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. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Voyager Wealth Management and HBW Advisory Services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through multiple advisory platforms, emphasizing personalized investment strategies managed by its network of investment adviser representatives.

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.

Michael Radakovich is a financial advisor with Consolidated Portfolio Review Corp in Portland, OR, holding the CFP® and ChFC® designations and possessing 39 years of industry experience. He has worked at Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2020, and previously at Kms Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Radakovich serves as president of the Fly Fishing Club of Oregon. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Bryan Shipley is a CFA® charterholder with over 20 years of industry experience. He is currently an advisor at Coldstream Wealth Management, having joined the firm in 2024 after a long tenure at Arnerich Massena, Inc. Bryan serves on multiple investment advisory committees for funds and portfolio companies where client assets are invested, including Morrison Street Capital Funds and Water Asset Management. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering diversified portfolio management, financial planning, and access to a range of alternative investments and in-house capabilities.

Daniel O'Doherty is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Alera Investment Advisors, LLC. His prior roles include positions at Triad Advisors, LLC, Cetera Advisors LLC, and CSNW Benefits, an Alera Group company. Outside of his advisory work, he owns investment real estate through several LLCs. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm utilizes internal management capabilities alongside independent managers, focusing on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Steven Beard is a CFP® with experience at Clear Creek Financial Management, LLC since 2026, and previously at Renaissance Financial Management and Willamette Financial Advisors. He also worked at Edison High School for 17 years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm combines fundamental, technical, and cyclical analysis with a range of investment strategies and offers algorithmic consulting through its Helios Quantitative Research division.

Jeffrey Griggs is a CFA® credentialed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 13 years of industry experience. Prior to joining Vista, he worked for 11 years at Spectrum Strategic Capital Management, LLC. Vista Capital Partners is a fee-only registered investment adviser that manages approximately $3.22 billion, primarily serving high-net-worth households. The firm employs a disciplined, asset-allocation-driven investment process emphasizing low-cost index exposure and tax-aware implementation, combining a multi-advisor team structure with institutional capabilities.

Gabrielle Thomas is a financial advisor with M Holdings Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, she worked at JP Morgan Securities, LLC from 2016 to 2019. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a broad range of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, using both proprietary and third-party resources.

Glen Davis is a financial advisor with Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Aegis Capital Corp. since 2015 and previously worked at JHS Capital Advisors, LLC. Outside of his advisory role, he serves as president or partner in several private real estate investment holdings, dedicating minimal time to these activities. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, insurance, and occasional investment banking. The firm serves clients through various programs, primarily on a non-discretionary basis, and operates both as an SEC-registered investment adviser and a FINRA member broker-dealer.

Eric Yan is a financial advisor with Vista Capital Partners, Inc. in Portland, OR, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cable Hill Partners, LLC, Wells Fargo, and Fisher Investments, with a one-year sabbatical during 2016–2017. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for about 650 clients, primarily serving households with $2 million or more to invest. The firm provides comprehensive wealth management and financial planning services with a disciplined, asset-allocation-driven investment process emphasizing low-cost index exposure and tax-aware implementation.

Andrew Darkins is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Vista Capital Partners, Inc. since 2016. 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 offers comprehensive wealth management and financial planning services, employing a disciplined, asset-allocation-driven investment approach that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

Luan Dollens is a financial advisor at Aldrich Wealth LP with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M Holdings Securities, Inc. for 16 years. Outside of his advisory role, he is involved with TLD Consulting Services, LLC, providing consulting and management services. Aldrich Wealth LP offers 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 operates distinct Private Wealth and Corporate Retirement Plan divisions.

Nathan Brown is a CFP® and ChFC® with 10 years of industry experience, currently serving at Farther Finance Advisors since 2024. He has previously worked at My Personal CFO, Kimsa Total Wealth, and Pacific Capital Resource Group. Outside of his advisory role, Brown is the founder of End Gov't Tips, which creates and publishes financial and tax education content, and serves as CFO and business consultant for Synergy India Ventures. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary and customized model portfolios with algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools under internal review controls.

David Stockton is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within affiliated Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. It serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Lance Cannon is a financial advisor with CWM, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Bank of the West, Allstate Insurance Company, and Merrill. Outside of advisory work, he is involved as a financial officer and business owner of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Sharon Gerlach is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds a ChFC® designation along with Series 63 and 65 licenses and has 26 years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Co, M Holdings Securities, Inc., and Wells Fargo Advisors. She serves as a board member of her condominium association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types tailored to client objectives and specializes in non-discretionary asset management within an integrated New York Life affiliate structure.

Janet Tooley is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica since 2012 and is also involved in WealthWave and Epsilon Construction LLC. Tooley served as treasurer of Auburn Adventist Academy for ten years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party investment models with discretionary and non-discretionary options.