Asa Rowlett is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, he operated Asa Rowlett LLC for 11 years. He is also involved in a non-investment business consulting activity under P&C Business Consulting. Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

Michelle Tran is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. She currently works at Savant Wealth Management and has previously been employed at firms including North Ridge Wealth Advisors, Inc., OSAIC, and Securities America. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by affiliated accounting, legal, and trust services.

Logwone Mitz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as prior experience with Lyft and World Ventures. Outside of his advisory work, he serves on the board of Financial Beginnings Oregon and participates in community organizations such as the Northwest Independent Baseball League and youth scholarship foundations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Schwartz is a CFP® with 16 years of industry experience. He has worked at Principal Financial Services since 2019 and previously held roles at Eagle Strategies and New York Life. In addition to his advisory work, he serves as an agent offering fixed life insurance, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, offering both advisory and promoter arrangements to support client investment needs.

Stephen Crabb is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Financial Advocates Investment Management, LPL Financial, Capitol Family Office, Abrahamson Wealth Advisors, and KMS Financial Services. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

V Wallace III is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Strategists, Axiom Wealth Strategies, and Crown Wealth Management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and due diligence of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated financial entities.

Peter Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Commonwealth Financial Network and Oswego Crest Financial Group. He is also co-owner of Oswego Financial Group LLC, an entity created for securities business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Robert Pearson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served on the board of PREP4Kids, an organization offering Bible classes to public, private, and homeschooled students. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, serving a broad client base with approximately $1.7 billion in regulatory assets under management.

Mark Hwee is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has been associated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Nora Mickelson is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has prior experience with firms including TIAA, Edward Jones, and Wells Fargo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Hannah Floom is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Eagle Strategies, she worked at CharaRx, LLC and ICON Medical Network. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.

Kristoffer Preble is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2018 and previously with Crown Wealth Advisers and Cornerstone Wealth Strategies, LLC, which he owns and operates. Outside of his advisory role, Preble engages in cryptocurrency investing for personal use. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.

Randon Arima is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Advanced Wealth Management and has held roles at the University of Portland and Walmart. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a broad range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Jeani Fink is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has three years of industry experience with prior roles at Midlands Financial, Compass Rose Financial Services, and Principal Life Insurance Company. Outside of financial advising, she is a licensed acupuncturist who runs a small acupuncture practice and serves as an assistant tennis coach at St. Mary's Academy. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

James Cameron is a financial advisor with Primerica Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Principal Securities Inc, and American Fidelity Educational Services. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and additional services such as securities-based lending.

Jared Tevis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life Insurance Company and NYlife Securities LLC since 2015. Jared serves as a board member of the National Football Foundation's Oregon Chapter, a nonprofit that provides scholarships to high school student-athletes. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rhianna Larson is a financial advisor with Commonwealth Financial Network in Portland, OR, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Finity Group and Foresters Financial Services, as well as work at Benihana and Lewis and Clark College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Timothy Oster is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at MissionSquare and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diversified investment and retirement services with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.