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 with M Holdings Securities, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to joining M Holdings in 2019, she 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 provides a broad range of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, using both proprietary and third-party resources.

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 financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Columbia Associates, Cetera Advisor Networks, CWM, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, Reed owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm delivers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

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.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities Advisory. Schulz is also the founder of Jesus' Family Ministries, a nonprofit focused on promoting the importance of family, for which he authored a book and maintains a web presence. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians in its service delivery.

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 with CWM, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Bank of the West, Allstate Insurance Company, and Merrill. Outside of advisory work, he is involved as a financial officer and business owner of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

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 at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Oregon State Credit Union. He is a member of the Rotary Club of Philomath, Oregon, where he participates in community service activities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

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.

Mark Brady is an advisor at Guardian Life and holds the Series 66 designation. He has experience working with Guardian Life Insurance Company, Park Avenue Securities, Westpac Wealth Partner, and BlackRock, among others. His background includes roles in wealth management and financial services across multiple firms over several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and investment advisory services.

Collin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. He holds a Series 66 designation and has been associated with various Steward Partners entities since 2009. Outside of his advisory work, he participates as an extra in TV and film productions in Portland, OR. Steward Partners Investment Advisory is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kevin Sahli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 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. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

Kyle Dodrill is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. in Portland, OR. His prior roles include positions at Deschutes Investment Consulting, Empirical Wealth Management, and Cambridge Investment Research. Outside of finance, he assists occasionally with floral design at Swoon Floral Design. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by client education and integrated affiliated service lines.

Stephen Engle is a CFP® professional with 10 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2025 and previously spent a decade at Thompson Advisory Services, LLC. In addition to his advisory role, he was involved with The Engle Group dba ELR Legal Search from 2009 to 2019. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, providing financial and tax planning services. The firm employs a disciplined asset allocation strategy focused on equities, global diversification, and high-quality fixed income, delivering advice on a non-discretionary basis and offering fiduciary retirement-plan consulting.