Jennifer Estner is a financial advisor with Coldstream Wealth Management in Portland, OR, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cable Hill Partners, Ameriprise, Raymond James Financial Services, and Cameron-Lattek LLC. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and foundations. The firm manages approximately $12.4 billion in assets and employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolio management, financial planning, and access to a broad range of alternative investments and affiliated services.

Samuel Brigham is a CFA® charterholder currently with Empirical Wealth Management, where he has worked since 2026. He has prior experience at Meketa Investment Group, M Science, and Fisher Investments. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified model portfolios across multiple asset classes and alternative strategies.

Stephen Dunne is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. His prior roles include positions at Centaurus Financial, Inc. and Willamette Financial Advisors, LLC. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and business entities, offering asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research division. The firm applies a range of investment strategies and conducts regular portfolio reviews, combining fundamental, technical, and cyclical analysis with algorithm-based modeling.

Jessica Allison is a CFP® with seven years of industry experience. She is affiliated with Vista Capital Partners, Inc. and has worked at Brighton Jones LLC since 2014. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm provides portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions, using an asset-allocation driven approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Emily Genor is a CFP®-designated financial advisor with 11 years of industry experience. She is currently with Becker Capital Management, Inc. and has previously worked at Vista Capital Partners and UBS. 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, research-driven investment approach across multiple asset classes and actively manages both registered mutual funds and private pooled vehicles.

Candace Turanzas is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Allium Financial Advisors, Arnerich Massena, and Merrill Lynch, Pierce, Fenner & Smith Inc. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $6.8 billion in client assets and emphasizes customized asset allocations using low-cost diversified mutual funds and ETFs alongside other investment options.

Kirby Chien is a financial advisor with Kovack Advisors, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Edward Jones and Princor Financial Services Corporation. Outside of his advisory role, he serves as president of Bedrock Wealth Management, an investment and life insurance advisory business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and financial institutions, through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure, utilizing mutual funds, ETFs, and other vehicles tailored to client objectives, along with third-party manager recommendations and ongoing portfolio supervision.

David Swanson Jr. is a financial advisor with Brookwood Investment Group in Portland, OR, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, Freedom Wealth Management LLC, and his own firm, Swanson Financial Services, Inc. He is also an independent insurance agent specializing in fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of investment strategies and operates a network of proprietary partner offices alongside multiple affiliated businesses.

Grayson Dufrene is a financial advisor with M HOLDINGS SECURITIES, Inc. who holds the ChFC® designation and Series 63 license, with 30 years of industry experience. He has been with M Holdings Securities since 2012 and serves as Managing Director at VIE International Financial Services, Ltd., a UK-based firm providing pension-related and insurance services. He is also a director at VIE PPLI Limited, a UK life insurance sales company. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses nationwide through a network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Sammie Guajardo is a CFP® with five years of industry experience, currently serving as a financial advisor at Facet since 2024. Prior to joining Facet, Guajardo worked at LPL Financial and Financial Freedom Wealth Management Group, LLC from 2020 to 2024. Before entering the financial industry, Guajardo held positions at Topgolf and Dave & Buster's. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, using technology-driven processes and model-based asset allocations focused on ETFs. The firm serves both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform.

Philip Eickhoff is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Iter-Silva Financial Group and SUMMIT KAI-ZEN FiNANCIAL. He also owns a sole proprietorship providing life insurance and annuity sales and brokerage services specializing in settlement planning for attorneys and their clients. IAMS Wealth Management offers investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party model portfolios and integrates a broad range of investment instruments alongside operational practices like AI research tools.

Marcus David is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 designation. Prior to joining Aldrich Wealth, he worked at First Western Trust and Raytheon Technologies, and he has academic experience at The University of Arizona. 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 across various asset classes and employs tax-aware strategies, with oversight from an Investment Committee.

Charles Cannon is a CFP® with 11 years of industry experience, currently with Wealth Watch Advisors, Inc in Tigard, OR. His prior roles include positions at Impact Partnership Wealth, Aegis Wealth Management, Specialized Advisors, Secure Investment Management, and JD Mellberg Financial. He also operates Cannon Insurance Solutions, Inc, a separate insurance business he has managed for over 19 years. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of discretionary and non-discretionary portfolio management through approved third-party model managers, applying quantitative, qualitative, and technical methods alongside alternative private placements for eligible accredited investors.

Bradford Wear is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and ALPS Distributors, Inc. in roles related to investment management and fund distribution. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, delivering portfolios through various platform solutions including SMAs, UMAs, and model delivery systems.

Douglas Greenberg is a financial advisor with SB Advisory, LLC, holding Series 65 and Series 63 licenses and over 32 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as Pinnacle Wealth Advisory. Outside of his advisory work, he is a co-founder of Data Aviator, a company focused on audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

Michael Oreilly is a Series 65-licensed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 25 years of industry experience. He has been with Vista Capital Partners since 2000. Vista Capital Partners is a fee-only registered investment adviser that offers discretionary portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm manages approximately $2.72 billion in discretionary assets and emphasizes an asset-allocation driven process using index funds, disciplined rebalancing, and customized Investment Policy Statements.

David Seymour is a financial advisor with Wedbush Securities Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has worked at Wedbush Morgan Securities since 2004 and previously at RBC Capital Markets from 2002 to 2004. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers a broad range of services such as wealth management, fixed income, commodities, and portfolio management tailored to client objectives.

Breanna Pangares is a CFP® with six years of industry experience, currently serving as a financial advisor at Becker Capital Management, Inc. since 2019. Prior to joining Becker Capital Management, she worked at Ferguson Wellman Capital Management from 2016 to 2019. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and other institutional investors. The firm employs a research-driven, value-oriented investment approach that integrates bottom-up fundamental analysis with top-down asset allocation across multiple asset classes and offers discretionary management through a team-based structure.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.

Andrew Murray is a CFA® charterholder with 12 years of industry experience, currently serving at Becker Capital Management, Inc. in Portland, OR since 2013. He is part of a multi-team firm with 19 advisors. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for individual, high-net-worth, institutional, and nonprofit 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 across multiple asset classes, including a registered mutual fund and private pooled investment vehicles.