John Pollock is a financial advisor with M HOLDINGS SECURITIES, Inc. in Portland, OR, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at M Holdings since 2016 and previously at Scottrade, Inc. since 2004. Outside of his advisory work, he is a member-owner of RTNJHOLDINGS, LLC, a rental property management business. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning supported by third-party sub-advisors and platform providers.

Tamara Oglesby is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 17 years of industry experience. She previously worked for Great Northern Asset Management, LLC for 20 years before joining Ferguson Wellman in 2026. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management. The firm emphasizes customized, separately managed portfolios and employs a combination of top-down asset allocation and bottom-up security selection supported by quantitative and fundamental research.

Nicholas Taggart is a CFP® with 23 years of industry experience currently serving at ACR Alpine Capital Research, LLC. He has worked at ACR Alpine since 2017 and previously was with Cetera Advisors LLC from 2013 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Canby, Oregon. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles along with sub-advisory, wrap, and UMA relationships.

Jesse Jimerson is a financial advisor at Advisory Services Network with five years of industry experience. He holds a Series 66 designation and previously worked at firms including JP Morgan Chase, First Republic, Lion Street Financial, Mercer Global Advisors, Stifel, and Ferguson Wellman Capital Management. Outside of advisory work, he serves as Treasurer for the Educational Foundation for Alpha Eta Delta of Chi Psi and is involved in a lumber trading business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using various securities and third-party managers to tailor strategies to client objectives.

Kevin Barchus is a financial advisor at Aldrich Wealth LP with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Aldrich Wealth since 1998. Outside of his advisory role, he is a partner in AKT Services, LLP and involved with Who's on First LLC and Rose City Baseball, LLC, a baseball franchise. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm uses a combination of active and passive management across multiple asset classes and incorporates tax-aware strategies, while also offering complementary trustee-directed plan management and tax services through an affiliated accounting firm.

Tari Kinateder is a financial advisor at Ferguson Wellman Capital Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Ferguson Wellman since 2017, following six years at U.S. Trust. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth clients and private family offices. The firm focuses on customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Jack Davies is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has one year of industry experience at M Holdings and has also worked at Vie International Financial Services for seven years. Outside of his role at M Holdings, he serves as a Private Client Advisor at Vie International Financial Services Ltd in London. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms. The firm offers a range of investment management and financial planning services, utilizing both in-house portfolio management and third-party sub-advisors.

David Riback is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at several firms including LPL Financial and Oswego Wealth Advisors, where he is also an owner. Riback serves as a director for the Lake Oswego Chamber of Commerce. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management solutions using model asset allocations, discretionary and non-discretionary manager relationships, and conducts ongoing account monitoring.

Melody Behnke is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Coldstream Wealth Management, where she has worked since 2024. Her prior experience includes roles at Arnerich Massena, Inc., Securities America, Inc., River Summit Consulting, LLC, and M Financial Group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, wealth transfer, and retirement plan advisory, supported by a team-based investment approach and access to diverse alternative investments.

Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.

Christopher Bixby is a CFP® with 21 years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Mariner Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 informed by quantitative and fundamental research.

Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.

Mack Golos is a CFP® and Series 66-registered advisor at Becker Capital Management, Inc. in Portland, OR, with four years of industry experience. His prior roles include positions at Vanguard and the City of Portland. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse client base, including high-net-worth individuals, institutions, and nonprofits. The firm combines bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled investment vehicles.

Christopher Waetzig is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with Moss Adams Wealth Advisors since 2013. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. Their investment approach centers on long-term, strategic asset allocations implemented via a core-and-satellite strategy using a variety of investment vehicles and customized strategies.

Kelli Gamble is a financial advisor at M HOLDINGS SECURITIES, Inc. with eight years of industry experience. She holds the Series 65 designation and has previously worked at Cable Hill Partners, LLC and Northwestern Mutual. Outside of her advisory work, she coaches volleyball at the Multnomah Athletic Club in Portland, Oregon. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and custodial arrangements.

Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Steven Holwerda is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR, since 1989. 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, foundations, and retirement plans. 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.

Ross Stoltman is a financial advisor at Brookwood Investment Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gradient Advisors, New York Life Insurance, NYlife Securities, and Amazon. Outside of Brookwood, he is the owner of RBS Capital Management, where he provides financial planning services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of active, passive, and blended strategies and maintains a network of affiliated businesses and strategic platform relationships.

Darin Richards is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP in Lake Oswego, OR. He previously worked at Akt Wealth Advisors, LP from 2004 to 2008. Richards is also a principal of AKT Services, LP, a holding company unrelated to investment activities. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across multiple asset classes and incorporates tax-aware strategies, offering specialized services such as sub-advisory to insurance-dedicated funds and 401(k) pooled employer plans.

Douglas Hall is a financial advisor at M HOLDINGS SECURITIES, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial Services prior to joining his current firm in 2017. M HOLDINGS SECURITIES, Inc. serves a variety of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.