Heidi Jeromanovs is a CFP® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC. She previously worked at Vision Capital Management and Key Private Bank. Jeromanovs is a board member of CASA Clackamas County, a nonprofit organization. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, incorporating fundamental and macroeconomic research as well as artificial intelligence in its investment decisions.

William Weber Jr. is a CFA® charterholder and Series 65 registrant with 10 years of experience in financial advisory. He is currently with Waverly Advisors, LLC and previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors LLC. Outside of his advisory role, he serves as General Partner for two private investment groups, W&W Investments and Weber Investment Group, which focus on equities and other investments. 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, providing a range of investment management and financial planning services.

Robert Musante is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and LPL Financial. Outside of advisory work, he is a partner and owner of holding companies unrelated to investment management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and integrates sub-advisory arrangements and third-party solutions across a network of approximately 286 advisors.

Timothy Metz is a financial advisor at Waverly Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Pure Portfolios, Lineage Trust Company, and Lineage Family Office. Outside of advising, Metz is the managing member of Hartford Metz Ventures, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a combination of traditional equity and fixed-income strategies alongside alternative and private-markets allocations.

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.

Suzanne Bick is a Series 65 licensed financial advisor with The Mather Group, LLC in Beaverton, Oregon, and has four years of industry experience. Prior to joining The Mather Group in 2022, she worked for Cedar Financial Advisors, LLC and Norway Labs, Inc. She combines her experience from both financial advisory and corporate sectors in her current role. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized portfolio options, supported by AI and machine-learning tools under human oversight.

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.

Michael Bien is a financial advisor with Independent Solutions Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 66 designations and having 21 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Financial Investment Team. Additionally, he is active as a licensed insurance agent focusing on fixed insurance sales. Independent Solutions Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets, offering financial planning, portfolio management, tactical strategies, and third-party manager selection with an investment process centered on strategic asset allocation and in-house due diligence.

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.

Timothy Smith is a financial advisor at Concurrent Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial and Raymond James Financial Services. Outside of advisory work, he is involved in providing fixed insurance advice through separate agencies. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth and investment management, financial planning, and retirement plan services. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors.

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.

Forbes Robinson is a financial advisor at Western Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Outside of finance, he is involved in music through a venture called Thunderstruck and operates an online retail crafts business named Fats and Pet Creations. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing multiple model portfolios and strategies.

Robert Stein is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities before joining his current firm in 2019. Stein has been a fixed life insurance agent and a notary public, though these activities are currently inactive. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.