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 previously worked at Portland Private Wealth Management, Inc. for nine years before joining his current firm in 2023. Pizzuti holds the Series 63 and Series 66 licenses. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analysis with a range of investment strategies.

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., 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.

Michael Bien is a financial advisor with Independent Solutions Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 66 designations and having 21 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Financial Investment Team. Additionally, he is active as a licensed insurance agent focusing on fixed insurance sales. Independent Solutions Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets, offering financial planning, portfolio management, tactical strategies, and third-party manager selection with an investment process centered on strategic asset allocation and in-house due diligence.

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 at Concurrent Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial and Raymond James Financial Services. Outside of advisory work, he is involved in providing fixed insurance advice through separate agencies. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth and investment management, financial planning, and retirement plan services. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors.

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.

Forbes Robinson is a financial advisor at Western Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Outside of finance, he is involved in music through a venture called Thunderstruck and operates an online retail crafts business named Fats and Pet Creations. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing multiple model portfolios and strategies.

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.

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.

Vincent Gimarelli is a financial advisor at Sowell Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at AssetMark Financial Holdings, Inc., ASI Wealth Management & Consulting Services, and Osborne Partners Capital Management. He is also affiliated with Hemispheres Consulting Inc., where he has been active for several years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a variety of management styles and access to model portfolios, third-party manager selection, and unified managed account solutions.

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.

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.