Kimberly Rosenberg is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. She founded Kim Rosenberg Inc. in 2018 and has held roles at Thrive Transitions and Rosenbaum Financial Inc. in her career. Outside of financial advising, she owns a wholesale diamond business and manages a family-owned apartment building. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering services including portfolio management, financial and retirement planning, and fiduciary retirement plan services through team-based approaches supported by an internal Investment Strategy Group.

Brett Norris is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. since 2023. His prior experience includes roles at Keen Wealth Advisors and The Welch Group. He is also the trustee of the Jerry W Norris Family Trust, where he manages investments related to the trust. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm offers customized portfolios and wealth planning, employing a centralized investment policy committee that integrates top-down macro positioning with bottom-up security selection across a range of asset classes.

Heidi Goertzen is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has worked at Becker Capital Management, Inc. since 2019, following prior roles at Confluence Wealth Management and Ferguson Wellman Capital Management. Becker Capital Management, Inc. is an employee-owned SEC-registered adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Tyler Jaglowski is a financial advisor at Becker Capital Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Becker Capital Management, he worked at MacKay Shields, LLC and held roles at the University of Oregon and D.B. Fitzpatrick & Co. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, foundations, pension plans, pooled funds, and nonprofit organizations. The firm combines bottom-up security selection with top-down portfolio construction, managing a range of strategies across equity, fixed income, multi-asset, ESG/impact, and private capital, and also sponsors registered mutual funds and private pooled investment vehicles.

Bradley Houle is a CFA charterholder with 29 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Portland, Oregon. Ferguson Wellman is an employee-owned, SEC-registered investment adviser providing personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios and integrates top-down asset allocation with quantitative and fundamental research in its investment process.

Jill Pierce is a financial advisor at Tucker Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of her advisory role, she is involved as an independent insurance agent and manages client service operations for Winning Money Strategies, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, providing discretionary investment management and financial planning through a network of investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers various investment strategies, including growth, fixed income, direct indexing, and alternative investments.

Anna Holowetzki is a financial advisor at Brighton Jones LLC in Portland, OR, with one year of industry experience. She holds a Series 65 designation. Prior to joining Brighton Jones, she worked at firms including Vista Capital Partners and Salesforce. Brighton Jones serves high-net-worth and ultra-high-net-worth families, as well as retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services through a holistic, balance-sheet approach, including discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

Robert Stein is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities before joining his current firm in 2019. Stein has been a fixed life insurance agent and a notary public, though these activities are currently inactive. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Terrence Daniel Jr. is a financial advisor with Vista Capital Partners, Inc. in Portland, OR, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to joining Vista Capital Partners in 2020, he held roles at Key Investment Services, KeyBank, Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. Outside of his advisory work, Daniel serves as a football coach at Central Catholic High School and is a board member of the University of Oregon Black Network’s Finance Committee. 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 focused on low-cost index funds and tax-aware implementation.

Abbey Rollins is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2007. She holds the Series 66 designation and is based in Lake Oswego, Oregon. Rollins is also a principal of AKT Services LLP, a holding company. 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 investment strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Meredith Stewart is a CFP® with seven years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management. Her prior roles include positions at Cable Hill Partners, Ameriprise Financial Services, Family Solutions, and the US Forest Service. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Lindsay Hessel is a financial advisor at Coldstream Wealth Management with two years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Icon Financial Services LLC and Icon Savings Plan. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients through team-based wealth management supported by an internal Investment Strategy Group.

Erica Long is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Amazon, Seattle University, and Carhartt. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory-based approach with a range of asset classes and alternative strategies, supported by affiliated businesses in real estate, insurance, and estate planning.

Nicholas Rodwick is a financial advisor at Coldstream Wealth Management with a Series 65 designation. He has prior experience at Cable Hill Partners and Washington Federal Bank, as well as a background that includes service in the Marine Corps. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients. The firm operates through team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering portfolio management and comprehensive financial planning services.

Steven Erickson is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and International Assets Investment Management. Erickson serves as Board Chair of the Columbia Theater Arts Foundation, a nonprofit organization. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and offers ERISA retirement-plan advisory services along with participant advice.

Douglas Post is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 18 years of industry experience. He has been with Vista Capital Partners since 2007. 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 uses an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements, and offers integrated wealth-planning services including retirement and legacy planning.

Chingyee Kim is a financial advisor at Robertson Stephens with 18 years of industry experience. She holds a Series 66 designation and previously worked at Rain Capital Management for 13 years. Kim serves as a director of Rain Capital Management, a non-operating company that is currently in the process of winding down. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a suite of planning services, managing $8.76 billion in assets as of December 31, 2025.

Nicholas Running is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Cable Hill Partners and Sunriver Resort. Outside of advising, he serves on the finance committee and board of the Oregon Repertory Singers, a nonprofit organization. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm utilizes team-based investment management supported by an internal strategy group and offers diversified portfolios that include alternative investments and third-party sub-advisors.

Ralph Cole is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 1998. He holds a Series 63 license and has spent his entire advisory career at Ferguson Wellman. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios built primarily from individual securities and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Harrison Maizels is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Core Planning since 2025 and previously held roles at Facet Wealth and HighTower Securities. Core Planning is a multi-team firm that provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients. The firm offers flexible engagement models and uses third-party model portfolios along with automated rebalancing tools to support portfolio management.