Joanne Galligan is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 registrations and has been with Wedbush Securities since 2011. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital market solutions including discretionary and non-discretionary portfolio management and institutional research.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, B. Riley Wealth Advisors, and Brookstreet Securities. Outside of advising, he is the CEO and owner of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee work. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of direct investment management and a turnkey asset management program featuring both in-house and third-party investment models, including alternatives such as private REITs and private credit.

Anthony Hutchinson is a CFA® charterholder with three years of industry experience. He is currently with Aldrich Wealth LP and has held prior roles at Peak Brokerage Services, Financial Investment Team, Alan Biller and Associates, Oregon State Treasury Investment Division, and Grosvenor Capital Management. 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 management within diversified portfolios overseen by an Investment Committee and employs tax-aware strategies alongside a range of specialized investment solutions.

Christopher Mc Nabb is a CFP® professional with five years of industry experience, currently with Aldrich Wealth LP. He previously worked at Parcion Private Wealth and has a background that includes roles at the University of Oregon and Protalus. Aldrich Wealth LP offers 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 management across various asset classes and utilizes tax-aware strategies within a structure overseen by an Investment Committee.

Patrick Eghlidi is a financial advisor with Calton & Associates, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Calton & Associates in 2019, he worked at Mac Eghlidi Insurance and Chartwell Financial Advisory, Inc. He is also a licensed insurance producer, connecting clients with life and long-term care insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, including firm-managed wrap programs and separate account platforms.

Heather Wonderly is a Series 66 credentialed advisor with 24 years of industry experience. She has been with Aldrich Wealth LP since 2005. Outside of her advisory role, she is a principal of AKT Services LLP, a holding company. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an investment committee to guide portfolio construction and uses a mix of active and passive managers, tax-aware strategies, and private market vehicles to serve its diverse client base.

Travis Wesley is a CFP® with 10 years of industry experience, currently serving as an advisor at Summit Wealth Group in Portland, OR. His prior experience includes roles at Ameriprise Financial Services, Fisher Investments, and the Financial Investment Team, where he was also involved in financial planning. 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 investment strategies based on each client’s financial profile and employs a variety of analytical approaches, often using third-party money managers and sub-advised models.

Kayla Cook is a CFP® and holds a Series 63 license with 11 years of industry experience. She has worked at AKT Wealth Advisors, LP since 2014. Outside of her advisory role, she is a partner and board member 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 combines active and passive management strategies and incorporates tax-aware implementation while offering complementary services through affiliated accounting and broker-dealer entities.

Kirsten Schlumbohm is an investment advisor at Prosperity Capital Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tucker Advisors, and Fidelity and Guaranty. She also serves as Vice President of Business Development at C2P Enterprises, LLC, where she manages relationships and writes financial plans. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, and institutional clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of advisory and sub-advisory services.

Grant Johnstone is a CFP® with 29 years of industry experience, currently affiliated with Composition Wealth, LLC. His career includes roles at Wells Fargo Advisors Financial Network, Cantella and Co., Inc., and DPL Financial Partners. In addition to financial advising, he holds active law licenses in Texas and Kentucky. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals and institutions, employing a long-term investment approach focused on low-cost, diversified funds supplemented by individual securities and alternative investments. The firm manages over $9 billion in discretionary assets and serves clients with typical minimum relationships of $500,000.

Joseph Strauss is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Aldrich Wealth LP, where he has worked since 2022, following prior roles at Mariner Wealth Advisors and Authent Advisors, Inc. 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 employs a committee-driven approach to asset allocation and manager selection, combining active and passive strategies across multiple asset classes and offering tax-aware techniques and specialized solutions.

Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Grace Hornecker is a financial advisor with Aldrich Wealth LP in Lake Oswego, OR. She holds a Series 65 designation and has been with Aldrich Wealth since 2022. Prior to that, she held positions at RVK Inc., Sapient Private Wealth Management, Columbia Trust Company, Portland Business Alliance, Nordstrom, and the University of Oregon. 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 management strategies overseen by an Investment Committee and offers tax-aware techniques and various portfolio options.

Kelsey Walker is a CFP® with nine years of industry experience, currently serving at Aldrich Wealth LP since 2021. Prior to joining Aldrich, she worked at Summit Trail Securities, LLC and Summit Trail Advisors, LLC from 2016 to 2020. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and businesses. The firm employs a combination of active and passive investment strategies overseen by an Investment Committee and offers specialized services including tax-aware techniques and sub-advisory roles for insurance-dedicated funds.

Claudia Porter is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Her prior experience includes nearly a decade with Cambridge Investment Research Advisors, Inc. and a year at Merrill. Outside of her advisory role, she is involved as a board member with The W-Source and The Speakers Alliance, and she engages in business coaching through Find Your Voice Communications. RFG Advisory provides investment advisory and planning services to a range of clients including individual investors, high-net-worth clients, retirement plans, and select institutional entities. The firm employs primarily discretionary investment approaches utilizing model portfolios, third-party platforms, and technology solutions for retirement accounts, while also offering access to alternative investments and annuities.

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.

Nicole Rice is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. She holds a Series 65 designation and has been with Aldrich Wealth since 2012. Rice 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 management strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Yule Schrock is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 credential and has previous work experience in various roles including at Oregon State University and Big Reds Bar & Grill. 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 investment strategies overseen by an Investment Committee and offers tax-aware management techniques alongside innovative private market and retirement plan solutions.

Megan Richardson is a CFP® with 10 years of industry experience. She is currently with Evergreen Capital Management LLC and has previously worked at Allium Financial, Horst & Graben Wealth Management, CGC Financial Services, and Royal Alliance Associates. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental and macroeconomic analysis alongside third-party research and selective artificial intelligence.

Tygue Howland is a Series 65 licensed advisor at Evergreen Capital Management LLC with six years of industry experience. He has worked at Evergreen Gavekal since 2019 and previously was affiliated with the Portland State University Foundation from 2016 to 2019. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental, fund-flow, and macroeconomic analysis along with third-party research and selective artificial intelligence.