Scott Thiel is a financial advisor with Encompass More Asset Management LLC in Portland, OR. He holds a Series 65 designation and has experience working in financial services and media, including roles at Appreciation Financial and NFL Network. Outside of advising, he works as an independent video editor. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm uses model-based investment strategies combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million across roughly 4,000 clients.

Krystal Daibes is a CFA® charterholder with five years of experience at Ferguson Wellman Capital Management, Inc. She previously worked at Sands Capital Management and was self-employed before joining Ferguson Wellman. Outside of her advisory role, she is the owner of Luz Lounge Portland, a medical spa. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm offers discretionary, active investment management across multiple asset classes and emphasizes separately managed portfolios with tailored wealth planning solutions.

Michael Schoonmaker is a financial advisor with M Holdings Securities, Inc. based in Portland, OR, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, American Century Investment Services, and National Advisors Trust Company. He also has experience as an independent contractor participating in consulting and focus groups related to wealth management. M Holdings Securities, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary investment management with consulting and financial planning, supported by multiple platform providers and third-party sub-advisors.

Anthony Rue is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. His prior experience includes roles at Cable Hill Partners, LPL Financial, Bank of America, Merrill, Tru Independence Asset Management, and U.S. Bancorp Investments. 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 other institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Blaine Dickason is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ferguson Wellman since 2018, following nine years at Quest Investment Management. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments and retirement plans. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Robert North is a financial advisor with B.B. Graham & Company, Inc. in Portland, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with B.B. Graham since 2016. Outside of his advisory work, North serves as president of the Oregon Water Polo Officials Association, overseeing operational and training activities. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis with regular account reviews and may implement client strategies through third-party asset managers, offering both discretionary and non-discretionary asset management options.

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.

Grant Johnstone is a CFP® with 29 years of industry experience, currently affiliated with Composition Wealth, LLC. His career includes roles at Wells Fargo Advisors Financial Network, Cantella and Co., Inc., and DPL Financial Partners. In addition to financial advising, he holds active law licenses in Texas and Kentucky. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals and institutions, employing a long-term investment approach focused on low-cost, diversified funds supplemented by individual securities and alternative investments. The firm manages over $9 billion in discretionary assets and serves clients with typical minimum relationships of $500,000.

Shaun Moore is a financial advisor at Northern Trust Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, U.S. Bancorp Advisors, and U.S. Bank. Moore serves on the Board of Directors for Goodwill Industries of the Columbia Willamette. Northern Trust Securities, Inc. is a multi-team advisory firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm offers model-driven investment programs combining proprietary and third-party products, with integrated advisory, brokerage, and custody services.

Damian Rothermel is a CFP® certificant with 28 years of industry experience, currently affiliated with Sound Income Strategies, LLC in Portland, OR. His prior work includes roles at Purshe Kaplan Sterling Investments and USA Financial Securities Corporation, among others. He is also involved with Rothermel Tax & Consulting, LLC, focusing on tax preparation and consulting services. Sound Income Strategies is a fee-based adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, and ETF sub-advisory.

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® with eight years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2023, following positions at Personal Capital Advisors Corporation and Fisher Investments. He is a committee member of the Multnomah Athletic Club, a social organization in Portland, OR. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice through a variety of investment strategies, including ESG-oriented options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

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.