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 at Advisor Share Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Peace Of Mind Wealth Management and Horter Investment Management. Outside of his advisory role, Schadler is involved in a recruitment business focused on helping financial advisors improve their marketing efforts and connect with strategic partners. 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 investment options, operating through both discretionary and non-discretionary arrangements.

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 serving as a financial advisor at Brighton Jones LLC in Portland, OR. He previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., and has additional experience at Tesla Motors. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands, employing a whole-balance-sheet approach and offering discretionary portfolio management alongside financial planning, tax preparation, real-estate consulting, and family office administrative support.

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. She holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brighton Jones, she worked at the University of Oregon Lundquist College of Business and held positions in the service industry. Brighton Jones 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.

Trevor Scambray is a Series 66-licensed financial advisor with Coldstream Wealth Management in Portland, OR, bringing three years of industry experience. Prior to joining Coldstream, he worked at LPL Enterprise and The Prudential Insurance Company of America. His background also includes roles outside of financial services, notably at Rock Creek Country Club and DoorDash. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach that serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm integrates portfolio management with comprehensive financial and retirement planning, supported by an internal Investment Strategy Group and a broad affiliate network.

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. He previously worked at Foundations Investment Advisors, Fisher Investments, and Scottrade. Monson is also an insurance agent involved in the sales of various insurance products through APSI. 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, uses options strategies, and integrates third-party managers and planning tools to tailor portfolios.

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.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, which focuses on life insurance and annuity product sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through vetted third-party model managers and offers services such as portfolio management, financial planning, and consulting, including private placements for accredited investors.

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.

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.