Arthur Brunson is a CFP® with 15 years of industry experience and the sole advisor at ADB Capital Management, LLC in Eugene, OR. He has led the firm since 2005. ADB Capital Management, LLC provides fee-only wealth management and retirement plan advisory services to individuals, families, trusts, estates, and employer plan sponsors. The firm emphasizes risk-managed, absolute-return investment strategies and offers pension consulting services including plan design, vendor management, and fiduciary support under ERISA.

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!

Douglas Richards is a CFP® and ChFC® with 32 years of industry experience. He has worked at Securities America/Osaic for 15 years before joining Crest Financial, LLC in 2024. Richards is based in Elmira, OR, and holds Series 63 and Series 65 licenses. Crest Financial is a small independent advisory firm serving individuals, including high-net-worth clients, as well as corporate entities and pension or profit-sharing plans. The firm focuses on long-term, passive portfolio management using ETFs and low-cost index funds, comprehensive financial planning, and a formal pension consulting practice.

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.