Douglas Post is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with 18 years of industry experience. He has been with Vista Capital Partners since 2007. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm uses an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements, and offers integrated wealth-planning services including retirement and legacy planning.

Chingyee Kim is a financial advisor at Robertson Stephens with 18 years of industry experience. She holds a Series 66 designation and previously worked at Rain Capital Management for 13 years. Kim serves as a director of Rain Capital Management, a non-operating company that is currently in the process of winding down. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a suite of planning services, managing $8.76 billion in assets as of December 31, 2025.

Nicholas Running is a Series 65-licensed advisor at Coldstream Wealth Management with two years of industry experience. Prior to joining Coldstream, he worked at Cable Hill Partners and spent ten years with Portland State University. He serves as a board member on the finance committee of the Oregon Repertory Singers, a nonprofit organization. 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, offering services that include portfolio management, financial and retirement planning, family advisory, and fiduciary retirement plan services.

Ralph Cole is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 1998. He holds a Series 63 license and has spent his entire advisory career at Ferguson Wellman. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios built primarily from individual securities and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Harrison Maizels is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Core Planning since 2025 and previously held roles at Facet Wealth and HighTower Securities. Core Planning is a multi-team firm that provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients. The firm offers flexible engagement models and uses third-party model portfolios along with automated rebalancing tools to support portfolio management.

David Montermini is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC in Vancouver, Washington, with nine years of industry experience. He previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. Montermini also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, a life and health agency. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities to deliver a broad range of services.

Thanh Evoniuk is a financial advisor at Coldstream Wealth Management with four years of industry experience. He holds a Series 65 designation and has previous experience with Rosenbaum Financial, Inc., as well as multiple roles at Portland State University and Perkins & Co. Coldstream Wealth Management is an SEC-registered 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 offers a team-based approach to wealth management, integrating portfolio management, financial and retirement planning, and fiduciary services, with client portfolios managed through a combination of internal strategies, third-party sub-advisors, and alternative investments.

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.

Jordan Gates is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Independent Financial Group and Veravest Investment Advisors, Inc. Gates is also involved in a financial planning and wealth management business under the name Fusion Tax and Wealth Management. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, institutional clients, and municipal entities, managing over $6 billion in client assets. The firm uses an Envestnet-supported process with both internal models and third-party managers to construct and monitor client portfolios.

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 six years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Aubrey Jordan is a financial consultant at Wedbush Securities Inc. with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Wedbush, Jordan worked at Campbell Global and spent several years in education, including a role with the Oregon State University Advantage Accelerator. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, fixed income, commodities, and research, and operates with dual registration as both an adviser and a broker-dealer.

Ann Garcia is a Certified Financial Planner (CFP®) with 16 years of industry experience. She has worked at The Mather Group, LLC since 2025 and previously held roles at Independent Progressive Advisors LLC, Beacon Rock Partners, Springwater Wealth Management, LLC, and Maas Capital Advisors, LLC. Outside of her advisory work, she owns a business offering advice on affording college through a website, book, and masterclass. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies and uses AI-assisted 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 financial advisor at Vista Capital Partners, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for four years. His background also includes roles outside finance, such as employment with Zeeks Pizza and involvement with Point Loma Little League. 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 to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment process that emphasizes low-cost index exposure and tax-aware implementation.