Michael Neumann 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. He has been with Transamerica Financial Advisors since 2012 and has operated his own business, Michael R. Neumann, since 2010. Neumann serves as secretary and board member for the Association of Unit Owners of the Breakers condominium in Cannon Beach, OR. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Michael Devlin is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to his current role, he has worked with several mortgage and financial services firms, including Value Added Mortgage Group and Williamette Valley Bank. Outside of advisory work, he is involved in mortgage loan origination and operates Devlin Financial Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing a model portfolio approach supported by third-party managers and multiple advisory platforms.

Bryan Briand is a financial advisor with Primerica Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is a licensed real estate agent and is involved with LibertyID, a service focused on identity theft protection. Park Avenue Securities LLC serves a diverse 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 platforms, managing approximately $15 billion in regulatory assets under management.

James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in community activities including serving on the finance committee of a local Catholic church and participating on the board of Discover Mt. Angel, a nonprofit organization. Additionally, she works with WealthWave in a marketing capacity and has experience as a math instructor at Chemeketa Community College. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network and managing approximately $1.7 billion in regulatory assets under management.

Mark Hunter is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has been involved in financial education as a Certified Financial Educator at the Heartland Institute of Financial Education. In addition to his advisory role, Hunter works as a driver for Student Transportation of America and TrackersEarth, providing services for public school transportation and summer kids camps. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Marie Clow is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been affiliated with various Steward Partners entities since 2015. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in 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 and financial planning services.

Douglas Perry is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors and Cascadia Wealth Management. Perry also sells life, disability, annuities, and long-term care insurance as an insurance agent. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax services, Core Family Office solutions, and employer financial-wellness tools.

Brian Lawrence is a CFA® charterholder and holds a Series 65 license, with 21 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 15 years at North Ridge Wealth Advisors. Savant Wealth Management provides wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Gabriel Arreguin is a financial advisor with Principal Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Financial Services, he worked at Oregon Community Credit Union and was involved with TJ Forestry LLC. He also holds an insurance position focused on the sales and service of various life and annuity products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Peyton Wood is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, Wood held various roles at George Fox University and Aldrich Wealth, among other positions. Outside of advising, Wood has been involved with Trampoline Zone since 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal and third-party research and offers integrated tax, accounting, and CFO services alongside traditional portfolio management.

Brynn Buswell is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2013. The firm 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. D.A. Davidson & Co. distinguishes itself by serving as a municipal advisor, offering both discretionary and non-discretionary retirement plan services, and providing a Private Wealth program for clients with over $20 million in stated net worth.

Tinh Nguyen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 and previously worked at affiliated Steward Partners entities dating back to 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, pension consulting, and managed account services.

Justin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Steward Partners entities since 2009. Outside of his advisory role, Lindsey serves as treasurer and board member of Lakeridge Lacrosse, a high school lacrosse club in Lake Oswego, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

Eric Wishan is a financial advisor with CWM, LLC based in Lake Oswego, OR, holding a Series 66 license and with 21 years of industry experience. He has worked at LPL Financial, LLC from 2005 to 2018 and has been with CWM, LLC and its affiliated entities since 2018. Outside of his advisory work, Wishan serves as Regional Director of the Northwest Region of the Ferrari Club of North America and is President of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm’s investment approach includes discretionary management using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Nicholas Prelosky is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing six years of industry experience. Before joining TIAA-CREF in 2024, he worked at Bank of America and Merrill from 2019 to 2024. Outside of his financial career, he hosts a podcast focused on current political campaigns and issues in Oregon. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-sponsored employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios.

William Leder Jr. is a CFP® with 22 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services and Trusted Advisors, along with maintaining a self-employed practice since 2003. Outside of advisory work, he is a co-owner of an ice cream shop in Canby, Oregon. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs a discretionary, committee-overseen investment approach with a wide range of strategies and notable tax and administrative integration uncommon for a firm of its size.

Jeffrey Kantor is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Steward Partners entities since 2009. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Duane Rodewald is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Steward Partners entities since 2009. Based in Lake Oswego, OR, he has worked within Steward Partners Investment Solutions, Steward Partners Global Advisory, and currently Steward Partners Investment Advisory. 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 a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Jeffrey Gale is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds the CFP® designation and has eight years of industry experience. Since 2025, he has operated under the DBA Legacy Wealth Partners, Inc. to service clients with insurance and financial products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives while managing the majority of its assets on a non-discretionary basis.