Greg Rogers is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been the president and owner of Greg Rogers PC, a CPA firm in Oregon City, OR, since 2006. 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. The firm employs a network model of advisory representatives who provide discretionary and non-discretionary portfolio management through various strategies and technology platforms.

Christopher Werner is a financial advisor with Commonwealth Financial Network based in Lake Oswego, Oregon. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Wells Fargo Advisors Financial Network LLC for eight years. Werner is a co-owner and board member of Epsilon Technology Corp, a role outside of his investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with investment management teams that oversee discretionary model portfolios.

David Schwartz is a CFP® with 16 years of industry experience. He has worked at Principal Financial Services since 2019 and previously held roles at Eagle Strategies and New York Life. In addition to his advisory work, he serves as an agent offering fixed life insurance, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, offering both advisory and promoter arrangements to support client investment needs.

V Wallace III is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Strategists, Axiom Wealth Strategies, and Crown Wealth Management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and due diligence of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated financial entities.

Peter Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Commonwealth Financial Network and Oswego Crest Financial Group. He is also co-owner of Oswego Financial Group LLC, an entity created for securities business. 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 investment advisory, financial planning, pension consulting, and managed account programs.

Miles Mason is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to this, he worked at Bank of America and Merrill, with tenures spanning from 2005 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Robert Pearson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served on the board of PREP4Kids, an organization offering Bible classes to public, private, and homeschooled students. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, serving a broad client base with approximately $1.7 billion in regulatory assets under management.

Mark Hwee is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has been associated with various Steward Partners entities since 2009. 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 by providing investment advisory, financial planning, pension consulting, and managed account programs.

Nora Mickelson is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has prior experience with firms including TIAA, Edward Jones, and Wells Fargo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.

Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.

Jeani Fink is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has three years of industry experience with prior roles at Midlands Financial, Compass Rose Financial Services, and Principal Life Insurance Company. Outside of financial advising, she is a licensed acupuncturist who runs a small acupuncture practice and serves as an assistant tennis coach at St. Mary's Academy. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Timothy Oster is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at MissionSquare and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diversified investment and retirement services with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Shima Salehi is a CFP® licensed financial advisor with 15 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Summit Trail Advisors, LPL Financial, BMO Bank, and BancWest Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Timothy Wooten is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in community work as a Student Ministry Director at Westside Community Church. Additionally, he has roles with Md's LLC and has previously worked with DoorDash and E-Bike Central. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jackson Pierce is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including positions at Equitable Advisors and KeyBank NA. Outside of advising, he is a limited non-voting partner in a family investment partnership focused on illiquid investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by recommendations, ongoing monitoring, and access to third-party discretionary managers.

Cynthia Reidy is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 12 years of industry experience. She has held positions at Netlaw Inc and Evergreen Eye Care PLLC in addition to her work at Transamerica and prior roles at Prudential Insurance and World Financial Group. Outside of advising, she offers digital estate planning documents through Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a variety of fee-based wrap programs and model portfolios, utilizing proprietary and third-party managers with discretionary and non-discretionary options.

Nelson Larson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Financial Advocates Investment Management and Tallus Capital Management. Outside of finance, Larson has a background in youth soccer organizations, having spent several years with the Oregon Youth Soccer Association and Portland City United Soccer Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for comprehensive wealth management.

Mary Kirk is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, Morgan Stanley, and Scottrade. Outside of her advisory role, she serves as president of JMTL REYVEN CO, Inc., a real estate business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and third-party strategies through discretionary and non-discretionary management, supporting clients with a broad spectrum of financial services.

Michelle Gagiano is a financial advisor at Steward Partners Investment Advisory, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Steward Partners Global Advisory, LLC and Umpqua Bank. Outside of her advisory role, she is involved with the Oregon Fishing Club, which manages leased land for fishing access. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.