Benjamin Mac Kinnon is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR. He holds a Series 65 designation and has one year of industry experience, including prior work at Wells Fargo and several years in educational roles. 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, generally targeting clients with at least $2 million to invest. Vista employs an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Brian Murphy is a financial advisor with Morgan Stanley in Lake Oswego, Oregon. He holds a Series 66 designation and has 16 years of industry experience, including nine years at M Holdings Securities, Inc. prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Conroy is a CFP® and Series 66 licensed advisor with nine years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2023. His prior roles include positions at Aldrich Wealth LP and Charles Schwab. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs a discretionary, active investment approach across equities, fixed income, and alternatives, and offers wealth planning services including retirement, trusts and estates, and philanthropic strategies.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

George Hosfield is a CFA® charterholder with 34 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR since 1991. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized, separately managed portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection using quantitative screening and fundamental research, and it offers specialized divisions for varying client needs, including a private family office service.

Nicole Wilson is a CFP® and Series 65 licensed advisor with Vista Capital Partners, Inc. in Portland, OR, bringing four years of industry experience. She has previously worked at Anderson Fisher LLC, PriceWaterhouseCoopers, and KPMG. Wilson is also a licensed Certified Public Accountant in Oregon. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily households with at least $2 million to invest. The firm provides comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven approach with an emphasis on low-cost index exposure and tax-aware implementation.

Damian Rothermel is a CFP® with 27 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His career includes roles at Purshe Kaplan Sterling Investments and USA Financial Securities Corporation. He also operates Rothermel Tax & Consulting, LLC, providing tax preparation and consulting services. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, supporting a scalable advisor network and a range of advisory and sub-advisory services.

Jonathan Sullivan is a CFP®, CFA®, and Series 66 registered advisor with 19 years of industry experience. He currently works at Continuum Advisory, LLC and has previously held roles at OSAIC, Triad Advisors, Inc., Signator Investors, Inc., and Wealth Management Associates. Sullivan has been involved in relationship management and business development for defined contribution clients, as well as investment research and due diligence. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm’s approach includes using mutual funds, ETPs, individual securities, model portfolios, and third-party asset managers, with a focus on professional integration among advisors who maintain additional professional roles.

Jason Hildebrant is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes three years at Scottrade. 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 offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both portfolio managers and third-party sub-advisors to support its investment approach.

Eric Davidson is a financial advisor with Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Aegis since 2015. Outside of his advisory role, he is the managing member of ERIC DAVIDSON ENTERPRISES LLC, which handles consulting work unrelated to investments, and he is involved in sales for Expion 360, a lithium battery manufacturer. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory, 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 supports trade execution, clearing, custody, and reporting services.

Matthew Joyner is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Fortis Capital Advisors, LLC and previously worked at Personal Capital Advisors Corporation and Fisher Investments. Outside of his advisory role, he serves as a committee member for the Multnomah Athletic Club in Portland, OR. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a variety of investment strategies, including passive, active, tactical, and ESG-oriented options, and manages portfolios that may include derivatives and options.

Alexander Groh is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments and Alliance Advisory & Securities, Inc. Groh is based in Vancouver, Washington. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individuals, including high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios and employs a range of investment methods, often delegating management to sub-advisors and using proprietary ETFs.

Blake Howells is a CFA® charterholder with 24 years of industry experience, currently serving at Becker Capital Management, Inc. since 1998. He holds a Series 63 license and is based in Portland, OR. Becker Capital Management, Inc. is an employee-owned SEC-registered 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 a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies across multiple asset classes, managing both registered mutual funds and private funds.

Ryan Christensen is a financial advisor at Coldstream Wealth Management in Portland, OR, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Cable Hill Partners, LLC, Manulife Asset Management (US) LLC, and John Hancock. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, and retirement plan advisory, utilizing team-based investment approaches supported by an internal Investment Strategy Group.

Heidi Smart is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Johnson Bixby, Private Client Services, and Securities America. 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 institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services within a team-based advisory model.

Miles Lewis is a financial advisor at Becker Capital Management, Inc. with 8 years of industry experience. He holds the Series 65 designation and has previously worked at Aldrich Wealth LP and tru Independence Asset Management, LLC. Outside of finance, he has served as a freshman baseball coach at Jesuit High School in Portland since 2021. Becker Capital Management provides discretionary investment management and wealth advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofits. The firm integrates bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled vehicles.

Jerald Halverson is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. His current role includes responsibilities at both Citizens Bank NA and Citizens Private Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers specialized services including tax and estate structuring, ERISA plan advisory, and business consulting for multigenerational families and closely held businesses.

Jason Norris is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. since 2001. The firm is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. Ferguson Wellman offers customized, separately managed portfolios built primarily from individual securities, combining top-down asset allocation with bottom-up security selection through quantitative screening and fundamental research.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Darin Sevier is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Rosenbaum Financial Inc for seven years. He is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves a range of clients including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan services through team-based Wealth Management Teams and an internal Investment Strategy Group.