Alexander Reed is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Columbia Associates, Cetera Advisor Networks, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, he owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 161 advisors managing nearly $9.9 billion in client assets.

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 with Key Investment Services LLC, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at Key Investment Services since 2022 and has prior experience at Key Bank and Salem Health Hospital and Clinic. Outside of her advisory role, she works as a sales associate at Banana Republic in Woodburn, Oregon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client direction in model selection and provides ongoing monitoring and due diligence, operating within the KeyCorp group with affiliated banking and capital markets services.

Lance Cannon is a financial advisor with CWM, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Bank of the West, Allstate Insurance Company, and Merrill. Outside of advisory work, he is involved as a financial officer and business owner of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

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 previously worked at Edward Jones and Oregon State Credit Union. He is a member of the Rotary Club of Philomath, OR, where he participates in community service activities. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients, offering wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies and conducts ongoing due diligence and supervisory oversight through affiliated entities within the KeyCorp group.

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.

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.

William Hall is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and New York Life Insurance Company. Outside of financial services, 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 small retirement plans, often serving clients with existing employer retirement relationships. The firm combines point-in-time planning with ongoing portfolio management, providing tailored investment solutions through a fiduciary standard.

Jacob Nelson is a financial advisor with OSAIC Advisory Services, LLC based in Portland, OR. He holds a Series 66 designation and has two years of industry experience, including prior roles at Securities America, Inc. and NorthWest Investment and Retirement Group. Before entering the financial industry, he worked in the hospitality sector at several establishments in Portland. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and both proprietary and third-party platforms.

Michael Larlee is a CFP® and holds a Series 66 designation with 22 years of experience in the financial industry. He has been with D.A. Davidson & Co. since 2015. The firm provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. D.A. Davidson & Co. operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

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 licenses and has worked at Oppenheimer since 2018, following 16 years at Wedbush Morgan Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a range of investment management programs, financial planning, and private-fund management, using strategic and tactical asset allocation alongside manager selection and various investment strategies.

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 licenses and bringing 23 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also a Certified Financial Educator with the Heartland Institute of Financial Education since 2017. Additionally, he provides information on estate planning software as an independent contractor for Netlaw, Inc. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.