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 at Thrivent Advisor Network, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Purshe Kaplan Sterling Investments and Thrivent Financial. Outside of his advisory role, Drews serves on the board of Buzzy's Bees, a nonprofit focused on supporting families grieving the loss of a child through outreach and education. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans through a broad network of advisors managing approximately $6.8 billion in client assets. The firm offers customized portfolio management and financial planning, emphasizing low-cost diversified investments and utilizing both internal management and independent managers.

Samantha Gianella is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley, Portland General Electric, and Deloitte & Touche. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering a range of investment management, financial planning, and multi-family office services that integrate traditional and alternative strategies.

Gaylord Lyman is a CFA® charterholder with 17 years of industry experience. He has worked at Ashton Thomas Private Wealth since 2023, following six years at Affinity Investment Advisors and five years at Kohala Capital Partners. Outside of his advisory role, he serves as an independent trustee for a family of mutual funds and provides strategic advisory services to a creative media agency. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for model design and program manager access.

Gretchen Johnson is a financial advisor at Becker Capital Management, Inc. with the ChFC® designation and three years of industry experience. Prior to joining Becker Capital Management in 2022, she worked at Tegra Global and spent over a decade at Nike. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for individual, high-net-worth, institutional, and nonprofit clients. The firm employs an integrated research and portfolio construction process emphasizing valuation and quality within a value-oriented framework and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Nikolaas Schuurmans is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Pure Portfolios Holdings LLC and Tru Independence Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of financial planning and multi-family office services.

Nate Baim, CFP®, MBA My name is Nate Baim, and I'm a financial planner who enjoys helping working professionals and professional nearing retirement plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your goals. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. Because I believe in ongoing financial planning, I place a strong focus on actionable strategies, accountability, and monitoring of your ever-evolving plan. ​For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical pushy salesmanship reputation accompanying the title "financial advisor." So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent firm not beholden to selling products. As a Fee-Only firm we are focused on providing our best advice. ​My pursuit thus far has been focused on exploration, education, and growth. After graduating from Indiana University's Kelley School of Business with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. Here I served to work on and led back-country trail maintenance teams. This led me to become interested in the intersection between sustainability and finance. Thus, I went back to school, and I earned an MBA at Willamette University's Atkinson Graduate School of Management, focused on sustainability management and investment finance. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon's Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, hiking, backpacking, camping, or exploring with my wife and kids.

Heidi Jeromanovs is a CFP® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC. She previously worked at Vision Capital Management and Key Private Bank. Jeromanovs is a board member of CASA Clackamas County, a nonprofit organization. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, incorporating fundamental and macroeconomic research as well as artificial intelligence in its investment decisions.

William Weber Jr. is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently a financial advisor at Waverly Advisors, LLC and has previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors LLC. Outside of his advisory role, he serves as General Partner of two small investment groups that invest in equities and other securities. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offers both discretionary and non-discretionary management, and provides financial planning, retirement consulting, and multi-family office services.

Robert Musante is a financial advisor with Concurrent Investment Advisors, LLC in Portland, OR, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and LPL Financial. Musante is a partner and owner of several entities, including ETR Financial LLC and RMG Financial Services, which are holding companies unrelated to investment advising. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Timothy Metz is a financial advisor at Waverly Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Pure Portfolios, Lineage Trust Company, and Lineage Family Office. Outside of advising, Metz is the managing member of Hartford Metz Ventures, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a combination of traditional equity and fixed-income strategies alongside alternative and private-markets allocations.

Alex Harding is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. since 2017 and previously worked at tru Independence, LLC from 2014 to 2017. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions. 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.

Christopher Mcrae is a Series 65-licensed financial advisor at Coldstream Wealth Management with nine years of industry experience. He previously worked at Cable Hill Partners, LLC for five years and Fisher Investments for four years. Mcrae is based in Portland, OR. Coldstream Wealth Management is an employee/director-owned firm serving affluent individuals and families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of portfolio management and advisory services, including access to alternative investments and in-house private fund management.

Casia Chappell is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She has worked at Ferguson Wellman Capital Management, Inc. since 2019 and previously at Sapient Private Wealth Management, LLC from 2012 to 2019. Based in Portland, OR, she provides advisory services as part of a multi-team firm. 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. The firm emphasizes customized, separately managed portfolios constructed through a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Suzanne Bick is a Series 65 licensed financial advisor with The Mather Group, LLC in Beaverton, Oregon, and has four years of industry experience. Prior to joining The Mather Group in 2022, she worked for Cedar Financial Advisors, LLC and Norway Labs, Inc. She combines her experience from both financial advisory and corporate sectors in her current role. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized portfolio options, supported by AI and machine-learning tools under human oversight.

Alexander Canellopoulos is a CFP® and CFA® at Vista Capital Partners, Inc. in Portland, OR, with one year of industry experience. Prior to joining Vista Capital Partners in 2021, he worked at Stockman Bank of Montana from 2019 to 2021 and studied at the University of Montana from 2015 to 2019. Vista Capital Partners is a fee-only registered investment adviser that provides discretionary portfolio management and comprehensive wealth-planning services to a diverse client base, including individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment process focused on index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Laramy Ayers is a Series 65-licensed financial advisor at MissionSquare Retirement with three years of industry experience. Prior to joining MissionSquare in 2023, he worked at Fisher Investments for one year and has held various roles across multiple industries including telecommunications and logistics. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Nathan Putnam is a financial advisor at Ferguson Wellman Capital Management, Inc. with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2014. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach across equities, fixed income, and alternatives, and offers customized portfolios alongside wealth planning services.

Lauren Shelly is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 credential with one year of industry experience. Prior to joining Vista Capital Partners, she worked at Fisher Investments for four years and has experience in various other roles including Trader Bings and Enterprise Rent-A-Car. 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, employs a disciplined, asset-allocation-driven investment process focused on low-cost index exposure and tax-aware implementation, and combines a multi-advisor team structure with institutional capabilities.