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 at Accelerate Retirement with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Resources Investment Advisors, Independent Financial Group, and AxA Advisors. Outside of finance, Bebe has worked part-time as a model and actor for Q6 Model and Artist Management since 1994 and serves as a project manager for Prosper Portland, focusing on small business liaison activities. Accelerate Retirement serves individual and institutional clients including high-net-worth individuals, trusts, corporations, and plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, and fiduciary services, utilizing a long-term investment approach and a network of adviser representatives to create customized portfolios.

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.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Katherine Backus is a financial advisor at Vista Capital Partners, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has been with Fisher Investments since 2014. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and charitable institutions, focusing on an asset-allocation driven investment process that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

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 with Coldstream Wealth Management in Portland, OR, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Arnerich Massena, Inc. and Wells Fargo Private Bank. 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 institutional clients. The firm delivers advice through team-based Wealth Management Teams and combines internal strategies, third-party sub-advisors, and alternative investments to manage client portfolios.

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.

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.

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.

Kris Kienzle is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Mutual Advisors in 2020, he worked at Ameriprise Financial Services and Dewam Distributors Inc. Outside of advisory work, he is the owner and CEO of a wholesale distribution business specializing in stainless steel fasteners. Mutual Advisors serves a diverse range of clients including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies tailored to client objectives and is notable for its scale of institutional assets under management and service to uncommon institutional types such as sovereign wealth funds.

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.