Joseph Rayburn is a financial advisor with Vista Capital Partners, Inc. in Portland, OR. He holds a Series 65 designation and has seven years of industry experience. Since 2014, he has worked at Fisher Investments. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.

Dougal Williams is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 21 years of industry experience. He has been with Vista Capital Partners since 2004. 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, focusing on a repeatable, asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

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.

Vanessa Dehaan is a CFP® professional with five years of industry experience, currently serving as an advisor at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2020. Prior to this role, she was not employed in the financial industry from 2015 to 2020. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.

Julia Tierney is a Series 65-licensed advisor with 10 years of industry experience, currently serving at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2013. 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, focusing on an asset-allocation driven approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

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.

Stephen Brown is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Portland, OR, with 48 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Western International Securities, Inc. for 18 years. Outside of his advisory work, he serves as Treasurer of the Deschutes Land Trust and is involved with economic development and budget committees in Crook County, Oregon. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets and utilizing a variety of investment vehicles and third-party manager arrangements.

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.

Philip Sherman is a CFP® with 11 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has held roles at firms including Deschutes Investment Consulting, Cetera Advisor Networks, and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services, utilizing a combination of proprietary model portfolios, third-party managers, and quantitative investment techniques.

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.