Joseph Alfonso, CFP®, ChFC®, EA, RICP®, TPCP® founded Aegis Financial Advisory and is the principal financial planner for the firm. He received his B.A. in Philosophy from Cornell University. Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. He is also a certified tax professional and performs “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income. Joe is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of fee-only financial planners, and was elected to the Board of Directors for the Western Region. Joe follows a comprehensive approach based on the belief that true planning is an ongoing process requiring continued advisor-client engagement. He is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online. Joe is fluent in both Japanese and Spanish. He currently lives in Lake Oswego, Oregon with his wife, two sons and black lab. When not working with clients and spending time with family Joe can be found pursuing his inner athlete at the gym.

Clayton acquired Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. Having been in the industry since 2010, and having worked with individuals, families, businesses, schools, churches, and endowments, Clayton emphasizes the importance of a long-term planning relationship with his clients as he believes this gives them the best possible chance of achieving their financial goals. One of Clayton's specialties is retirement account distribution planning centered around replacing working income while minimizing taxes as clients transition to retirement.

I learned quickly in my first year working in the financial services field the importance of having a financial plan and a trusted advisor. It was 2008, the beginning of the financial crisis. At that time, I worked almost exclusively with teachers and public school staff as a registered representative and investment advisor. The time demonstrated that even with great public benefits, everyone should be thinking about investing in their future. In 2011, my wife and I made the decision to move west to Oregon. We had heard that it was a place where you could make a career, but also provided a different environment to enjoy other priorities like being outdoors and access to a great lifestyle, adventure, and community. I started working at a local Portland financial services firm that was home base for around 150 high end independent firms across the country. The firm provided insurance and investment products for the ultra-affluent. While working my way to senior management, I was able to earn other licenses to further my education and also learn intimately the pros and cons of how different practices operate. Most of all, working with many different small offices affiliated with the firm gave me the ability to understand some of the conflicts in our industry along with how individual clients may not understand how their advisor is getting compensated. After almost 8 years, I made the decision that working with clients directly was the direction for me. I earned the CERTIFIED FINANCIAL PLANNER™ designation and started working at a small financial planning firm in Portland. After being given the opportunity to join Clarity Capital Management as a fee-only advisor and partner, I decided to join Ryan Mohr and the firm. While not working, I enjoy spending time with my wife, Amanda, son, Neil, and our four legged adventure partner, Cori. I enjoy backcountry skiing, long distance trail running, and all forms of cycling. Please don’t be surprised if I show up to a client meeting on two wheels!

Matthew Floberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them understand what they need to do to be successful in their financial lives. Matthew leads a planning-based team that focuses on identifying clients' goals, developing plans, and providing guidance to pursue their distinctive vision. The team emphasizes diligent execution and strives to serve clients with integrity and reliability. Matthew has been recognized by Forbes as one of the Best-in-State Wealth Advisors in 2023, 2024, and 2025, as well as one of the Best-in-State Next-Generation Wealth Advisors in 2019. His team was also named a Best-in-State Wealth Management Team in 2026. These recognitions reflect the quality and commitment of Matthew and his team. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Matthew holds a Bachelor's Degree from the University of Oregon. He has earned professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in community organizations such as Friends of the Children, Jesuit High School, St. John Fisher School, and The Oregon Club of Portland.

Jeffrey Inglis is a Financial Services Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized financial plans that align with their unique ambitions and priorities. He works with individuals and families to address key financial objectives, including education funding, retirement planning, and healthcare cost management. Jeffrey holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Oregon. His approach emphasizes clarity and transparency, guiding clients through the complexities of wealth planning with a commitment to understanding their personal perspectives.

Alison Ryan is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held several roles within Fidelity Investments, including Investing Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative from 2021 to 2022. Her professional focus is on providing clear and actionable financial planning recommendations tailored to individual priorities. Alison emphasizes building long-term relationships with clients to simplify the financial planning process and support their goals, whether balancing work schedules, planning for retirement, or protecting family futures. She aims to make financial planning accessible and empowering. Outside of her professional work, Alison has interests in gardening, military service, museums, pets, reading, and traveling.

Chris Bouma is a Vice President and Financial Consultant. He currently works with clients to co-create financial plans, aiming to simplify their financial situations to empower informed decision-making that supports their goals. Chris has been a Financial Consultant at Fidelity Investments since 2021. Prior to this, he worked as a Financial Advisor at AIG Life & Retirement from 2019 to 2021. Outside of his professional work, Chris is interested in fitness, football, golf, running, soccer, and volunteering.