Melissa May is a financial advisor at Becker Capital Management, Inc. She holds a Series 65 designation and has experience working in legal and advisory roles, including positions at Duffy Kekel LLP and Catalyst Law, LLC. She also operated her own firm, Melissa May, L.L.C., from 2015 to 2017. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion across individual, high-net-worth, institutional, and nonprofit clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including portfolio management, financial planning, and institutional consulting.

Jackson Oreilly is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Portland, OR. He previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., and has additional experience at Tesla Motors. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands, employing a whole-balance-sheet approach and offering discretionary portfolio management alongside financial planning, tax preparation, real-estate consulting, and family office administrative support.

Michael Burton is a financial advisor at Aegis Capital Corp. in Portland, OR, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously led Burton Consulting Group for 16 years. Outside of his advisory role, he is involved with ACC Agency, Inc., an insurance general agency. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Joseph Rayburn is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with seven years of industry experience. He previously worked at Fisher Investments from 2014 to 2022. 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 approach that emphasizes low-cost index exposure, tax-aware implementation, and custom investment policies.

Scott Christianson is a CFP® professional with 11 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. since 2008. 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 focuses on customized, separately managed portfolios primarily composed of individual securities and employs a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Melanie Carpenter is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with M Financial Group since 2016. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, with an emphasis on suitability-based recommendations and ongoing client monitoring.

Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at NorthCoast Asset Management LLC, having joined in 2026. His prior experience includes roles at Deschutes Investment Consulting, Human Investing, TMG Wealth Advisors, and Triad Advisors. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a diverse range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Dougal Williams is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 21 years of industry experience. He has been with Vista Capital Partners since 2004. 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 repeatable, asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Charissa Anderson is a CFP® professional with 17 years of industry experience. She has been with Ferguson Wellman Capital Management, Inc. since 2017 and previously worked at Umpqua Bank from 2011 to 2017. She is based in Portland, OR, and holds the Series 66 designation. 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 supported by quantitative screening and fundamental research.

Shelby Desiervo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2025. Prior to joining Coldstream, Shelby worked for 11 years at Cable Hill Partners LLC. Coldstream Wealth Management is a 100% employee/director-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 Investment Strategy Group and offers a broad range of services including portfolio management, financial planning, and access to alternative investments.

Sandie Rodda is a financial advisor with Zacks Investment Management, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Morningstar Investment Management LLC, Allianz Life Insurance Company of North America, and Invesco Distributors, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and sponsors multiple wrap-fee and unified managed account programs.

Julie Johnsen is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Evan Seach is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, he worked at Trustmont Financial Group from 2016 to 2019. 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 offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Christopher Abbruzzese is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for over a decade, where he also served as Chief Investment Officer of a non-operating affiliated company. Robertson Stephens Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations, combining individualized advice with centrally developed model portfolios and oversight by an Investment Committee.

Vanessa Dehaan is a CFP® professional with five years of industry experience, currently serving as an advisor at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2020. Prior to this role, she was not employed in the financial industry from 2015 to 2020. 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 investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Daniel Horowitz is a financial advisor at Aldrich Wealth LP with three years of industry experience. He holds a Series 65 designation and previously worked at Campbell Global and Arnerich 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 combines active and passive management across various investment vehicles and incorporates tax-aware strategies, supported by an Investment Committee and complementary accounting and trustee-directed plan management services.

Olivia Lukovich is a financial advisor at Brighton Jones LLC in Portland, OR. She holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brighton Jones, she worked at the University of Oregon Lundquist College of Business and held positions in the service industry. Brighton Jones 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.

Trevor Scambray is a Series 66-licensed financial advisor with Coldstream Wealth Management in Portland, OR, bringing three years of industry experience. Prior to joining Coldstream, he worked at LPL Enterprise and The Prudential Insurance Company of America. His background also includes roles outside of financial services, notably at Rock Creek Country Club and DoorDash. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through a team-based approach that serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm integrates portfolio management with comprehensive financial and retirement planning, supported by an internal Investment Strategy Group and a broad affiliate network.

Stephen Laveson is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 30 years of industry experience. He has been with Becker Capital Management since 1995. 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 an integrated research and portfolio construction process focused on value-oriented strategies across multiple asset classes and offers a range of services from discretionary portfolio management to nonprofit consulting.

Julia Tierney is a Series 65-licensed advisor with 10 years of industry experience, currently serving at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2013. 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 approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.