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.

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.

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® professional based in Portland, OR, currently with Clear Creek Financial Management, LLC. He has worked in financial advisory roles since 2019, previously with Renaissance Financial Management and Willamette Financial Advisors. Prior to his advisory career, he spent 17 years working at Edison High School. Clear Creek Financial Management serves a diverse range of clients, including individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, cyclical, and quantitative investment strategies, supported by an in-house quantitative research division, Helios Quantitative Research, and offers tailored account supervision and consulting services.

Jeffrey Griggs is a CFA® charterholder with 13 years of industry experience. He is an advisor at Vista Capital Partners, Inc. and has worked at Spectrum Strategic Capital Management, LLC since 2014. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets for individuals, trusts, estates, corporations, retirement plans, and charitable institutions. The firm employs an asset-allocation driven investment approach emphasizing index funds, disciplined rebalancing, and customized Investment Policy Statements to manage risk, costs, and taxes.

Gabrielle Thomas is a financial advisor at M Holdings Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities, LLC from 2016 to 2019. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, with investment management delivered both directly and through third-party sub-advisors, supported by a platform that includes discretionary and non-discretionary programs.

Glen Davis is a financial advisor at Aegis Capital Corp. in Portland, OR, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis since 2015. Outside of his advisory role, Davis is involved in managing several private real estate investment entities. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and 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 handles trade execution, clearing, custody, and reporting services for its clients.

Eric Yan is a financial advisor at Vista Capital Partners, Inc. based in Portland, OR, with 11 years of industry experience. He has previously worked at Cable Hill Partners, LLC and Wells Fargo. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for about 650 clients, primarily serving households with at least $2 million to invest. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment approach that emphasizes low-cost index exposure, tax-aware implementation, and customized Investment Policy Statements.

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.

Alexander Reed is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Columbia Associates, Cetera Advisor Networks, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, he owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 161 advisors managing nearly $9.9 billion in client assets.

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 with Wealth Management who holds a PFS™ designation and a Series 65 license, bringing 17 years of industry experience. She has been with Wealth Management since 2014 and has operated a CPA practice, Susan S Yang CPA PC, since 2004, where she serves as president and supervises accounting staff. Yang is also involved in healthcare management and commercial real estate businesses outside of her advisory role. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in assets, utilizing a passive investment approach focused on no-load mutual funds and ETFs, with portfolios grounded in Modern Portfolio Theory and a long-term, buy-and-hold strategy.