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.

Elizabeth Granum is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Principal Financial group since 1999 and Principal Financial Services since 2003. Granum also serves as a bank officer supporting Principal retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. 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 U.S. military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Travis Brown is a financial advisor with Key Investment Services LLC in Beaverton, OR, holding Series 63 and Series 66 registrations and 11 years of industry experience. He previously worked at KeyBank for six years before joining Key Investment Services, where he has been since 2015. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients, offering a range of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by due diligence and oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Oumy Kane is a financial advisor with Empower Advisory Group in Beaverton, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Empower Financial Services, Inc., Kane worked at Wells Fargo and Merrill, and has owned two businesses focused on children’s clothing and coaching. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative 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.

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.

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.

Grace Ong is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2012. Grace is also involved with Senior Advocate Services, where she offers Medicare Supplemental and Medicare Advantage plans. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, providing both advisory and broker-dealer services through various fee-based and commission-based programs. The firm utilizes proprietary and third-party model portfolios, managing billions in assets with options for discretionary and non-discretionary management.

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.

Sarah Woehrman is a CFP® with 15 years of industry experience and is currently with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, LINCOLN FINANCIAL ADVISORS Corporation, and Ameriprise Financial Services. In addition to her advisory work, she is involved with Unique Planning Insurance Solutions, where she sells group benefits, and she provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing various technology platforms and third-party managers to deliver investment solutions tailored to client goals and risk tolerances.

Larissa Grantham is a CFP® professional with 18 years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Versant Capital Management and Stepp & Rothwell. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and includes supplemental strategies such as direct indexing and tax-loss harvesting.

Peter Bang Knudsen III is a financial advisor at Key Investment Services LLC with Series 66 registration and one year of industry experience. His work history includes roles at Northwestern Mutual, Portland Parks and Recreation, and Reed College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment selection and ongoing monitoring, providing access to third-party discretionary managers and supervisory oversight.

Nicole Guimonds is a financial advisor with First Command Advisory Services, holding Series 66 and Series 63 licenses and 11 years of industry experience. Her prior roles include positions at Fisher Investments, Citizens Securities, Inc., and Edward Jones. She is based in Vancouver, WA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Brenda Mccombs is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Cordant Wealth Partners for 16 years. Brenda is based in Portland, OR. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm focuses on tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Nicholas Astle is a financial advisor with Commonwealth Financial Network in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth and his own firm, Astle Investment Management, since 2015. Astle is a part owner of Astle Investment Management, Inc., an entity created for his securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment program structures, including discretionary model portfolios and personalized indexing options.

Stacy Hollender is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Kestra Advisory Services LLC and Kestra Investment Services LLC in 2021, Hollender worked at Spc and Sigma Financial Corporation from 2012 to 2019. She also serves as a registered field assistant with Parthenon Wealth Advisors and Kestra Advisory Services, focusing on operational duties and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and a range of investment solutions, managing approximately $79.8 billion in assets and serving unique clients such as sovereign wealth funds.

Josh Mc Clellan is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Personal Capital Advisors Corporation and Fisher Investments. He is based in Vancouver, WA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Troy Thompson is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently affiliated with Mercer Global Advisors Inc. and previously founded Thompson Advisory Services, LLC. In addition to his advisory work, he maintains a separate law practice. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, offering holistic financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing advice on a non-discretionary basis and delivering retirement-plan consulting and independent fiduciary services.