Matthew Sampson is a Certified Financial Planner (CFP®) at Coldstream Wealth Management with five years of industry experience. His prior roles include positions at Arnerich Massena, Inc., Ferguson Wellman Capital Management Inc., Brighton Jones, First Republic, and Summitry. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients using a team-based approach supported by an internal Investment Strategy Group.

William Freeman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mutual/United of Omaha since 2005. Freeman is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams in Oregon. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions through a network of Investment Advisor Representatives.

Edward Jeffery is a financial advisor at Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been with Aegis Capital Corp. since 2015. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages a substantial portion of client assets on a non-discretionary basis.

Alexandra Rosenberg is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds a Series 65 designation. Prior to her advisory role, she was involved with the Alpha Chi Omega Fraternity for four years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving a diverse client base including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients such as corporate executives and professional athletes. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a wide range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Tyler Kaluza is a CFP® with 11 years of industry experience, currently serving at Becker Capital Management, Inc. since 2019. Prior to that, he worked for five years at Cornerstone Advisors, Inc. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for a diverse client base, including individuals, high-net-worth clients, institutions, and registered mutual funds. The firm employs a research-driven, value-oriented investment approach across multiple asset classes and offers discretionary portfolio management alongside institutional consulting and nonprofit services.

Shirley Brost is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds the Series 66 designation and has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, using investment advice developed by Morningstar Investment Management to provide personalized asset allocation and fund selection.

Kelly Romano is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Empirical Wealth Management and previously worked at Fisher Investments and J.P. Morgan Securities. Empirical Wealth Management provides investment management, financial planning, tax preparation, and retirement-plan consulting to individuals, trusts, charitable organizations, pensions, and profit-sharing plans. The firm uses Modern Portfolio Theory to create diversified portfolios across multiple asset classes and offers affiliated real estate, insurance, and estate-planning services.

Matthew Aitchison is a financial advisor at Navy Federal Investment Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Navy Federal, he worked at Fisher Investments for 12 years. He is also the author of a book titled "The Impending Crisis." Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm’s advisory platform utilizes third-party portfolio managers on the Envestnet platform and other subadvisers, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Emory Rapaport is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 credential with one year of industry experience. Prior to joining Brighton Jones, he worked in academic and educational roles at Cal Poly, San Luis Obispo, University of the Pacific, and Grant High School. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management and financial planning services through a holistic, balance-sheet approach.

Matt Sisco is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, he worked in various roles including positions at Beso Bar and Bottle and Allimaki. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, as well as retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services through a holistic, balance-sheet approach, including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

Michael Bien is a financial advisor with Independent Solutions Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 66 designations and having 21 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Financial Investment Team. Additionally, he is active as a licensed insurance agent focusing on fixed insurance sales. Independent Solutions Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets, offering financial planning, portfolio management, tactical strategies, and third-party manager selection with an investment process centered on strategic asset allocation and in-house due diligence.

Reilly Blood is a CFP® at Ferguson Wellman Capital Management, Inc. in Portland, OR, with one year of industry experience. Prior to joining Ferguson Wellman, Reilly worked at Moss Adams LLP, Northwest Investment Counselors, Recess Studios, and Starcycle. Ferguson Wellman provides personalized investment and wealth management to individuals, families, and institutional clients, utilizing discretionary and active management across equities, fixed income, and alternatives. The firm emphasizes customized portfolios, tax-aware strategies, and sustainable investing products, serving clients with a family-office style division and a centralized investment policy committee.

Hillary Brevig is a CFP® professional with seven years of experience in financial advising, currently with Vanderbilt Advisory Services. She has worked at several financial firms, including Vanderbilt Securities, Summit Advisors NW, and Consolidated Portfolio Review Corp. Outside of advising, she is involved in freelance writing, financial software product consulting, and facilitates money coaching classes based on the program "Wild Money: A Creative Journey to Financial Wisdom." Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside integrated retirement-plan consulting and administration services.

Sheri Sanders is a financial advisor at Ferguson Wellman Capital Management, Inc. with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Great Northern Asset Management, Ameriprise Financial Services, and Harlow Wealth Management. Ferguson Wellman provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs an active, discretionary investment approach across various asset classes and offers customized portfolios, wealth planning, and specialized services for high-net-worth clients.

Deegan Lee is a financial advisor at Abacus Wealth Partners with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tideline and Dimensional Fund Advisors. His career also includes roles outside of traditional financial services, including positions at Wake Forest University’s Department of Entrepreneurship. Abacus Wealth Partners serves a diverse client base ranging from individuals and families to trusts and charitable organizations, offering financial planning and investment management services. The firm employs a primarily passive, asset-class investment approach with ESG screening upon request and incorporates private fund opportunities such as the Align Impact fund for qualified clients.

Timothy Smith is a financial advisor with Concurrent Investment Advisors, LLC in Portland, OR, holding Series 63 and Series 66 credentials and 21 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and LPL Financial. He is also involved in providing fixed insurance advice through related activities. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Grant Galligan is a financial advisor at Wedbush Securities Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. Outside of his advisory role, he is involved in retail through Shirts and Skins, a Portland-based merchant business, and produces Star Wars-related video content on Instagram that generates advertising revenue. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and registered investment advisory services across multiple asset classes. The firm provides various managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services with an emphasis on commodities and derivatives.

Forbes Robinson is a financial advisor with Western Wealth Management LLC based in Beaverton, OR. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and Financial Advocates Investment Management. Outside of finance, Robinson is involved in a music-related business and operates an online retail crafts venture. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of 88 advisers, utilizing model portfolios and a range of investment products.

Mary Lago is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with 13 years of industry experience. She holds the Series 66 designation and has been with Ferguson Wellman since 2015. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management and customized portfolios primarily composed of individual securities. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening, fundamental research, and backtested multifactor models.

Ryland Moore is a financial advisor at Coldstream Wealth Management with 11 years of industry experience. He holds a Series 65 credential and previously worked for Arnerich Massena for 12 years. Outside of his advisory role, he is involved with Live Water Properties, LLC, where he serves as a sales associate and independent contractor specializing in farm and ranch market analysis. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering tailored portfolio management and access to a range of alternative investments and affiliated services.