Claudia Porter is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Her prior experience includes nearly a decade with Cambridge Investment Research Advisors, Inc. and a year at Merrill. Outside of her advisory role, she is involved as a board member with The W-Source and The Speakers Alliance, and she engages in business coaching through Find Your Voice Communications. RFG Advisory provides investment advisory and planning services to a range of clients including individual investors, high-net-worth clients, retirement plans, and select institutional entities. The firm employs primarily discretionary investment approaches utilizing model portfolios, third-party platforms, and technology solutions for retirement accounts, while also offering access to alternative investments and annuities.

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.

Heidi Smart is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Johnson Bixby, Private Client Services, and Securities America. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services within a team-based advisory model.

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®-designated financial advisor with six years of industry experience, currently affiliated with M Holdings Securities, Inc. in Portland, OR. His prior work experience includes roles at Vie International Financial Services, Ltd., Bridge Financial Group, LLC, and M Financial Group. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, utilizing both internal portfolio managers and third-party sub-advisors.

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 with M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation and eight years of industry experience. His work history includes roles at M Holdings Securities since 2018 and a prior position at M Financial Group in 2017. He also has experience working at the University of Oregon from 2016 to 2018. 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 offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Jonathan Bebe is a financial advisor with Accelerate Retirement in Portland, OR, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Resources Investment Advisors, Independent Financial Group, and AxA Advisors. Outside of finance, he has been a part-time model and actor since 1994 and serves as a project manager for Prosper Portland, focusing on small business liaison activities. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach while offering comprehensive services for retirement plan sponsors, including investment due diligence and fiduciary support.

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. with one year of industry experience. He holds a Series 66 designation and has previously worked at Fred Meyer, Portland Community College, and Umpqua Bank. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, utilizing a suitability-based approach and both discretionary and non-discretionary investment management programs.

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 Series 65 licensed financial advisor at Vista Capital Partners, Inc. in Portland, OR, with 8 years of industry experience. She spent her previous 8 years at Fisher Investments before joining Vista Capital Partners. Vista Capital Partners is a fee-only registered investment adviser managing approximately $3.22 billion for around 650 clients, primarily serving households with at least $2 million in investable assets. The firm offers comprehensive wealth management and financial planning services using a disciplined, asset-allocation-driven investment approach with an emphasis on low-cost index exposure and tax-aware implementation.

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 with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Arnerich Massena, Inc. and Wells Fargo Private Bank. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, offering portfolio management, financial and retirement planning, family advisory, and fiduciary services delivered via team-based Wealth Management Teams supported by an internal Investment Strategy Group.

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.