Roger Cross is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. Outside of his advisory role, he operates under the DBA Common Ground Advisory and serves as an independent representative for various insurance carriers focusing on fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies tailored to client needs.

Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. He is also involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resources outside of his advisory role. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a combination of third-party sub-advisers, model portfolios, and alternative investment options to implement client strategies and provides a web-based platform for independent advisers.

Christopher Abbruzzese is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for over a decade, where he also served as Chief Investment Officer of a non-operating affiliated company. Robertson Stephens Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations, combining individualized advice with centrally developed model portfolios and oversight by an Investment Committee.

Nicholas Buckley is a CFA® charterholder at Coldstream Wealth Management with approximately seven years of industry experience. His prior roles include positions at Arnerich Massena, Meketa Investment Group, and Nike. Coldstream Wealth Management is an SEC-registered adviser managing around $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses team-based wealth management supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan fiduciary services.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, which focuses on life insurance and annuity product sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through vetted third-party model managers and offers services such as portfolio management, financial planning, and consulting, including private placements for accredited investors.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Matthew Faubion is a CFP® with 13 years of industry experience, currently serving as an advisor at Compound Planning, Inc. He has previously worked at several firms including Origin Financial, Faubion Wealth Management LLC, Catalyst Private Wealth, Destination Wealth Management, and ClearPath Capital Partners LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies through both in-house and third-party solutions.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

Damian Rothermel is a CFP® with 27 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His career includes roles at Purshe Kaplan Sterling Investments and USA Financial Securities Corporation. He also operates Rothermel Tax & Consulting, LLC, providing tax preparation and consulting services. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, supporting a scalable advisor network and a range of advisory and sub-advisory services.

Alexander Groh is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments and Alliance Advisory & Securities, Inc. Groh is based in Vancouver, Washington. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individuals, including high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios and employs a range of investment methods, often delegating management to sub-advisors and using proprietary ETFs.

Heidi Smart is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Johnson Bixby, Private Client Services, and Securities America. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services within a team-based advisory model.

Jerald Halverson is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. His current role includes responsibilities at both Citizens Bank NA and Citizens Private Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers specialized services including tax and estate structuring, ERISA plan advisory, and business consulting for multigenerational families and closely held businesses.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Krisztian Jeszenszki is a financial advisor at Coldstream Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Coldstream, he worked at Fisher Investments for three years and has experience with the Boys and Girls Club of Hungary. He has also been involved with Barsony Holsters and Belts LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Sam Pieh is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with American Independent Securities Group since 2015. Outside of his advisory role, he owns and operates a Chinese restaurant, Hunan Pearl Cuisine, in Lake Oswego, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

David Janec is a financial advisor with Coldstream Wealth Management in Portland, OR, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Arnerich Massena, Inc. and Wells Fargo Private Bank. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm delivers advice through team-based Wealth Management Teams and combines internal strategies, third-party sub-advisors, and alternative investments to manage client portfolios.

Kris Kienzle is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Mutual Advisors in 2020, he worked at Ameriprise Financial Services and Dewam Distributors Inc. Outside of advisory work, he is the owner and CEO of a wholesale distribution business specializing in stainless steel fasteners. Mutual Advisors serves a diverse range of clients including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies tailored to client objectives and is notable for its scale of institutional assets under management and service to uncommon institutional types such as sovereign wealth funds.

Kirby Chien is a financial advisor with Kovack Advisors, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Edward Jones and Princor Financial Services Corporation. Outside of his advisory role, he serves as president of Bedrock Wealth Management, an investment and life insurance advisory business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and financial institutions, through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure, utilizing mutual funds, ETFs, and other vehicles tailored to client objectives, along with third-party manager recommendations and ongoing portfolio supervision.

Michael McDonald is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, U.S. Bancorp Investments, Wells Fargo Investments, and Cetera Wealth Services. Outside of his advisory work, he is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives, offering a range of portfolio management and consulting services supported by multiple model portfolios and third-party managers.