Claire Shifren is a CFP® professional with 10 years of industry experience and has been with Summitry, LLC (formerly Golub Group) for 22 years. She is based in Portland, OR. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment process that combines internally managed equity strategies with alternative approaches and independent managers.

Keely Suratt is a Series 65-licensed financial advisor with Coldstream Wealth Management in Portland, OR, with three years of industry experience. Prior to joining Coldstream, she worked at Fisher Investments for six years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary retirement plan services.

Joseph Herrle is a CFA® charterholder with three years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. Prior to that, he held roles at Thetos Advisers and Stamos Capital Partners. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage active equity, fixed income, and alternative strategies.

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 five years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. He is based in Portland, OR. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, and family office support. The firm uses a Personal CFO model and provides access to private investment opportunities through its subsidiary Lenora Capital.

Aubrey Jordan is a financial advisor at Wedbush Securities Inc. with Series 65 and Series 63 licenses and has recently entered the industry with less than one year of experience. His prior experience includes a role at Campbell Global and involvement with the Oregon State University Advantage Accelerator. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and registered investment advisory services. The firm operates multiple managed account programs and combines broker-dealer functions with clearing, custodial, and prime services across wealth management and capital markets.

Ann Garcia is a CFP® and Series 65-registered advisor with 16 years of industry experience. She currently works at The Mather Group, LLC and has spent the past 10 years with Independent Progressive Advisors LLC. Outside of her advisory role, she is the owner of "HOW TO PAY FOR COLLEGE," a website, book, and masterclass offering advice on affording college. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Dawson Gonwick is a CFP®-designated financial advisor with one year of industry experience, currently with Maridea Wealth Management in Portland, OR. His prior experience includes four years at LPL Financial LLC dba Chichester Financial Group LLC and roles at The Vanguard Group, TFS Advisors, and Koeing Financial Group. Maridea Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, diversified portfolios primarily using low-cost mutual funds and ETFs, incorporating fundamental analysis and modern portfolio theory.

James Miller is a financial advisor with Prospera Financial Services, Inc. He holds the Series 66 designation and has 25 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Miller is also the owner of White Horse Capital Management LLC, where he provides financial advisory services. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Nathan Sheppard is a Series 65-licensed financial advisor at Fisher Investments with experience beginning in 2022. Prior to joining Fisher Investments, he held roles at Zeeks Pizza and Engie Impact and studied at Gonzaga University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across various asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

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 Series 65-licensed financial advisor at Becker Capital Management, Inc. in Portland, OR, with seven 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 is an employee-owned investment adviser managing approximately $5 billion for individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs an integrated research approach combining bottom-up fundamental analysis with top-down asset allocation within a value-oriented framework and offers a range of strategies across multiple asset classes.

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.