Tyler Conroy is a CFP® and Series 66 licensed advisor with nine years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2023. His prior roles include positions at Aldrich Wealth LP and Charles Schwab. Ferguson Wellman Capital Management provides personalized investment and wealth management services to individuals, families, and institutional clients. The firm employs a discretionary, active investment approach across equities, fixed income, and alternatives, and offers wealth planning services including retirement, trusts and estates, and philanthropic strategies.

George Hosfield is a CFA® charterholder with 34 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR since 1991. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized, separately managed portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection using quantitative screening and fundamental research, and it offers specialized divisions for varying client needs, including a private family office service.

Kirsten Schlumbohm is an investment advisor at Prosperity Capital Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tucker Advisors, and Fidelity and Guaranty. She also serves as Vice President of Business Development at C2P Enterprises, LLC, where she manages relationships and writes financial plans. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, and institutional clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of advisory and sub-advisory services.

Grant Johnstone is a CFP® with 29 years of industry experience, currently serving at Composition Wealth, LLC. His prior roles include work with DPL Financial Partners, Cantella and Co., Inc., and Wells Fargo Advisors Financial Network. He holds active law licenses in Texas and Kentucky. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven investment approach.

Nicole Wilson is a CFP® and Series 65 licensed advisor with Vista Capital Partners, Inc. in Portland, OR, bringing four years of industry experience. She has previously worked at Anderson Fisher LLC, PriceWaterhouseCoopers, and KPMG. Wilson is also a licensed Certified Public Accountant in Oregon. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily households with at least $2 million to invest. The firm provides comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven approach with an emphasis on low-cost index exposure and tax-aware implementation.

Joseph Strauss is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is currently with Aldrich Wealth LP, where he has worked since 2022, following prior roles at Mariner Wealth Advisors and Authent Advisors, Inc. Strauss is based in Lake Oswego, Oregon. 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 strategies, employs tax-aware implementation, and offers complementary services through affiliated accounting and broker-dealer entities.

Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Damian Rothermel is a CFP® with 27 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His career includes roles at Purshe Kaplan Sterling Investments and USA Financial Securities Corporation. He also operates Rothermel Tax & Consulting, LLC, providing tax preparation and consulting services. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, supporting a scalable advisor network and a range of advisory and sub-advisory services.

Jonathan Sullivan is a CFP®, CFA®, and Series 66 registered advisor with 19 years of industry experience. He currently works at Continuum Advisory, LLC and has previously held roles at OSAIC, Triad Advisors, Inc., Signator Investors, Inc., and Wealth Management Associates. Sullivan has been involved in relationship management and business development for defined contribution clients, as well as investment research and due diligence. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm’s approach includes using mutual funds, ETPs, individual securities, model portfolios, and third-party asset managers, with a focus on professional integration among advisors who maintain additional professional roles.

Jason Hildebrant is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 registrations and having 24 years of industry experience. His prior work includes roles at Scottrade and a brief period of unemployment before joining M Holdings Securities in 2019. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of independent advisors. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, and operates multiple sponsored platforms while working with various custodial and platform providers.

Eric Davidson is a financial advisor with Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Aegis since 2015. Outside of his advisory role, he is the managing member of ERIC DAVIDSON ENTERPRISES LLC, which handles consulting work unrelated to investments, and he is involved in sales for Expion 360, a lithium battery manufacturer. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory, brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Grace Hornecker is a financial advisor with Aldrich Wealth LP in Lake Oswego, OR. She holds a Series 65 designation and has been with Aldrich Wealth since 2022. Prior to that, she held positions at RVK Inc., Sapient Private Wealth Management, Columbia Trust Company, Portland Business Alliance, Nordstrom, and the University of Oregon. 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 management strategies overseen by an Investment Committee and offers tax-aware techniques and various portfolio options.

Kelsey Walker is a CFP® with nine years of industry experience, currently serving at Aldrich Wealth LP since 2021. Prior to joining Aldrich, she worked at Summit Trail Securities, LLC and Summit Trail Advisors, LLC from 2016 to 2020. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and businesses. The firm employs a combination of active and passive investment strategies overseen by an Investment Committee and offers specialized services including tax-aware techniques and sub-advisory roles for insurance-dedicated funds.

Matthew Joyner is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Fortis Capital Advisors, LLC and previously worked at Personal Capital Advisors Corporation and Fisher Investments. Outside of his advisory role, he serves as a committee member for the Multnomah Athletic Club in Portland, OR. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a variety of investment strategies, including passive, active, tactical, and ESG-oriented options, and manages portfolios that may include derivatives and options.

Lyndsi Stender is a CFP® professional with six years of industry experience. She currently serves at Apollon Wealth Management, LLC and Motley Fool Wealth Management, LLLC, and previously worked at Ellevest, Vista Capital Partners, Aldrich, and Ferguson Wellman Capital Partners. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm employs a combination of centrally managed models and locally managed strategies, utilizing fundamental analysis, tactical allocations, ESG overlays, and tax management tools across its multi-branded network.

Claudia Porter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2025. She previously worked for nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Porter serves on the boards of The W-Source and The Speakers Alliance and is involved in business coaching through Find Your Voice Communications. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Blake Howells is a CFA® charterholder with 24 years of industry experience, currently serving at Becker Capital Management, Inc. since 1998. He holds a Series 63 license and is based in Portland, OR. Becker Capital Management, Inc. is an employee-owned SEC-registered 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 a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies across multiple asset classes, managing both registered mutual funds and private funds.

Ryan Christensen is a financial advisor at Coldstream Wealth Management in Portland, OR, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Cable Hill Partners, LLC, Manulife Asset Management (US) LLC, and John Hancock. 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 a range of services including portfolio management, financial and retirement planning, and retirement plan advisory, utilizing team-based investment approaches supported by an internal Investment Strategy Group.

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.

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.