Kirk Matteson is a financial advisor at Buck Wealth Strategies, LLC in Portland, OR, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Madison Avenue Securities, Clear Resource Group, CWM, LLC dba Carson Group Partners, and Financial Advocates Investment Management. Matteson is also a licensed independent insurance agent in Oregon. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Jeffrey Hegstrom is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions along with clearing, custodial, and prime services.

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 beginning his advisory career in 2024. His prior experience includes positions at Vie International Financial Services, Bank of America Merrill Lynch, and several other firms across finance and insurance sectors, as well as roles in academia. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining both discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, utilizing multiple platform providers and sub-advisory arrangements.

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.

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.

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 affiliated with Brighton Jones LLC in Portland, OR. He has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for eight years and spent time at Tesla Motors. Brighton Jones serves a diverse client base including individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm offers comprehensive wealth management services with a holistic, balance-sheet approach, including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

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 with Vista Capital Partners, Inc. in Portland, OR. He holds a Series 65 designation and has seven years of industry experience. Since 2014, he has worked at Fisher Investments. 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.

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 with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She 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 professionals, offering a range of advisory and brokerage services that include investment management, retirement plan consulting, and insurance advisory.

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.