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.

Financial planning isn’t just about crunching numbers, it’s about helping people turn their dreams into reality. Growing up I noticed the financial struggles many people faced, which fueled my interest in personal finance. Recognizing that financial literacy is a huge pain point in society and often overlooked in our education system, I set out to take control of my financial life. While going through college debt-free, I started my first business, making car parts, motorcycle parts, and metal art. That experience taught me valuable lessons the hard way, but I quickly realized my true passion wasn’t in metalwork, it was in helping people navigate their finances. Today, I’m deeply committed to the financial planning profession. I earned my CFP® (CERTIFIED FINANCIAL PLANNER®) and CEPA (Certified Exit Planning Advisor) designations to better serve my clients. I’m actively involved in my local Financial Planning Association (FPA), as well as mentoring students and aspiring financial planners. I love sharing what I've learned and inspiring the next generation. Over the years, I’ve worked with many different types of people, but I specifically enjoy working with business owners. They juggle a lot, managing cash flow, planning for growth, and balancing their personal and business finances. It can feel overwhelming at times, and I love helping them tackle those challenges. My personal experience in business and training puts me in a unique position to make a real difference in their lives and help them achieve their goals. I’ve had the opportunity to help clients achieve significant milestones such as: -Become debt-free -Purchase their dream home -Transitioning to more fulfilling careers -Achieving financial independence These meaningful milestones allow you to live the life you want, and money is a tool to get you there. Outside of work, I lead an active and adventurous lifestyle. You can find me hiking, snowboarding, practicing Jiu Jitsu, or kickboxing. These activities reflect my values of discipline and goal-setting, which I bring into my professional life. If you’re ready to take charge of your finances with a personalized plan that aligns with your goals, I’m here to guide you through every step.

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. He leads a planning-based team focused on discerning the nuances of each client's situation and delivering customized financial guidance and strategy. Matthew's expertise includes college education planning, legacy planning, retirement income, portfolio management services, tax minimization, and philanthropic planning, among other areas. His approach emphasizes understanding clients' goals and defining success for themselves and their loved ones. He has been recognized by Forbes as a Best-in-State Wealth Advisor multiple times and as one of America's Top Next-Generation Wealth Advisors. He holds a bachelor's degree from the University of Oregon and 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). Matthew is involved in community organizations such as Friends of the Children, Jesuit High School, St. John Fisher School, and The Oregon Club of Portland. His personal interests include baseball, cooking, fishing, football, gardening, golfing, hiking, hunting, spending time with family, and traveling.

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.

Grant Stephens is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, and Regional Planning Consultant. His professional approach centers on educating and empowering clients throughout the financial planning process, emphasizing integrity and honesty in all client interactions. He dedicates time to ensure clients understand and feel confident in their financial decisions. Outside of his professional work, Grant has interests in baseball, hiking, reading, running, and theater.

Evie Manzon is the Branch Leader at Fidelity Investments, a role she has held since 2024. She leads a team of advisors focused on helping clients develop financial plans aimed at achieving their vision of success. Prior to this position, she held various roles at Fidelity Investments including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2018 through 2024. Before joining Fidelity, Evie worked at FocusPoint Solutions where she served as Transition Services Manager and Relationship Manager between 2012 and 2018. She holds a California Insurance License. Outside of her professional career, Evie enjoys spending time with friends, attending social events, caring for pets, reading, and theater.

Michael Burke is the Vice President and Branch Leader at Fidelity Investments. In this role, he fosters a collaborative environment that supports advisors in helping clients achieve their individual definitions of success. Michael has held several positions at Fidelity Investments since 2014, including Vice President, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; and Financial Representative. Prior to joining Fidelity, he worked in various roles such as Relationship Banker at JP Morgan Chase, Associate Advisor at Haven Financial Group, Business Associate at Wells Fargo, and Client Services Associate II at Wachovia Securities.