Angela Secolo is a CFP®-credentialed financial advisor with 27 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. since 2014. She also serves as treasurer for Friends of Netarts Bay WEBS, a nonprofit focused on environmental education and stewardship. Additionally, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, institutional clients, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures, with a focus on recommendation-based, non-discretionary investment arrangements.

Nicole Burroughs is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and U.S. Bancorp Investments. Outside of her advisory role, she serves as a playground committee member for the Forest Creek Park Home Owners Association. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients, with services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers multiple program structures emphasizing recommendation-based advice, including wrap programs and third-party money manager access.

Larissa Grantham is a CFP® professional with 18 years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Versant Capital Management and Stepp & Rothwell. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and includes supplemental strategies such as direct indexing and tax-loss harvesting.

Peter Bang Knudsen III is a financial advisor at Key Investment Services LLC with Series 66 registration and one year of industry experience. His work history includes roles at Northwestern Mutual, Portland Parks and Recreation, and Reed College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment selection and ongoing monitoring, providing access to third-party discretionary managers and supervisory oversight.

Brenda Mccombs is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Cordant Wealth Partners for 16 years. Brenda is based in Portland, OR. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm focuses on tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Brian Nelson is a financial advisor at Osaic Advisory Services, LLC with a Series 65 credential and one year of industry experience. He is also involved with Tribe Financial Group outside of his advisory role. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a variety of investment management and financial planning services, utilizing multiple program models and proprietary as well as third-party platforms to build and monitor client portfolios.

Nicholas Astle is a financial advisor with Commonwealth Financial Network in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth and his own firm, Astle Investment Management, since 2015. Astle is a part owner of Astle Investment Management, Inc., an entity created for his securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment program structures, including discretionary model portfolios and personalized indexing options.

Michael Squier is a CFP® and ChFC® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc., having joined the firm in 2023, and previously worked at The Vanguard Group for 17 years. In addition to his advisory role, he serves as an adjunct professor at New York University, teaching a graduate-level course on Investment and Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, and provides specialized services including retirement plan consulting and charitable advisory.

Troy Thompson is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently affiliated with Mercer Global Advisors Inc. and previously founded Thompson Advisory Services, LLC. In addition to his advisory work, he maintains a separate law practice. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, offering holistic financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing advice on a non-discretionary basis and delivering retirement-plan consulting and independent fiduciary services.

Leonard Nelson is a CFP® professional with 40 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors and KMS Financial Services, Inc. He is the owner of Northwest Investment & Retirement Group, LLC, a business name he uses for marketing insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Terance Helland is a financial advisor with Valic Financial Advisors, Inc. in Portland, OR, holding the Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works with AGIA. Outside of his advisory role, he serves as president of the Cedar Hills Toastmaster Club, leading efforts to grow membership and improve members' speaking skills. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jay Edwards is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at AGIA, MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed, Inc. Outside of advisory activities, he is the owner of PACK2SUSTAIN, LLC, where he conducts research related to packaging materials and equipment. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by technology and model solutions.

John Dakin is a CFP® professional with 20 years of experience and is currently affiliated with Valic Financial Advisors in Portland, OR. His career includes roles at Mass Mutual Investors Services, MetLife Securities, and Merrill. Outside of his financial advisory work, Dakin serves as a public address announcer for high school athletic events with the Portland Public Schools Department of Athletics and the Oregon School Activities Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes the use of centralized technology and model solutions in its advisory services.

Caitlyn Ruiz is a financial advisor at Empower Advisory Group with a Series 65 license and less than one year of industry experience. Her prior work includes roles at MagnaCare and Ultra Bright Lightz, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Ryan Berning is a CFP® professional with nine years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Alexx Gauthier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Wendy Stefani is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with VOYA Financial Advisors since 2014 and is also associated with the Lewis Stefani Group and Jewel Financial. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit organization focused on school selection and liaison activities. VOYA Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, balancing non-discretionary advice with broker-dealer offerings.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

Christopher Real is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, with prior roles at Horace Mann Investors and GWFS Equities. In addition to his advisory work, he is involved in offering insurance products outside of those provided through Guardian and its subsidiaries. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, with a variety of proprietary and third-party investment programs and account-level solutions.

Anthony Johnson is a CFP® professional with 10 years of industry experience. He is currently with Empower Advisory Group, where he has worked for two years. His previous roles include positions at JMG Financial Group, Fisher Investments, TD Ameritrade, and Primerica. Outside of finance, he was involved with Martial Arts Academy Bujutsu Gakuin Wushu Xueyuan for four years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model connected to its recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.