Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolio and customized portfolio options.

Steven Bodo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His career includes roles at American Capital Corporation and Value Added Mortgage, where he serves as a mortgage loan officer. Additionally, he is involved in mortgage loan processing and refers clients for estate planning legal documents through affiliated businesses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Scott Wilson is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Wilson is involved with Water Tower Financial and operates as an independent insurance agent. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs alongside brokerage and commission-based products.

Andrew Laws is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Michael R. Neumann Corp. and Neumann Financial Group Inc., along with part-time work as a ride-share driver. He has been with Transamerica Financial Advisors since 2012 and has also been associated with World Financial Group since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Ying Chen is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 66 and Series 63 licenses and 11 years of industry experience. She has worked at Eagle Strategies since 2023 and is also associated with Cornerstone Wealth Strategies LLC. Outside of her advisory work, she is a notary public and a passive investor in Willamette Valley Vineyards, Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Reed Lindhe is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Townepark and Oregon Trail Recovery. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

Scott Suckling is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience in marketing with WealthWave and part-time work with DoorDash. Outside of advising, he is involved in managing an Airbnb rental property. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement investment strategies and offers a range of advisory and brokerage services through multiple program platforms.

Mark Olsen is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 66 designations and over 51 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Thomas Fink is a financial advisor with Principal Financial Services, holding the ChFC® designation and the Series 63 license, and has 43 years of industry experience. His prior roles include positions at Compass Rose Financial Services and Magnacorp-related firms. Outside of his advisory work, he serves on the board of Janus Youth Programs as Scholarship Chairperson and holds leadership roles with the Portland Executives Association and St. Mary’s Academy finance committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Northwestern Mutual. Outside of advising, he works as an independent contractor installing custom blinds and drapes. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of model portfolios and manager-driven strategies, delivering both discretionary and non-discretionary investment guidance through an integrated advisory and broker-dealer platform.

Kyle Watt is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management using both model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund.

Michael Jeanfreau is a financial advisor at Mariner with Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and the University of Phoenix. Outside of his advisory work, he serves as President of the Board for the Nystrom Jeanfreau Foundation, a charitable organization, and is a Squadron Commander and volunteer search and rescue pilot for the Civil Air Patrol. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, discretionary portfolios supported by internal research and third-party managers and offers integrated tax, family office, and financial wellness services uncommon for a firm of its size.

Todd Mckee is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Voya in 2025, he worked at Agia and Valic Financial Advisors, among other firms. Voya Financial Advisors serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm provides advice through Investment Adviser Representatives using model portfolios and third-party strategists, with most advisory assets managed on a non-discretionary basis.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and four years of industry experience. She has experience in estate planning and financial education, including roles with NetLaw and the Heartland Institute of Financial Education. Outside of advising, she is involved in acting and voiceover work through Dangerfield Talent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Mc Kay Burg is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2019. Prior to his current role, he was affiliated with the University of Oregon and participated in the NW Natural Street of Dreams project. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a dedicated Private Wealth program for clients with over $20 million in net worth.

Sarah Tufts is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Crown Capital Securities, LP for 19 years. Tufts also operates Tufts Wealth Management, a non-investment-related DBA for branding purposes in Wilsonville, Oregon. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary account arrangements.

Daniel Grubbs is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, where he currently maintains a role. Outside of advising, he is also an insurance broker for products other than Guardian. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Gabriel Garcia is a financial advisor at Mariner with Series 65 registration and one year of industry experience. Prior to joining Mariner Wealth Advisors in 2024, he worked in the consumer service sector with companies including Dutch Bros Inc., Starbucks, and Taco Bell. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios managed by an Investment Committee and supported by in-house research and third-party managers, and it also provides integrated tax, accounting, and financial wellness services uncommon in large advisory firms.

Justin Kimmer is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2015. Based in Portland, OR, he provides advisory services within a large enterprise firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary-standard advisory model with both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based investment strategies.