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.

Jonathan Gannon is a CFP® professional with 11 years of industry experience, currently serving at Vista Capital Partners, Inc. since 2017. His prior roles include positions at Fisher Investments and Cornerstone Advisors, Inc. 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 approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.

Cara Miller is a financial advisor at Vista Capital Partners, Inc. with eight years of industry experience. She has held positions at Vista Capital Partners since 2020, previously working at Cable Hill Partners, LLC and Peaceful Media, Inc. Cara holds a Series 65 designation. 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 disciplined, asset-allocation driven process that emphasizes index funds, rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Joyce Pereira is an Investment Advisor Representative with Wealthcare Advisory Partners LLC and holds a Series 65 designation. She has 15 years of industry experience and has worked at Sommers Financial Management since 2009. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative investments using a goals-based, evidence-driven advisory process supported by proprietary software and quantitative measures.

Nathan Drews is a financial advisor at Thrivent Advisor Network, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Purshe Kaplan Sterling Investments and Thrivent Financial. Outside of his advisory role, Drews serves on the board of Buzzy's Bees, a nonprofit focused on supporting families grieving the loss of a child through outreach and education. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans through a broad network of advisors managing approximately $6.8 billion in client assets. The firm offers customized portfolio management and financial planning, emphasizing low-cost diversified investments and utilizing both internal management and independent managers.

Gaylord Lyman is a CFA® charterholder with 17 years of industry experience. He has worked at Ashton Thomas Private Wealth since 2023, following six years at Affinity Investment Advisors and five years at Kohala Capital Partners. Outside of his advisory role, he serves as an independent trustee for a family of mutual funds and provides strategic advisory services to a creative media agency. 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, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for model design and program manager access.

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.

Shannon Powers is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining IP Financial Advisory Services in 2023, Powers worked at Western International Securities, Inc. for 11 years. Powers is also involved in the Ridgefield community as a member of the local Chamber of Commerce. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a combination of traditional investment advisory services alongside actuarial analysis and insurance consulting, with an emphasis on non–high-net-worth individuals.

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.

Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.

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.

James Benjamson is a financial advisor at IP Financial Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, L.P. since 1999. In addition to his advisory role, he operates a CPA practice focused on accounting and tax services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and also provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

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.

Suzanne Bick is a Series 65 licensed financial advisor with The Mather Group, LLC in Beaverton, Oregon, and has four years of industry experience. Prior to joining The Mather Group in 2022, she worked for Cedar Financial Advisors, LLC and Norway Labs, Inc. She combines her experience from both financial advisory and corporate sectors in her current role. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized portfolio options, supported by AI and machine-learning tools under human oversight.

Alexander Canellopoulos is a CFP® and CFA® at Vista Capital Partners, Inc. in Portland, OR, with one year of industry experience. Prior to joining Vista Capital Partners in 2021, he worked at Stockman Bank of Montana from 2019 to 2021 and studied at the University of Montana from 2015 to 2019. Vista Capital Partners is a fee-only registered investment adviser that provides discretionary portfolio management and comprehensive wealth-planning services to a diverse client base, including individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment process focused on index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.