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.

Jennifer Estner is a financial advisor with Coldstream Wealth Management in Portland, OR, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cable Hill Partners, Ameriprise, Raymond James Financial Services, and Cameron-Lattek LLC. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and foundations. The firm manages approximately $12.4 billion in assets and employs a team-based approach supported by an internal Investment Strategy Group, offering diversified portfolio management, financial planning, and access to a broad range of alternative investments and affiliated services.

Samuel Brigham is a CFA® charterholder currently with Empirical Wealth Management, where he has worked since 2026. He has prior experience at Meketa Investment Group, M Science, and Fisher Investments. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors, offering a range of investment management, financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified model portfolios across multiple asset classes and alternative strategies.

Stephen Dunne is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. His prior roles include positions at Centaurus Financial, Inc. and Willamette Financial Advisors, LLC. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and business entities, offering asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research division. The firm applies a range of investment strategies and conducts regular portfolio reviews, combining fundamental, technical, and cyclical analysis with algorithm-based modeling.

Jessica Allison is a CFP® with seven years of industry experience. She is affiliated with Vista Capital Partners, Inc. and has worked at Brighton Jones LLC since 2014. Vista Capital Partners is a fee-only registered investment adviser managing approximately $2.72 billion in discretionary assets. The firm provides portfolio management and comprehensive wealth-planning services to individuals, trusts, estates, corporations, retirement plans, and charitable institutions, using an asset-allocation driven approach that emphasizes index funds, disciplined rebalancing, and customized Investment Policy Statements.

Emily Genor is a CFP®-designated financial advisor with 11 years of industry experience. She is currently with Becker Capital Management, Inc. and has previously worked at Vista Capital Partners and UBS. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofit organizations. The firm employs a risk-aware, research-driven investment approach across multiple asset classes and actively manages both registered mutual funds and private pooled vehicles.

Candace Turanzas is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Allium Financial Advisors, Arnerich Massena, and Merrill Lynch, Pierce, Fenner & Smith Inc. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $6.8 billion in client assets and emphasizes customized asset allocations using low-cost diversified mutual funds and ETFs alongside other investment options.

Kirby Chien is a financial advisor with Kovack Advisors, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Edward Jones and Princor Financial Services Corporation. Outside of his advisory role, he serves as president of Bedrock Wealth Management, an investment and life insurance advisory business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and financial institutions, through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure, utilizing mutual funds, ETFs, and other vehicles tailored to client objectives, along with third-party manager recommendations and ongoing portfolio supervision.

David Swanson Jr. is a financial advisor with Brookwood Investment Group in Portland, OR, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Redwood Private Wealth LLC, Freedom Wealth Management LLC, and his own firm, Swanson Financial Services, Inc. He is also an independent insurance agent specializing in fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of investment strategies and operates a network of proprietary partner offices alongside multiple affiliated businesses.