Heidi Smart is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Johnson Bixby, Private Client Services, and Securities America. 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 institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services within a team-based advisory model.

Miles Lewis is a financial advisor at Becker Capital Management, Inc. with 8 years of industry experience. He holds the Series 65 designation and has previously worked at Aldrich Wealth LP and tru Independence Asset Management, LLC. Outside of finance, he has served as a freshman baseball coach at Jesuit High School in Portland since 2021. Becker Capital Management provides discretionary investment management and wealth advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofits. The firm integrates bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled vehicles.

Jerald Halverson is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Citizens Bank NA, Lion Street Financial, J.P. Morgan Securities, First Republic Investment Management, UBS Financial Services, and Kestra Investment Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary portfolio management and non-discretionary recommendations, and benefits from its affiliation with Citizens Bank, N.A., which provides additional banking and lending resources.

Jason Norris is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. since 2001. The firm is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. Ferguson Wellman offers customized, separately managed portfolios built primarily from individual securities, combining top-down asset allocation with bottom-up security selection through quantitative screening and fundamental research.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Darin Sevier is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Rosenbaum Financial Inc for seven years. He is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves a range of clients including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Adam Clough is a CFP®-designated financial advisor with six years of industry experience, currently affiliated with M Holdings Securities, Inc. in Portland, OR. His prior work experience includes roles at Vie International Financial Services, Ltd., Bridge Financial Group, LLC, and M Financial Group. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, utilizing both internal portfolio managers and third-party sub-advisors.

Krisztian Jeszenszki is a financial advisor at Coldstream Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Coldstream, he worked at Fisher Investments for three years and has experience with the Boys and Girls Club of Hungary. He has also been involved with Barsony Holsters and Belts 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 institutional clients, providing portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Sam Pieh is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with American Independent Securities Group since 2015. Outside of his advisory role, he owns and operates a Chinese restaurant, Hunan Pearl Cuisine, in Lake Oswego, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

Jake Andl is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation and eight years of industry experience. His work history includes roles at M Holdings Securities since 2018 and a prior position at M Financial Group in 2017. He also has experience working at the University of Oregon from 2016 to 2018. 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 broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Jonathan Bebe is a financial advisor with Accelerate Retirement in Portland, OR, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Resources Investment Advisors, Independent Financial Group, and AxA Advisors. Outside of finance, he has been a part-time model and actor since 1994 and serves as a project manager for Prosper Portland, focusing on small business liaison activities. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach while offering comprehensive services for retirement plan sponsors, including investment due diligence and fiduciary support.

Bethany Purkapile is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds a Series 65 designation and has previously worked at Cable Hill Partners, LLC, SLOY, DAHL & HOLST, LLC, The Standard, and Benedictine Women's Service Corp. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, providing portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Roberto Gomez is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Fred Meyer, Portland Community College, and Umpqua Bank. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, utilizing a suitability-based approach and both discretionary and non-discretionary investment management programs.

Nicole Rice is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. She holds a Series 65 designation and has been with Aldrich Wealth since 2012. Rice 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 management strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Katherine Backus is a Series 65 licensed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 8 years of industry experience. She spent her previous 8 years at Fisher Investments before joining Vista Capital Partners. 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 in investable assets. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment approach with an emphasis on low-cost index exposure and tax-aware implementation.

Katherine Brown is a financial advisor at Coldstream Wealth Management in Portland, OR, holding a Series 65 license with one year of industry experience. Her prior work includes roles at Mortgage Express, LLC and the Courtauld Institute of Art. 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 other institutional clients. The firm delivers advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering services such as portfolio management, financial planning, and retirement plan fiduciary services.

Yule Schrock is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 credential and has previous work experience in various roles including at Oregon State University and Big Reds Bar & Grill. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive investment strategies overseen by an Investment Committee and offers tax-aware management techniques alongside innovative private market and retirement plan solutions.

David Janec is a financial advisor at Coldstream Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Arnerich Massena, Inc. and Wells Fargo Private Bank. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial and retirement planning, family advisory, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Asa Savage is a financial advisor at Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 65 licenses with 28 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. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services through affiliations with RBC and AXOS platforms.