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 Boise Cascade Co, Securities America, Inc., OSAIC, and AW Securities. 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 using a variety of model strategies and provides both discretionary and non-discretionary services, incorporating technology to manage held-away retirement accounts without client login credentials.

Mario Foncea Roman is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Voya, he worked at Equitable Advisors, LLC and has held various roles including ownership and management positions in construction and remodeling through PNW Residential, LLC, and wine production consulting with Anton Farms, LLC. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

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.

Yury Dzhishkariani is a financial advisor at Farther in Portland, OR, holding a Series 65 designation with no prior industry experience before joining Farther in 2026. His career history includes roles at Northwestern Mutual, U.S. Bank, Kia America, and several other companies across different sectors. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Will Dietz is a CFP® with 23 years of experience in the financial services industry. He is currently a managing member and co-owner of Iron Mountain Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2014. His work includes fixed insurance sales and operating a private entity to facilitate securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 25 years of industry experience. His career includes previous roles at Secondhalf Planning & Investment, LLC, Kms Financial Services, Inc., and Valic Financial Advisors. He also engages in fixed insurance business activities through Wealth Enhancement Group. 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 regulatory AUM and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Hugo Grimaldi is a financial advisor with Money Concepts Capital Corp in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 23 years of experience to his role. Prior to joining Money Concepts in 2003, he worked for over three decades as a CPA. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Laura Gorton is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at VALIC Financial Advisors since 2004 and is also associated with Agia, where she deals with non-securities insurance products. Additionally, she serves as Head Deaconess and a board member at her local church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to provide discretionary unified managed accounts.

Curtis Mason is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with GWN Securities Inc. since 2012. In addition to his advisory role, Mason sells insurance policies, including life, disability, long-term care, and fixed/indexed annuities, and receives client referrals through SmartVestor, a network organized by Ramsey Solutions. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, employing a range of portfolio strategies including legacy market-timing and momentum-based approaches.

Melinda Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with VOYA Financial Advisors since 2014 and leads the Lewis Stefani Group since 2015. Lewis serves as vice president of the Christmas for Kids Foundation, a nonprofit providing clothing for underprivileged children. VOYA Financial Advisors serves a broad client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Addison Ni is a financial advisor at Mariner in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Mariner, Ni worked at Northern Trust and Northwestern Mutual. Outside of finance, Ni has experience in the hospitality and restaurant industries. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

George Kurosawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBanc Capital Markets Inc. and Fisher Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Calvin Sumner is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, and he manages Sumner Consulting LLC, providing financial and retirement services. Osaic Advisory Services, LLC is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms and managers.

Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Angela Secolo is a CFP®-credentialed financial advisor with 27 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. since 2014. She also serves as treasurer for Friends of Netarts Bay WEBS, a nonprofit focused on environmental education and stewardship. Additionally, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, institutional clients, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures, with a focus on recommendation-based, non-discretionary investment arrangements.

Nicole Burroughs is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and U.S. Bancorp Investments. Outside of her advisory role, she serves as a playground committee member for the Forest Creek Park Home Owners Association. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients, with services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers multiple program structures emphasizing recommendation-based advice, including wrap programs and third-party money manager access.