Scott Emblen is a CFP® professional with 22 years of experience in financial advising. He currently works at The Mather Group, LLC and has previously been with Independent Progressive Advisors and Skyline Financial NW. The Mather Group, LLC serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customized portfolio options and incorporates AI tools under human oversight for market data analysis and client communications.

Kevin Barchus is a financial advisor at Aldrich Wealth LP with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Aldrich Wealth since 1998. Outside of his advisory role, he is a partner in AKT Services, LLP and involved with Who's on First LLC and Rose City Baseball, LLC, a baseball franchise. 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 uses a combination of active and passive management across multiple asset classes and incorporates tax-aware strategies, while also offering complementary trustee-directed plan management and tax services through an affiliated accounting firm.

David Riback is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at several firms including LPL Financial and Oswego Wealth Advisors, where he is also an owner. Riback serves as a director for the Lake Oswego Chamber of Commerce. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management solutions using model asset allocations, discretionary and non-discretionary manager relationships, and conducts ongoing account monitoring.

Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. 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 portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.

Vivian Lopez is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She previously spent 27 years at Gaia Capital Management Inc. Outside of finance, she holds the position of Vice President and Secretary at Divine Drywall Incorporated, where she is involved in bookkeeping and business operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its substantial institutional work and use of various analytical and third-party tools.

Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., 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, using a variety of analytical investment approaches and customized target allocations.

Darin Richards is a CFA® charterholder based in Lake Oswego, OR, with 18 years of industry experience. He is affiliated with Aldrich Wealth LP and has worked at AKT Wealth Advisors, LP since 2004. Richards is a principal of AKT Services, LP, a holding company unrelated to investment advisory activities. 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, combining active and passive investment strategies with tax-aware implementation and regular portfolio reviews.

Jonathan Gannon is a CFP® professional with 11 years of industry experience, currently serving at Vista Capital Partners, Inc. since 2017. His prior roles include positions at Fisher Investments and Cornerstone Advisors, Inc. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Casey Mckillip is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. He holds a Series 65 designation and has worked at Aldrich Wealth since 2017, following six years at Northwest Capital Management 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 alongside complementary services through affiliated accounting and broker-dealer entities.

Cara Miller is a financial advisor at Vista Capital Partners, Inc. with eight years of industry experience. She has held positions at Vista Capital Partners since 2020, previously working at Cable Hill Partners, LLC and Peaceful Media, Inc. Cara holds a Series 65 designation. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, focusing on a disciplined, asset-allocation driven process that emphasizes index funds, rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Nathan Drews is a financial advisor at Thrivent Advisor Network, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Purshe Kaplan Sterling Investments and Thrivent Financial. Outside of his advisory role, Drews serves on the board of Buzzy's Bees, a nonprofit focused on supporting families grieving the loss of a child through outreach and education. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans through a broad network of advisors managing approximately $6.8 billion in client assets. The firm offers customized portfolio management and financial planning, emphasizing low-cost diversified investments and utilizing both internal management and independent managers.

Samantha Gianella is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley, Portland General Electric, and Deloitte & Touche. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering a range of investment management, financial planning, and multi-family office services that integrate traditional and alternative strategies.

Gaylord Lyman is a CFA® charterholder with 17 years of industry experience. He has worked at Ashton Thomas Private Wealth since 2023, following six years at Affinity Investment Advisors and five years at Kohala Capital Partners. Outside of his advisory role, he serves as an independent trustee for a family of mutual funds and provides strategic advisory services to a creative media agency. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for model design and program manager access.

Nikolaas Schuurmans is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Pure Portfolios Holdings LLC and Tru Independence Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of financial planning and multi-family office services.

Nate Baim, CFP®, MBA My name is Nate Baim, and I'm a financial planner who enjoys helping working professionals and professional nearing retirement plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your goals. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. Because I believe in ongoing financial planning, I place a strong focus on actionable strategies, accountability, and monitoring of your ever-evolving plan. ​For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical pushy salesmanship reputation accompanying the title "financial advisor." So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent firm not beholden to selling products. As a Fee-Only firm we are focused on providing our best advice. ​My pursuit thus far has been focused on exploration, education, and growth. After graduating from Indiana University's Kelley School of Business with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. Here I served to work on and led back-country trail maintenance teams. This led me to become interested in the intersection between sustainability and finance. Thus, I went back to school, and I earned an MBA at Willamette University's Atkinson Graduate School of Management, focused on sustainability management and investment finance. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon's Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, hiking, backpacking, camping, or exploring with my wife and kids.

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.