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.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.

William Freeman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual/United of Omaha since 2005. Outside of his advisory role, he is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

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.

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.

Steven Erickson is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and International Assets Investment Management. Erickson serves as Board Chair of the Columbia Theater Arts Foundation, a nonprofit organization. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and offers ERISA retirement-plan advisory services along with participant advice.

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. with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Wedbush, Jordan worked at Campbell Global and spent several years in education, including a role with the Oregon State University Advantage Accelerator. 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, fixed income, commodities, and research, and operates with dual registration as both an adviser and a broker-dealer.

James Miller is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, and Morgan Stanley DW Inc. In addition to his advisory role at Prospera, he owns White Horse Capital Management LLC, where he provides financial advice and services. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

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.

David Reichle is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for 13 years, where he also served as a director of a non-operating company. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets.

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.

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.

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.

Tawny Ramones is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2016. Based in Lake Oswego, OR, she is part of a multi-team firm with 28 advisors. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive managers across multiple asset classes and employs tax-aware strategies, with investment decisions overseen by an Investment Committee.