Bradford Wear is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and ALPS Distributors, Inc. in roles related to investment management and fund distribution. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, delivering portfolios through various platform solutions including SMAs, UMAs, and model delivery systems.

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.

Suping Yang is a financial advisor with Wealth Management who holds a PFS™ designation and a Series 65 license, bringing 17 years of industry experience. She has been with Wealth Management since 2014 and has operated a CPA practice, Susan S Yang CPA PC, since 2004, where she serves as president and supervises accounting staff. Yang is also involved in healthcare management and commercial real estate businesses outside of her advisory role. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in assets, utilizing a passive investment approach focused on no-load mutual funds and ETFs, with portfolios grounded in Modern Portfolio Theory and a long-term, buy-and-hold strategy.

Jessica Ellyson is a CFP® professional with four years of industry experience, currently advising at Mariner since 2026. She previously worked at EP Wealth Advisors for five years and held roles at Northwestern Mutual and Umpqua Bank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at several Bankers Life entities since 2018 and previously held positions outside the financial sector, including at PF Changs and Deluxe Awning Company. In addition to his advisory role, he serves as an insurance sales representative and unit field trainer. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios aligned with client goals and risk tolerances.

Kyle Dodrill is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. in Portland, OR. His prior roles include positions at Deschutes Investment Consulting, Empirical Wealth Management, and Cambridge Investment Research. Outside of finance, he assists occasionally with floral design at Swoon Floral Design. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by client education and integrated affiliated service lines.

Jacob Nelson is a financial advisor at Osaic Advisory Services, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Securities America, Inc. and the NorthWest Investment and Retirement Group. Before entering the financial industry, he held positions in the hospitality sector. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and related advisory offerings through multiple program models and a variety of proprietary and third-party platforms.

Caitlin Walker is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at D.A. Davidson & Co. and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Candace Stogin is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 7 years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC and Securities America, Inc. She is currently affiliated with Allworth Financial and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers alongside technology solutions to manage held-away accounts.

Travis Poulos is a CFP® with 18 years of experience in the financial industry. He is currently with Mercer Global Advisors Inc. and has previously worked at The Vanguard Group and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside various packaged and tax-managed programs.

Joshua Keller is a Series 66-licensed advisor with Valic Financial Advisors in Missoula, MT, with four years of industry experience. Prior to joining Valic, he worked at Agia and spent ten years with Billings Public Schools. Outside of his advisory role, Keller serves on the board of the Greater Yellowstone Valley United States Bowling Congress, helping to support local bowling programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Eugen Trifan is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Portland, OR, and has eight years of industry experience. His work history includes roles at Agia, Equitable Advisors, Axa Advisors, Edward Jones, and self-employment. Outside of his advisory work, he serves as secretary of the Portland chapter of the American Association of Individual Investors (AAII). Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models with National Financial Services as custodian.

Cassondra Johnson is a financial advisor at Valic Financial Advisors with 25 years of industry experience. She holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. Johnson has worked at Valic Financial Advisors since 2000 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Houston Thom is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., GWN Securities, and Iron Mountain Wealth Management, LLC. Outside of his advisory work, he is involved with Wealthbridge Advisors Inc. in Lake Oswego, OR. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Jerod Patterson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds a Series 66 designation and has previously worked at Boise Cascade Co, Securities America, Inc., OSAIC, and AW Securities. 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 management using a variety of model strategies and provides both discretionary and non-discretionary services, incorporating technology to manage held-away retirement accounts without client login credentials.

Michael Harter is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Agia and CNH Finance. Outside of his advisory role, he is licensed to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting through a large network of advisors. The firm utilizes unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Will Dietz is a CFP® with 23 years of experience in the financial services industry. He is currently a managing member and co-owner of Iron Mountain Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2014. His work includes fixed insurance sales and operating a private entity to facilitate securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

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.