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.

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.

Miles Mason is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to this, he worked at Bank of America and Merrill, with tenures spanning from 2005 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

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.

Alan Bacharach is a financial advisor with Primerica Advisors in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including tenure at Guardian Life Insurance Co of America since 1998. Outside of his advisory role, he participates in the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Maxwell Baumann is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank NA, and Bank of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Alexander Krenek is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation. He has experience at Mercer since 2026 and previously worked at CAPTrust and Southern Wealth Management. Prior to his advisory career, he was affiliated with LMU Loyola Law School and Santa Clara University. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and incorporates multi-factor tilts, low-cost index vehicles, and tax management strategies.

Shima Salehi is a CFP® licensed financial advisor with 15 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Summit Trail Advisors, LPL Financial, BMO Bank, and BancWest Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kaytie Salzman is a financial advisor at J. W. Cole Advisors, Inc. in Portland, OR, holding Series 63 and Series 66 licenses with 11 years of industry experience. Her prior work includes roles at Atria Wealth Management, Avantax Investment Services, TD Ameritrade, and M Holdings Securities. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm offers a variety of managed program options and access to multiple third-party investment advisers and digital advice platforms.

Courtney Mersereau is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Vision Capital Management for eight years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of strategies and vehicles such as ETFs, mutual funds, and separate account solutions.

Sarah Berry is a CFP® with 22 years of experience in financial advising, currently with Mercer Global Advisors Inc. in Portland, OR. Her prior roles include positions at Lion Street Financial, Raymond James Financial Services, McGee Wealth Management, and Waddell & Reed. Outside of her advisory work, she owns rental property managed by a third-party company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment and planning services.

Heather Williams is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 licenses, with six years of industry experience. She has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also engaged in outside insurance sales. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, pension plans, and corporate clients by offering brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party strategies.

Korina Kaio Maddox is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation with five years of industry experience. She previously worked at Sigma Investment Management Co before joining Mercer, where she has been employed since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with multi-factor tilts and a variety of investment vehicles including ETFs, index funds, and private funds.

Nelson Larson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Financial Advocates Investment Management and Tallus Capital Management. Outside of finance, Larson has a background in youth soccer organizations, having spent several years with the Oregon Youth Soccer Association and Portland City United Soccer Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for comprehensive wealth management.

Mary Kirk is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, Morgan Stanley, and Scottrade. Outside of her advisory role, she serves as president of JMTL REYVEN CO, Inc., a real estate business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and third-party strategies through discretionary and non-discretionary management, supporting clients with a broad spectrum of financial services.

Waiyee Wong is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2024, she worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. She is Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the investment of the Japanese Garden’s endowment. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Hans Manseth is a CFP® with 24 years of industry experience, currently working at Equity Services, Inc. in Portland, OR since 2002. He is involved in multiple business activities including ownership and management of investment-related entities and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes a range of advisory platforms, often incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Fiona Cosmann is a financial advisor with Valic Financial Advisors in Portland, OR. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, including roles at Agia and Valic Financial Advisors. Cosmann is also involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with centralized technology and model solutions.

Jay Recchia is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Voya Financial Advisors since 2016 and is also associated with Lewis Stefani Group and California Corporate Benefits. In addition to his advisory role, Recchia operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse range of clients, including retirement plan sponsors, corporations, charitable organizations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary relationships, utilizing multiple program structures including wrap programs and third-party money manager access.