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.

Amanda Prows is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory work, Prows coaches volleyball at Athena Volleyball Academy and Portland Public Schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

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.

Eunjoo Kim is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. Her prior work includes roles with several health insurance companies such as United Healthcare, Kaiser Permanente, and Blue Cross Blue Shield Regence. She also engages in part-time insurance sales as an independent agent for multiple health insurance providers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Carolyn Cameron is a CFP® professional with 43 years of industry experience, currently serving at D.A. Davidson & Co. since 2008. She holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She has been with D.A. Davidson since 1999 and holds Series 63 and Series 65 designations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Kevin Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has been associated with various entities under the Steward Partners umbrella since 2015. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Michael Tilton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. His background includes roles at 4D Inc. and FileMaker, as well as periods of self-employment. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including a hybrid digital platform and access to model portfolios from various managers.

Michelle Drewry is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Iron Horse Financial Group. In addition to her advisory role, she provides personal support services to disabled family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement 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 previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Matthew Lesher is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Corcoran Prime and The Agency, Inc. Outside of his advisory role, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC 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, featuring proprietary model portfolios and third-party investment platforms with discretionary and non-discretionary management options.

Danielle Dark is a financial advisor with Key Investment Services LLC in Beaverton, Oregon. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to her current role, she worked at Key Bank from 2016 to 2021. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

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.

Traci Nelson is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also has a background with Advanced Wealth Management dating back to 2009. Outside of her advisory role, she is involved in custodial activities with family members unrelated to investment business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

Adam Cornwell is a CFP®, CFA®, and holds a Series 65 license with 19 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years with North Ridge Wealth Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related 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 a variety of actively managed strategies supported by affiliated accounting, legal, and trust services.

Mark Lavalley is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2017 and affiliated with New York Life and NYLife Securities since 2012. Outside of advisory services, Lavalley works as an independent contractor brokering non-registered insurance products with various outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across multiple program types and manages a majority of its regulatory assets on a non-discretionary basis.

Noah Bylsma is a financial advisor at Mariner with five years of industry experience. He holds the Series 66 designation and has worked previously at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. He attended Portland State University for four years. Mariner serves a broad range of clients including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers.

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.