Amy Mac Kinnon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in the art sector for several years, including roles at Sotheby's and Art World Applications LLC. 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 assets and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Laura Coats is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Coats is also affiliated with Guardian Life Insurance Company. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm offers a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.

Frederick Schaefer is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and model-based programs, and serves as adviser to a donor-advised fund.

Michelle Gagiano is a financial advisor at Steward Partners Investment Advisory, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Steward Partners Global Advisory, LLC and Umpqua Bank. Outside of her advisory role, she is involved with the Oregon Fishing Club, which manages leased land for fishing access. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Gregory Bowen is a CFP® and ChFC® with 33 years of experience in financial advising. He is currently a wealth advisor at Mariner and Msec, LLC, having held positions at Cascadia Advisory Services, Cetera Advisors, and Portland Community College. Outside of financial services, he is president of Bowen Consulting Group, an entity established for bookkeeping purposes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and specialized tax and family office services. The firm utilizes customized discretionary portfolios overseen by an Investment Committee and supports a range of strategies including alternatives and digital assets.

Ali Kavianian is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Churchill Management Group since 2015. Outside of advisory work, Kavianian is involved in several business ventures including owning and managing residential rental properties, participating as a non-managing partner in a property acquisition and leasing business, and owning a vehicle rental and sales company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, offering a range of specialized products and services.

Alexander Litwora is a financial advisor with Principal Financial Services in Forest Grove, OR. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, all with Principal Securities, Inc. and Principal Life Insurance Company since 2016. He serves as a Board Member at Large for the Western Pension & Benefits Council, an organization focused on education for pension and health and welfare specialists. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nathan Engstrom is a CFP® professional with over 31 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2006 and currently operates under Legacy Wealth Partners, Inc. Engstrom also holds a notary public commission. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services tailored to specific client and plan sponsor objectives.

Christian Long is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Scott Smith is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2016 and at Principal Life Insurance Company since 2014. He is also involved in outside insurance sales related to life, annuities, long-term care, health, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisor and promoter arrangements.

Amber Wickersham Yee is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at Fidelity Investments since 2021 and previously held a position at US Bancorp Investments, Inc. from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Kathy Phillips is a financial advisor with LPL Financial in Aloha, Oregon, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she is involved in an art-related business called Kathy Phillips Art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technological tools to support both discretionary and non-discretionary management.

Scott Dolphin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC in 2024 and was employed at Safeway in customer service from 2016 to 2024. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad range of funds and ETFs.

John Whitehead is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pruco Securities, Mass Mutual Investors Services, Royal Alliance, and Hornor Townsend & Kent Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm delivers investment advice primarily through adviser representatives using proprietary research, model portfolios, and third-party strategists, alongside financial planning and access to various financial products.

Susan Perry is a financial advisor with LPL Financial in Tigard, Oregon. She holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining LPL Financial in 2019, she spent 34 years at Foresters Financial and 7 years at Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ozzy Martinez is an Investment Consultant at Fidelity Investments, a position held since 2026. Previously, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His professional background also includes experience as an Investor Relations Analyst at CrowdStreet, Inc. from 2020 to 2023, and as a Financial Representative Intern at Northwestern Mutual in 2019. Martinez holds a California Insurance License. He is dedicated to financial education, access, and transparency, working closely with clients to develop comprehensive financial plans and support their goals through ongoing collaboration. Outside of his professional work, Martinez has personal interests that include movies, music, scuba diving, snowboarding, table tennis, and traveling.

Carrie Scott is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. She is also a 50% owner of Scott Wealth Management, a business related to her Cetera work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment approaches.

Kathryn Lichty is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates and Resource Financial Planning, Inc., where she serves as president. Outside of her advisory role, she is president of Resource Insurance Services, Inc., advising clients on life insurance and annuity products. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment platforms and third-party money managers.

Henry Murphy is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2015, with a two-year tenure at City National Bank from 2021 to 2023. Outside of his advisory role, he rents his primary residence to sellers of the home for short-term stays. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers and offers a range of advisory programs with various portfolio management options.

Matthew Floberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the Floberg Fisher Group, a wealth management team that provides customized guidance and strategy to individuals, families, and businesses. Matthew and his team focus on planning-based wealth management, dedicating significant time to understanding each client's unique situation and goals, which enables them to deliver clear direction and reassurance. He has been recognized by Forbes as a Best-in-State Wealth Advisor multiple times, including in 2023 through 2026, and as one of the Best-in-State Next-Generation Wealth Advisors in 2019, as well as one of America's Top Next-Generation Wealth Advisors in 2018. Matthew's expertise includes portfolio design, retirement planning, cash-flow analysis, tax minimization, legacy planning, and philanthropic planning, among other areas. He and his team emphasize diligent execution alongside thorough planning to serve clients with integrity and reliability. Matthew earned a Bachelor's degree from the University of Oregon. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, he is involved with organizations such as Friends of the Children, Jesuit High School, St. John Fisher School, and The Oregon Club of Portland. Outside of work, Matthew enjoys activities including baseball, cooking, fishing, football, gardening, golfing, hiking, hunting, spending time with his family, and traveling.