Pat Chuturbhuti is a financial advisor with Guardian Life and Park Avenue Securities in Portland, OR, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has held roles at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment programs.

Pamela Young is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with VOYA since 2014 and has operated her own advisory business since 2010. Outside of her advisory work, she is a co-owner and artisan of Rain Valley Soaps, a handcrafted soap business. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures and emphasizes recommendation-based, non-discretionary relationships.

Dean Eisenbraun is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, with 18 years of industry experience. He holds a Series 66 credential and has worked previously at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory work, he manages multiple business entities involved in bookkeeping and financial administration. 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 through various model strategies and employs both discretionary and non-discretionary approaches, utilizing technology to manage held-away employer retirement accounts.

Robert Horwitz is a CFP® with two years of industry experience, currently serving at Mercer Global Advisors Inc. He has previously worked at Thompson Advisory Services, Childfree Wealth, Protected Investors of America, and Money Quotient. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified portfolios using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Benjamin Yerke is a financial advisor at Creative Planning with 12 years of industry experience. He holds the CFP® designation and Series 66 and 63 licenses. Prior to joining Creative Planning, he worked at Morgan Stanley for three years, E*TRADE Securities and Capital Management for five years, and TD Ameritrade for three years. Outside of his advisory role, he manages a photography business based in Oregon. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services through various affiliated entities.

Matthew Shipman is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2013. He is involved as a part owner in several business ventures, including a 50% interest in RealEquity, LLC, and a 5% ownership stake in APN (Advanced Practice Network) DBA Fiscalyze. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm employs a mix of model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with a range of investment options and lending solutions.

Shannon Rozairo is a CFP® professional with seven years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity Partners, Shannon worked for 11 years at Cordant, Inc. 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 employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Robert Roels is a financial advisor at D.A. Davidson & Co. in Portland, OR, with five years of industry experience. He previously worked at Umpqua Private Bank for seven years. Outside of his advisory role, he serves as a contract consultant for Prosapient, providing consulting on financial market surveys. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Pete Honiotes II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2024. His prior roles include positions at Fisher Investments, Northwestern Mutual Investment Services LLC, Mark Wise, Schwab Private Client Investment Advisory Inc, and Charles Schwab. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Isaac Presley is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC and was previously with Cordant, Inc. (formerly Private Wealth Northwest) for 15 years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Markarian is a financial advisor at &PARTNERS with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years before joining &PARTNERS. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, utilizing both proprietary and third-party strategies.

Lester Kennedy is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various entities affiliated with Bankers Life since 2021. Prior to his career in financial services, he spent 30 years at ALS Group USA Corp. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis methods to tailor portfolio allocations aligned with clients’ goals and risk tolerances.

Brian Little is a CFP® professional with 17 years of industry experience, currently serving at Valic Financial Advisors since 2008. He holds the Series 66 designation and has also been involved with Agia and Positive Housing. Outside of his advisory role, he is involved in managing residential rental properties and has invested in rental housing supporting nonprofit organizations focused on drug and alcohol rehabilitation. Valic Financial Advisors primarily serves U.S.-based 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 and providing options for tax and ESG overlays.

John Mcewan is a CFP® with 46 years of industry experience and is currently affiliated with CWM, LLC. His career includes prior roles at LPL Financial, Cetera Wealth Services, and Granite Wealth Strategies. He also works as an insurance agent, selling life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services.

Omar Kemp is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Advisory Group, he worked at Fisher Investments for seven years and had roles at Cetera Investment Services, Foresters Advisory Services, and Teen Enrichment Network. 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’s integrated model emphasizes long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Eric Mcewan is a financial advisor with CWM, LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Wealth Services, LLC, Granite Wealth Strategies, and Linsco Private Ledger. Outside of advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering a range of retirement plan services and fiduciary processes.

Tonya Hirte is a financial advisor with Principal Financial Services in Portland, OR, holding Series 66, Series 63, and Series 65 licenses and bringing 13 years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2017 and previously held roles at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory duties, she serves as a director for the Gladstone Education Foundation, promoting educational services and community programs. 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 consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jake Anderson is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked across several Charles Schwab entities since 2009, including Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Scott Gerlach is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 11 years at Cordant, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening combined with discretionary and non-discretionary portfolio management to build client programs.

Karrie Spencer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Her prior experience includes seven years at Fisher Investments before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and other investment vehicles.