Todd Juenger is a financial advisor at Savvy with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at LPL Financial, Columbia Credit Union, Global Retirement Partners, Conover Capital Management, and Cetera Advisors. Juenger serves as a board member for Inter Faith Treasure House, a nonprofit food bank and thrift store in Washougal, WA. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Windy Seto is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Principal Advised Services since 2022 and has prior experience with Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, Seto is involved in managing a rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models to tailor advice based on client profiles and risk tolerance, operating within the broader Principal Financial Group family.

Laramy Ayers is a financial advisor with MissionSquare Retirement, holding a Series 65 designation and four years of industry experience. He has worked at several firms including Fisher Investments and Market Leader before joining MissionSquare in 2023. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which is supported by investment advice from Morningstar Investment Management.

Sandra Hay Magdaleno is a CFP® with 38 years of experience in the financial services industry. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has previously worked at Cetera Advisors and Cascadia Advisory Services. Magdaleno serves as a board member of the Portland Open Bible Community Pantry, a nonprofit food bank. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Brian Scott is a financial advisor with Foundations Investment Advisors LLC in Vancouver, WA, holding a Series 65 designation and 14 years of industry experience. He previously worked at Fisher Investments for 12 years. In addition to his advisory role, Scott is involved in insurance sales through Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and third-party sub-advisers to tailor investment solutions.

Michael Chrysler is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Resource Investment Architects, Inc. and Matrix Asset Management. In addition to his advisory role, he is the owner and managing partner of Matrix Asset Management, where he manages portfolios and oversees client relationships. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, incorporating fundamental, technical, and cyclical investment analysis.

Thomas Weed is a financial advisor with Mutual Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Whitehouse Wealth Management and Cetera Advisor Networks. Outside of advising, he operates as an independent insurance agent and is involved as a donor with the Make-A-Wish Foundation. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers asset management and financial planning through active and passive strategies, employing multiple analytical approaches and third-party tools to customize portfolios aligned with clients’ objectives.

Crystal Smithers is a financial advisor with Level Four Advisory Services, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining Level Four Advisory Services, she worked at Bank of America and Merrill. She is involved in managing member roles for LionCrown Wealth Management LLC and LionCrown Insurance Agency, which focus on investment and insurance services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of custodian and platform arrangements.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.

Rupa Raman is a financial advisor at Coldstream Wealth Management in Portland, OR, holding the CFA® designation and Series 63 license. Raman has worked in the financial services industry since 2011, with prior experience at Principal Financial Group, Standard Insurance Group, Oregon State Treasury, and Cflow LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Matthew Sampson is a Certified Financial Planner (CFP®) at Coldstream Wealth Management with five years of industry experience. His prior roles include positions at Arnerich Massena, Inc., Ferguson Wellman Capital Management Inc., Brighton Jones, First Republic, and Summitry. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients using a team-based approach supported by an internal Investment Strategy Group.

William Freeman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual/United of Omaha since 2005. Outside of his advisory role, he is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

Jeffrey Maclardy is a financial advisor with Concurrent Investment Advisors, LLC based in Vancouver, WA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments and Raymond James Financial. In addition to his advisory career, he has been involved in computer consulting for over 25 years at JAM Computer Consulting. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Shirley Brost is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with MissionSquare Retirement. She has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s investment models.

Alexander Whitehouse is a CFP®-certified financial advisor with over 22 years of experience, currently practicing at Mutual Advisors, LLC. He has held roles at Whitehouse Wealth Management, Cetera Advisors Network, Manulife Investment Management, and John Hancock Investment Management. Outside of advisory work, Whitehouse volunteers as a judge for the SIFMA Foundation's InvestWrite competition and teaches financial literacy and entrepreneurship to students through Junior Achievement's BizTown program. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management using a mix of active and passive strategies, with a focus on diversification and alignment to client objectives.

Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Allstate Financial Advisors, LLC, Allstate Insurance Co., and Sequent Planning, LLC. He also owns Premier Personal Services LLC, which he uses for administrative purposes. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

David Fennell is a financial advisor with RFG Advisory, LLC holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to his current role. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, retirement consulting, and access to alternative investments and annuity management.

Ryland Moore is a financial advisor at Coldstream Wealth Management with 11 years of industry experience. He holds a Series 65 credential and previously worked for Arnerich Massena for 12 years. Outside of his advisory role, he is involved with Live Water Properties, LLC, where he serves as a sales associate and independent contractor specializing in farm and ranch market analysis. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, and institutions. The firm employs a team-based investment approach, offering tailored portfolio management and access to a range of alternative investments and affiliated services.

Eric Guetterman is a financial advisor with Trajan Wealth, L.L.C. in Vancouver, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Fisher Investments, LPL Financial, Columbia Credit Union, and State Farm Insurance. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to clients’ specific circumstances and offers access to alternative private-market investments.

Jill Pierce is a financial advisor at Tucker Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of her advisory role, she is involved as an independent insurance agent and manages client service operations for Winning Money Strategies, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, providing discretionary investment management and financial planning through a network of investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers various investment strategies, including growth, fixed income, direct indexing, and alternative investments.