Steven Silver is a CFP® with 39 years of industry experience. He has worked at Clear Creek Financial Management, LLC since 2020 and previously held roles at Centaurus Financial, Inc., Willamette Financial Advisors, LLC, and Lifetime Wealth Strategies. He also has experience with various insurance carriers through W&R Insurance Agencies. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction and employing a mix of fundamental, technical, and cyclical analysis.

Isaiah Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2020. Prior to joining Aldrich Wealth, he worked at Holmes & Company and KPMG. He is also a Certified Public Accountant in Oregon and co-founder of Activ8 Weight, LLC, a business that leases weight equipment for home gyms. 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 and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Jackson Davis is a CFP® and Series 65-licensed financial advisor at Aldrich Wealth LP with three years of industry experience. He has been with Aldrich Wealth since 2020 and also serves as an adjunct professor at George Fox University, where he teaches a financial planning course. 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 and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Tristan Mancisidor is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Pure Portfolios Holdings, Cable Hill Partners, and Pihl Financial Planning. He served in the US Army Special Operations Command from 2016 to 2020 and attended George Fox University. 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 and offers various financial planning and consulting services.

Todd Pizzuti is a financial advisor at Clear Creek Financial Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Portland Private Wealth Management, Inc. for nine years. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research through its Helios Quantitative Research service, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

Crystal Smithers is a financial advisor with Level Four Advisory Services, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining Level Four Advisory Services, she worked at Bank of America and Merrill. She is involved in managing member roles for LionCrown Wealth Management LLC and LionCrown Insurance Agency, which focus on investment and insurance services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of custodian and platform arrangements.

Samuel Garlock is a financial advisor with Wedbush Securities Inc. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wedbush Morgan Securities since 2004 and at Ragen Mackenzie Incorporated since 1994. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of services such as wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

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 with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mutual/United of Omaha since 2005. Freeman is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams in Oregon. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions through a network of Investment Advisor Representatives.

Brian Keswick is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and bringing 27 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, he serves as an assistant coach for a high school baseball team. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and managed account options, with a significant portion of assets managed on a non-discretionary basis.

Hillary Brevig is a CFP® professional with seven years of experience in financial advising, currently with Vanderbilt Advisory Services. She has worked at several financial firms, including Vanderbilt Securities, Summit Advisors NW, and Consolidated Portfolio Review Corp. Outside of advising, she is involved in freelance writing, financial software product consulting, and facilitates money coaching classes based on the program "Wild Money: A Creative Journey to Financial Wisdom." Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside integrated retirement-plan consulting and administration services.

Timothy Smith is a financial advisor with Concurrent Investment Advisors, LLC in Portland, OR, holding Series 63 and Series 66 credentials and 21 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and LPL Financial. He is also involved in providing fixed insurance advice through related activities. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Grant Galligan is a financial advisor at Wedbush Securities Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. Outside of his advisory role, he is involved in retail through Shirts and Skins, a Portland-based merchant business, and produces Star Wars-related video content on Instagram that generates advertising revenue. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and registered investment advisory services across multiple asset classes. The firm provides various managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services with an emphasis on commodities and derivatives.

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.

Vincent Gimarelli is a financial advisor at Sowell Management with 15 years of industry experience. His prior roles include positions at AssetMark Financial Holdings, Inc., ASI Wealth Management & Consulting Services, Osborne Partners Capital Management, and Mercer Global Advisors, among others. He holds Series 63 and Series 65 designations. Sowell Management serves individuals, retirement plans, corporations, registered investment advisers, and institutions by providing investment management, financial planning, and related consulting services. The firm operates with a multi-branch independent-contractor model and employs various investment strategies, including strategic and tactical allocation, individual equity selection, and customized portfolio design.

Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Concurrent, Taylor worked at PricewaterhouseCoopers LLP and has held various roles in other firms and industries. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

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.

Aubrey Jordan is a financial advisor at Wedbush Securities Inc. with Series 65 and Series 63 licenses and has recently entered the industry with less than one year of experience. His prior experience includes a role at Campbell Global and involvement with the Oregon State University Advantage Accelerator. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and registered investment advisory services. The firm operates multiple managed account programs and combines broker-dealer functions with clearing, custodial, and prime services across wealth management and capital markets.