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 seven years of industry experience. She holds a Series 65 designation and previously worked at Cable Hill Partners, LLC and Northwestern Mutual. In addition to her advisory work, she coaches volleyball at the Multnomah Athletic Club in Portland, OR. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

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.

Todd Juenger is a financial advisor at Savvy with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at LPL Financial, Columbia Credit Union, Global Retirement Partners, Conover Capital Management, and Cetera Advisors. Juenger serves as a board member for Inter Faith Treasure House, a nonprofit food bank and thrift store in Washougal, WA. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

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 Gradient Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYlife Securities LLC and New York Life Insurance. Outside of his advisory role, he works as a manufacturing equipment technician at Manpower. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Darin Richards is a CFA® charterholder based in Lake Oswego, OR, with 18 years of industry experience. He is affiliated with Aldrich Wealth LP and has worked at AKT Wealth Advisors, LP since 2004. Richards is a principal of AKT Services, LP, a holding company unrelated to investment advisory activities. 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, combining active and passive investment strategies with tax-aware implementation and regular portfolio reviews.

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.

Windy Seto is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Principal Advised Services since 2022 and has prior experience with Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, Seto is involved in managing a rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models to tailor advice based on client profiles and risk tolerance, operating within the broader Principal Financial Group family.

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.