Quinton Bowers is a financial consultant at Wedbush Securities Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior work experience includes roles at IFCO, TriMet, and BioLife Plasma Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering a range of wealth management, fixed income, commodities, and capital markets services.

Steven Silver is a CFP® with 39 years of industry experience, currently serving as an advisor at Clear Creek Financial Management, LLC since 2020. His prior roles include positions at Centaurus Financial, Inc., Willamette Financial Advisors, LLC, and Lifetime Wealth Strategies. He also has longstanding involvement with various insurance carriers through W&R Insurance Agencies. Clear Creek Financial Management serves individuals—including high-net-worth clients—employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a diverse investment approach involving fundamental, technical, and cyclical analysis with regular portfolio reviews and offers proprietary algorithm-based modeling integrated into client solutions or licensed to other advisers.

Isaiah Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2020. Prior to joining Aldrich Wealth, he worked at Holmes & Company and KPMG. He is also a Certified Public Accountant in Oregon and co-founder of Activ8 Weight, LLC, a business that leases weight equipment for home gyms. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Jackson Davis is a CFP® and Series 65-licensed financial advisor at Aldrich Wealth LP with three years of industry experience. He has been with Aldrich Wealth since 2020 and also serves as an adjunct professor at George Fox University, where he teaches a financial planning course. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Tristan Mancisidor is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Pure Portfolios Holdings, Cable Hill Partners, and Pihl Financial Planning. He served in the US Army Special Operations Command from 2016 to 2020 and attended George Fox University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers various financial planning and consulting services.

Todd Pizzuti is a financial advisor at Clear Creek Financial Management, LLC with 15 years of industry experience. He previously worked at Portland Private Wealth Management, Inc. for nine years before joining his current firm in 2023. Pizzuti holds the Series 63 and Series 66 licenses. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analysis with a range of investment strategies.

Samuel Garlock is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 65 registrations and 37 years of industry experience. He has been with Wedbush Morgan Securities since 2004 and also maintains a long tenure at Ragen Mackenzie Incorporated since 1994. Wedbush Securities offers both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s services include wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and multiple account management offerings.

Christopher Van Dyke is a CFA® charterholder with five years of industry experience. He has worked at Aldrich Wealth LP since 2020 and previously spent eight years at Anerich Massena. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies, incorporating tax-aware implementation and third-party managers.

Brian Keswick is a financial advisor with ON Investment Management Company in Wilsonville, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2008. Outside of his advisory role, Keswick serves as an assistant coach for a high school baseball team. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, often utilizing third-party investment programs.

Hillary Brevig is a CFP® professional with seven years of experience in financial advising, currently with Vanderbilt Advisory Services. She has worked at several financial firms, including Vanderbilt Securities, Summit Advisors NW, and Consolidated Portfolio Review Corp. Outside of advising, she is involved in freelance writing, financial software product consulting, and facilitates money coaching classes based on the program "Wild Money: A Creative Journey to Financial Wisdom." Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside integrated retirement-plan consulting and administration services.

Grant Galligan is a financial advisor at Wedbush Securities Inc. in Lake Oswego, OR, holding a Series 66 designation with five years of industry experience. Prior to joining Wedbush in 2022, he worked at Raymond James and Associates from 2020 to 2022. Outside of advising, he is involved with a retail merchant business, Shirts and Skins, and produces Star Wars–related video content on Instagram, earning revenue from advertisements. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management and institutional research, operating as both an adviser and broker-dealer.

Abbey Rollins is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2007. She holds the Series 66 designation and is based in Lake Oswego, Oregon. Rollins is also a principal of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive investment strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Jordan Gates is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Independent Financial Group and Veravest Investment Advisors, Inc. Gates is also involved in a financial planning and wealth management business under the name Fusion Tax and Wealth Management. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, institutional clients, and municipal entities, managing over $6 billion in client assets. The firm uses an Envestnet-supported process with both internal models and third-party managers to construct and monitor client portfolios.

Aubrey Jordan is a financial consultant at Wedbush Securities Inc. and holds Series 65 and Series 63 licenses. Jordan has less than one year of industry experience, including prior roles at Campbell Global and participation in the Oregon State University Advantage Accelerator program. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, research, and prime services.

Jeffrey Hegstrom is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously at Citigroup Global Markets from 2003 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a wide range of services such as wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Kathy Peterson is a financial advisor at Aldrich Wealth LP with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Aldrich Wealth since 2019, following eight years at Arnerich Massena, Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware implementation, serving clients through its Private Wealth and Corporate Retirement Plan divisions.

Rachel Gustafson is a CFP® with 11 years of industry experience. She currently works at Summit Wealth Group and previously worked at Financial Investment Team, PEAK Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and uses a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at NorthCoast Asset Management LLC, having joined in 2026. His prior experience includes roles at Deschutes Investment Consulting, Human Investing, TMG Wealth Advisors, and Triad Advisors. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a diverse range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Julie Johnsen is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Daniel Horowitz is a financial advisor at Aldrich Wealth LP with three years of industry experience. He holds a Series 65 designation and previously worked at Campbell Global and Arnerich Massena. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive management across various investment vehicles and incorporates tax-aware strategies, supported by an Investment Committee and complementary accounting and trustee-directed plan management services.