Gina Jacobson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Vision Capital Management Inc. She has held previous roles at Cetera Investment Services LLC, Heritage Bank, and Waddell & Reed, Inc. Gina is a part owner of McKenzie Investment Group, LLC, a family investment entity focused on long-term real property appreciation, although she has no active management role. Vision Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing over $1.2 billion in discretionary assets for approximately 1,755 clients. The firm employs a team-driven approach to build globally diversified, risk-based portfolios using its proprietary Global Dynamic Strategy and offers a range of services including discretionary portfolio management, wealth planning, and an automated ETF portfolio option.

Darren Farrell is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Pacific Financial since 2016, following five years at Kms Financial Services, Inc. Outside of his advisory role, Farrell is involved with JTTD, LLC, a non-investment-related business dealing with residential apartments. First Pacific Financial, Inc. serves individual clients, estates, trusts, and various organizations, providing investment management, financial planning, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to tailor portfolios and offers specialized services including charitable investment management and ERISA fiduciary consulting.

Shawn Mathis is an investment advisory representative at Financial Management Strategies, Inc. in Vancouver, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera, Ameriprise Financial Services, and Financial Management Strategies since 2009. Mathis is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and strategies to meet client objectives.

Savanna Pitman is a Series 65-licensed advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. Prior to joining Momentous Wealth Management, she was not employed in the financial industry for ten years. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, using a tailored investment approach that incorporates fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

Sheree Arntson is a financial advisor at Allium Financial Advisors, LLC with 27 years of industry experience. She holds the Series 63 designation and has worked at Allium since 2017, following prior roles at Tru Independence Asset Management, LLC and Arnerich Massena & Associates, Inc. Allium Financial Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm’s investment approach focuses on asset allocation and diversification, utilizing mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing monitoring and due diligence.

Jordan Fee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Allium Financial Advisors, LLC since 2023 and previously spent two years with The Vanguard Group Inc. Allium Financial Advisors, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $733 million with a team of six advisors, employing an investment process focused on asset allocation and diversification using mutual funds, ETFs, independent managers, and alternative investments, with oversight by an Investment Committee.

Adam Woods is a financial advisor with Cedar Mountain Advisors, LLC in Lake Oswego, OR. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Woods has been with Cedar Mountain Advisors since 2006 and previously worked at Securities America, Inc. for 13 years. Cedar Mountain Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, using proprietary model portfolios and a mix of mutual funds, ETFs, and individual securities to tailor investment strategies.

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.