Pia Snyder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2001. Outside of her advisory work, she serves as Treasurer for the Barrington Heights Neighborhood Association, where she provides information to residents and acts as a community watchdog. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes a network of advisors and multiple program platforms to deliver services, relying primarily on model portfolios and third-party managers for investment execution and discretionary authority.

Ryan Myers is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Outside of his advisory role, he works part-time as a snowboard instructor at Mt Hood Meadows Ski Resort. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a range of program types tailored to client goals, with a focus on non-discretionary asset management and advisory services connected to insurance and annuity products.

Timothy Semlick is a CFP® with 19 years of industry experience, currently affiliated with Principal Financial Services. His prior experience includes over a decade at Charles Schwab, working with both the bank and the brokerage divisions. Outside of his advisory role, he is involved in insurance sales and service, covering fixed life, fixed annuities, disability income, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Houston Thom is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., GWN Securities, and Iron Mountain Wealth Management, LLC. Outside of his advisory work, he is involved with Wealthbridge Advisors Inc. in Lake Oswego, OR. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Franz is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He has held his current position since 2013 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a variety of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under the Advisers Act fiduciary standard.

Matthew Tabor is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Guardian Life Insurance Company and Myatt & Bell, P.C. Additionally, he is licensed as an attorney with the Oregon State Bar Association. Primerica Advisors serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs along with financial planning and consulting solutions.

Derek Dukart is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lion Street Advisors, Lion Street Financial, Park Avenue Securities, and Guardian Life Insurance Company. Dukart is also the owner of Duke Financial Partners LLC, a business involved in insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering a variety of advisory and brokerage services through multiple investment platforms and approaches.

Lee Melvin is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with various entities within the Steward Partners organization since 2010. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Darius Jones is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2012, with a break from 2016 to 2018 when he was employed at Reverse Mortgage North West. Jones also has a longstanding affiliation with World Financial Group, Inc., spanning over 25 years. He is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and proprietary platforms, serving clients via a large network of advisors and multiple program platforms.

Jade Thelin is a financial advisor with Eagle Strategies (New York Life) based in Portland, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Eagle Strategies since 2017 and New York Life since 2009, with prior experience at Southern Ridge Wealth and currently operates Legacy Wealth Partners, Inc. Outside of advisory work, she serves as a board member of the Southern Highlands Golf Club in Las Vegas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate structure.

Joshua Davis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has prior work history at TIAA, Metropolitan Life Insurance Company, and MSI Financial Services. Joshua is based in Oregon City, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Chad Bunger is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding the ChFC® designation and Series 63 license with 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, delivering financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Patricia Dunn is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various firms including Fidelity Debt Reserve, Rescue One Financial, and Debtmerica. Outside of finance, she is the owner of a floral arrangement business and performs as a classical singer at civic and private events. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, supporting discretionary and non-discretionary management.

Trent Rosenbloom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2014. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. Benjamin F. Edwards serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies.

Lisa Troutman is a financial advisor at Kestra Advisory with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2015 to 2023. Outside of her advisory role, she serves as an operations manager assisting clients through SHC Financial and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jack Tucker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Transamerica since 2012 and also has roles with World Financial Group and Revolution Financial Management. Outside of his advisory work, he serves as Treasurer for the Oregon Golf Association Golf Course Men's Club, a nonprofit organization that organizes local tournaments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated mutual funds and insurance products.

Brian Joelson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with various Steward Partners entities since 2009. Outside of his advisory role, he is a limited partner involved with maintaining real estate properties in Oregon. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions, with ongoing monitoring and consulting options.

Will Dietz is a CFP® with 23 years of experience in the financial services industry. He is currently a managing member and co-owner of Iron Mountain Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2014. His work includes fixed insurance sales and operating a private entity to facilitate securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Joel Romero is a CFP® professional with 18 years of industry experience. He is currently with Mariner and has previously worked at Fisher Retirement Solutions LLC, Fisher Investments, and Gwfs Equities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside specialized financial wellness and family office offerings.

Wendi Ouellette is a CFP® with 26 years of industry experience, currently affiliated with Allworth Financial, L.P. She has held roles at multiple firms including Arbor Point Advisors, Securities America, and Delta Financial. Wendi is based in Portland, OR. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies integrating core-satellite, index allocations, and specialized models such as Buffered Equity ETFs, employing third-party sub-advisers and technology to manage held-away accounts.