Jesse Mays is a financial advisor with AAN Wealth Advisors LLC in Lake Oswego, OR. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining AAN Wealth Advisors, he worked at Affinity Advisory Network and Velapoint Insurance. Mays is also involved in writing annuity and life insurance policies as an insurance producer. AAN Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm employs a model portfolio approach managed by an unaffiliated subadvisor while maintaining oversight and control over subadvisor selection and performance.

Patrick Haley is a financial advisor at Veridan Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Putnam Investments and Ameriprise prior to joining Veridan Wealth. Haley serves on the investment committee of Parkinson's Resources of Oregon, advising on endowment asset allocation. Veridan Wealth is a fiduciary investment adviser serving individuals, trusts, pension, and charitable organizations with asset management, portfolio management, financial planning, and retirement plan consulting. The firm focuses on customized portfolio construction and asset allocation using a combination of fundamental, technical, quantitative, and qualitative analysis.

William Paustian is a CFP® professional with six years of experience at JGP Wealth Management, LLC in Portland, OR. Prior to joining JGP Wealth Management in 2020, he held roles at Dealpath, Nulia, Wells Fargo Advisors, Nike, and the University of Oregon. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented, tailored advisory process that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories, providing portfolio management, financial planning, consulting, and third-party manager referrals.

Megan Buchanan is a CFP® professional with five years of industry experience. She currently serves at Horizons Sustainable Financial Services, Inc. and previously worked at Silver Oak Advisory Group and New Outlook Financial. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing and serves both non‑high-net-worth and high-net-worth clients using a structured intake process and a blend of passive, active, and customized strategies.

Gina Jacobson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has held previous roles at Cetera Investment Services LLC, Heritage Bank, and Waddell & Reed, Inc. Gina is a part owner of McKenzie Investment Group, LLC, a family investment entity focused on long-term real property appreciation, although she has no active management role. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing over $1.2 billion in discretionary assets for approximately 1,755 clients. The firm employs a team-driven approach to build globally diversified, risk-based portfolios using its proprietary Global Dynamic Strategy and offers a range of services including discretionary portfolio management, wealth planning, and an automated ETF portfolio option.

Brian Timm is a financial advisor with Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 license and four years of industry experience. His prior roles include positions at IMS Capital Management LLC and Security First Advisors, Inc. Outside of his advisory work, he has been employed at Kaiser Permanente since 2011. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as qualified retirement plans. The firm employs diversified investment strategies tailored to each client’s profile and utilizes third-party managers and a comprehensive web-based planning tool.

Sheree Arntson is a financial advisor at Allium Financial Advisors, LLC with 27 years of industry experience. She has been with Allium since 2017 and previously worked at Tru Independence Asset Management, LLC and Arnerich Massena, Inc. She holds a Series 63 designation. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm’s investment approach focuses on asset allocation and diversification, utilizing a mix of mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

Jordan Fee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Allium Financial Advisors, LLC since 2023 and previously spent two years with The Vanguard Group Inc. Allium Financial Advisors, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $733 million with a team of six advisors, employing an investment process focused on asset allocation and diversification using mutual funds, ETFs, independent managers, and alternative investments, with oversight by an Investment Committee.

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Thomas Mc Conville is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 12 years of industry experience. He has been with Becker Capital Management since 2013. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutions. The firm employs a value-oriented, research-driven investment approach across multiple asset classes and manages both registered mutual funds and private funds.

Nathan Ayotte is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2008. His credentials include Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments and foundations. The firm emphasizes customized, separately managed portfolios and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Janeen Mcaninch is a financial advisor at Becker Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Becker Capital Management since 1987. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutional investors. The firm employs a research-driven, value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including discretionary portfolio management, financial planning, and institutional consulting.

Peter Jones is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage customized portfolios across equity, fixed income, and alternative investments.

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with M Holdings Securities since 2014. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

Mia Bratcher is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Wells Fargo Bank and operating Bratcher Painting, Inc. She also managed a venture called Mia's World from 2020 to 2024. Empirical Wealth Management serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach, offering diversified model portfolios and alternative strategies, while also providing complementary services in real estate, insurance, and estate planning through affiliated businesses.

John Pollock is a financial advisor with M HOLDINGS SECURITIES, Inc. in Portland, OR, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at M Holdings since 2016 and previously at Scottrade, Inc. since 2004. Outside of his advisory work, he is a member-owner of RTNJHOLDINGS, LLC, a rental property management business. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning supported by third-party sub-advisors and platform providers.

Tamara Oglesby is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 17 years of industry experience. She previously worked for Great Northern Asset Management, LLC for 20 years before joining Ferguson Wellman in 2026. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management. The firm emphasizes customized, separately managed portfolios and employs a combination of top-down asset allocation and bottom-up security selection supported by quantitative and fundamental research.

Nicholas Taggart is a CFP® with 23 years of industry experience currently serving at ACR Alpine Capital Research, LLC. He has worked at ACR Alpine since 2017 and previously was with Cetera Advisors LLC from 2013 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Canby, Oregon. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles along with sub-advisory, wrap, and UMA relationships.

Jesse Jimerson is a financial advisor at Advisory Services Network with five years of industry experience. He holds a Series 66 designation and previously worked at firms including JP Morgan Chase, First Republic, Lion Street Financial, Mercer Global Advisors, Stifel, and Ferguson Wellman Capital Management. Outside of advisory work, he serves as Treasurer for the Educational Foundation for Alpha Eta Delta of Chi Psi and is involved in a lumber trading business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using various securities and third-party managers to tailor strategies to client objectives.

Tari Kinateder is a financial advisor at Ferguson Wellman Capital Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Ferguson Wellman since 2017, following six years at U.S. Trust. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth clients and private family offices. The firm focuses on customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.