Kendall Acheson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Coldstream Wealth Management and previously worked at Cable Hill Partners, LLC, and Raymond James and Associates. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing a team-based approach supported by an internal Investment Strategy Group.

Crystal Smithers is a financial advisor with Level Four Advisory Services, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining Level Four Advisory Services, she worked at Bank of America and Merrill. She is involved in managing member roles for LionCrown Wealth Management LLC and LionCrown Insurance Agency, which focus on investment and insurance services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of custodian and platform arrangements.

Samuel Garlock is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 65 registrations and 37 years of industry experience. He has been with Wedbush Morgan Securities since 2004 and also maintains a long tenure at Ragen Mackenzie Incorporated since 1994. Wedbush Securities offers both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s services include wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and multiple account management offerings.

Christopher Van Dyke is a CFA® charterholder with five years of industry experience. He has worked at Aldrich Wealth LP since 2020 and previously spent eight years at Anerich 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 operates Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies, incorporating tax-aware implementation and third-party managers.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.

Rupa Raman is a financial advisor at Coldstream Wealth Management in Portland, OR, holding the CFA® designation and Series 63 license. Raman has worked in the financial services industry since 2011, with prior experience at Principal Financial Group, Standard Insurance Group, Oregon State Treasury, and Cflow LLC. 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, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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 at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual/United of Omaha since 2005. Outside of his advisory role, he is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

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® professional at Becker Capital Management, Inc. in Portland, OR, with 12 years of industry experience. He has worked at Becker Capital Management since 2019 and previously spent five years at Cornerstone Advisors, Inc. Becker Capital Management provides discretionary investment management and wealth advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofit organizations. The firm employs a risk-aware investment approach that combines bottom-up security selection with top-down portfolio construction across various asset classes.

Jeffrey Maclardy is a financial advisor with Concurrent Investment Advisors, LLC based in Vancouver, WA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments and Raymond James Financial. In addition to his advisory career, he has been involved in computer consulting for over 25 years at JAM Computer Consulting. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Shirley Brost is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with MissionSquare Retirement. She 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 Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s investment models.

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 with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Fisher Investments for 12 years and is the author of the book "The Impending Crisis." Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach centers on selecting and monitoring third-party portfolio managers and providing layered solutions including unified managed accounts and automated ETF portfolios.

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.

Alexander Whitehouse is a CFP®-certified financial advisor with over 22 years of experience, currently practicing at Mutual Advisors, LLC. He has held roles at Whitehouse Wealth Management, Cetera Advisors Network, Manulife Investment Management, and John Hancock Investment Management. Outside of advisory work, Whitehouse volunteers as a judge for the SIFMA Foundation's InvestWrite competition and teaches financial literacy and entrepreneurship to students through Junior Achievement's BizTown program. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management using a mix of active and passive strategies, with a focus on diversification and alignment to client objectives.

Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Allstate Financial Advisors, LLC, Allstate Insurance Co., and Sequent Planning, LLC. He also owns Premier Personal Services LLC, which he uses for administrative purposes. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.