D'andre Thortvedt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fisher Investments and TIAA. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

James Mann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates his own CPA practice since 2010. In addition, Mann serves as Treasurer for the Knights of Columbus, a nonprofit fraternal organization where he manages accounting and banking functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Scott Phillips is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds a Series 65 designation and previously worked for Gamble Jones Investment Counsel for 23 years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Rachel Novak is a Series 66 licensed advisor with Primerica Advisors, based in Portland, OR, and has nine years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities, where she has been active since 2012. Outside of her advisory role, she is involved with Liberty ID, a service assisting clients with identity theft protection. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

Joseph Mclaughlin is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group and Fisher Investments prior to joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services integrated across managed and held-away assets.

Fred King is a CFP® with 21 years of experience in the financial industry. He is currently associated with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after previously working at The H Group Inc and The H Group Washington, Inc. in various capacities from 2004 to 2026. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management overseen by an internal Investment Committee.

Theodore Haley is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also co-owner of Advanced Wealth Management, Inc., a private entity involved in securities, advisory, and insurance services. Haley holds a Series 66 registration and operates out of Beaverton, Oregon. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios through its platform.

Kevin Anema is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience at Oakwood Capital Management, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee.

Asa Rowlett is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, he operated Asa Rowlett LLC for 11 years. He is also involved in a non-investment business consulting activity under P&C Business Consulting. Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

Michelle Tran is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. She currently works at Savant Wealth Management and has previously been employed at firms including North Ridge Wealth Advisors, Inc., OSAIC, and Securities America. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by affiliated accounting, legal, and trust services.

Logwone Mitz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as prior experience with Lyft and World Ventures. Outside of his advisory work, he serves on the board of Financial Beginnings Oregon and participates in community organizations such as the Northwest Independent Baseball League and youth scholarship foundations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Schwartz is a CFP® with 16 years of industry experience. He has worked at Principal Financial Services since 2019 and previously held roles at Eagle Strategies and New York Life. In addition to his advisory work, he serves as an agent offering fixed life insurance, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, offering both advisory and promoter arrangements to support client investment needs.

Stephen Crabb is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Financial Advocates Investment Management, LPL Financial, Capitol Family Office, Abrahamson Wealth Advisors, and KMS Financial Services. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Peter Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Commonwealth Financial Network and Oswego Crest Financial Group. He is also co-owner of Oswego Financial Group LLC, an entity created for securities business. 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 investment advisory, financial planning, pension consulting, and managed account programs.

Robert Pearson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served on the board of PREP4Kids, an organization offering Bible classes to public, private, and homeschooled students. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, serving a broad client base with approximately $1.7 billion in regulatory assets under management.

Mark Hwee is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has been associated 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, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Nora Mickelson is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has prior experience with firms including TIAA, Edward Jones, and Wells Fargo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Hannah Floom is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Eagle Strategies, she worked at CharaRx, LLC and ICON Medical Network. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.

Kristoffer Preble is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2018 and previously with Crown Wealth Advisers and Cornerstone Wealth Strategies, LLC, which he owns and operates. Outside of his advisory role, Preble engages in cryptocurrency investing for personal use. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.