Steven Beard is a CFP® with experience at Clear Creek Financial Management, LLC since 2026, and previously at Renaissance Financial Management and Willamette Financial Advisors. He also worked at Edison High School for 17 years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm combines fundamental, technical, and cyclical analysis with a range of investment strategies and offers algorithmic consulting through its Helios Quantitative Research division.

Jeffrey Griggs is a CFA® charterholder with 13 years of industry experience. He is an advisor at Vista Capital Partners, Inc. and has worked at Spectrum Strategic Capital Management, LLC since 2014. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Gabrielle Thomas is a financial advisor with M Holdings Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, she worked at JP Morgan Securities, LLC from 2016 to 2019. 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 provides a broad range of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, using both proprietary and third-party resources.

Glen Davis is a financial advisor at Aegis Capital Corp. in Portland, OR, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis since 2015. Outside of his advisory role, Davis is involved in managing several private real estate investment entities. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and 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 handles trade execution, clearing, custody, and reporting services for its clients.

Eric Yan is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR, with 11 years of industry experience. He has previously worked at Cable Hill Partners, LLC and Wells Fargo. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for about 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment approach that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Andrew Darkins is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Vista Capital Partners, Inc. since 2016. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services, employing a disciplined, asset-allocation-driven investment approach that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Brittany Cross is a financial advisor with First Heartland Consultants, Inc. in Vancouver, WA, holding a Series 66 license and bringing 20 years of industry experience. Her career includes tenures at First Heartland Capital Inc. and D.A. Davidson & Co., as well as leadership roles in Cross Limited Partnership dba Labyrinth Financial. Outside of her advisory work, she volunteers as a youth soccer assistant coach. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.

Suping Yang is a financial advisor with Wealth Management who holds a PFS™ designation and a Series 65 license, bringing 17 years of industry experience. She has been with Wealth Management since 2014 and has operated a CPA practice, Susan S Yang CPA PC, since 2004, where she serves as president and supervises accounting staff. Yang is also involved in healthcare management and commercial real estate businesses outside of her advisory role. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in assets, utilizing a passive investment approach focused on no-load mutual funds and ETFs, with portfolios grounded in Modern Portfolio Theory and a long-term, buy-and-hold strategy.

Nathan Brown is a CFP® and ChFC® with 10 years of industry experience, currently serving at Farther Finance Advisors since 2024. He has previously worked at My Personal CFO, Kimsa Total Wealth, and Pacific Capital Resource Group. Outside of his advisory role, Brown is the founder of End Gov't Tips, which creates and publishes financial and tax education content, and serves as CFO and business consultant for Synergy India Ventures. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary and customized model portfolios with algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools under internal review controls.

Konstantina Castro is an investment advisor representative with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked with Atlas Investments, Foresters Advisory Services, and Foresters Financial Services. Outside of her advisory role, she is involved in real estate through her interests in Parthenon Properties, LLC and Lepitsa 1, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party investment solutions.

Jessica Ellyson is a CFP® professional with four years of industry experience, currently advising at Mariner since 2026. She previously worked at EP Wealth Advisors for five years and held roles at Northwestern Mutual and Umpqua Bank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at several Bankers Life entities since 2018 and previously held positions outside the financial sector, including at PF Changs and Deluxe Awning Company. In addition to his advisory role, he serves as an insurance sales representative and unit field trainer. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios aligned with client goals and risk tolerances.

Kyle Dodrill is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. in Portland, OR. His prior roles include positions at Deschutes Investment Consulting, Empirical Wealth Management, and Cambridge Investment Research. Outside of finance, he assists occasionally with floral design at Swoon Floral Design. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by client education and integrated affiliated service lines.

Stephen Engle is a CFP® professional with 10 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2025 and previously spent a decade at Thompson Advisory Services, LLC. In addition to his advisory role, he was involved with The Engle Group dba ELR Legal Search from 2009 to 2019. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, providing financial and tax planning services. The firm employs a disciplined asset allocation strategy focused on equities, global diversification, and high-quality fixed income, delivering advice on a non-discretionary basis and offering fiduciary retirement-plan consulting.

Jacob Nelson is a financial advisor at Osaic Advisory Services, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Securities America, Inc. and the NorthWest Investment and Retirement Group. Before entering the financial industry, he held positions in the hospitality sector. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and related advisory offerings through multiple program models and a variety of proprietary and third-party platforms.

Caitlin Walker is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at D.A. Davidson & Co. and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Candace Stogin is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 7 years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC and Securities America, Inc. She is currently affiliated with Allworth Financial and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers alongside technology solutions to manage held-away accounts.

Travis Poulos is a CFP® with 18 years of experience in the financial industry. He is currently with Mercer Global Advisors Inc. and has previously worked at The Vanguard Group and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside various packaged and tax-managed programs.

Joshua Keller is a Series 66-licensed advisor with Valic Financial Advisors in Missoula, MT, with four years of industry experience. Prior to joining Valic, he worked at Agia and spent ten years with Billings Public Schools. Outside of his advisory role, Keller serves on the board of the Greater Yellowstone Valley United States Bowling Congress, helping to support local bowling programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Timothy Schreck is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. He worked at Charles Schwab & Co. Inc. for 21 years before joining D.A. Davidson in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards while incorporating both qualitative and quantitative investment analysis.