Joshua Keller is a Series 66-licensed advisor with Valic Financial Advisors in Missoula, MT, with four years of industry experience. Prior to joining Valic, he worked at Agia and spent ten years with Billings Public Schools. Outside of his advisory role, Keller serves on the board of the Greater Yellowstone Valley United States Bowling Congress, helping to support local bowling programs. 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 UMA models and operating at scale with over 1,200 advisors.

Timothy Schreck is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. He worked at Charles Schwab & Co. Inc. for 21 years before joining D.A. Davidson in 2020. 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 a private wealth program for high-net-worth clients, operating under fiduciary standards while incorporating both qualitative and quantitative investment analysis.

Eugen Trifan is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Portland, OR, and has eight years of industry experience. His work history includes roles at Agia, Equitable Advisors, Axa Advisors, Edward Jones, and self-employment. Outside of his advisory work, he serves as secretary of the Portland chapter of the American Association of Individual Investors (AAII). 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 portfolio models with National Financial Services as custodian.

Cassondra Johnson is a financial advisor at Valic Financial Advisors with 25 years of industry experience. She holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. Johnson has worked at Valic Financial Advisors since 2000 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Jerod Patterson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds a Series 66 designation and has previously worked at Boise Cascade Co, Securities America, Inc., OSAIC, and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and provides both discretionary and non-discretionary services, incorporating technology to manage held-away retirement accounts without client login credentials.

Mario Foncea Roman is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Voya, he worked at Equitable Advisors, LLC and has held various roles including ownership and management positions in construction and remodeling through PNW Residential, LLC, and wine production consulting with Anton Farms, LLC. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Michael Harter is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Agia and CNH Finance. Outside of his advisory role, he is licensed to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting through a large network of advisors. The firm utilizes unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Yury Dzhishkariani is a financial advisor at Farther in Portland, OR, holding a Series 65 designation with no prior industry experience before joining Farther in 2026. His career history includes roles at Northwestern Mutual, U.S. Bank, Kia America, and several other companies across different sectors. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Laura Gorton is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at VALIC Financial Advisors since 2004 and is also associated with Agia, where she deals with non-securities insurance products. Additionally, she serves as Head Deaconess and a board member at her local church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to provide discretionary unified managed accounts.

Addison Ni is a financial advisor at Mariner in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Mariner, Ni worked at Northern Trust and Northwestern Mutual. Outside of finance, Ni has experience in the hospitality and restaurant industries. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

George Kurosawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBanc Capital Markets Inc. and Fisher Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Sarah Woehrman is a CFP® with 15 years of industry experience and is currently with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, LINCOLN FINANCIAL ADVISORS Corporation, and Ameriprise Financial Services. In addition to her advisory work, she is involved with Unique Planning Insurance Solutions, where she sells group benefits, and she provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing various technology platforms and third-party managers to deliver investment solutions tailored to client goals and risk tolerances.

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.

Nicole Guimonds is a financial advisor with First Command Advisory Services, holding Series 66 and Series 63 licenses and 11 years of industry experience. Her prior roles include positions at Fisher Investments, Citizens Securities, Inc., and Edward Jones. She is based in Vancouver, WA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

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.