Randon Arima is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Advanced Wealth Management and has held roles at the University of Portland and Walmart. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a broad range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Jeani Fink is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has three years of industry experience with prior roles at Midlands Financial, Compass Rose Financial Services, and Principal Life Insurance Company. Outside of financial advising, she is a licensed acupuncturist who runs a small acupuncture practice and serves as an assistant tennis coach at St. Mary's Academy. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Olivia Ong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles with Intel and World Financial Group, alongside her current involvement with Metropolitan Senior Network and Business Network International, where she participates in community networking and volunteer activities focused on senior services. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large advisor network and multiple investment platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory services.

James Cameron is a financial advisor with Primerica Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Principal Securities Inc, and American Fidelity Educational Services. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and additional services such as securities-based lending.

Robert Porpora is a financial advisor with Empower Advisory Group in Aloha, OR, holding Series 63 and Series 66 designations and over 33 years of industry experience. His prior work includes roles at GWFS Equities, Inc. since 2021 and at TD Ameritrade, Inc. from 2013 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning approach.

Jared Tevis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life Insurance Company and NYlife Securities LLC since 2015. Jared serves as a board member of the National Football Foundation's Oregon Chapter, a nonprofit that provides scholarships to high school student-athletes. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rhianna Larson is a financial advisor with Commonwealth Financial Network in Portland, OR, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Finity Group and Foresters Financial Services, as well as work at Benihana and Lewis and Clark College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Juliann Romain is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a varied client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for ultra-high-net-worth clients.

Matthew Larson is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fairway Independent Mortgage Corporation and Cascadia Advisory Services. Mariner serves a wide range of clients, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with notable capabilities in tax integration and employer financial-wellness tools.

Robert Biancardi is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Cascadia Advisory Services, Fairway Independent Mortgage Company, and Cetera Advisors LLC. Outside of advisory work, he owns a small digital print shop, Barn Works, Inc. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investments as well as integrated tax and accounting services.

Rodney Cook II is a CFP® professional with 16 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes nearly a decade at ValMark Advisers, Inc. and ValMark Securities, Inc., as well as roles at The H Group, Inc. He serves on the Finance Committee and Board of Directors for the Central Oregon Community College Foundation and is a trustee for Friends of the Children, a long-term mentor program for at-risk youth. He also volunteers as a mentor for prospective CFP professionals through the CFP Board. 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 emphasizes diversified, risk-class based allocations blending passive and active strategies overseen by an internal Investment Committee.

Timothy Wooten is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in community work as a Student Ministry Director at Westside Community Church. Additionally, he has roles with Md's LLC and has previously worked with DoorDash and E-Bike Central. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Brent Petty is a financial advisor with CWM, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked at Northwest Capital Management and its affiliated firms since 2005. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement plan solutions, combining discretionary model portfolios with both fundamental and technical analysis along with access to alternative investments.

Jackson Pierce is a Series 66-licensed financial advisor with two years of industry experience, currently with Key Investment Services LLC. His prior experience includes roles at Equitable Advisors and KeyBank NA. Outside of advising, he is a limited non-voting partner in a multi-member partnership that invests in illiquid assets. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions and provides access to third-party discretionary managers, with oversight and due diligence conducted by internal committees.

Thaddeus Allen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Brighton Jones, Fisher Investments, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party managers, offering a broad range of strategies and integrated tax and accounting capabilities.

Dirk Jacobs is a financial advisor with Independent Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he is an insurance agent offering various insurance products and is the sole owner of DCJacobs Inc., a business entity established for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Cynthia Reidy is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 12 years of industry experience. She has held positions at Netlaw Inc and Evergreen Eye Care PLLC in addition to her work at Transamerica and prior roles at Prudential Insurance and World Financial Group. Outside of advising, she offers digital estate planning documents through Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a variety of fee-based wrap programs and model portfolios, utilizing proprietary and third-party managers with discretionary and non-discretionary options.

Ryan Myers is a financial advisor with Primerica Advisors based in Tualatin, OR, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of advisory work, he is involved in several non-investment activities, including consulting on Employee Retention Credit filings and sales for a solar company. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages accounts through various strategies and platforms, including discretionary and non-discretionary management, and supports services such as lending solutions and donor-advised funds.

Amanda Long is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Mariner since 2021 and spent five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as secretary for the Salmon River Park Water Improvement District in Brightwood, OR. 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 management team and third-party managers, with additional offerings such as CFO services and a Financial Wellness Platform.

Thomas Mc Meekan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Key Investment Services and its affiliated entities since 2015, including prior roles at KeyBank from 2007. Key Investment Services LLC provides advisory, brokerage, and insurance products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, acting as a wrap program sponsor with access to third-party discretionary managers and integrated services within the KeyCorp group.