Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.

Bryan Shipley is a CFA® charterholder with over 20 years of industry experience. He is currently an advisor at Coldstream Wealth Management, having joined the firm in 2024 after a long tenure at Arnerich Massena, Inc. Bryan serves on multiple investment advisory committees for funds and portfolio companies where client assets are invested, including Morrison Street Capital Funds and Water Asset Management. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering diversified portfolio management, financial planning, and access to a range of alternative investments and in-house capabilities.

Brittany Cross is a financial advisor with First Heartland Consultants, Inc. in Vancouver, WA, holding a Series 66 license and bringing 20 years of industry experience. Her career includes tenures at First Heartland Capital Inc. and D.A. Davidson & Co., as well as leadership roles in Cross Limited Partnership dba Labyrinth Financial. Outside of her advisory work, she volunteers as a youth soccer assistant coach. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities Advisory. Schulz is also the founder of Jesus' Family Ministries, a nonprofit focused on promoting the importance of family, for which he authored a book and maintains a web presence. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians in its service delivery.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

Joshua Davis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has prior work history at TIAA, Metropolitan Life Insurance Company, and MSI Financial Services. Joshua is based in Oregon City, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 25 years of industry experience. His career includes previous roles at Secondhalf Planning & Investment, LLC, Kms Financial Services, Inc., and Valic Financial Advisors. He also engages in fixed insurance business activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Hugo Grimaldi is a financial advisor with Money Concepts Capital Corp in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 23 years of experience to his role. Prior to joining Money Concepts in 2003, he worked for over three decades as a CPA. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Curtis Mason is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with GWN Securities Inc. since 2012. In addition to his advisory role, Mason sells insurance policies, including life, disability, long-term care, and fixed/indexed annuities, and receives client referrals through SmartVestor, a network organized by Ramsey Solutions. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, employing a range of portfolio strategies including legacy market-timing and momentum-based approaches.

Thomas Delaney is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has previously worked with firms including Financial Advocates Investment Management, LPL Financial, and Waddell & Reed. Delaney is involved with Bedford Management LLC, a non-investment-related business entity established for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Calvin Sumner is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, and he manages Sumner Consulting LLC, providing financial and retirement services. Osaic Advisory Services, LLC is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms and managers.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Peter Bang Knudsen III is a financial advisor at Key Investment Services LLC with Series 66 registration and one year of industry experience. His work history includes roles at Northwestern Mutual, Portland Parks and Recreation, and Reed College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment selection and ongoing monitoring, providing access to third-party discretionary managers and supervisory oversight.

Michael Squier is a CFP® and ChFC® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc., having joined the firm in 2023, and previously worked at The Vanguard Group for 17 years. In addition to his advisory role, he serves as an adjunct professor at New York University, teaching a graduate-level course on Investment and Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, and provides specialized services including retirement plan consulting and charitable advisory.

Troy Thompson is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently affiliated with Mercer Global Advisors Inc. and previously founded Thompson Advisory Services, LLC. In addition to his advisory work, he maintains a separate law practice. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, offering holistic financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing advice on a non-discretionary basis and delivering retirement-plan consulting and independent fiduciary services.

Caitlyn Ruiz is a financial advisor at Empower Advisory Group with a Series 65 license and less than one year of industry experience. Her prior work includes roles at MagnaCare and Ultra Bright Lightz, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

Daniel Zamoshnikov is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, with prior experience at KeyBank, various insurance carriers, and Waddell & Reed Inc. Outside of his advisory role, he operates a photography business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group and its affiliated entities.

Peter Gruenes is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, E*TRADE Securities, TD Ameritrade, T. Rowe Price Advisory Services, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm combines proprietary and third-party methodologies to offer point-in-time financial plans and optional managed account solutions within an integrated model linked to Empower’s recordkeeping and administrative platforms.