Sharon Gerlach is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds a ChFC® designation along with Series 63 and 65 licenses and has 26 years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Co, M Holdings Securities, Inc., and Wells Fargo Advisors. She serves as a board member of her condominium association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types tailored to client objectives and specializes in non-discretionary asset management within an integrated New York Life affiliate structure.

Samuel Niesslein Jr. is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Oregon State Credit Union. He is a member of the Rotary Club of Philomath, Oregon, where he participates in community service activities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Janet Tooley 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. She has been with Transamerica since 2012 and is also involved in WealthWave and Epsilon Construction LLC. Tooley served as treasurer of Auburn Adventist Academy for ten years. 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, featuring proprietary and third-party investment models with discretionary and non-discretionary options.

Mark Brady is an advisor at Guardian Life and holds the Series 66 designation. He has experience working with Guardian Life Insurance Company, Park Avenue Securities, Westpac Wealth Partner, and BlackRock, among others. His background includes roles in wealth management and financial services across multiple firms over several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and investment advisory services.

Collin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. He holds a Series 66 designation and has been associated with various Steward Partners entities since 2009. Outside of his advisory work, he participates as an extra in TV and film productions in Portland, OR. Steward Partners Investment Advisory is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kevin Sahli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 and has held roles within affiliated 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

William Hall is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and New York Life Insurance Company. Outside of finance, he operates a photography business providing editing and printing services. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Michael Larlee is a CFP® with 23 years of industry experience and has been with D.A. Davidson & Co. since 2015. He holds the Series 66 designation and is based in Lake Oswego, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Jordan Orr is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at NetLaw, Uber, WFGIA, Wealthwave, and Doordash. Transamerica Financial Advisors serves a wide client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of fee-based wrap programs, model portfolios, and access to third-party money managers.

Lauren Reed is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. She previously worked at The Partners Group and Geneos Wealth Management. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with robust tax and accounting integration and offers specialized family office and employer financial wellness solutions.

Arthur Chandler is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Morgan Securities for 16 years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Michael Bloomquist is a financial advisor at Eagle Strategies (NY Life) based in Portland, OR, holding the Series 66 designation with three years of industry experience. His work history includes roles at Cornerstone Wealth Strategies, NYLIFE Securities, New York Life Insurance Company, and UBS Financial Services Inc. prior to joining Eagle Strategies. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and predominantly manages assets on a non-discretionary basis.

David Prom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked with Transamerica since 2012 and concurrently with World Financial Group since 2002. He also serves as a Certified Financial Educator at the Heartland Institute of Financial Education and provides estate planning software information through Netlaw, Inc. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Pia Snyder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2001. Outside of her advisory role, she serves as Treasurer of the Barrington Heights Neighborhood Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Steve Johnson is a CFP® with 41 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1982. He also has a long-standing affiliation with Penn Mutual Life Insurance Company. Outside of his advisory work, Johnson owns a commercial fishing business and serves as a board member of the Pacific City Dorymens Association, a charitable organization. Hornor, Townsend & Kent provides financial advisory and broker-dealer services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored financial planning and investment strategies through a combination of in-house and third-party asset managers.

Ryan Myers is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Outside of his advisory role, he works part-time as a snowboard instructor at Mt Hood Meadows Ski Resort. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

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.

Jessica Tierney is a CFP® professional with 10 years of experience in the financial advisory industry. She currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at The H Group, Inc. and Tejera & Associates, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

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.

Matthew Tabor is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Guardian Life Insurance Company and Myatt & Bell, P.C. Additionally, he is licensed as an attorney with the Oregon State Bar Association. Primerica Advisors serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs along with financial planning and consulting solutions.