Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Grace Hornecker is a financial advisor with Aldrich Wealth LP in Lake Oswego, OR. She holds a Series 65 designation and has been with Aldrich Wealth since 2022. Prior to that, she held positions at RVK Inc., Sapient Private Wealth Management, Columbia Trust Company, Portland Business Alliance, Nordstrom, and the University of Oregon. 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 strategies overseen by an Investment Committee and offers tax-aware techniques and various portfolio options.

Kelsey Walker is a CFP® with nine years of industry experience, currently serving at Aldrich Wealth LP since 2021. Prior to joining Aldrich, she worked at Summit Trail Securities, LLC and Summit Trail Advisors, LLC from 2016 to 2020. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and businesses. The firm employs a combination of active and passive investment strategies overseen by an Investment Committee and offers specialized services including tax-aware techniques and sub-advisory roles for insurance-dedicated funds.

Claudia Porter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2025. She previously worked for nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Porter serves on the boards of The W-Source and The Speakers Alliance and is involved in business coaching through Find Your Voice Communications. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Sam Pieh is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with American Independent Securities Group since 2015. Outside of his advisory role, he owns and operates a Chinese restaurant, Hunan Pearl Cuisine, in Lake Oswego, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

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.

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.

David Imhoff is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Fisher Investments and Multnomah Group. Outside of finance, he has experience working in fitness with Muv Fitness. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services focused on holistic financial planning and discretionary asset allocation. The firm emphasizes technology-driven solutions and operates with fixed subscription fees instead of percentage-based investment fees.

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.

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.

Shima Salehi is a CFP® with 15 years of industry experience. She has worked at Summit Trail Advisors, LLC since 2024, following roles at LPL Financial, BMO Bank NA, and BancWest Investment Services. Summit Trail Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, and institutional clients. The firm employs a structured investment process across multiple asset classes and outcome categories, using an open-architecture approach with various investment vehicles and ongoing due diligence.

Candace Turanzas is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Allium Financial Advisors, Arnerich Massena, and Merrill Lynch, Pierce, Fenner & Smith Inc. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $6.8 billion in client assets and emphasizes customized asset allocations using low-cost diversified mutual funds and ETFs alongside other investment options.

Kirby Chien is a financial advisor with Kovack Advisors, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Edward Jones and Princor Financial Services Corporation. Outside of his advisory role, he serves as president of Bedrock Wealth Management, an investment and life insurance advisory business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and financial institutions, through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure, utilizing mutual funds, ETFs, and other vehicles tailored to client objectives, along with third-party manager recommendations and ongoing portfolio supervision.

Michael Mcdonald is a financial advisor with Western Wealth Management LLC in Happy Valley, OR, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Western Wealth Management since 2016 and concurrently with LPL Financial, LLC since 2015. Outside of his advisory work, Mcdonald is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 representatives using model portfolios and a range of investment strategies across multiple asset classes.

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. He is currently with Wealth Watch Advisors, INC and has previously worked at several firms including Impact Partnership Wealth, LLC and Aegis Wealth Management, Inc. He is also involved with Cannon Insurance Solutions, Inc., an insurance business he has been associated with since 2007. 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 offers discretionary and non-discretionary portfolio management primarily through approved third-party model managers, alongside financial planning and consulting services.

Bradford Wear is a financial advisor with RiverFront Investment Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with RiverFront Investment Group and ALPS Distributors, Inc. in various roles since 2013, including his current position since 2020. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies (ETFs). The firm uses a multi-advisor platform and a "Price Matters" investment approach that combines strategic and tactical asset allocation with security selection and risk management.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.

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.

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.