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.

Alexander Whitehouse is a CFP®-certified financial advisor with over 22 years of experience, currently practicing at Mutual Advisors, LLC. He has held roles at Whitehouse Wealth Management, Cetera Advisors Network, Manulife Investment Management, and John Hancock Investment Management. Outside of advisory work, Whitehouse volunteers as a judge for the SIFMA Foundation's InvestWrite competition and teaches financial literacy and entrepreneurship to students through Junior Achievement's BizTown program. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management using a mix of active and passive strategies, with a focus on diversification and alignment to client objectives.

Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Allstate Financial Advisors, LLC, Allstate Insurance Co., and Sequent Planning, LLC. He also owns Premier Personal Services LLC, which he uses for administrative purposes. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

Reilly Blood is a CFP® at Ferguson Wellman Capital Management, Inc. in Portland, OR, with one year of industry experience. Prior to joining Ferguson Wellman, Reilly worked at Moss Adams LLP, Northwest Investment Counselors, Recess Studios, and Starcycle. Ferguson Wellman provides personalized investment and wealth management to individuals, families, and institutional clients, utilizing discretionary and active management across equities, fixed income, and alternatives. The firm emphasizes customized portfolios, tax-aware strategies, and sustainable investing products, serving clients with a family-office style division and a centralized investment policy committee.

David Fennell is a financial advisor with RFG Advisory, LLC holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to his current role. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $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, offering portfolio management, financial planning, retirement consulting, and access to alternative investments and annuity management.

Sheri Sanders is a financial advisor with Ferguson Wellman Capital Management, Inc. in Portland, OR, holding Series 65 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Great Northern Asset Management, Ameriprise Financial Services, and Harlow Wealth Management. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients, offering customized portfolios and comprehensive wealth planning. The firm employs an active, discretionary investment approach that combines top-down macro strategies with bottom-up security selection, including quantitative analysis and ESG considerations.

Deegan Lee is a financial advisor at Abacus Wealth Partners with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Tideline and Dimensional Fund Advisors. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutional clients. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled vehicles into suitable portfolios.

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.

Mary Lago is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with 13 years of industry experience. She holds the Series 66 designation and has been with Ferguson Wellman since 2015. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management and customized portfolios primarily composed of individual securities. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening, fundamental research, and backtested multifactor models.

James Ryan is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at U.S. Bank and Edward Jones. Ryan is also involved with Schultz Financial Services, Inc., where he offers investment advisory services as a junior financial planner. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Ryland Moore is a financial advisor at Coldstream Wealth Management with 11 years of industry experience. He holds a Series 65 credential and previously worked for Arnerich Massena for 12 years. Outside of his advisory role, he is involved with Live Water Properties, LLC, where he serves as a sales associate and independent contractor specializing in farm and ranch market analysis. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering tailored portfolio management and access to a range of alternative investments and affiliated services.

Kimberly Rosenberg is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. She founded Kim Rosenberg Inc. in 2018 and has held roles at Thrive Transitions and Rosenbaum Financial Inc. in her career. Outside of financial advising, she owns a wholesale diamond business and manages a family-owned apartment building. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering services including portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based approaches supported by an internal Investment Strategy Group.

Brett Norris is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. since 2023. His prior experience includes roles at Keen Wealth Advisors and The Welch Group. He is also the trustee of the Jerry W Norris Family Trust, where he manages investments related to the trust. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm offers customized portfolios and wealth planning, employing a centralized investment policy committee that integrates top-down macro positioning with bottom-up security selection across a range of asset classes.

Heidi Goertzen is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has worked at Becker Capital Management, Inc. since 2019, following prior roles at Confluence Wealth Management and Ferguson Wellman Capital Management. Becker Capital Management, Inc. is an employee-owned SEC-registered adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Tyler Jaglowski is a financial advisor at Becker Capital Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Becker Capital Management, he worked at MacKay Shields, LLC and held roles at the University of Oregon and D.B. Fitzpatrick & Co. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, foundations, pension plans, pooled funds, and nonprofit organizations. The firm combines bottom-up security selection with top-down portfolio construction, managing a range of strategies across equity, fixed income, multi-asset, ESG/impact, and private capital, and also sponsors registered mutual funds and private pooled investment vehicles.

Bradley Houle is a CFA charterholder with 29 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Portland, Oregon. Ferguson Wellman is an employee-owned, SEC-registered investment adviser providing personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios and integrates top-down asset allocation with quantitative and fundamental research in its investment process.

Patrick Ihnken is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He began his career at Fidelity as a Financial Representative in 2018 and served as an Investment Consultant in 2020 before his current position. Patrick is a CERTIFIED FINANCIAL PLANNER™ Professional and draws on his experience as a former Army Officer to collaborate with clients in creating simple and adaptable financial plans aimed at helping them pursue their retirement goals. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional life, Patrick engages in family activities, fitness, and traveling, and he has interests in food, reading, and military service.

Eric Guetterman is a financial advisor with Trajan Wealth, L.L.C. in Vancouver, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Fisher Investments, LPL Financial, Columbia Credit Union, and State Farm Insurance. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to clients’ specific circumstances and offers access to alternative private-market investments.

Jill Pierce is a financial advisor at Tucker Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of her advisory role, she is involved as an independent insurance agent and manages client service operations for Winning Money Strategies, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, providing discretionary investment management and financial planning through a network of investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers various investment strategies, including growth, fixed income, direct indexing, and alternative investments.

Robert Stein is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities before joining his current firm in 2019. Stein has been a fixed life insurance agent and a notary public, though these activities are currently inactive. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.