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.

Houston Thom is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., GWN Securities, and Iron Mountain Wealth Management, LLC. Outside of his advisory work, he is involved with Wealthbridge Advisors Inc. in Lake Oswego, OR. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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.

Derek Dukart is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lion Street Advisors, Lion Street Financial, Park Avenue Securities, and Guardian Life Insurance Company. Dukart is also the owner of Duke Financial Partners LLC, a business involved in insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering a variety of advisory and brokerage services through multiple investment platforms and approaches.

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.

Lee Melvin is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with various entities within the Steward Partners organization since 2010. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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, financial planning, and managed account services.

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.

Joshua Davis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has prior work history at TIAA, Metropolitan Life Insurance Company, and MSI Financial Services. Joshua is based in Oregon City, OR. 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 combining passive and active managers with quantitative, momentum, and fundamental analysis.

Lisa Troutman is a financial advisor at Kestra Advisory with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2015 to 2023. Outside of her advisory role, she serves as an operations manager assisting clients through SHC Financial and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Brian Joelson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with various Steward Partners entities since 2009. Outside of his advisory role, he is a limited partner involved with maintaining real estate properties in Oregon. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions, with ongoing monitoring and consulting options.

Will Dietz is a CFP® with 23 years of experience in the financial services industry. He is currently a managing member and co-owner of Iron Mountain Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2014. His work includes fixed insurance sales and operating a private entity to facilitate securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 25 years of industry experience. His career includes previous roles at Secondhalf Planning & Investment, LLC, Kms Financial Services, Inc., and Valic Financial Advisors. He also engages in fixed insurance business activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Hugo Grimaldi is a financial advisor with Money Concepts Capital Corp in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 23 years of experience to his role. Prior to joining Money Concepts in 2003, he worked for over three decades as a CPA. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Douglas Lindsey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with various Steward Partners entities since 2009. Lindsey is also the managing member of The Lindsey Group, LLC, a holding company related to the Trost book merger. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in 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 alongside discretionary and non-discretionary portfolio management.

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.

Curtis Mason is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with GWN Securities Inc. since 2012. In addition to his advisory role, Mason sells insurance policies, including life, disability, long-term care, and fixed/indexed annuities, and receives client referrals through SmartVestor, a network organized by Ramsey Solutions. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, employing a range of portfolio strategies including legacy market-timing and momentum-based approaches.

Melinda Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with VOYA Financial Advisors since 2014 and leads the Lewis Stefani Group since 2015. Lewis serves as vice president of the Christmas for Kids Foundation, a nonprofit providing clothing for underprivileged children. VOYA Financial Advisors serves a broad client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

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.