Douglas Post is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 18 years of industry experience. He has been with Vista Capital Partners since 2007. 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 uses an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements, and offers integrated wealth-planning services including retirement and legacy planning.

Chingyee Kim is a financial advisor at Robertson Stephens with 18 years of industry experience. She holds a Series 66 designation and previously worked at Rain Capital Management for 13 years. Kim serves as a director of Rain Capital Management, a non-operating company that is currently in the process of winding down. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a suite of planning services, managing $8.76 billion in assets as of December 31, 2025.

Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent and Columbia Associates Wealth Management Group, Smith worked at PricewaterhouseCoopers LLP. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and a range of operational tools and third-party solutions.

Jordan Gates is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has worked at Kovack Advisors, LLC and Kovack Securities, LLC since 2021, following ten years at Independent Financial Group and thirteen years at MAC Services, LLC. In addition to his advisory role, he owns Fusion Tax and Wealth Management, a financial planning business focused on investments and insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach centered on diversified asset-class exposure primarily through mutual funds and ETFs.

Robert Greenman is a Series 65 credentialed financial advisor with 20 years of industry experience. He has been with Vista Capital Partners, Inc. in Portland, OR since 2011. 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 an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Aubrey Jordan is a financial consultant at Wedbush Securities Inc. and holds Series 65 and Series 63 licenses. Jordan has less than one year of industry experience, including prior roles at Campbell Global and participation in the Oregon State University Advantage Accelerator program. 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 range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, research, and prime services.

Ann Garcia is a CFP® and Series 65-registered advisor with 16 years of industry experience. She currently works at The Mather Group, LLC and has spent the past 10 years with Independent Progressive Advisors LLC. Outside of her advisory role, she is the owner of "HOW TO PAY FOR COLLEGE," a website, book, and masterclass offering advice on affording college. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Nathan Sheppard is a Series 65-licensed financial advisor at Fisher Investments with experience beginning in 2022. Prior to joining Fisher Investments, he held roles at Zeeks Pizza and Engie Impact and studied at Gonzaga University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across various asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

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.

Patrick Yazhari is a CFP® at Vista Capital Partners, Inc. in Portland, OR, with six years of industry experience. He previously worked at Ferguson Wellman Capital from 2015 to 2019. 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, typically targeting clients with at least $2 million to invest. Its investment approach emphasizes asset allocation using index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Ryan Long is a CFA® charterholder affiliated with Advisory Solutions Group in Portland, OR, with one year of industry experience. He previously worked at FocusPoint Solutions Inc for 15 years before joining Advisory Solutions Group and Wealth Enhancement Group. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses diversified portfolios incorporating quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and access to held-away retirement assets.

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.

Maisie Alexander is a Series 65 credentialed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with one year of experience at the firm. Her prior work includes roles at the University of Notre Dame, Jesuit High School, and Cathedral. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services, employing a disciplined, asset-allocation-driven investment process that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

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.

James Sumner is a financial advisor at Ashton Thomas Private Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortitude Advisory Group, Cetera Investment Services, Washington Trust Bank, and KeyBanc Capital Markets. Outside of his advisory role, he serves as a director for the Western Golf Association/Evans Scholars Foundation, participating in board activities related to the Portland Golf Club caddie program. 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, and expanded family office services, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to various program managers.

Joseph Rayburn is a financial advisor with Vista Capital Partners, Inc. in Portland, OR. He holds a Series 65 designation and has seven years of industry experience. Since 2014, he has worked at Fisher Investments. 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 investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.

Dougal Williams is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 21 years of industry experience. He has been with Vista Capital Partners since 2004. 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 repeatable, asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

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.

Vanessa Dehaan is a CFP® professional with five years of industry experience, currently serving as an advisor at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2020. Prior to this role, she was not employed in the financial industry from 2015 to 2020. 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 investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.