Matthew Fulcher is a financial advisor with Eagle Strategies (New York Life) based in Portland, OR. He holds Series 66 and Series 63 licenses and has 26 years of industry experience, including over 27 years with New York Life Insurance Company. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis for both individual and institutional clients.

Dana Westenhaver is a financial advisor with J. W. Cole Advisors, Inc. in Tualatin, Oregon, holding a Series 66 credential and 18 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. and JW Cole Financial since 2012. Outside of advising, she is an insurance agent offering accident, health, disability, and life insurance products. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing discretionary and non-discretionary strategies including fundamental and technical analysis and digital advice platforms.

Robert Pugh is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several nonprofit organizations related to public speaking, including leadership roles with Toastmasters International chapters. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, utilizing a model portfolio and third-party manager approach across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses, with regulatory assets under management of approximately $1.7 billion.

Paul Beard is a CFP®-certified financial advisor with five years of industry experience, currently associated with Mariner Wealth Advisors. His prior roles include positions at Cetera Advisors and Cascadia Wealth Management. Beard is also linked to MSEC, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on tax and accounting integration uncommon in large advisory enterprises.

Kristen Winter is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with several organizations, including WealthWave and World Financial Group, and owns a travel blog and social media content business called Renegade Winters. Additionally, she serves as a referral agent for NetLaw, Inc., providing online estate planning documents. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, offering investment advisory and brokerage services through a large network of advisors. The firm employs model portfolios and third-party managers for portfolio management and operates an integrated retirement plan ecosystem with affiliated entities.

Matt Roehr is a CFA® charterholder with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously spent 26 years at Northwest Investment Counselors LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment process combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Cassie Blazevski is a financial advisor at OSAIC Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of her advisory role, she is an agent with Diamond Financial Partners, focusing on the sale and service of life and health insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Jason Hamilton is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at WealthWave and WFV LLC, and he currently serves as an independent contractor providing online estate planning referral services. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Joy Mc Murchy is a financial advisor at Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. She has been with Transamerica since 2026 and has a background including roles at InheritGuard, Insurance Solutions for Affiliated Agents LLC, and Eagle Business Consulting. Outside of advising, she has experience as a notary and involvement with several businesses such as The Wealth Wave and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse clientele ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models. The firm manages approximately $1.66 billion in discretionary assets and operates uniquely as both a registered broker-dealer and RIA with affiliated retirement and recordkeeping services.

Michelle Garcia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and 15 years of industry experience. She previously worked at Northwest Investment Counselors, LLC for 11 years. Outside of her advisory role, she serves as an assistant girls' golf coach at Riverdale High School in Portland, Oregon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

Jeani Winterbourne is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of her advisory work, Winterbourne owns and operates a quilting service and works as a health coach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Richard Westbrook is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has five years of industry experience. Prior to joining D.A. Davidson, he worked at RedTail Golf Center for seven years. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Dustin Hume is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, equity research, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

Grace Ong is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. She has 14 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is a Medicare and health insurance agent at Senior Advocate Services, offering Medicare Supplemental and Advantage plans. 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 through proprietary and third-party model portfolios, supporting a range of discretionary and non-discretionary investment programs.

Reece Betcher is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at TIAA-CREF, Charles Schwab Bank, and Edward Jones. Mercer Global Advisors serves individuals, families, and a range of institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified portfolios with multi-factor tilts, and offers a variety of investment programs and client education initiatives.

Christopher Busby is a financial advisor with Commonwealth Financial Network based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Commonwealth and its associated Canyon Financial Group since 2007, where he is a co-owner and partner of Canyon Financial Group LLC, also known as CFG Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Paul Kingsland is a financial advisor with Money Concepts Capital Corp in Tigard, Oregon, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003 and also serves as president of The Kingsland Company PC, a CPA firm he solely owns and operates. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Dillon Kanhalikham is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets entities.

Bruce Bailey is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Bruce A. Bailey PC. Additionally, he serves as a referral partner for Netlaw, assisting clients with estate planning legal documents such as wills and trusts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Douglas Eikenberry is a CFP®-credentialed financial advisor with over 32 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various 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 plans, corporations, and charitable organizations with services that include investment advisory, financial planning, and managed account programs.