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. in Portland, OR, holding a Series 66 designation and possessing 10 years of industry experience. She previously worked at JP Morgan Securities, LLC from 2016 to 2019 before joining her current firm in 2019. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing client monitoring and multiple platform providers.

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.

Suping Yang is a financial advisor at Wealth Management with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role since 2014, she is the president of Susan S Yang CPA PC, a CPA practice she has led since 2004. Outside of financial advising, she is involved in management of clinics through Rose Medical Management LLC and participates in commercial real estate and music-related ventures. Wealth Management Nebraska LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary asset management, fiduciary retirement plan services, and back-office support for other advisors. The firm uses broadly diversified, passively managed portfolios with an emphasis on fee transparency and cost minimization.

Julissa Martinez is a financial advisor at Alera Investment Advisors, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Fisher Investments and Triad Advisors. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates advisory services with insurance and pension consulting platforms.

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 at CWM, LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, LPL Financial, Bank of the West, and Allstate Insurance Company. Outside of his advisory role, he is a business owner and financial officer of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser with more than 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios and integrating custodial and technology partnerships to support client solutions.

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.

Samuel Niesslein Jr. is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Edward Jones, Oregon State Credit Union, Wells Fargo Clearing, and RBC Capital Markets. He is a member of the Rotary Club of Philomath, a community service organization. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates.

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.