Michael Walters is a financial advisor at TPG Financial Advisors, LLC in Portland, OR, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at Deschutes Investment Consulting, LLC for nine years. TPG Financial Advisors serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of systematic and active investment strategies with proprietary allocation models and integrates retirement plan consulting alongside individual wealth management.

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-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 strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Thomas Mc Conville is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 12 years of industry experience. He has been with Becker Capital Management since 2013. 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, pension plans, and institutions. The firm employs a value-oriented, research-driven investment approach across multiple asset classes and manages both registered mutual funds and private funds.

Nathan Ayotte is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2008. His credentials include Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments and foundations. The firm emphasizes customized, separately managed portfolios and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Jonathan Metz is a financial advisor with IHT Wealth Management LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Deschutes Investment Consulting, Aldrich Wealth, and The Vanguard Group, as well as a teaching role at Brigham Young University Idaho. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and periodic rebalancing, and it manages approximately $9.8 billion in assets through a network of about 160 advisors.

Janeen Mcaninch is a financial advisor at Becker Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Becker Capital Management since 1987. 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, pension plans, and institutional investors. The firm employs a research-driven, value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including discretionary portfolio management, financial planning, and institutional consulting.

Kevin Jordan is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years with Wedbush. Outside of his advisory role, he is the owner of an investment-related LLC that manages rental properties. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custody, and prime services with managed account solutions.

Peter Jones is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage customized portfolios across equity, fixed income, and alternative investments.

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with M Holdings Securities since 2014. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients nationwide through a network of independent firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, and is noted for its role as a promoter and co-adviser for unaffiliated RIAs and third-party managers.

Scott Emblen is a CFP® professional with 22 years of experience in financial advising. He currently works at The Mather Group, LLC and has previously been with Independent Progressive Advisors and Skyline Financial NW. The Mather Group, LLC serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customized portfolio options and incorporates AI tools under human oversight for market data analysis and client communications.

Mia Bratcher is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Wells Fargo Bank and operating Bratcher Painting, Inc. She also managed a venture called Mia's World from 2020 to 2024. Empirical Wealth Management serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach, offering diversified model portfolios and alternative strategies, while also providing complementary services in real estate, insurance, and estate planning through affiliated businesses.

John Pollock is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at M Holdings Securities since 2016 and previously at Scottrade, Inc. since 2004. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network. The firm offers a variety of advisory services, including investment management, retirement plan consulting, and sub-advisory services, and operates multiple sponsored platforms while supporting affiliated advisers and third-party managers.

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 Series 66-licensed financial advisor with M Holdings Securities, Inc. He has experience working at Vie International Financial Services and Macquarie Group Limited. Davies is also involved with Vie International Financial Services Ltd in London, where he serves as a Private Client Advisor handling sales, operational, and back-office functions. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, financial planning, and sub-advisory services, working with various custodial platforms and third-party managers.

David Riback is a financial advisor at Oswego Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Riback Wealth Management, Inc. Riback serves as a director for the Lake Oswego Chamber of Commerce. Oswego Wealth Management serves individual investors, trusts, and retirement plan participants with discretionary investment management, financial planning, and insurance services. The firm emphasizes globally diversified portfolios using third-party managers and incorporates tax sensitivity, systematic rebalancing, and ongoing oversight in its investment approach.

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.