Dean Dordevic is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with 31 years of industry experience. He has been with Ferguson Wellman since 1994 and holds Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions. The firm offers personalized wealth management with a focus on customized, separately managed portfolios, combining top-down asset allocation with quantitative and fundamental research for security selection.

David Imhoff is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Fisher Investments and Multnomah Group. Outside of finance, he has experience working in fitness with Muv Fitness. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services focused on holistic financial planning and discretionary asset allocation. The firm emphasizes technology-driven solutions and operates with fixed subscription fees instead of percentage-based investment fees.

James Coats Jr. is a Series 65 licensed financial advisor with 19 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR since 2006. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments, foundations, and retirement plans. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage customized, separately managed portfolios.

Megan Richardson is a CFP® with 10 years of industry experience. She is currently with Evergreen Capital Management LLC and has previously worked at Allium Financial, Horst & Graben Wealth Management, CGC Financial Services, and Royal Alliance Associates. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental and macroeconomic analysis alongside third-party research and selective artificial intelligence.

Patrick Becker Jr. is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Becker Capital Management since 1996. Becker Capital Management is an employee-owned 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 and alternative investments.

Karen Harris is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Brighton Jones LLC since 2017, previously working at FIC Capital, Inc. from 2012 to 2017. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, as well as various institutional clients, offering comprehensive wealth management through a holistic, balance-sheet approach. The firm provides discretionary and non-discretionary investment management, financial planning, tax preparation, and access to private investment opportunities.

Lindsey Williams is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 20 years of industry experience. She has been with Vista Capital Partners since 2005. Outside of her advisory role, she works as a sales associate at a retail home furnishings store. Vista Capital Partners is a fee-only registered investment adviser that provides discretionary portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm uses an asset-allocation driven approach focused on index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Tygue Howland is a Series 65 licensed advisor at Evergreen Capital Management LLC with six years of industry experience. He has worked at Evergreen Gavekal since 2019 and previously was affiliated with the Portland State University Foundation from 2016 to 2019. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental, fund-flow, and macroeconomic analysis along with third-party research and selective artificial intelligence.

Jennifer Estner is a financial advisor with Coldstream Wealth Management in Portland, OR, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cable Hill Partners, Ameriprise, Raymond James Financial Services, and Cameron-Lattek LLC. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and foundations. The firm manages approximately $12.4 billion in assets and employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolio management, financial planning, and access to a broad range of alternative investments and affiliated services.

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.

Sammie Guajardo is a CFP® and holds a Series 66 license, with five years of industry experience. Sammie has worked at Facet since 2024 and previously held roles at LPL Financial and Financial Freedom Wealth Management Group, LLC. Facet serves individual members across a broad range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs, primarily utilizing ETFs.

Philip Eickhoff is a financial advisor at IAMS Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Iter-Silva Financial Group and Summit Kai-Zen Financial. Outside of his advisory role, he owns Summit Kai-Zen Financial/Summit Settlement Group International, a sole proprietorship providing life insurance and annuity sales and brokerage services specializing in settlement planning. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm generally manages accounts on a discretionary basis, employing a range of instruments and strategies, and is notable for its corporate affiliations and distinctive adviser network structure.