Jack Davies is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has one year of industry experience at M Holdings and has also worked at Vie International Financial Services for seven years. Outside of his role at M Holdings, he serves as a Private Client Advisor at Vie International Financial Services Ltd in London. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms. The firm offers a range of investment management and financial planning services, utilizing both in-house portfolio management and third-party sub-advisors.

David Riback is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at several firms including LPL Financial and Oswego Wealth Advisors, where he is also an owner. Riback serves as a director for the Lake Oswego Chamber of Commerce. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management solutions using model asset allocations, discretionary and non-discretionary manager relationships, and conducts ongoing account monitoring.

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.

Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. 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 combines active and passive portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.

Christopher Bixby is a CFP® with 21 years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Mariner Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative and fundamental research.

Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.

Mack Golos is a CFP® and Series 66-registered advisor at Becker Capital Management, Inc. in Portland, OR, with four years of industry experience. His prior roles include positions at Vanguard and the City of Portland. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse client base, including high-net-worth individuals, institutions, and nonprofits. The firm combines bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled investment vehicles.

Christopher Waetzig is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with Moss Adams Wealth Advisors since 2013. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors. Their investment approach centers on long-term, strategic asset allocations implemented via a core-and-satellite strategy using a variety of investment vehicles and customized strategies.

Samuel Scarpone is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. Prior to joining Concorde in 2023, he worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank from 2016 to 2023. Outside of his advisory role, he serves as Vice Chair of the Wilsonville-Kitakata Sister City Advisory Board, facilitating economic and academic exchanges between Wilsonville, Oregon, and Kitakata, Japan. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios based on client objectives and uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, while offering ERISA retirement-plan advisory services.

Kelli Gamble is a financial advisor at M HOLDINGS SECURITIES, Inc. with eight years of industry experience. She holds the Series 65 designation and has previously worked at Cable Hill Partners, LLC and Northwestern Mutual. Outside of her advisory work, she coaches volleyball at the Multnomah Athletic Club in Portland, Oregon. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and custodial arrangements.

Dylan Sharpe is a financial advisor at First Heartland Consultants, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including D.A. Davidson & Co. and Protective Life. Outside of advisory work, he is the owner of Sharpe Insurance Planning, LLC and serves as Vice President of Business Development at LFS, a wholesale life insurance distributor. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Steven Holwerda is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR, since 1989. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments, foundations, and retirement plans. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Ross Stoltman is a financial advisor at Brookwood Investment Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gradient Advisors, New York Life Insurance, NYlife Securities, and Amazon. Outside of Brookwood, he is the owner of RBS Capital Management, where he provides financial planning services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of active, passive, and blended strategies and maintains a network of affiliated businesses and strategic platform relationships.

Darin Richards is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP in Lake Oswego, OR. He previously worked at Akt Wealth Advisors, LP from 2004 to 2008. Richards is also a principal of AKT Services, LP, a holding company unrelated to investment activities. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across multiple asset classes and incorporates tax-aware strategies, offering specialized services such as sub-advisory to insurance-dedicated funds and 401(k) pooled employer plans.

Douglas Hall is a financial advisor at M HOLDINGS SECURITIES, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial Services prior to joining his current firm in 2017. M HOLDINGS SECURITIES, Inc. serves a variety of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Jonathan Gannon is a CFP® professional with 11 years of industry experience, currently serving at Vista Capital Partners, Inc. since 2017. His prior roles include positions at Fisher Investments and Cornerstone Advisors, Inc. 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 approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Jorge Rosas is a CFP® and Series 65-registered advisor at Empirical Wealth Management with four years of industry experience. He has worked at Empirical Wealth Management since 2023 and previously held roles at Aldrich Wealth LP, Brighton Jones, and Geffen Mesher. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with diversified investment management and financial planning services. The firm employs a Modern Portfolio Theory–based approach using multiple asset classes and also operates affiliated businesses in real estate, insurance, and estate planning.

Casey Mckillip is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. He holds a Series 65 designation and has worked at Aldrich Wealth since 2017, following six years at Northwest Capital Management Inc. 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 employs a combination of active and passive management strategies and offers tax-aware implementation alongside complementary services through affiliated accounting and broker-dealer entities.

Cara Miller is a financial advisor at Vista Capital Partners, Inc. with eight years of industry experience. She has held positions at Vista Capital Partners since 2020, previously working at Cable Hill Partners, LLC and Peaceful Media, Inc. Cara holds a Series 65 designation. 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 a disciplined, asset-allocation driven process that emphasizes index funds, rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Nathan Drews is a financial advisor with Thrivent Advisor Network, LLC based in Hillsboro, OR, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His career includes roles at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. He serves on the board of Buzzy's Bees, a nonprofit focused on supporting families dealing with the unexpected loss of a child. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm emphasizes long-term, diversified portfolios using low-cost funds and maintains ongoing account oversight.