Sandie Rodda is a financial advisor with Zacks Investment Management, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Morningstar Investment Management LLC, Allianz Life Insurance Company of North America, and Invesco Distributors, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and sponsors multiple wrap-fee and unified managed account programs.

Julie Johnsen is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pure Portfolios Holdings LLC and Northwest Wealth Advisors, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Evan Seach is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at M Holdings Securities, Inc. since 2019 and previously spent three years at Trustmont Financial Group. Based in Portland, OR, he is affiliated with M Holdings Securities, Inc., an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Christopher Abbruzzese is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds a Series 63 designation and previously worked at Rain Capital Management for over a decade, where he also served as Chief Investment Officer of a non-operating affiliated company. Robertson Stephens Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations, combining individualized advice with centrally developed model portfolios and oversight by an Investment Committee.

Vanessa Dehaan is a CFP® professional with five years of industry experience, currently serving as an advisor at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2020. Prior to this role, she was not employed in the financial industry from 2015 to 2020. 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.

Daniel Horowitz is a financial advisor at Aldrich Wealth LP with three years of industry experience. He holds a Series 65 designation and previously worked at Campbell Global and Arnerich Massena. 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 combines active and passive management across various investment vehicles and incorporates tax-aware strategies, supported by an Investment Committee and complementary accounting and trustee-directed plan management services.

Olivia Lukovich is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 credential. She has been with Brighton Jones since 2025 and has experience working at the University of Oregon Lundquist College of Business. Previously, she worked in customer service roles at Black Rock Coffee Bar and CeramiCafe Art Lounge. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services through a holistic, balance-sheet approach that includes discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Trevor Scambray is a financial advisor at Coldstream Wealth Management in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Coldstream Wealth Management is an SEC-registered 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, retirement planning, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Stephen Laveson is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 30 years of industry experience. He has been with Becker Capital Management since 1995. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs an integrated research and portfolio construction process focused on value-oriented strategies across multiple asset classes and offers a range of services from discretionary portfolio management to nonprofit consulting.

Julia Tierney is a Series 65-licensed advisor with 10 years of industry experience, currently serving at Vista Capital Partners, Inc. in Portland, OR, where she has worked since 2013. 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 approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Tawny Ramones is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2016. Prior to this, she worked at Aldrich Advisors from 2013 to 2016. 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 third-party management.

Joanne Galligan is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Wedbush Securities since 2011. The firm serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. Wedbush combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Rocky Monson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Fisher Investments for eight years and SCOTTRADE for two years. Monson is also an insurance agent involved in the sale of various insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across nearly 300 representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers through local investment adviser representatives.

Stephen Brown is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 47 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Western International Securities, Inc. from 2006 to 2024. Brown serves as treasurer of the Deschutes Land Trust and is involved in local economic development and budget committees in Crook County, Oregon. LaSalle St. Investment Advisors provides fee-based financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of investment strategies across multiple asset classes, emphasizing both discretionary and non-discretionary management, with a notable focus on non-discretionary assets.

Nicholas Buckley is a CFA® charterholder with one year of industry experience. He is currently with Coldstream Wealth Management, having previously worked at Arnerich Massena and Meketa Investment Group. His career also includes roles at Nike and self-employment. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers comprehensive wealth management services delivered through team-based investment strategies and access to a diverse range of alternative investments and affiliated financial services.

William Tufts Jr. is a financial advisor at Saxony Capital Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Crown Capital Securities, LP for 19 years before joining Saxony. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model and employs various investment methods, including fundamental and technical analysis, offering discretionary asset management alongside hourly or flat-fee financial planning.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, where he provides life insurance and annuity products. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, with portfolios that typically include mutual funds, ETFs, and select option strategies.

Meaghan Bradley Bussell is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She has been with Becker Capital Management, Inc. since 2018. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach that integrates 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.

Philip Sherman is a CFP® with 11 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has held roles at firms including Deschutes Investment Consulting, Cetera Advisor Networks, and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services, utilizing a combination of proprietary model portfolios, third-party managers, and quantitative investment techniques.

Anthony Hutchinson is a CFA® charterholder with two years of industry experience. He is currently with Aldrich Wealth LP and has previously worked at Peak Brokerage Services, Financial Investment Team, Alan Biller and Associates, Oregon State Treasury’s Investment Division, Grosvenor Capital Management, and Northwestern Memorial Physicians Group. 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 and employs a combination of active and passive management strategies, including tax-aware implementation and private market investments.