Isaiah Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2020. Prior to joining Aldrich Wealth, he worked at Holmes & Company and KPMG. He is also a Certified Public Accountant in Oregon and co-founder of Activ8 Weight, LLC, a business that leases weight equipment for home gyms. 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 operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Shane Feiman is a financial advisor with M Holdings Securities, Inc. based in Portland, OR, holding the CFP® and ChFC® designations with 27 years of industry experience. His prior career includes over two decades at Equitable Advisors and AXA Advisors. Feiman serves as a trustee on the board of the Children's Hospital Foundation and is a board member of OtterCares, a private foundation focused on innovation and education. M Holdings Securities, Inc. supports a nationwide network of independent financial professionals serving individuals, retirement plans, charitable organizations, and businesses. The firm provides a wide range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a combination of in-house portfolio management and third-party sub-advisors.

Brandon Ferree is a CFA® charterholder with 12 years of industry experience. He is currently with Becker Capital Management, Inc., where he has worked since 2024. Prior to that, he spent 11 years at Fisher Investments. 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, and institutional investors. The firm employs a value-oriented investment approach that integrates bottom-up fundamental research with top-down asset allocation, offering a range of strategies across multiple asset classes and managing both registered mutual funds and private funds.

Joshua Frankel is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. since 2013. He holds the Series 66 designation and is based in Portland, OR. Outside of his advisory role, he is a limited partner in a family real estate investment partnership. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach supported by a centralized committee and offers specialized strategies including tax-aware equities and sustainable investing.

Roy Kissin is a financial advisor with Parallel Advisors, LLC in Portland, Oregon, holding 16 years of industry experience. He has been with Parallel Advisors since 2015. Parallel Advisors serves a diverse client base, including high-net-worth individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, using a variety of investment strategies and technology platforms to manage portfolios and implement tax-efficient rebalancing.

Samantha Pahlow is a financial advisor at Ferguson Wellman Capital Management, Inc. with eight years of industry experience. She holds the Series 65 and Series 66 licenses. Prior to joining Ferguson Wellman in 2018, she worked at Riverview Trust Co. from 2016 to 2018. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach and offers customized portfolios along with wealth planning services including retirement, trusts and estates, and philanthropic strategies.

Jackson Davis is a CFP® and Series 65-licensed financial advisor at Aldrich Wealth LP with three years of industry experience. He has been with Aldrich Wealth since 2020 and also serves as an adjunct professor at George Fox University, where he teaches a financial planning course. 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 operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Tristan Mancisidor is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Pure Portfolios Holdings, Cable Hill Partners, and Pihl Financial Planning. He served in the US Army Special Operations Command from 2016 to 2020 and attended George Fox University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers various financial planning and consulting services.

Reem Rizk Hunter is a CFP® and holds a Series 66 license with 5 years of experience in the financial services industry. She currently works at Coldstream Wealth Management and previously held roles at Cable Hill Partners, LLC and Raymond James Financial Services, Inc. Prior to her finance career, she worked at The Cheesecake Factory for eight years. 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 approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to various alternative investments.

Todd Pizzuti is a financial advisor at Clear Creek Financial Management, LLC with 15 years of industry experience. He previously worked at Portland Private Wealth Management, Inc. for nine years before joining his current firm in 2023. Pizzuti holds the Series 63 and Series 66 licenses. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analysis with a range of investment strategies.

Kendall Acheson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Coldstream Wealth Management and previously worked at Cable Hill Partners, LLC, and Raymond James and Associates. Coldstream Wealth Management is a 100% 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 planning, and retirement plan advisory, utilizing a team-based approach supported by an internal Investment Strategy Group.

Crystal Smithers is a financial advisor with Level Four Advisory Services, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining Level Four Advisory Services, she worked at Bank of America and Merrill. She is involved in managing member roles for LionCrown Wealth Management LLC and LionCrown Insurance Agency, which focus on investment and insurance services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of custodian and platform arrangements.

Samuel Garlock is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 65 registrations and 37 years of industry experience. He has been with Wedbush Morgan Securities since 2004 and also maintains a long tenure at Ragen Mackenzie Incorporated since 1994. Wedbush Securities offers both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s services include wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and multiple account management offerings.

Christopher Van Dyke is a CFA® charterholder with five years of industry experience. He has worked at Aldrich Wealth LP since 2020 and previously spent eight years at Anerich Massena. 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 operates Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies, incorporating tax-aware implementation and third-party managers.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.

Rupa Raman is a financial advisor at Coldstream Wealth Management in Portland, OR, holding the CFA® designation and Series 63 license. Raman has worked in the financial services industry since 2011, with prior experience at Principal Financial Group, Standard Insurance Group, Oregon State Treasury, and Cflow LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Matthew Sampson is a Certified Financial Planner (CFP®) at Coldstream Wealth Management with five years of industry experience. His prior roles include positions at Arnerich Massena, Inc., Ferguson Wellman Capital Management Inc., Brighton Jones, First Republic, and Summitry. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients using a team-based approach supported by an internal Investment Strategy Group.

William Freeman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual/United of Omaha since 2005. Outside of his advisory role, he is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

Edward Jeffery is a financial advisor at Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been with Aegis Capital Corp. since 2015. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages a substantial portion of client assets on a non-discretionary basis.

Alexandra Rosenberg is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation. Prior to her advisory role, she was involved with the Alpha Chi Omega Fraternity for four years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving a diverse client base including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients such as corporate executives and professional athletes. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of services including portfolio management, financial planning, and retirement plan fiduciary services.