Jackson Pierce is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including positions at Equitable Advisors and KeyBank NA. Outside of advising, he is a limited non-voting partner in a family investment partnership focused on illiquid investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by recommendations, ongoing monitoring, and access to third-party discretionary managers.

Thaddeus Allen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Brighton Jones, Fisher Investments, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party managers, offering a broad range of strategies and integrated tax and accounting capabilities.

Dirk Jacobs is a financial advisor with Independent Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked with Independent Financial Group since 2008 and previously held roles at Concord Equity Group Advisors, LLC, The Concord Equity Group, LLC, and LPL Financial. Outside of his advisory role, Jacobs is an insurance agent offering various insurance products and is the sole owner of DCJACOBS Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both passive and active investment exposures.

Cynthia Reidy is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 12 years of industry experience. She has held positions at Netlaw Inc and Evergreen Eye Care PLLC in addition to her work at Transamerica and prior roles at Prudential Insurance and World Financial Group. Outside of advising, she offers digital estate planning documents through Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a variety of fee-based wrap programs and model portfolios, utilizing proprietary and third-party managers with discretionary and non-discretionary options.

Ryan Myers is a financial advisor with Primerica Advisors based in Tualatin, OR, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of advisory work, he is involved in several non-investment activities, including consulting on Employee Retention Credit filings and sales for a solar company. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages accounts through various strategies and platforms, including discretionary and non-discretionary management, and supports services such as lending solutions and donor-advised funds.

Amanda Long is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Mariner since 2021 and spent five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as secretary for the Salmon River Park Water Improvement District in Brightwood, OR. 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 management team and third-party managers, with additional offerings such as CFO services and a Financial Wellness Platform.

Thomas Mc Meekan is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 credentials. He has 13 years of industry experience, including roles at Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

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 with Guardian Life in Beaverton, OR, holding Series 63 and Series 66 designations and 26 years of industry experience. She previously worked for Principal Life Insurance Company and Princor Financial Services Corporation for 12 years before joining Guardian Life in 2023. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and third-party investment strategies and offers both discretionary and non-discretionary advisory relationships.

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. His prior roles include positions at Churchill Management Group, Creative Planning, TD Ameritrade Investment Management, and Merrill. Outside of advising, he is involved in small business ventures related to vehicle rentals and property leasing. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with an investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kyrsten Schenck is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding the ChFC® designation and Series 63 license, with five years of industry experience. She has worked with Eagle Strategies LLC since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Co since 2021 and 2020, respectively. Outside of financial services, she is involved with Oregon Made Grub, LLC, a business she has been part of since 2014. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

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.