Lindsay Hessel is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Icon Financial Services LLC and Icon Savings Plan. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients through team-based wealth management supported by an internal Investment Strategy Group.

Erica Long is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Amazon, Seattle University, and Carhartt. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory-based approach with a range of asset classes and alternative strategies, supported by affiliated businesses in real estate, insurance, and estate planning.

Nicholas Rodwick is a financial advisor at Coldstream Wealth Management with a Series 65 designation. He has prior experience at Cable Hill Partners and Washington Federal Bank, as well as a background that includes service in the Marine Corps. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering portfolio management and comprehensive financial planning services.

Nicholas Running is a Series 65-licensed advisor at Coldstream Wealth Management with two years of industry experience. Prior to joining Coldstream, he worked at Cable Hill Partners and spent ten years with Portland State University. He serves as a board member on the finance committee of the Oregon Repertory Singers, a nonprofit organization. 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 services that include portfolio management, financial and retirement planning, family advisory, and fiduciary retirement plan services.

Ralph Cole is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 1998. He holds a Series 63 license and has spent his entire advisory career at Ferguson Wellman. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios built primarily from individual securities and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Harrison Maizels is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Core Planning since 2025 and previously held roles at Facet Wealth and HighTower Securities. Core Planning is a multi-team firm that provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients. The firm offers flexible engagement models and uses third-party model portfolios along with automated rebalancing tools to support portfolio management.

David Montermini is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC in Vancouver, Washington, with nine years of industry experience. He previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. Montermini also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, a life and health agency. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities to deliver a broad range of services.

Thanh Evoniuk is a financial advisor at Coldstream Wealth Management with four years of industry experience. He holds a Series 65 designation and has previous experience with Rosenbaum Financial, Inc., as well as multiple roles at Portland State University and Perkins & Co. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm offers a team-based approach to wealth management, integrating portfolio management, financial and retirement planning, and fiduciary services, with client portfolios managed through a combination of internal strategies, third-party sub-advisors, and alternative investments.

Robert Young is a CFP® and Series 65 credentialed advisor at Coldstream Wealth Management with six years of industry experience. Prior to joining Coldstream in 2025, he worked at Cable Hill Partners, LLC and Fisher Asset Management. He also held a position at the University of Portland from 2015 to 2017. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management, financial planning, and retirement plan services.

Troy Haugen is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he manages several local businesses, including a coffee shop and an ice cream shop in Gresham, Oregon. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a long-term, fundamental analysis-driven approach, utilizing internal management, affiliated platforms, and independent managers to construct diversified portfolios.

Claire Shifren is a CFP® professional with 10 years of industry experience and has been with Summitry, LLC (formerly Golub Group) for 22 years. She is based in Portland, OR. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment process that combines internally managed equity strategies with alternative approaches and independent managers.

Keely Suratt is a Series 65-licensed financial advisor with Coldstream Wealth Management in Portland, OR, with three years of industry experience. Prior to joining Coldstream, she worked at Fisher Investments for six years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary retirement plan services.

Joseph Herrle is a CFA® charterholder with three years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. Prior to that, he held roles at Thetos Advisers and Stamos Capital Partners. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage active equity, fixed income, and alternative strategies.

John Mather is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Dawson Gonwick is a CFP® with one year of experience currently advising at Maridea Wealth Management. His prior experience includes four years at LPL Financial and roles at The Vanguard Group, TFS Advisors, and Koeing Financial Group. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion across a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs with a long-term investment approach supplemented by AI tools under human oversight.

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.

Kirk Matteson is a financial advisor with Buck Wealth Strategies, LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Clear Resource Group, LLC, Financial Advocates Investment Management, and Morgan Stanley & Co. LLC. He is also a licensed independent insurance agent in Oregon. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, and is notable for its use of options strategies and frequent selection of outside money managers.

Deidra Krys Rusoff is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has worked at Becker Capital Management since 2018 and previously spent 14 years at Ferguson Wellman Capital Management. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse range of individual and institutional clients. The firm integrates bottom-up security selection with top-down portfolio construction and manages actively tailored portfolios across multiple asset classes, including equity, fixed income, ESG/impact, and private capital strategies.

Michael Acromite is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and based in Portland, OR. He has two years of industry experience, including roles at Vie International Financial Services and Bank of America Merrill Lynch. His background also includes work in finance and insurance with various firms, as well as experience in the travel industry and at a university. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

Mark Higgins is a CFP® and CFA® affiliated with Index Fund Advisors, Inc. He has three years of industry experience, including ten years at RVK, Inc. He is also involved with Enlightened Investor, LLC, which manages the copyright and sales of the book *Investing in U.S. Financial History: Understanding the Past to Forecast the Future*. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, and institutions. The firm employs globally diversified, passively managed portfolios with an emphasis on tax-aware strategies and integrates in-house tax services alongside advisory offerings.