Claudia Porter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2025. She previously worked for nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Porter serves on the boards of The W-Source and The Speakers Alliance and is involved in business coaching through Find Your Voice Communications. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Blake Howells is a CFA® charterholder with 24 years of industry experience, currently serving at Becker Capital Management, Inc. since 1998. He holds a Series 63 license and is based in Portland, OR. Becker Capital Management, Inc. is an employee-owned SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies across multiple asset classes, managing both registered mutual funds and private funds.

Ryan Christensen is a financial advisor at Coldstream Wealth Management in Portland, OR, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Cable Hill Partners, LLC, Manulife Asset Management (US) LLC, and John Hancock. Coldstream Wealth Management is a 100% employee/director-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments and foundations. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, and retirement plan advisory, utilizing team-based investment approaches supported by an internal Investment Strategy Group.

Miles Lewis is a financial advisor at Becker Capital Management, Inc. with 8 years of industry experience. He holds the Series 65 designation and has previously worked at Aldrich Wealth LP and tru Independence Asset Management, LLC. Outside of finance, he has served as a freshman baseball coach at Jesuit High School in Portland since 2021. Becker Capital Management provides discretionary investment management and wealth advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofits. The firm integrates bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled vehicles.

Jason Norris is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. since 2001. The firm is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. Ferguson Wellman offers customized, separately managed portfolios built primarily from individual securities, combining top-down asset allocation with bottom-up security selection through quantitative screening and fundamental research.

Darin Sevier is a financial advisor at Coldstream Wealth Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Rosenbaum Financial Inc for seven years. He is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves a range of clients including individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan services through team-based Wealth Management Teams and an internal Investment Strategy Group.

Adam Clough is a CFP® with over a decade of experience in the financial services industry. He is currently with M Holdings Securities, Inc. and has held prior roles at Vie International Financial Services, Ltd., Bridge Financial Group, LLC, and M Financial Group. His credentials include the Series 63 designation. 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 advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, and operates multiple sponsored platforms while working with various custodial and platform providers.

Christopher Santi is a financial advisor at NorthRock Partners, LLC in Portland, OR, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, previously working with Ameriprise and Ameriprise Financial Services, Inc. He joined NorthRock Partners in 2025. NorthRock Partners is a full-service wealth management firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and rebalancing, with services extending beyond investment management to financial planning and Personal Office support.

Krisztian Jeszenszki is a financial advisor at Coldstream Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Coldstream, he worked at Fisher Investments for three years and has experience with the Boys and Girls Club of Hungary. He has also been involved with Barsony Holsters and Belts LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, providing portfolio management, financial planning, wealth transfer planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Sam Pieh is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with American Independent Securities Group since 2015. Outside of his advisory role, he owns and operates a Chinese restaurant, Hunan Pearl Cuisine, in Lake Oswego, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

Jake Andl is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at M Financial Group and the University of Oregon. M Holdings Securities, Inc. serves a broad client base including high-net-worth individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with a focus on suitability-based recommendations, discretionary investment management, and ongoing client monitoring.

Jonathan Bebe is a financial advisor at Accelerate Retirement with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Accelerate Retirement, he worked at Resources Investment Advisors, Independent Financial Group, and AxA Advisors. Outside of finance, he has worked part-time as a model and actor for Q6 Model and Artist Management since 1994 and serves as a project manager for Prosper Portland, an economic development agency. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm employs a long-term investment approach and constructs customized portfolios through a network of Investment Adviser Representatives.

Bethany Purkapile is a financial advisor at Coldstream Wealth Management with five years of industry experience. She holds a Series 65 designation and has previously worked at Cable Hill Partners, LLC, SLOY, DAHL & HOLST, LLC, The Standard, and Benedictine Women's Service Corp. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets with 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, providing portfolio management, financial and retirement planning, family advisory, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Roberto Gomez is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation. He has five years of industry experience, including roles at Fred Meyer and Umpqua Bank prior to joining his current firm. 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, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Nicole Rice is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. She holds a Series 65 designation and has been with Aldrich Wealth since 2012. Rice is also a principal 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 employs a combination of active and passive management strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Katherine Backus is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has been with Fisher Investments since 2014. 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.

Katherine Brown is a financial advisor at Coldstream Wealth Management in Portland, OR, holding a Series 65 license with one year of industry experience. Her prior work includes roles at Mortgage Express, LLC and the Courtauld Institute of Art. Coldstream Wealth Management is an SEC-registered investment 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 delivers advice through team-based Wealth Management Teams supported by an internal Investment Strategy Group, offering services such as portfolio management, financial planning, and retirement plan fiduciary services.

Yule Schrock is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 credential and has previous work experience in various roles including at Oregon State University and Big Reds Bar & Grill. 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 investment strategies overseen by an Investment Committee and offers tax-aware management techniques alongside innovative private market and retirement plan solutions.

David Janec is a financial advisor at Coldstream Wealth Management in Portland, OR, with three years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Arnerich Massena, Inc. and Wells Fargo Private Bank. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutional clients. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers diversified portfolios incorporating tax-managed equities, alternatives, and in-house private fund options.

Asa Savage is a financial advisor at Aegis Capital Corp. in Portland, OR, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Aegis Capital Corp. since 2015. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services through affiliations with RBC and AXOS platforms.