Nicholas Running is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Cable Hill Partners and Sunriver Resort. Outside of advising, he serves on the finance committee and board of the Oregon Repertory Singers, a nonprofit organization. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm utilizes team-based investment management supported by an internal strategy group and offers diversified portfolios that include alternative investments and third-party sub-advisors.

Ralph Cole is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 1998. He holds a Series 63 license and has spent his entire advisory career at Ferguson Wellman. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios built primarily from individual securities and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Harrison Maizels is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Core Planning since 2025 and previously held roles at Facet Wealth and HighTower Securities. Core Planning is a multi-team firm that provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients. The firm offers flexible engagement models and uses third-party model portfolios along with automated rebalancing tools to support portfolio management.

David Montermini is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. He also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, where he manages life and health insurance products and employee benefits. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform that supports independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Thanh Evoniuk is a financial advisor at Coldstream Wealth Management with four years of industry experience. He holds a Series 65 designation and has previous experience with Rosenbaum Financial, Inc., as well as multiple roles at Portland State University and Perkins & Co. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm offers a team-based approach to wealth management, integrating portfolio management, financial and retirement planning, and fiduciary services, with client portfolios managed through a combination of internal strategies, third-party sub-advisors, and alternative investments.

Robert Young is a CFP® and Series 65 credentialed advisor at Coldstream Wealth Management with six years of industry experience. Prior to joining Coldstream in 2025, he worked at Cable Hill Partners, LLC and Fisher Asset Management. He also held a position at the University of Portland from 2015 to 2017. Coldstream Wealth Management is an SEC-registered firm 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, providing team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management, financial planning, and retirement plan services.

Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent and Columbia Associates Wealth Management Group, Smith worked at PricewaterhouseCoopers LLP. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and a range of operational tools and third-party solutions.

Jordan Gates is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has worked at Kovack Advisors, LLC and Kovack Securities, LLC since 2021, following ten years at Independent Financial Group and thirteen years at MAC Services, LLC. In addition to his advisory role, he owns Fusion Tax and Wealth Management, a financial planning business focused on investments and insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach centered on diversified asset-class exposure primarily through mutual funds and ETFs.

Claire Shifren is a CFP® professional with 10 years of industry experience and has been with Summitry, LLC (formerly Golub Group) for 22 years. She is based in Portland, OR. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment process that combines internally managed equity strategies with alternative approaches and independent managers.

Keely Suratt is a Series 65-licensed financial advisor with Coldstream Wealth Management in Portland, OR, with three years of industry experience. Prior to joining Coldstream, she worked at Fisher Investments for six years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary retirement plan services.

Joseph Herrle is a CFA® charterholder with three years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. Prior to that, he held roles at Thetos Advisers and Stamos Capital Partners. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage active equity, fixed income, and alternative strategies.

Robert Greenman is a Series 65 credentialed financial advisor with 20 years of industry experience. He has been with Vista Capital Partners, Inc. in Portland, OR since 2011. 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, focusing on an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

John Mather is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. He is based in Portland, OR. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, and family office support. The firm uses a Personal CFO model and provides access to private investment opportunities through its subsidiary Lenora Capital.

Ann Garcia is a CFP® and Series 65-registered advisor with 16 years of industry experience. She currently works at The Mather Group, LLC and has spent the past 10 years with Independent Progressive Advisors LLC. Outside of her advisory role, she is the owner of "HOW TO PAY FOR COLLEGE," a website, book, and masterclass offering advice on affording college. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Dawson Gonwick is a CFP® with one year of experience currently advising at Maridea Wealth Management. His prior experience includes four years at LPL Financial and roles at The Vanguard Group, TFS Advisors, and Koeing Financial Group. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion across a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs with a long-term investment approach supplemented by AI tools under human oversight.

Nathan Sheppard is a Series 65-licensed financial advisor at Fisher Investments with experience beginning in 2022. Prior to joining Fisher Investments, he held roles at Zeeks Pizza and Engie Impact and studied at Gonzaga University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across various asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Kirk Matteson is a financial advisor at Buck Wealth Strategies, LLC in Portland, OR, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Madison Avenue Securities, Clear Resource Group, CWM, LLC dba Carson Group Partners, and Financial Advocates Investment Management. Matteson is also a licensed independent insurance agent in Oregon. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with 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 sector rotation, primarily utilizing equities, ETFs, and fixed income.

Deidra Krys Rusoff is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has worked at Becker Capital Management since 2018 and previously spent 14 years at Ferguson Wellman Capital Management. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse range of individual and institutional clients. The firm integrates bottom-up security selection with top-down portfolio construction and manages actively tailored portfolios across multiple asset classes, including equity, fixed income, ESG/impact, and private capital strategies.

Michael Acromite is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and based in Portland, OR. He has two years of industry experience, including roles at Vie International Financial Services and Bank of America Merrill Lynch. His background also includes work in finance and insurance with various firms, as well as experience in the travel industry and at a university. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Yazhari is a CFP® at Vista Capital Partners, Inc. in Portland, OR, with six years of industry experience. He previously worked at Ferguson Wellman Capital from 2015 to 2019. 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, typically targeting clients with at least $2 million to invest. Its investment approach emphasizes asset allocation using index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.