Bradford Wear is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and ALPS Distributors, Inc. in roles related to investment management and fund distribution. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, delivering portfolios through various platform solutions including SMAs, UMAs, and model delivery systems.

Douglas Greenberg is a financial advisor with SB Advisory, LLC, holding Series 65 and Series 63 licenses and over 32 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as Pinnacle Wealth Advisory. Outside of his advisory work, he is a co-founder of Data Aviator, a company focused on audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

David Seymour is a financial advisor with Wedbush Securities Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Wedbush Morgan Securities since 2004 and previously at RBC Capital Markets from 2002 to 2004. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers a broad range of services such as wealth management, fixed income, commodities, and portfolio management tailored to client objectives.

Breanna Pangares is a CFP® with six years of industry experience, currently serving as a financial advisor at Becker Capital Management, Inc. since 2019. Prior to joining Becker Capital Management, she worked at Ferguson Wellman Capital Management from 2016 to 2019. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and other institutional investors. The firm employs a research-driven, value-oriented investment approach that integrates bottom-up fundamental analysis with top-down asset allocation across multiple asset classes and offers discretionary management through a team-based structure.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.

Andrew Murray is a CFA® charterholder with 12 years of industry experience, currently serving at Becker Capital Management, Inc. in Portland, OR since 2013. He is part of a multi-team firm with 19 advisors. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for individual, high-net-worth, institutional, and nonprofit 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 across multiple asset classes, including a registered mutual fund and private pooled investment vehicles.

Michael Radakovich is a financial advisor with Consolidated Portfolio Review Corp in Portland, OR, holding the CFP® and ChFC® designations and possessing 39 years of industry experience. He has worked at Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2020, and previously at Kms Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Radakovich serves as president of the Fly Fishing Club of Oregon. Consolidated Portfolio Review 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 discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Bryan Shipley is a CFA® charterholder with over 20 years of industry experience. He is currently an advisor at Coldstream Wealth Management, having joined the firm in 2024 after a long tenure at Arnerich Massena, Inc. Bryan serves on multiple investment advisory committees for funds and portfolio companies where client assets are invested, including Morrison Street Capital Funds and Water Asset Management. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering diversified portfolio management, financial planning, and access to a range of alternative investments and in-house capabilities.

Daniel O'Doherty is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. His prior roles include positions at Triad Advisors, LLC, Cetera Advisors LLC, and CSNW Benefits, an Alera Group company. Outside of his advisory work, he owns investment real estate through several LLCs. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm utilizes internal management capabilities alongside independent managers, focusing on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Steven Beard is a CFP® with experience at Clear Creek Financial Management, LLC since 2026, and previously at Renaissance Financial Management and Willamette Financial Advisors. He also worked at Edison High School for 17 years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm combines fundamental, technical, and cyclical analysis with a range of investment strategies and offers algorithmic consulting through its Helios Quantitative Research division.

Gabrielle Thomas is a financial advisor with M Holdings Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, she worked at JP Morgan Securities, LLC from 2016 to 2019. 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 broad range of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, using both proprietary and third-party resources.

Glen Davis is a financial advisor at Aegis Capital Corp. in Portland, OR, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis since 2015. Outside of his advisory role, Davis is involved in managing several private real estate investment entities. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting services for its clients.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities Advisory. Schulz is also the founder of Jesus' Family Ministries, a nonprofit focused on promoting the importance of family, for which he authored a book and maintains a web presence. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians in its service delivery.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

Kyle Dodrill is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. in Portland, OR. His prior roles include positions at Deschutes Investment Consulting, Empirical Wealth Management, and Cambridge Investment Research. Outside of finance, he assists occasionally with floral design at Swoon Floral Design. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by client education and integrated affiliated service lines.

Stephen Engle is a CFP® professional with 10 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2025 and previously spent a decade at Thompson Advisory Services, LLC. In addition to his advisory role, he was involved with The Engle Group dba ELR Legal Search from 2009 to 2019. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, providing financial and tax planning services. The firm employs a disciplined asset allocation strategy focused on equities, global diversification, and high-quality fixed income, delivering advice on a non-discretionary basis and offering fiduciary retirement-plan consulting.

Jacob Nelson is a financial advisor at Osaic Advisory Services, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Securities America, Inc. and the NorthWest Investment and Retirement Group. Before entering the financial industry, he held positions in the hospitality sector. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and related advisory offerings through multiple program models and a variety of proprietary and third-party platforms.

Caitlin Walker is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at D.A. Davidson & Co. and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Travis Poulos is a CFP® with 18 years of experience in the financial industry. He is currently with Mercer Global Advisors Inc. and has previously worked at The Vanguard Group and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside various packaged and tax-managed programs.

Joshua Keller is a Series 66-licensed advisor with Valic Financial Advisors in Missoula, MT, with four years of industry experience. Prior to joining Valic, he worked at Agia and spent ten years with Billings Public Schools. Outside of his advisory role, Keller serves on the board of the Greater Yellowstone Valley United States Bowling Congress, helping to support local bowling programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.