles Schwab to implement investments.

John Oeming is a financial advisor with NW Advisory in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Aegis Capital Corp and CommonWealth Financial Network, as well as operating The Oeming Group. Outside of advisory work, he is involved in fixed insurance sales. NW Advisory provides ongoing investment management and financial planning services primarily to individuals and high net worth clients. The firm employs long-term investment strategies aligned with client goals and emphasizes estate planning education through third-party software, while recommending that client assets be held with independent custodians.

Cameron Martin is a financial advisor at Martin Capital Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Martin Capital Partners since 2010, including a two-year period at WCM Investment Management, LLC. Cameron also serves as the Chief Investment Officer for Martin Capital Partners. Martin Capital Partners provides discretionary portfolio management and investment advisory services to individuals, high net worth clients, trusts, corporations, pension and profit-sharing plans, charitable organizations, foundations, and endowments. The firm employs a bottom-up, dividend-focused investment approach that emphasizes fundamental analysis and tailors portfolios to client objectives.

Locke Bielefeldt is a CFP® with 10 years of industry experience, currently serving at Evergreen Wealth Partners LLC since 2025. He previously worked at Willamette Wealth Partners, LPL Financial LLC, and operated his own firm, Bielefeldt Financial Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily composed of ETFs, mutual funds, equities, and bonds, managing assets on a discretionary basis with regular reviews.

Paul Dunckel is a CFP® professional with eight years at Syman-Degler Group, LLC and a total of 21 years of industry experience, including 17 years at Aronberg Goldgehn Davis & Garmisa. He is based in Eugene, OR. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, and assistance with IRAs and college savings accounts. The firm operates on a non-discretionary basis, emphasizing mutual fund allocations and uses platforms such as American Funds and Charles Schwab for investment implementation.

Margo Werner is a CFP® with five years of industry experience and is currently part of the team at 44 Wealth Management LLC in Eugene, OR. Her prior work includes multiple roles at Bank of America Merrill Lynch and positions at Colgate University and Kenmore Air Harbor. She serves as a board member of the Marist Catholic High School Foundation, an educational organization in Eugene. 44 Wealth Management is an SEC-registered investment adviser managing over $445 million across more than 1,100 accounts. The firm provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, using a combination of active and passive strategies guided by Modern Portfolio Theory.