Kristen Klocko is a financial advisor with Guardian Life holding a Series 66 designation and 11 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior experience at Fisher Investments and Osaic FA, Inc. Outside of her advisory role, she works as a bartender in Portland, Oregon. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting solutions.

Marcus Groeneveld is a CFP® professional with 16 years of experience in financial advising. He currently serves as a wealth advisor at CWM, LLC and affiliated firms, having previously worked at Ameriprise Financial Services, Inc. for ten years. Outside of his advisory work, he holds a treasurer position for a nonprofit soccer club. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee along with tailored solutions such as custom indexing and access to alternative investments.

Brendan Price is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Bank of the West, and BancWest Investment Services. He serves on the Board of Directors for the Make-A-Wish Foundation of Oregon, where he assists with budget approval and fundraising. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Mia Heinrichs is a financial advisor at CWM, LLC with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Ameriprise Financial Services and Northwest Capital Management. In addition to advising, she is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios, customized indexing, and multiple third-party sub-advisors.

Amelia Gaspary is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Investments and operates a health and wellness business called Alchemy by Amelia in Portland, Oregon. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services.

Lauren Aigner is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 designations. She has six years of industry experience, including prior roles at Merrill and JPMorgan Securities LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative tools in its investment recommendations.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 16 years of industry experience. Her career includes roles at WealthWave, HIFE College Planning Program, Net law, Inc., and World Financial Group. She also works as a college consultant helping high school students identify majors and find suitable colleges and offers digital estate planning document services through a referral role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, providing both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and supports retirement plan clients through affiliated entities.

Michael Denbo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as involvement with Black Bronze Media LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services while serving a large participant base relative to its advisor headcount.

Kimberly Perrault is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets Corporation for 12 years before joining D.A. Davidson in 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Lindy Clark is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Transamerica since 2012 and is also involved in managing Marker Ranch and Vineyard, where she works in a hospitality role. Clark has additional experience with firms including WealthWave and Netlaw, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Jennifer Gutridge is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has previously worked at Lion Street Financial and Mcgee Wealth Management, Inc. Gutridge holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Greyvin Jovel is a financial advisor with PlanMember Securities Corporation in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework focused on risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

Joseph Conachy is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with Creative Planning and previously worked at Osborne Partners Capital Management and Empirical Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Alan Ford is a Series 65-licensed financial advisor at Farther with three years of industry experience. His prior roles include positions at Geffen Mesher, Cable Hill Partners, LLC, and Key Private Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across ETFs, mutual funds, individual equities, and fixed income.

Jeffrey Pawlowski is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Park Avenue Securities and Northwestern Mutual Investment Management. Pawlowski serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers access to proprietary programs, insurance products, and alternative investments.

Eunjoo Kim is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and five years of industry experience. Their background includes roles at various health insurance companies such as United Healthcare, Blue Cross Blue Shield Regence, and Kaiser Permanente. In addition to advisory work, Kim acts as an independent agent selling Medicare and health insurance products for several insurers on a part-time basis. Transamerica Financial Advisors provides advisory and broker-dealer services to a diverse client base, offering both fee-based wrap programs and commission-based products. The firm utilizes a combination of proprietary and third-party model portfolios and serves individual investors, plan sponsors, trusts, and charitable organizations.

Carolyn Cameron is a CFP® professional with 43 years of industry experience, currently serving at D.A. Davidson & Co. since 2008. She holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual 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 substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She has been with D.A. Davidson since 1999 and holds Series 63 and Series 65 designations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Kevin Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has been associated with various entities under the Steward Partners umbrella since 2015. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Michael Tilton is a financial advisor with Guardian Life and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience, including prior roles at Merrill, UBS Financial Services, and Citigroup Global Markets. His background also includes entrepreneurial work and multiple self-employed positions. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and insurance products.