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.

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.

Dru Gilbert is a financial advisor with Wedbush Securities Inc. in Vancouver, Washington, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Wedbush Morgan Securities since 2008 and previously at M.L. Stern & Co., LLC from 2004 to 2008. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services tailored to client objectives and risk tolerances.

Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. He is also involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resources outside of his advisory role. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a combination of third-party sub-advisers, model portfolios, and alternative investment options to implement client strategies and provides a web-based platform for independent advisers.

Melissa May is a financial advisor at Becker Capital Management, Inc. She holds a Series 65 designation and has experience working in legal and advisory roles, including positions at Duffy Kekel LLP and Catalyst Law, LLC. She also operated her own firm, Melissa May, L.L.C., from 2015 to 2017. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion across individual, high-net-worth, institutional, and nonprofit clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including portfolio management, financial planning, and institutional consulting.

Jackson Oreilly is a CFP® with seven years of industry experience currently affiliated with Brighton Jones LLC in Portland, OR. He has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for eight years and spent time at Tesla Motors. Brighton Jones serves a diverse client base including individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services with a holistic, balance-sheet approach, including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

Michael Burton is a financial advisor at Aegis Capital Corp. in Portland, OR, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously led Burton Consulting Group for 16 years. Outside of his advisory role, he is involved with ACC Agency, Inc., an insurance general agency. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Scott Christianson is a CFP® professional with 11 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. since 2008. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. The firm focuses on customized, separately managed portfolios primarily composed of individual securities and employs a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Melanie Carpenter is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with M Financial Group since 2016. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, with an emphasis on suitability-based recommendations and ongoing client monitoring.

Charissa Anderson is a CFP® professional with 17 years of industry experience. She has been with Ferguson Wellman Capital Management, Inc. since 2017 and previously worked at Umpqua Bank from 2011 to 2017. She is based in Portland, OR, and holds the Series 66 designation. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. 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.

Shelby Desiervo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2025. Prior to joining Coldstream, Shelby worked for 11 years at Cable Hill Partners LLC. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a broad range of services including portfolio management, financial planning, and access to alternative investments.

Evan Seach is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, he worked at Trustmont Financial Group from 2016 to 2019. 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 offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

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.

Olivia Lukovich is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 credential. She has been with Brighton Jones since 2025 and has experience working at the University of Oregon Lundquist College of Business. Previously, she worked in customer service roles at Black Rock Coffee Bar and CeramiCafe Art Lounge. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services through a holistic, balance-sheet approach that includes discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Trevor Scambray is a financial advisor at Coldstream Wealth Management in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Stephen Laveson is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 30 years of industry experience. He has been with Becker Capital Management since 1995. 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 an integrated research and portfolio construction process focused on value-oriented strategies across multiple asset classes and offers a range of services from discretionary portfolio management to nonprofit consulting.

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.