Ferguson Wellman Capital Management, Inc.

Nathan Ayotte is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2008. His credentials include Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments and foundations. The firm emphasizes customized, separately managed portfolios and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

Peter Jones is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm employs a combination of top-down asset allocation and bottom-up security selection, utilizing quantitative screening and fundamental research to manage customized portfolios across equity, fixed income, and alternative investments.

Tamara Oglesby is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 17 years of industry experience. She previously worked for Great Northern Asset Management, LLC for 20 years before joining Ferguson Wellman in 2026. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management. The firm emphasizes customized, separately managed portfolios and employs a combination of top-down asset allocation and bottom-up security selection supported by quantitative and fundamental research.

Tari Kinateder is a financial advisor at Ferguson Wellman Capital Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Ferguson Wellman since 2017, following six years at U.S. Trust. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth clients and private family offices. The firm focuses on customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Christopher Bixby is a CFP® with 21 years of industry experience. He is currently with Ferguson Wellman Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Mariner Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative and fundamental research.

Steven Holwerda is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR, since 1989. 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 emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Jacqueline Thompson is a CFP® with one year of industry experience, currently serving as a financial advisor at Ferguson Wellman Capital Management, Inc. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and spent five years at Destira Inc. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Alex Harding is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. since 2017 and previously worked at tru Independence, LLC from 2014 to 2017. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Casia Chappell is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She has worked at Ferguson Wellman Capital Management, Inc. since 2019 and previously at Sapient Private Wealth Management, LLC from 2012 to 2019. Based in Portland, OR, she provides advisory services as part of a multi-team firm. 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 emphasizes customized, separately managed portfolios constructed through a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Nathan Putnam is a financial advisor at Ferguson Wellman Capital Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA and TIAA-Cref Individual & Institutional Services, LLC since 2014. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and quantitative, fundamental security selection.

Joshua Frankel is a CFP® with 16 years of industry experience and has been with Ferguson Wellman Capital Management, Inc. since 2013. He is based in Portland, OR. Outside of his advisory role, he is a limited partner in a family real estate investment partnership. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection informed by quantitative screening and fundamental research.

Samantha Pahlow is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with seven years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Ferguson Wellman since 2018, following roles at Riverview Trust Co. and Wells Fargo Bank. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions. The firm emphasizes customized portfolios built from individual securities, combining top-down asset allocation with bottom-up security selection, and offers specialized services including private family office solutions and tax-efficient equity strategies.

Mary Lago is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with 13 years of industry experience. She holds the Series 66 designation and has been with Ferguson Wellman since 2015. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions with personalized wealth management and customized portfolios primarily composed of individual securities. The firm employs a combined top-down and bottom-up investment approach, utilizing quantitative screening, fundamental research, and backtested multifactor models.

Brett Norris is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves as a financial advisor at Ferguson Wellman Capital Management, Inc. and has previously worked at Keen Wealth Advisors and The Welch Group. Outside of his advisory role, he acts as trustee for a family trust. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm employs a combination of top-down asset allocation and bottom-up security selection, managing active equity, fixed income, and alternative strategies through customized portfolios.