Robert Young is a CFP® and Series 65 credentialed advisor at Coldstream Wealth Management with six years of industry experience. Prior to joining Coldstream in 2025, he worked at Cable Hill Partners, LLC and Fisher Asset Management. He also held a position at the University of Portland from 2015 to 2017. Coldstream Wealth Management is an SEC-registered firm 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, providing team-based wealth management supported by an internal Investment Strategy Group and offering a range of portfolio management, financial planning, and retirement plan services.

Troy Haugen is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he manages several local businesses, including a coffee shop and an ice cream shop in Gresham, Oregon. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a long-term, fundamental analysis-driven approach, utilizing internal management, affiliated platforms, and independent managers to construct diversified portfolios.

Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent and Columbia Associates Wealth Management Group, Smith worked at PricewaterhouseCoopers LLP. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and a range of operational tools and third-party solutions.

Jordan Gates is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has worked at Kovack Advisors, LLC and Kovack Securities, LLC since 2021, following ten years at Independent Financial Group and thirteen years at MAC Services, LLC. In addition to his advisory role, he owns Fusion Tax and Wealth Management, a financial planning business focused on investments and insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach centered on diversified asset-class exposure primarily through mutual funds and ETFs.

Claire Shifren is a CFP® professional with 10 years of industry experience and has been with Summitry, LLC (formerly Golub Group) for 22 years. She is based in Portland, OR. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment process that combines internally managed equity strategies with alternative approaches and independent managers.

Keely Suratt is a Series 65-licensed financial advisor with Coldstream Wealth Management in Portland, OR, with three years of industry experience. Prior to joining Coldstream, she worked at Fisher Investments for six years. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm uses a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary retirement plan services.

Joseph Herrle is a CFA® charterholder with three years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. Prior to that, he held roles at Thetos Advisers and Stamos Capital Partners. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage active equity, fixed income, and alternative strategies.

Robert Greenman is a Series 65 credentialed financial advisor with 20 years of industry experience. He has been with Vista Capital Partners, Inc. in Portland, OR since 2011. 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 investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

John Mather is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. He is based in Portland, OR. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, and family office support. The firm uses a Personal CFO model and provides access to private investment opportunities through its subsidiary Lenora Capital.

Aubrey Jordan is a financial consultant at Wedbush Securities Inc. and holds Series 65 and Series 63 licenses. Jordan has less than one year of industry experience, including prior roles at Campbell Global and participation in the Oregon State University Advantage Accelerator program. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, research, and prime services.

Ann Garcia is a CFP® and Series 65-registered advisor with 16 years of industry experience. She currently works at The Mather Group, LLC and has spent the past 10 years with Independent Progressive Advisors LLC. Outside of her advisory role, she is the owner of "HOW TO PAY FOR COLLEGE," a website, book, and masterclass offering advice on affording college. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Dawson Gonwick is a CFP® with one year of experience currently advising at Maridea Wealth Management. His prior experience includes four years at LPL Financial and roles at The Vanguard Group, TFS Advisors, and Koeing Financial Group. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion across a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs with a long-term investment approach supplemented by AI tools under human oversight.

James Miller is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, and Morgan Stanley DW Inc. In addition to his advisory role at Prospera, he owns White Horse Capital Management LLC, where he provides financial advice and services. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Nathan Sheppard is a Series 65-licensed financial advisor at Fisher Investments with experience beginning in 2022. Prior to joining Fisher Investments, he held roles at Zeeks Pizza and Engie Impact and studied at Gonzaga University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across various asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Kirk Matteson is a financial advisor at Buck Wealth Strategies, LLC in Portland, OR, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Madison Avenue Securities, Clear Resource Group, CWM, LLC dba Carson Group Partners, and Financial Advocates Investment Management. Matteson is also a licensed independent insurance agent in Oregon. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Jeffrey Hegstrom is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously at Citigroup Global Markets from 2003 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a wide range of services such as wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Deidra Krys Rusoff is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has worked at Becker Capital Management since 2018 and previously spent 14 years at Ferguson Wellman Capital Management. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse range of individual and institutional clients. The firm integrates bottom-up security selection with top-down portfolio construction and manages actively tailored portfolios across multiple asset classes, including equity, fixed income, ESG/impact, and private capital strategies.

Michael Acromite is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and based in Portland, OR. He has two years of industry experience, including roles at Vie International Financial Services and Bank of America Merrill Lynch. His background also includes work in finance and insurance with various firms, as well as experience in the travel industry and at a university. 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 provides a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Yazhari is a CFP® at Vista Capital Partners, Inc. in Portland, OR, with six years of industry experience. He previously worked at Ferguson Wellman Capital from 2015 to 2019. 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, typically targeting clients with at least $2 million to invest. Its investment approach emphasizes asset allocation using index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Mark Higgins is a CFP® and CFA® affiliated with Index Fund Advisors, Inc. He has three years of industry experience, including ten years at RVK, Inc. He is also involved with Enlightened Investor, LLC, which manages the copyright and sales of the book *Investing in U.S. Financial History: Understanding the Past to Forecast the Future*. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, and institutions. The firm employs globally diversified, passively managed portfolios with an emphasis on tax-aware strategies and integrates in-house tax services alongside advisory offerings.