Timothy Semlick is a CFP® with 19 years of industry experience, currently affiliated with Principal Financial Services. His prior experience includes over a decade at Charles Schwab, working with both the bank and the brokerage divisions. Outside of his advisory role, he is involved in insurance sales and service, covering fixed life, fixed annuities, disability income, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michael Franz is a financial advisor at D.A. Davidson & Co. in Lake Oswego, OR, with 24 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Derek Dukart is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lion Street Advisors, Lion Street Financial, Park Avenue Securities, and Guardian Life Insurance Company. Dukart is also the owner of Duke Financial Partners LLC, a business involved in insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering a variety of advisory and brokerage services through multiple investment platforms and approaches.

Lee Melvin is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with various entities within the Steward Partners organization since 2010. 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 plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Darius Jones is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously at Reverse Mortgage North West and World Financial Group, Inc. Jones also engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment adviser.

Jade Thelin is a financial advisor with Eagle Strategies (New York Life) based in Portland, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Eagle Strategies since 2017 and New York Life since 2009, with prior experience at Southern Ridge Wealth and currently operates Legacy Wealth Partners, Inc. Outside of advisory work, she serves as a board member of the Southern Highlands Golf Club in Las Vegas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate structure.

Chad Bunger is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding the ChFC® designation and Series 63 license with 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, delivering financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Patricia Dunn is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various firms including Fidelity Debt Reserve, Rescue One Financial, and Debtmerica. Outside of finance, she is the owner of a floral arrangement business and performs as a classical singer at civic and private events. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, supporting discretionary and non-discretionary management.

Trent Rosenbloom is a financial advisor with Benjamin F. Edwards & Company, Inc. in Portland, Oregon. He holds a Series 66 designation and has 24 years of industry experience, including 12 years with Benjamin F. Edwards. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

Robert Musante is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and LPL Financial. Outside of advisory work, he is a partner and owner of holding companies unrelated to investment management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and integrates sub-advisory arrangements and third-party solutions across a network of approximately 286 advisors.

Lisa Troutman is a financial advisor at Kestra Advisory with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2015 to 2023. Outside of her advisory role, she serves as an operations manager assisting clients through SHC Financial and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jack Tucker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Transamerica since 2012 and also has roles with World Financial Group and Revolution Financial Management. Outside of his advisory work, he serves as Treasurer for the Oregon Golf Association Golf Course Men's Club, a nonprofit organization that organizes local tournaments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated mutual funds and insurance products.

Brian Joelson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with various Steward Partners entities since 2009. Outside of his advisory role, he is a limited partner involved with maintaining real estate properties in Oregon. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions, with ongoing monitoring and consulting options.

Joel Romero is a CFP® professional with 18 years of industry experience. He is currently with Mariner and has previously worked at Fisher Retirement Solutions LLC, Fisher Investments, and Gwfs Equities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside specialized financial wellness and family office offerings.

Wendi Ouellette is a CFP® with 26 years of industry experience, currently affiliated with Allworth Financial, L.P. She has held roles at multiple firms including Arbor Point Advisors, Securities America, and Delta Financial. Wendi is based in Portland, OR. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies integrating core-satellite, index allocations, and specialized models such as Buffered Equity ETFs, employing third-party sub-advisers and technology to manage held-away accounts.

Ronald Pompel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with firms including World Financial Group and Integrated Benefits Inc, and serves as a board member of Metro East Web Academy, a public K-12 school. Additionally, he is involved with Senior Medicare Health Care Plans, assisting clients with Medicare options. Transamerica Financial Advisors serves a broad client base, including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Douglas Lindsey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with various Steward Partners entities since 2009. Lindsey is also the managing member of The Lindsey Group, LLC, a holding company related to the Trost book merger. Steward Partners Investment Advisory, LLC is a national 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 alongside discretionary and non-discretionary portfolio management.

Matthew Fulcher is a financial advisor with Eagle Strategies (New York Life) based in Portland, OR. He holds Series 66 and Series 63 licenses and has 26 years of industry experience, including over 27 years with New York Life Insurance Company. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis for both individual and institutional clients.

Dana Westenhaver is a financial advisor with J. W. Cole Advisors, Inc. in Tualatin, Oregon, holding a Series 66 credential and 18 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. and JW Cole Financial since 2012. Outside of advising, she is an insurance agent offering accident, health, disability, and life insurance products. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing discretionary and non-discretionary strategies including fundamental and technical analysis and digital advice platforms.

Robert Pugh is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several nonprofit organizations related to public speaking, including leadership roles with Toastmasters International chapters. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, utilizing a model portfolio and third-party manager approach across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses, with regulatory assets under management of approximately $1.7 billion.