Candace Turanzas is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc, Thrivent Financial, Allium Financial Advisors, Arnerich Massena, and Merrill Lynch. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm utilizes diversified investment strategies including low-cost mutual funds, ETFs, individual securities, and alternative investments, and supports continuous account monitoring and fee billing across related household accounts.

Kirby Chien is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Edward Jones, Princor Financial Services Corporation, Principal Life Insurance Company, and Equitable Advisors. He is also president of Bedrock Wealth Management, an advisory and life insurance business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and governmental clients, providing portfolio management, financial planning, and access to independent advisor programs through a risk-guided investment process.

Marcus David is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 designation. Prior to joining Aldrich Wealth, he worked at First Western Trust and Raytheon Technologies, and he has academic experience at The University of Arizona. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across various asset classes and employs tax-aware strategies, with oversight from an Investment Committee.

Charles Cannon is a CFP® with 11 years of industry experience, currently serving at Wealth Watch Advisors, Inc. He has held positions at several firms including Impact Partnership Wealth, Aegis Wealth Management, and JD Mellberg Financial. In addition to his advisory work, he is involved with Cannon Insurance Solutions, Inc., a business he has operated since 2007. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies and offers access to third-party model managers and alternative private placements for eligible investors.

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.

Douglas Greenberg is a financial advisor at SB Advisory, LLC with 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked from 2002 to 2018, and CS Planning Corp. from 2019 to 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Greenberg is a co-founder of Data Aviator, a company providing audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios across mutual funds, ETFs, individual equities, and external managers.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Voyager Wealth Management and HBW Advisory Services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through multiple advisory platforms, emphasizing personalized investment strategies managed by its network of investment adviser representatives.

Luan Dollens is a financial advisor at Aldrich Wealth LP with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M Holdings Securities, Inc. for 16 years. Outside of his advisory role, he is involved with TLD Consulting Services, LLC, providing consulting and management services. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and operates distinct Private Wealth and Corporate Retirement Plan divisions.

David Stockton is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC 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. It serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Itzel Lopez Hernandez is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2022. Outside of her advisory role, she works as a sales associate in clothing retail at Banana Republic during non-trading hours. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from KeyCorp affiliates and third-party managers, with a focus on non-discretionary asset management and multiple wrap programs.

Lance Cannon is a financial advisor at CWM, LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, LPL Financial, Bank of the West, and Allstate Insurance Company. Outside of his advisory role, he is a business owner and financial officer of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser with more than 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios and integrating custodial and technology partnerships to support client solutions.

Samuel Niesslein Jr. is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Edward Jones, Oregon State Credit Union, Wells Fargo Clearing, and RBC Capital Markets. He is a member of the Rotary Club of Philomath, a community service organization. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates.

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.

Wayne Reed III is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Judd Lavender Financial Services, Allstate Financial Services, Allstate Insurance, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and PRUCS Securities. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary and non-discretionary portfolio management supported by affiliated entities and third-party managers.

Mark Brady is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Prior to the financial industry, he worked in technology and investment-related positions with companies such as Amazon Web Services Hong Kong, Venture Smart Asia Limited, and BlackRock. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by integrated lending options and access to insurance products and alternative investments.

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.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

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.