Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.

Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.

Lyle Remington is the sole advisor at Oregon Financial Products & Services, LLC, an independent firm based in Portland, OR. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. In addition to his advisory role, he operates as a licensed life and health insurance agent and an income tax preparer under the same business name. Oregon Financial Products & Services provides portfolio management for individual clients using designated Charles Schwab accounts, with an emphasis on diversification and trend-based sector timing. The firm serves approximately 75 clients and manages about $14.2 million in assets, offering annual performance reports and ongoing client access.

Karsten Jeske is a CFA® charterholder and the sole advisor at Short Put Yield with one year of industry experience. He previously worked at Mellon Capital Management for ten years and has been involved with the Early Retirement Now Blog since 2016. Jeske also holds an academic role at the University of California, Berkeley. Short Put Yield is a boutique registered investment adviser serving primarily high-net-worth individual investors. The firm focuses on options trading strategies within separately managed accounts, combining portfolio management with retirement and tax planning services.

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

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.

William Weikart is the founder and sole advisor at Weikart Advisory Services LLC in Camas, Washington, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 2009. Outside of financial advising, Weikart is a motivational speaker and owns a record label involved in music sales and publishing. Weikart Advisory Services LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, small retirement plans, and trusts. The firm offers managed-account portfolio management, written financial plans, and access to third-party managers, typically operating on a non-discretionary basis with periodic account reviews and a diversified investment approach.

Douglas Deibele is a financial advisor at Sunrise Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been active in the field since 2003. Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm serves both high-net-worth and non-high-net-worth clients, offering discretionary portfolio management with a focus on customized, structured portfolios that may emphasize individual equities, using fundamental, technical, and cyclical analysis along with active strategies such as option writing.

Brian Wiksell is a financial advisor at Symplectic Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Finch Investment Group and Professors Capital, Inc. since 2007. Symplectic Capital LLC provides discretionary investment management to individuals and entities, focusing exclusively on publicly traded equity securities and exchange-traded funds. The firm uses proprietary mathematical and statistical models to guide investment decisions, emphasizing diversification, volatility, downside risk, turnover, and transaction costs.

Edgar Heissler is a CFP® and ChFC® with 24 years of industry experience. He is the sole advisor at Heissler Financial, LLC, an independent firm based in Gresham, OR. He has worked with the Heartland Institute since 2006 and teaches financial literacy classes for northwest companies. Heissler Financial is a fee-only advisory firm serving individual clients with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index funds and ETFs supplemented by active investments, primarily operating with non-discretionary client relationships.

Beatrice Schultz is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Westface Financial Advisory in Camas, WA. She has managed various aspects of financial services since 2006 through her roles at Paceline, LLC, operating under multiple Westface brands including college planning and insurance services. In addition to advisory work, she is involved with Moneytrax North America, Inc., a financial services software company. Westface Financial Advisory is a state-registered firm serving individual and high-net-worth clients with financial planning, investment management, and financial consultation. The firm integrates advisory services with insurance brokerage and college planning, offering portfolios primarily composed of no-load or load-waived mutual funds, ETFs, and unit investment trusts, often utilizing model portfolios from the Altruist Model Marketplace.

Joseph Ridinger is the principal advisor at Ridinger Wealth Management, LLC in Vancouver, Washington, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Concierge Private Wealth Management, LLC and Fulcrum Wealth Management LLC. Outside of advisory work, he is co-owner of Crescent Legacy Holdings, LLC, a company distributing construction and building products, and he also acts in various fiduciary capacities. Ridinger Wealth Management provides investment advisory services to individual and high-net-worth clients, along with 401(k) plan consulting and participant education for employer plans. The firm customizes portfolios based on client objectives, employing a mix of investment methods and utilizing both model portfolios and third-party managers.

Michael Townsend is the sole advisor at MP Townsend Financial in Portland, OR, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been involved in tax consulting, real estate brokerage, and independent insurance sales alongside his advisory work. His prior roles include leadership at Northwest Tax Advisors LLC and ownership of Townsend Group Realty. MP Townsend Financial is an independent advisory firm serving individual clients with discretionary portfolio management, financial planning, and educational seminars. The firm employs model portfolios and written Investment Policy Statements, conducting account reviews using fundamental, technical, and cyclical analysis methods.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.

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.

Joshua Tomeoni is a financial advisor with Narrative Financial Group in Washougal, WA, holding the CFP®, ChFC®, and Series 66 designations and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of financial services, he owns and operates an entertainment company. Narrative Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and private businesses. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation using no-load mutual funds, ETFs, and fixed-income products, with financial planning services offered through separate engagements.

Gretchen Stangier is a CFP® professional with 26 years of industry experience. She has led Gretchen Stangier, Inc. since 2009 and holds Series 63 and Series 65 licenses. Stangier Wealth Management, where she is a principal, is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a Modern Portfolio Theory approach with diversified allocations and uses both internal and third-party portfolio management, offering educational seminars and disclosing performance results.

Jeffrey Vass is a financial advisor at Meridian Financial Group, Inc. in Milwaukie, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2009. Vass has been with Meridian Financial Group since 1999. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, using a mix of passive index funds, ETFs, and select individual securities, supported by tools such as Monte Carlo simulation.

Stuart Quint is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Ambassador Wealth Management, LLC since 2017. His prior experience includes six years at Brinker Capital and a year operating independently. Ambassador Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans, employing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, equities, and debt instruments. The firm manages accounts on a discretionary basis with regular reviews and offers services such as tax, estate, and insurance planning support without imposing account minimums.

Wai Ngan Yu is a CFP® professional with 19 years of industry experience, currently serving at Summa Global Advisors, LLC since 2009. Located in Clackamas, OR, Yu holds Series 63 and Series 65 licenses. Summa Global Advisors serves individuals and families, including high-net-worth clients, family trusts, and charitable foundations, managing approximately $140 million across 130 client relationships. The firm offers tailored portfolio and wealth management, combining passive index exposures with active managers and specialized strategies such as Separate Account Managers and boutique equity and fixed-income solutions.