Jack Davies is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has one year of industry experience at M Holdings and has also worked at Vie International Financial Services for seven years. Outside of his role at M Holdings, he serves as a Private Client Advisor at Vie International Financial Services Ltd in London. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms. The firm offers a range of investment management and financial planning services, utilizing both in-house portfolio management and third-party sub-advisors.

Melody Behnke is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Coldstream Wealth Management, where she has worked since 2024. Her prior experience includes roles at Arnerich Massena, Inc., Securities America, Inc., River Summit Consulting, LLC, and M Financial Group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, wealth transfer, and retirement plan advisory, supported by a team-based investment approach and access to diverse alternative investments.

Christopher Bixby is a CFP® with 21 years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Mariner Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative and fundamental research.

Mack Golos is a CFP® and Series 66-registered advisor at Becker Capital Management, Inc. in Portland, OR, with four years of industry experience. His prior roles include positions at Vanguard and the City of Portland. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse client base, including high-net-worth individuals, institutions, and nonprofits. The firm combines bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled investment vehicles.

Christopher Waetzig is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with Moss Adams Wealth Advisors since 2013. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. Their investment approach centers on long-term, strategic asset allocations implemented via a core-and-satellite strategy using a variety of investment vehicles and customized strategies.

Samuel Scarpone is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. Prior to joining Concorde in 2023, he worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank from 2016 to 2023. Outside of his advisory role, he serves as Vice Chair of the Wilsonville-Kitakata Sister City Advisory Board, facilitating economic and academic exchanges between Wilsonville, Oregon, and Kitakata, Japan. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios based on client objectives and uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, while offering ERISA retirement-plan advisory services.

Kelli Gamble is a financial advisor at M HOLDINGS SECURITIES, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Cable Hill Partners, LLC and Northwestern Mutual. In addition to her advisory work, she coaches volleyball at the Multnomah Athletic Club in Portland, OR. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Todd Juenger is a financial advisor at Savvy with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at LPL Financial, Columbia Credit Union, Global Retirement Partners, Conover Capital Management, and Cetera Advisors. Juenger serves as a board member for Inter Faith Treasure House, a nonprofit food bank and thrift store in Washougal, WA. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Steven Holwerda is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR, since 1989. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments, foundations, and retirement plans. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Ross Stoltman is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYlife Securities LLC and New York Life Insurance. Outside of his advisory role, he works as a manufacturing equipment technician at Manpower. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Douglas Hall is a financial advisor at M HOLDINGS SECURITIES, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial Services prior to joining his current firm in 2017. M HOLDINGS SECURITIES, Inc. serves a variety of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Jorge Rosas is a CFP® and Series 65-registered advisor at Empirical Wealth Management with four years of industry experience. He has worked at Empirical Wealth Management since 2023 and previously held roles at Aldrich Wealth LP, Brighton Jones, and Geffen Mesher. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with diversified investment management and financial planning services. The firm employs a Modern Portfolio Theory–based approach using multiple asset classes and also operates affiliated businesses in real estate, insurance, and estate planning.

Windy Seto is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Principal Advised Services since 2022 and has prior experience with Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, Seto is involved in managing a rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models to tailor advice based on client profiles and risk tolerance, operating within the broader Principal Financial Group family.

Gretchen Johnson is a financial advisor at Becker Capital Management, Inc. with the ChFC® designation and three years of industry experience. Prior to joining Becker Capital Management in 2022, she worked at Tegra Global and spent over a decade at Nike. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for individual, high-net-worth, institutional, and nonprofit clients. The firm employs an integrated research and portfolio construction process emphasizing valuation and quality within a value-oriented framework and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Alex Harding is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. since 2017 and previously worked at tru Independence, LLC from 2014 to 2017. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Christopher Mcrae is a Series 65-licensed financial advisor at Coldstream Wealth Management with nine years of industry experience. He previously worked at Cable Hill Partners, LLC for five years and Fisher Investments for four years. Mcrae is based in Portland, OR. Coldstream Wealth Management is an employee/director-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Casia Chappell is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She has worked at Ferguson Wellman Capital Management, Inc. since 2019 and previously at Sapient Private Wealth Management, LLC from 2012 to 2019. Based in Portland, OR, she provides advisory services as part of a multi-team firm. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions. The firm emphasizes customized, separately managed portfolios constructed through a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Laramy Ayers is a financial advisor with MissionSquare Retirement, holding a Series 65 designation and four years of industry experience. He has worked at several firms including Fisher Investments and Market Leader before joining MissionSquare in 2023. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which is supported by investment advice from Morningstar Investment Management.

Nathan Putnam is a financial advisor at Ferguson Wellman Capital Management, Inc. with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2014. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach across equities, fixed income, and alternatives, and offers customized portfolios alongside wealth planning services.