Rocky Monson is a financial advisor with Buck Wealth Strategies, LLC in Portland, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments and Foundations Investment Advisors, LLC. Outside of his advisory work, he is also an insurance agent involved in the sale of various insurance products. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses third-party tools to customize client portfolios based on quantified risk profiles.

Nicholas Buckley is a CFA® charterholder at Coldstream Wealth Management with approximately seven years of industry experience. His prior roles include positions at Arnerich Massena, Meketa Investment Group, and Nike. Coldstream Wealth Management is an SEC-registered adviser managing around $13.9 billion in assets for individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses team-based wealth management supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan fiduciary services.

William Tufts Jr. is a financial advisor at Saxony Capital Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Crown Capital Securities, LP for 19 years before joining Saxony. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model and employs various investment methods, including fundamental and technical analysis, offering discretionary asset management alongside hourly or flat-fee financial planning.

Meaghan Bradley Bussell is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She has been with Becker Capital Management, Inc. since 2018. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach that integrates 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.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Matthew Faubion is a CFP® with 13 years of industry experience, currently serving as an advisor at Compound Planning, Inc. He has previously worked at several firms including Origin Financial, Faubion Wealth Management LLC, Catalyst Private Wealth, Destination Wealth Management, and ClearPath Capital Partners LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies through both in-house and third-party solutions.

Richard Newhams is a financial advisor with M HOLDINGS SECURITIES, Inc. in Portland, OR, holding a Series 65 credential and bringing 12 years of industry experience. He has worked with M HOLDINGS SECURITIES since 2013 and has been associated with VIE International Financial Services, Ltd. since 2005. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services such as investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Scott Thiel is a financial advisor with Encompass More Asset Management LLC in Portland, OR. He holds a Series 65 designation and has experience working in financial services and media, including roles at Appreciation Financial and NFL Network. Outside of advising, he works as an independent video editor. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm uses model-based investment strategies combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million across roughly 4,000 clients.

Krystal Daibes is a CFA® charterholder with five years of experience at Ferguson Wellman Capital Management, Inc. She previously worked at Sands Capital Management and was self-employed before joining Ferguson Wellman. Outside of her advisory role, she is the owner of Luz Lounge Portland, a medical spa. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm offers discretionary, active investment management across multiple asset classes and emphasizes separately managed portfolios with tailored wealth planning solutions.

Michael Schoonmaker is a financial advisor with M Holdings Securities, Inc. based in Portland, OR, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, American Century Investment Services, and National Advisors Trust Company. He also has experience as an independent contractor participating in consulting and focus groups related to wealth management. M Holdings Securities, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary investment management with consulting and financial planning, supported by multiple platform providers and third-party sub-advisors.

Anthony Rue is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. His prior experience includes roles at Cable Hill Partners, LPL Financial, Bank of America, Merrill, Tru Independence Asset Management, and U.S. Bancorp Investments. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Blaine Dickason is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ferguson Wellman since 2018, following nine years at Quest Investment Management. 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 and retirement plans. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Robert North is a financial advisor with B.B. Graham & Company, Inc. in Portland, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with B.B. Graham since 2016. Outside of his advisory work, North serves as president of the Oregon Water Polo Officials Association, overseeing operational and training activities. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis with regular account reviews and may implement client strategies through third-party asset managers, offering both discretionary and non-discretionary asset management options.

Benjamin Mac Kinnon is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR. He holds a Series 65 designation and has one year of industry experience, including prior work at Wells Fargo and several years in educational roles. 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, generally targeting clients with at least $2 million to invest. Vista employs an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Scott Kelley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes positions at Federated Hermes, Inc., Merrill, and OppenheimerFunds Distributor, Inc. He is based in Ridgefield, WA. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individual clients, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted service model featuring third-party financial planning software and serves a high number of clients per advisor.

Brian Murphy is a financial advisor with Morgan Stanley in Lake Oswego, Oregon. He holds a Series 66 designation and has 16 years of industry experience, including nine years at M Holdings Securities, Inc. prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Conroy is a CFP® and Series 66 licensed advisor with nine years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2023. His prior roles include positions at Aldrich Wealth LP and Charles Schwab. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs a discretionary, active investment approach across equities, fixed income, and alternatives, and offers wealth planning services including retirement, trusts and estates, and philanthropic strategies.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

Jeffrey Schultz is a CFP® with 27 years of industry experience, currently serving at Creativeone Wealth, LLC. He has held roles at Change Path LLC since 2017 and has operated Schultz Financial Services since 2013. Outside of his advisory work, he is involved with CCPOD, LLC, a property leasing business for food cart entrepreneurs. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, and options.

George Hosfield is a CFA® charterholder with 34 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR since 1991. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized, separately managed portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection using quantitative screening and fundamental research, and it offers specialized divisions for varying client needs, including a private family office service.