Christopher Mc Nabb is a CFP® professional with five years of industry experience, currently with Aldrich Wealth LP. He previously worked at Parcion Private Wealth and has a background that includes roles at the University of Oregon and Protalus. Aldrich Wealth LP offers 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 utilizes tax-aware strategies within a structure overseen by an Investment Committee.

Benjamin Mac Kinnon is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR. He holds a Series 65 designation and has one year of industry experience, including prior work at Wells Fargo and several years in educational roles. 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, generally targeting clients with at least $2 million to invest. Vista employs an asset-allocation driven process emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Heather Wonderly is a Series 66 credentialed advisor with 24 years of industry experience. She has been with Aldrich Wealth LP since 2005. Outside of her advisory role, she is a principal of AKT Services LLP, a holding company. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an investment committee to guide portfolio construction and uses a mix of active and passive managers, tax-aware strategies, and private market vehicles to serve its diverse client base.

Kayla Cook is a CFP® and holds a Series 63 license with 11 years of industry experience. She has worked at AKT Wealth Advisors, LP since 2014. Outside of her advisory role, she is a partner and board member of AKT Services LLP, a holding company. 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 and incorporates tax-aware implementation while offering complementary services through affiliated accounting and broker-dealer entities.

Brian Murphy is a financial advisor with Morgan Stanley in Lake Oswego, Oregon. He holds a Series 66 designation and has 16 years of industry experience, including nine years at M Holdings Securities, Inc. prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

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.

Alexander Groh is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments and Alliance Advisory & Securities, Inc. Groh is based in Vancouver, Washington. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individuals, including high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios and employs a range of investment methods, often delegating management to sub-advisors and using proprietary ETFs.