James Miller is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, and Morgan Stanley DW Inc. In addition to his advisory role at Prospera, he owns White Horse Capital Management LLC, where he provides financial advice and services. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Jeffrey Hegstrom is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously at Citigroup Global Markets from 2003 to 2009. 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 wide range of services such as wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Ryan Long is a CFA® charterholder affiliated with Advisory Solutions Group in Portland, OR, with one year of industry experience. He previously worked at FocusPoint Solutions Inc for 15 years before joining Advisory Solutions Group and Wealth Enhancement Group. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses diversified portfolios incorporating quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and access to held-away retirement assets.

Kathy Peterson is a financial advisor at Aldrich Wealth LP with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Aldrich Wealth since 2019, following eight years at Arnerich Massena, Inc. 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 tax-aware implementation, serving clients through its Private Wealth and Corporate Retirement Plan divisions.

Rachel Gustafson is a CFP® with 11 years of industry experience. She currently works at Summit Wealth Group and previously worked at Financial Investment Team, PEAK Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and uses a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

James Sumner is a financial advisor at Ashton Thomas Private Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortitude Advisory Group, Cetera Investment Services, Washington Trust Bank, and KeyBanc Capital Markets. Outside of his advisory role, he serves as a director for the Western Golf Association/Evans Scholars Foundation, participating in board activities related to the Portland Golf Club caddie program. 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, and expanded family office services, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to various program managers.

David Reichle is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for 13 years, where he also served as a director of a non-operating company. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets.

Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at NorthCoast Asset Management LLC, having joined in 2026. His prior experience includes roles at Deschutes Investment Consulting, Human Investing, TMG Wealth Advisors, and Triad Advisors. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a diverse range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Sandie Rodda is a financial advisor with Zacks Investment Management, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Morningstar Investment Management LLC, Allianz Life Insurance Company of North America, and Invesco Distributors, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and sponsors multiple wrap-fee and unified managed account programs.

Julie Johnsen is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Christopher Abbruzzese is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for over a decade, where he also served as Chief Investment Officer of a non-operating affiliated company. Robertson Stephens Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations, combining individualized advice with centrally developed model portfolios and oversight by an Investment Committee.

Daniel Horowitz is a financial advisor at Aldrich Wealth LP with three years of industry experience. He holds a Series 65 designation and previously worked at Campbell Global and Arnerich 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 combines active and passive management across various investment vehicles and incorporates tax-aware strategies, supported by an Investment Committee and complementary accounting and trustee-directed plan management services.

Tawny Ramones is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2016. Prior to this, she worked at Aldrich Advisors from 2013 to 2016. 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 distinct Private Wealth and Corporate Retirement Plan divisions, combining active and passive investment strategies with tax-aware implementation and third-party management.

Joanne Galligan is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has been with Wedbush Securities since 2011. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension plans, and foundations. The firm offers a range of services across wealth management, fixed income, commodities, and capital markets, with both discretionary and non-discretionary portfolio management options.

Stephen Brown is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Portland, OR, with 48 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Western International Securities, Inc. for 18 years. Outside of his advisory work, he serves as Treasurer of the Deschutes Land Trust and is involved with economic development and budget committees in Crook County, Oregon. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets and utilizing a variety of investment vehicles and third-party manager arrangements.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC. Outside of his advisory work, he is the CEO of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee services. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, supported by a mix of in-house and third-party models and specialized technology partnerships.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, which focuses on life insurance and annuity product sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through vetted third-party model managers and offers services such as portfolio management, financial planning, and consulting, including private placements for accredited investors.

Philip Sherman is a CFP® with 11 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has held roles at firms including Deschutes Investment Consulting, Cetera Advisor Networks, and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services, utilizing a combination of proprietary model portfolios, third-party managers, and quantitative investment techniques.

Anthony Hutchinson is a CFA® charterholder with three years of industry experience. He is currently with Aldrich Wealth LP and has held prior roles at Peak Brokerage Services, Financial Investment Team, Alan Biller and Associates, Oregon State Treasury Investment Division, and Grosvenor Capital Management. 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 within diversified portfolios overseen by an Investment Committee and employs tax-aware strategies alongside a range of specialized investment solutions.

Christopher Mc Nabb is a CFP® professional with five years of industry experience, currently with Aldrich Wealth LP. He previously worked at Parcion Private Wealth and has a background that includes roles at the University of Oregon and Protalus. Aldrich Wealth LP offers 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 utilizes tax-aware strategies within a structure overseen by an Investment Committee.