Brittany Cross is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at First Heartland Capital Inc. and D.A. Davidson & Co. prior to her current role. Outside of her advisory work, she volunteers as a youth soccer assistant coach. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, delivering advisory services through independent investment adviser representatives using a variety of analytical and asset-allocation techniques.

Suping Yang is a financial advisor at Wealth Management with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role since 2014, she is the president of Susan S Yang CPA PC, a CPA practice she has led since 2004. Outside of financial advising, she is involved in management of clinics through Rose Medical Management LLC and participates in commercial real estate and music-related ventures. Wealth Management Nebraska LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary asset management, fiduciary retirement plan services, and back-office support for other advisors. The firm uses broadly diversified, passively managed portfolios with an emphasis on fee transparency and cost minimization.

Julissa Martinez is a financial advisor at Alera Investment Advisors, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Fisher Investments and Triad Advisors. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates advisory services with insurance and pension consulting platforms.

Konstantina Castro is an investment advisor representative with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked with Atlas Investments, Foresters Advisory Services, and Foresters Financial Services. Outside of her advisory role, she is involved in real estate through her interests in Parthenon Properties, LLC and Lepitsa 1, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party investment solutions.

Jessica Ellyson is a CFP® professional with four years of industry experience, currently advising at Mariner since 2026. She previously worked at EP Wealth Advisors for five years and held roles at Northwestern Mutual and Umpqua Bank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also works as an insurance sales representative and unit field trainer. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities, emphasizing customized strategies aligned with clients’ goals and risk tolerances.

Kyle Dodrill is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. in Portland, OR. His prior roles include positions at Deschutes Investment Consulting, Empirical Wealth Management, and Cambridge Investment Research. Outside of finance, he assists occasionally with floral design at Swoon Floral Design. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by client education and integrated affiliated service lines.

Stephen Engle is a CFP® professional with 10 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2025 and previously spent a decade at Thompson Advisory Services, LLC. In addition to his advisory role, he was involved with The Engle Group dba ELR Legal Search from 2009 to 2019. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, providing financial and tax planning services. The firm employs a disciplined asset allocation strategy focused on equities, global diversification, and high-quality fixed income, delivering advice on a non-discretionary basis and offering fiduciary retirement-plan consulting.

Jacob Nelson is a financial advisor at Osaic Advisory Services, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Securities America, Inc. and the NorthWest Investment and Retirement Group. Before entering the financial industry, he held positions in the hospitality sector. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and related advisory offerings through multiple program models and a variety of proprietary and third-party platforms.

Caitlin Walker is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding the Series 66 designation with 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Securities Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Candace Stogin is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Securities America, Inc. before joining Allworth Financial. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across a variety of asset types and manages both proprietary funds and educational resources.

Travis Poulos is a CFP® with 18 years of experience in the financial industry. He is currently with Mercer Global Advisors Inc. and has previously worked at The Vanguard Group and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside various packaged and tax-managed programs.

Joshua Keller is a Series 66-licensed advisor with Valic Financial Advisors in Missoula, MT, with four years of industry experience. Prior to joining Valic, he worked at Agia and spent ten years with Billings Public Schools. Outside of his advisory role, Keller serves on the board of the Greater Yellowstone Valley United States Bowling Congress, helping to support local bowling programs. 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 UMA models and operating at scale with over 1,200 advisors.

Timothy Schreck is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. He worked at Charles Schwab & Co. Inc. for 21 years before joining D.A. Davidson in 2020. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards while incorporating both qualitative and quantitative investment analysis.

Eugen Trifan is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Portland, OR, and has eight years of industry experience. His work history includes roles at Agia, Equitable Advisors, Axa Advisors, Edward Jones, and self-employment. Outside of his advisory work, he serves as secretary of the Portland chapter of the American Association of Individual Investors (AAII). 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 portfolio models with National Financial Services as custodian.

Cassondra Johnson is a financial advisor at Valic Financial Advisors with 25 years of industry experience. She holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. Johnson has worked at Valic Financial Advisors since 2000 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Houston Thom is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., GWN Securities, and Iron Mountain Wealth Management, LLC. Outside of his advisory work, he is involved with Wealthbridge Advisors Inc. in Lake Oswego, OR. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Jerod Patterson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and Boise Cascade Co. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing, combining quantitative and qualitative analysis to implement customized investment strategies.

Mario Foncea Roman is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and manager of PNW Residential, LLC, a construction and remodeling business, and Anton Farms, LLC, which provides wine production consulting. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios, third-party money managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael Harter is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Agia and CNH Finance. Outside of his advisory role, he is licensed to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting through a large network of advisors. The firm utilizes unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.