Laura Zoucha is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at TIAA-CREF and Tiaa since 2018, and previously held roles at Amerivest Investment Management LLC and TDAmeritrade Inc. in the Portland, OR area. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

William Venturi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at Aviara Wealth LLC, Secfi Securities, LLC, and OpenInvest. Mariner Wealth Advisors provides investment management, financial planning, retirement consulting, and specialized tax and family office services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs customized portfolio strategies overseen by an internal committee and integrates tax and accounting services alongside traditional advisory offerings.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2001. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, providing services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Peter Johnson is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience, including roles at Principal Life Insurance Company and various insurance agencies. Johnson also serves as a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes on supporting children through divorce in Multnomah and Clackamas counties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and referral arrangements.

Edward Hassan is a financial advisor with Key Investment Services LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Key Bank NA, Wells Fargo Clearing, and JPMorgan Securities LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, supported by due diligence and supervisory oversight.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Kristen Klocko is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fisher Investments and Park Avenue Securities. Outside of her advisory work, she also works as a bartender in Portland, OR. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and a range of investment advisory programs.

Marcus Groeneveld is a Certified Financial Planner® (CFP®) with 16 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2023. Prior to joining CWM, he held roles at Fisher Investments and Ameriprise Financial Services, Inc. Marcus serves as treasurer for a nonprofit soccer club, FC77, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis with model portfolios and a combination of fundamental and technical analysis.

Steven Potter is a financial advisor with Benjamin F. Edwards & Company, Inc. in Portland, OR, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2016. Potter serves as a custodian for an investment-related client in Clackamas, OR. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with oversight from an Investment Strategy Committee.

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. She holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Carson Wealth, and Northwest Capital Management. Outside of her advisory role, she is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Amelia Gaspary is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, she is involved in health and wellness through her business, Alchemy by Amelia, based in Portland, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory and financial planning services.

Robert Dcruz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Eagle Strategies since 2018 and with New York Life and Nylife Securities since 2009. Outside of his advisory work, he is a passive investor in Willamette Valley Vineyards, a winery in Oregon. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a notable focus on retirement plan clients and insurance-related advisory solutions.

Lauren Aigner is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She previously worked 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 investors, charitable organizations, and corporate clients. The firm offers a range of 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.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with several firms, including WealthWave, HIFE CPP, Net Law, Inc., Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she serves as a college consultant helping high school students and their families with college major selection and application processes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach and third-party managers to implement investment strategies across multiple platforms.

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 has worked at D.A. Davidson since 2021. Prior to this, she spent 12 years at RBC Capital Markets Corporation. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and customized financial planning, serving clients under a fiduciary standard.

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 professional with 15 years of industry experience, currently affiliated with PlanMember Securities Corporation. He holds Series 65 and Series 63 licenses. Jovel’s career includes roles at United Financial NW and Equitable Advisors, spanning over a decade in the financial services sector. PlanMember 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 top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Jeffrey Pawlowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care, Inc. Park Avenue Securities LLC serves a broad retail clientele including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending and tax management features.