Damon Winter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as an Advisory Committee Director for Hearts of Fire International Ministries and is a volunteer board member of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wells Fargo Clearing and Citigroup Global Markets. Brauner has been with D.A. Davidson & Co. since 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm adheres to fiduciary standards and offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, including a Private Wealth program for clients with significant net worth.

Paul Erenfeld is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors and Cascadia Advisory Services. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal management team and integrates tax and accounting services along with family office and financial wellness solutions.

Sherrie Kerr is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been affiliated with various Steward Partners entities since 2009, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Kerr is based in Portland, OR. 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, financial planning, pension consulting, and managed account services.

William Woodruff is a financial advisor at Farther with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at WealthFactor, Logan Circle Partners, Bandon Capital Management, and several Beacon-affiliated firms. Woodruff is also the Chief Financial Officer of AI Infrastructure Partners, an operating company focused on supporting AI factory and semiconductor infrastructure. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools subject to internal review.

Matthew Lesher is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Corcoran Prime. Outside of his advisory work, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships managed by its network of investment adviser representatives.

Lauren Smith is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Equitable Advisors and five years at AxA Advisors. She is also active as a representative with United Financial NW and conducts insurance sales and services independently. 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 offers participant-level investment options and delivers education and support services, using a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Brie Valant is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Farther Finance Advisors, LLC and has previously worked at WealthFactor LLC, NewFocus Financial Group, and Cairn Investment Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Caiden Cockrell is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Key Investment Services, he had a brief tenure at Morgan Stanley and experience in various other roles including work at Oregon State University and Schilter Family Farms. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options, integrating services from KeyCorp affiliates to support investment strategies and risk management.

Noah Bylsma is a Series 66 licensed advisor at Mariner with six years of industry experience. His prior roles include positions at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration, financial wellness, and family office services.

William Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been 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, 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.

Mia Werner is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She has worked previously at Morgan Stanley and Corient Services LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Steven Bodo is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has held positions at several firms, including American Capital Corporation and Edelweiss International LLC. Outside of his advisory role, he is involved with mortgage loan processing through Right Choice Processing LLC and acts as a referral partner for estate planning legal documents at Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm provides discretionary and non-discretionary program options and manages a mix of fee-based and commission-based products.

Andrew Laws is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Michael R. Neumann Corp. and Wells Fargo Investments. Outside of advising, he has worked as a ride-share driver for six years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Scott Suckling is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and over 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has been involved with WealthWave since 2023. Outside of his advisory role, he is engaged in rental property management through Airbnb. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Mark Olsen is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He has been with the firm since 2012 and holds Series 63 and Series 66 licenses. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning while operating under the Advisers Act fiduciary standard.

Thomas Fink is a financial advisor with Principal Financial Services, holding the ChFC® designation and the Series 63 license, and has 43 years of industry experience. His prior roles include positions at Compass Rose Financial Services and Magnacorp-related firms. Outside of his advisory work, he serves on the board of Janus Youth Programs as Scholarship Chairperson and holds leadership roles with the Portland Executives Association and St. Mary’s Academy finance committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Michael Jeanfreau is a financial advisor at Mariner with Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and the University of Phoenix. Outside of his advisory work, he serves as President of the Board for the Nystrom Jeanfreau Foundation, a charitable organization, and is a Squadron Commander and volunteer search and rescue pilot for the Civil Air Patrol. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, discretionary portfolios supported by internal research and third-party managers and offers integrated tax, family office, and financial wellness services uncommon for a firm of its size.

Todd Mckee is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Agia, Valic Financial Advisors, and CUNA Mutual Group. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial planning and investment management services, combining in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary solutions.