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.

Bruce Bailey is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Bruce A. Bailey PC. Additionally, he serves as a referral partner for Netlaw, assisting clients with estate planning legal documents such as wills and trusts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Douglas Eikenberry is a CFP®-credentialed financial advisor with over 32 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations with services that include investment advisory, financial planning, and managed account programs.

Michael Neumann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has operated his own business, Michael R. Neumann, since 2010. Neumann serves as secretary and board member for the Association of Unit Owners of the Breakers condominium in Cannon Beach, OR. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Michael Devlin is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to his current role, he has worked with several mortgage and financial services firms, including Value Added Mortgage Group and Williamette Valley Bank. Outside of advisory work, he is involved in mortgage loan origination and operates Devlin Financial Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing a model portfolio approach supported by third-party managers and multiple advisory platforms.

James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in community activities including serving on the finance committee of a local Catholic church and participating on the board of Discover Mt. Angel, a nonprofit organization. Additionally, she works with WealthWave in a marketing capacity and has experience as a math instructor at Chemeketa Community College. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network and managing approximately $1.7 billion in regulatory assets under management.

Mark Hunter is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has been involved in financial education as a Certified Financial Educator at the Heartland Institute of Financial Education. In addition to his advisory role, Hunter works as a driver for Student Transportation of America and TrackersEarth, providing services for public school transportation and summer kids camps. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Marie Clow is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been affiliated with various Steward Partners entities since 2015. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Gabriel Arreguin is a financial advisor with Principal Financial Services in Lake Oswego, OR, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Financial Group, Oregon Community Credit Union, and TJ Forestry LLC. He is also involved in the sales and service of various life and annuity insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tinh Nguyen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 and previously worked at affiliated Steward Partners entities dating back to 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, pension consulting, and managed account services.

Justin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Steward Partners entities since 2009. Outside of his advisory role, Lindsey serves as treasurer and board member of Lakeridge Lacrosse, a high school lacrosse club in Lake Oswego, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

Eric Wishan is a financial advisor with CWM, LLC based in Lake Oswego, OR, holding a Series 66 license and with 21 years of industry experience. He has worked at LPL Financial, LLC from 2005 to 2018 and has been with CWM, LLC and its affiliated entities since 2018. Outside of his advisory work, Wishan serves as Regional Director of the Northwest Region of the Ferrari Club of North America and is President of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm’s investment approach includes discretionary management using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jeffrey Kantor is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Duane Rodewald is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Steward Partners entities since 2009. Based in Lake Oswego, OR, he has worked within Steward Partners Investment Solutions, Steward Partners Global Advisory, and currently Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Peter Johnson is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. Before joining Principal in 2021, he worked at firms including Gregory Baker, Waddell & Reed, and Molina Insurance Group. Outside of advising, he is a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes addressing emotional support during divorce in Multnomah and Clackamas counties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Marcus Groeneveld is a Certified Financial Planner® (CFP®) with 16 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2023. Prior to joining CWM, he held roles at Fisher Investments and Ameriprise Financial Services, Inc. Marcus serves as treasurer for a nonprofit soccer club, FC77, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis with model portfolios and a combination of fundamental and technical analysis.

Amelia Gaspary is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, she is involved in health and wellness through her business, Alchemy by Amelia, based in Portland, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory and financial planning services.