Robert Greenman is a Series 65 credentialed financial advisor with 20 years of industry experience. He has been with Vista Capital Partners, Inc. in Portland, OR since 2011. 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 an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

John Mather is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Aubrey Jordan is a financial consultant at Wedbush Securities Inc. with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Wedbush, Jordan worked at Campbell Global and spent several years in education, including a role with the Oregon State University Advantage Accelerator. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, fixed income, commodities, and research, and operates with dual registration as both an adviser and a broker-dealer.

Ann Garcia is a Certified Financial Planner (CFP®) with 16 years of industry experience. She has worked at The Mather Group, LLC since 2025 and previously held roles at Independent Progressive Advisors LLC, Beacon Rock Partners, Springwater Wealth Management, LLC, and Maas Capital Advisors, LLC. Outside of her advisory work, she owns a business offering advice on affording college through a website, book, and masterclass. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies and uses AI-assisted tools alongside human oversight.

Dawson Gonwick is a CFP® with one year of experience currently advising at Maridea Wealth Management. His prior experience includes four years at LPL Financial and roles at The Vanguard Group, TFS Advisors, and Koeing Financial Group. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion across a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs with a long-term investment approach supplemented by AI tools under human oversight.

James Miller is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, and Morgan Stanley DW Inc. In addition to his advisory role at Prospera, he owns White Horse Capital Management LLC, where he provides financial advice and services. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Nathan Sheppard is a financial advisor at Vista Capital Partners, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for four years. His background also includes roles outside finance, such as employment with Zeeks Pizza and involvement with Point Loma Little League. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 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 process that emphasizes low-cost index exposure and tax-aware implementation.

Kirk Matteson is a financial advisor with Buck Wealth Strategies, LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Clear Resource Group, LLC, Financial Advocates Investment Management, and Morgan Stanley & Co. LLC. He is also a licensed independent insurance agent in Oregon. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, and is notable for its use of options strategies and frequent selection of outside money managers.

Jeffrey Hegstrom is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously at Citigroup Global Markets from 2003 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a wide range of services such as wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Deidra Krys Rusoff is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has worked at Becker Capital Management since 2018 and previously spent 14 years at Ferguson Wellman Capital Management. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse range of individual and institutional clients. The firm integrates bottom-up security selection with top-down portfolio construction and manages actively tailored portfolios across multiple asset classes, including equity, fixed income, ESG/impact, and private capital strategies.

Michael Acromite is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and based in Portland, OR. He has two years of industry experience, including roles at Vie International Financial Services and Bank of America Merrill Lynch. His background also includes work in finance and insurance with various firms, as well as experience in the travel industry and at a university. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Yazhari is a CFP® at Vista Capital Partners, Inc. in Portland, OR, with six years of industry experience. He previously worked at Ferguson Wellman Capital from 2015 to 2019. 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, typically targeting clients with at least $2 million to invest. Its investment approach emphasizes asset allocation using index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Mark Higgins is a CFP® and CFA® affiliated with Index Fund Advisors, Inc. He has three years of industry experience, including ten years at RVK, Inc. He is also involved with Enlightened Investor, LLC, which manages the copyright and sales of the book *Investing in U.S. Financial History: Understanding the Past to Forecast the Future*. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, and institutions. The firm employs globally diversified, passively managed portfolios with an emphasis on tax-aware strategies and integrates in-house tax services alongside advisory offerings.

Ryan Long is a CFA® charterholder affiliated with Advisory Solutions Group in Portland, OR, with one year of industry experience. He previously worked at FocusPoint Solutions Inc for 15 years before joining Advisory Solutions Group and Wealth Enhancement Group. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses diversified portfolios incorporating quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and access to held-away retirement assets.

Kathy Peterson is a financial advisor at Aldrich Wealth LP with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Aldrich Wealth since 2019, following eight years at Arnerich Massena, 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, serving clients through its Private Wealth and Corporate Retirement Plan divisions.

Maisie Alexander is a Series 65 credentialed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with one year of experience at the firm. Her prior work includes roles at the University of Notre Dame, Jesuit High School, and Cathedral. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving 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 process that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Rachel Gustafson is a CFP® with 11 years of industry experience. She currently works at Summit Wealth Group and previously worked at Financial Investment Team, 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. The firm customizes target allocations based on each client’s financial profile and uses a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

James Sumner is a financial advisor at Ashton Thomas Private Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortitude Advisory Group, Cetera Investment Services, Washington Trust Bank, and KeyBanc Capital Markets. Outside of his advisory role, he serves as a director for the Western Golf Association/Evans Scholars Foundation, participating in board activities related to the Portland Golf Club caddie program. 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, and expanded family office services, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to various program managers.

David Reichle is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for 13 years, where he also served as a director of a non-operating company. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets.

Blair Schadler is a financial advisor at Advisor Share Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Peace Of Mind Wealth Management and Horter Investment Management. Outside of his advisory role, Schadler is involved in a recruitment business focused on helping financial advisors improve their marketing efforts and connect with strategic partners. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investment options, operating through both discretionary and non-discretionary arrangements.