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.

Katherine Backus is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has been with Fisher Investments since 2014. 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.

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.

Lindsey Williams is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 20 years of industry experience. She has been with Vista Capital Partners since 2005. Outside of her advisory role, she works as a sales associate at a retail home furnishings store. Vista Capital Partners is a fee-only registered investment adviser that provides discretionary portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm uses an asset-allocation driven approach focused on index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.

Jessica Allison is a CFP® with seven years of industry experience. She is affiliated with Vista Capital Partners, Inc. and has worked at Brighton Jones LLC since 2014. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm provides portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions, using an asset-allocation driven approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Sammie Guajardo is a CFP® with five years of industry experience, currently serving as a financial advisor at Facet since 2024. Prior to joining Facet, Guajardo worked at LPL Financial and Financial Freedom Wealth Management Group, LLC from 2020 to 2024. Before entering the financial industry, Guajardo held positions at Topgolf and Dave & Buster's. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, using technology-driven processes and model-based asset allocations focused on ETFs. The firm serves both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform.

Philip Eickhoff is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Iter-Silva Financial Group and SUMMIT KAI-ZEN FiNANCIAL. He also owns a sole proprietorship providing life insurance and annuity sales and brokerage services specializing in settlement planning for attorneys and their clients. IAMS Wealth Management offers investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party model portfolios and integrates a broad range of investment instruments alongside operational practices like AI research tools.

Marcus David is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 designation. Prior to joining Aldrich Wealth, he worked at First Western Trust and Raytheon Technologies, and he has academic experience at The University of Arizona. 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 across various asset classes and employs tax-aware strategies, with oversight from an Investment Committee.

Charles Cannon is a CFP® with 11 years of industry experience, currently with Wealth Watch Advisors, Inc in Tigard, OR. His prior roles include positions at Impact Partnership Wealth, Aegis Wealth Management, Specialized Advisors, Secure Investment Management, and JD Mellberg Financial. He also operates Cannon Insurance Solutions, Inc, a separate insurance business he has managed for over 19 years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of discretionary and non-discretionary portfolio management through approved third-party model managers, applying quantitative, qualitative, and technical methods alongside alternative private placements for eligible accredited investors.

Michael Oreilly is a Series 65-licensed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 25 years of industry experience. He has been with Vista Capital Partners since 2000. Vista Capital Partners is a fee-only registered investment adviser that offers discretionary portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm manages approximately $2.72 billion in discretionary assets and emphasizes an asset-allocation driven process using index funds, disciplined rebalancing, and customized Investment Policy Statements.

Michael Radakovich is a financial advisor with Consolidated Portfolio Review Corp in Portland, OR, holding the CFP® and ChFC® designations and possessing 39 years of industry experience. He has worked at Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2020, and previously at Kms Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Radakovich serves as president of the Fly Fishing Club of Oregon. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Jeffrey Griggs is a CFA® charterholder with 13 years of industry experience. He is an advisor at Vista Capital Partners, Inc. and has worked at Spectrum Strategic Capital Management, LLC since 2014. 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 approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Jason Stewart is a financial advisor at Independent Solutions Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Blackridge Asset Management, LLC and Peak Brokerage Services, LLC. Outside of his advisory role, Stewart owns and operates HealthcarePDX.com, a health insurance consulting and sales business. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and employs a strategic asset allocation and manager selection process across diversified risk profiles.

Eric Yan is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR, with 11 years of industry experience. He has previously worked at Cable Hill Partners, LLC and Wells Fargo. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for about 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment approach that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Andrew Darkins is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Vista Capital Partners, Inc. since 2016. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily 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 approach that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Alexander Reed is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Columbia Associates, Cetera Advisor Networks, CWM, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, Reed owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm delivers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Luan Dollens is a financial advisor at Aldrich Wealth LP with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M Holdings Securities, Inc. for 16 years. Outside of his advisory role, he is involved with TLD Consulting Services, LLC, providing consulting and management services. Aldrich Wealth LP offers 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 operates distinct Private Wealth and Corporate Retirement Plan divisions.

Nathan Brown is a CFP® and ChFC® with 10 years of industry experience, currently serving at Farther Finance Advisors since 2024. He has previously worked at My Personal CFO, Kimsa Total Wealth, and Pacific Capital Resource Group. Outside of his advisory role, Brown is the founder of End Gov't Tips, which creates and publishes financial and tax education content, and serves as CFO and business consultant for Synergy India Ventures. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary and customized model portfolios with algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools under internal review controls.