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Melinda L

Series 63, Series 65

Portland, OR

VOYA Financial Advisors, Inc.

Melinda Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and leads the Lewis Stefani Group. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit providing clothing for underprivileged children. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and third-party strategies, model portfolios, and technology tools to support both discretionary and non-discretionary investment management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Angela S

CFP®, Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Angela Secolo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. Her prior experience includes roles at Voya Financial Partners, LLC, and Valic Financial Advisors. She also acts as Treasurer for Friends of Netarts Bay Webs, a nonprofit focused on environmental stewardship in the Netarts Bay area. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model portfolios, combining in-house and external strategies to deliver both discretionary and non-discretionary management through a large network of advisers.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Nicole B

Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Nicole Burroughs is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and U.S. Bancorp Investments, Inc. Burroughs serves as a playground committee member for the Forest Creek Park Home Owners Association. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Wendy S

Series 63, Series 65

Portland, OR

VOYA Financial Advisors, Inc.

Wendy Stefani is a financial advisor at VOYA Financial Advisors, Inc. with 36 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked with the Lewis Stefani Group since 2015, VOYA Financial Advisors since 2014, and Jewel Financial since 2011. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit organization focused on school selection and liaison with counselors. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios, investment policy statements, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of investment adviser representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Dawn D

Series 63, Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Dawn Depner is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at VOYA since 2014 and is also associated with Water Tower Financial Services, LLC. Outside of her advisory role, she operates as an independent insurance agent focusing on fixed insurance products including annuities and individual life insurance. VOYA Financial Advisors, Inc. is a large enterprise that serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a variety of advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement client investment strategies, offering both discretionary and non-discretionary account management across a broad product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Karly B

Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Karly Bradbury is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC and Thrivent Investment Management. Outside of finance, she operates a wedding and event coordinating business and creates original artwork through her own creative services venture. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, delivering services primarily on a non-discretionary basis with some discretionary management available.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Greysen S

Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Greysen Stefani is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc. in Portland, OR, bringing four years of industry experience. Prior to joining Voya, he worked at Moss Adams LLP and also served as treasurer for the Christmas for Kids Foundation, a nonprofit focused on providing basic necessities and warm clothing to children. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and third-party strategists, and technology-driven tools to deliver both non-discretionary and discretionary investment management services.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Nickolas D

Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Nickolas Depner is a financial advisor at VOYA Financial Advisors, Inc. based in Portland, OR, with nine years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2015. In addition to his advisory role, he owns Water Tower Financial and is involved as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Scott W

Series 66

Portland, OR

VOYA Financial Advisors, Inc.

Scott Wilson is a financial advisor at VOYA Financial Advisors, Inc. in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lehman Brothers Inc. and Robertson Stephens, Inc. Outside of his primary role, Wilson is involved with financial advisory and insurance-related businesses under entities such as Water Tower Financial and the Lewis Stefani Group. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary management across a broad product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Vernon B

Series 63, Series 65

Portland, OR

VOYA Financial Advisors, Inc.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of financial advising, he works as an independent contractor installing blinds and drapes. Voya Financial Advisors, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategies implemented through client-specific investment policy statements and model portfolios, offering both discretionary and non-discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jay R

Series 63, Series 65

Portland, OR

VOYA Financial Advisors, Inc.

Jay Recchia is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Voya Financial Advisors since 2016 and is also affiliated with the Lewis Stefani Group and California Corporate Benefits. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individual, pension, charitable, and corporate clients. The firm offers a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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