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.

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.

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.

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.

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.

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.

Nathan Putnam is a financial advisor at Ferguson Wellman Capital Management, Inc. with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2014. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach across equities, fixed income, and alternatives, and offers customized portfolios alongside wealth planning services.

Sandra Hay Magdaleno is a CFP® with 38 years of experience in the financial services industry. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has previously worked at Cetera Advisors and Cascadia Advisory Services. Magdaleno serves as a board member of the Portland Open Bible Community Pantry, a nonprofit food bank. Consolidated Portfolio Review Corp 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 proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Brian Scott is a financial advisor with Foundations Investment Advisors LLC in Vancouver, WA, holding a Series 65 designation and 14 years of industry experience. He previously worked at Fisher Investments for 12 years. In addition to his advisory role, Scott is involved in insurance sales through Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and third-party sub-advisers to tailor investment solutions.

Shane Feiman is a financial advisor with M Holdings Securities, Inc. based in Portland, OR, holding the CFP® and ChFC® designations with 27 years of industry experience. His prior career includes over two decades at Equitable Advisors and AXA Advisors. Feiman serves as a trustee on the board of the Children's Hospital Foundation and is a board member of OtterCares, a private foundation focused on innovation and education. M Holdings Securities, Inc. supports a nationwide network of independent financial professionals serving individuals, retirement plans, charitable organizations, and businesses. The firm provides a wide range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of in-house portfolio management and third-party sub-advisors.

Brandon Ferree is a CFA® charterholder with 12 years of industry experience. He is currently with Becker Capital Management, Inc., where he has worked since 2024. Prior to that, he spent 11 years at Fisher Investments. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach that integrates bottom-up fundamental research with top-down asset allocation, offering a range of strategies across multiple asset classes and managing both registered mutual funds and private funds.

Joshua Frankel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. since 2013. He holds the Series 66 designation and is based in Portland, OR. Outside of his advisory role, he is a limited partner in a family real estate investment partnership. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach supported by a centralized committee and offers specialized strategies including tax-aware equities and sustainable investing.

Roy Kissin is a financial advisor with Parallel Advisors, LLC in Portland, Oregon, holding 16 years of industry experience. He has been with Parallel Advisors since 2015. Parallel Advisors serves a diverse client base, including high-net-worth individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, using a variety of investment strategies and technology platforms to manage portfolios and implement tax-efficient rebalancing.

Samantha Pahlow is a financial advisor at Ferguson Wellman Capital Management, Inc. with eight years of industry experience. She holds the Series 65 and Series 66 licenses. Prior to joining Ferguson Wellman in 2018, she worked at Riverview Trust Co. from 2016 to 2018. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach and offers customized portfolios along with wealth planning services including retirement, trusts and estates, and philanthropic strategies.

Michael Chrysler is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Resource Investment Architects, Inc. and Matrix Asset Management. In addition to his advisory role, he is the owner and managing partner of Matrix Asset Management, where he manages portfolios and oversees client relationships. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, incorporating fundamental, technical, and cyclical investment analysis.

Reem Rizk Hunter is a CFP® and holds a Series 66 license with 5 years of experience in the financial services industry. She currently works at Coldstream Wealth Management and previously held roles at Cable Hill Partners, LLC and Raymond James Financial Services, Inc. Prior to her finance career, she worked at The Cheesecake Factory for eight years. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to various alternative investments.

Thomas Weed is a financial advisor with Mutual Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Whitehouse Wealth Management and Cetera Advisor Networks. Outside of advising, he operates as an independent insurance agent and is involved as a donor with the Make-A-Wish Foundation. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers asset management and financial planning through active and passive strategies, employing multiple analytical approaches and third-party tools to customize portfolios aligned with clients’ objectives.

Kendall Acheson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Coldstream Wealth Management and previously worked at Cable Hill Partners, LLC, and Raymond James and Associates. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing a team-based approach supported by an internal Investment Strategy Group.

Crystal Smithers is a financial advisor with Level Four Advisory Services, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining Level Four Advisory Services, she worked at Bank of America and Merrill. She is involved in managing member roles for LionCrown Wealth Management LLC and LionCrown Insurance Agency, which focus on investment and insurance services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of custodian and platform arrangements.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.