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, 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.

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.

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.

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.

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.

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.

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.

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.