Donn Waite is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including over two decades at Park Avenue Securities and The Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a range of investment advisory programs that include both proprietary and third-party models.

Arron Dieter is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2018, following nine years with Umpqua Investments, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Blair Filuk is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has worked at GWFS Equities, Inc. since 2018 and was previously employed at Voya Investment Management and its affiliated entities from 2014 to 2018. Outside of his advisory role, he oversees a non-investment related rental property. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Colleen Clark is a financial advisor at D.A. Davidson & Co. in Portland, OR, with 37 years of industry experience. She has been with D.A. Davidson since 2006. Clark holds Series 63 and Series 66 registrations. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning under the Advisers Act fiduciary standard.

Cecile Nguyen is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works with Agia. Outside of her advisory work, she owns Sainte Cecile Wine Imports LLC, which imports and sells French wines, including hosting wine tastings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 UMA models for portfolio construction and management.

Travis Harper is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Mcgee Wealth Management, and Raymond James Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing fundamental and quantitative analysis and various risk management tools.

Matthew Mansfield is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wealth Strategies Northwest. He also engages in insurance sales outside of Guardian Life. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary account management.

Susan Nakashima is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at HP Inc and Agia. She is also licensed as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and discretionary unified managed accounts on Envestnet’s platform.

Mark Vermillion is a CFP® professional with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include work at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party account managers, and private funds within an enhanced open architecture framework.

Dominic Cain is a financial advisor with Empower Advisory Group in Portland, OR, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Amazon Inc., Northwestern Mutual Wealth Management Company, and Advantis Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates over short-term forecasts and serves a large participant base relative to its advisor headcount.

Durham Sundberg is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Cordant Wealth Partners for one year following a decade as a student. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized services including private-market investments, retirement plan consulting, and tax planning.

Rich Kelly is a financial advisor with Equity Services, Inc. in Portland, OR, holding a Series 63 designation and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. In addition to his advisory role, he owns and manages health and life insurance sales businesses in the Pacific Northwest. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, using third-party asset managers and model portfolios, with a focus on both long-term strategies and options for shorter-term trading.

Alex Chan is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to this, Alex held roles at Allium Financial Advisors, SteelPeak Wealth, and UBS Financial Services, among others. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Stephen Astle is a financial advisor with Commonwealth Financial Network based in Scottsdale, AZ. He holds Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. Since 2015, he has been a part owner of Astle Investment Management, Inc., an entity created for securities business conducted at his branch. 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, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Samantha Darnell is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at First Command in various advisory and insurance roles from 2012 to 2023. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with tax-aware and ESG overlay options, operating at scale with a large client base and extensive use of technology and model solutions.

Taylor Sokolowsky is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Key Investment Services, Taylor worked at Fisher Investments and KeyBank NA. 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 supported by non-binding advisor recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Michael Parrott is a CFP® professional at Farther with one year of industry experience. He spent 19 years at KBF CPAs prior to joining Farther. Based in Vancouver, WA, Parrott holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Clinton Legeyt II is a financial advisor with Valic Financial Advisors in Camas, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works with AIG Capital Services, Inc. since 2019. Outside of his advisory role, he is employed as a personal trainer at Cascade Athletic Club, providing one-on-one and group fitness training. 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 UMA models for portfolio construction.

Stephanie Taul is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes nine years at First Republic Securities Company, LLC and a year at J.P. Morgan Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Blair Carpenter is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and La Paloma. He is based in Camas, WA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates financial planning services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.