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 at Clear Creek Financial Management, LLC in Portland, OR, with 27 years of industry experience. He has worked at Clear Creek since 2019, following prior roles at Centaurus Financial, Inc. and Willamette Financial Advisors, LLC. Clear Creek Financial Management serves a diverse client base, including individuals, trusts, pension and profit-sharing plans, corporations, and other advisers. The firm employs a comprehensive investment approach combining fundamental, technical, cyclical, and quantitative methods, supported by its in-house quantitative research division, Helios Quantitative Research.

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.

Shima Salehi is a CFP® with 15 years of industry experience. She has worked at Summit Trail Advisors, LLC since 2024, following roles at LPL Financial, BMO Bank NA, and BancWest Investment Services. Summit Trail Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, and institutional clients. The firm employs a structured investment process across multiple asset classes and outcome categories, using an open-architecture approach with various investment vehicles and ongoing due diligence.

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 at Brookwood Investment Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Redwood Private Wealth LLC, Freedom Wealth Management LLC, Swanson Financial Services, Inc., and Mass Mutual. Swanson also operates as a licensed insurance producer focusing on fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management and financial planning services. The firm uses a variety of investment strategies tailored to client objectives and maintains a network of affiliated businesses and strategic platform relationships.

Grayson Dufrene is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, with 29 years of industry experience. He has served as Managing Director of VIE International Financial Services Limited, a UK-regulated firm providing pension-related and insurance services, since 2004, and is also a director of VIE PPLI Limited, involved in life insurance sales in the UK. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services, including investment management, retirement plan consulting, financial planning, and sub-advisory services, and operates multiple sponsored platforms to support its financial professionals.

Michael Mcdonald is a financial advisor with Western Wealth Management LLC in Happy Valley, OR, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Western Wealth Management since 2016 and concurrently with LPL Financial, LLC since 2015. Outside of his advisory work, Mcdonald is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 representatives using model portfolios and a range of investment strategies across multiple asset classes.

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. He is currently with Wealth Watch Advisors, INC and has previously worked at several firms including Impact Partnership Wealth, LLC and Aegis Wealth Management, Inc. He is also involved with Cannon Insurance Solutions, Inc., an insurance business he has been associated with since 2007. 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 offers discretionary and non-discretionary portfolio management primarily through approved third-party model managers, alongside financial planning and consulting services.

Bradford Wear is a financial advisor with RiverFront Investment Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with RiverFront Investment Group and ALPS Distributors, Inc. in various roles since 2013, including his current position since 2020. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies (ETFs). The firm uses a multi-advisor platform and a "Price Matters" investment approach that combines strategic and tactical asset allocation with security selection and risk management.

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 50 years of industry experience. He has been with Wedbush Morgan Securities since 2004. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, clearing, and prime services.

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.

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.