Greyvin Jovel is a financial professional with 15 years of industry experience, currently affiliated with PlanMember Securities Corporation. He holds Series 65 and Series 63 licenses. Jovel’s career includes roles at United Financial NW and Equitable Advisors, spanning over a decade in the financial services sector. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Joseph Conachy is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with Creative Planning and previously worked at Osborne Partners Capital Management and Empirical Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Alan Ford is a Series 65-licensed financial advisor at Farther with three years of industry experience. His prior roles include positions at Geffen Mesher, Cable Hill Partners, LLC, and Key Private Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across ETFs, mutual funds, individual equities, and fixed income.

Amanda Prows is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory work, Prows coaches volleyball at Athena Volleyball Academy and Portland Public Schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Renato Powell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities such as KeyBank and KeyBanc Capital Markets.

James Mustard is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with PlanMember Securities Corporation and has held roles at United Financial Northwest LLC and Mustard Financial Services, Inc., where he serves as president. Mustard has been engaged in insurance sales and services since 1974. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized retirement planning.

Kevin Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has been associated with various entities under the Steward Partners umbrella since 2015. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Karly Bradbury is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with 20 years of industry experience. She holds a Series 66 designation and has been with Voya since 2014. Outside of her advisory role, Karly operates a wedding and event coordinating business and creates original artwork, which she markets independently. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a broad range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based programs.

Damon Winter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as an Advisory Committee Director for Hearts of Fire International Ministries and is a volunteer board member of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Donn Waite is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including over two decades at Park Avenue Securities and The Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a range of investment advisory programs that include both proprietary and third-party models.

William Woodruff is a financial advisor at Farther with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Farther Finance Advisors, WealthFactor, and Logan Circle Partners. He also serves as Chief Financial Officer of AI Infrastructure Partners, an operating company focused on businesses supporting AI and semiconductor factory infrastructure. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, individual equities, fixed income, and AI tools.

Kaitlyn Worthley is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Key Investment Services since 2018 and previously held roles at KeyBank and White House Black Market. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Colleen Clark is a financial advisor at D.A. Davidson & Co. in Portland, OR, with 37 years of industry experience. She has been with D.A. Davidson since 2006. Clark holds Series 63 and Series 66 registrations. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning under the Advisers Act fiduciary standard.

Cecile Nguyen is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works with Agia. Outside of her advisory work, she owns Sainte Cecile Wine Imports LLC, which imports and sells French wines, including hosting wine tastings. Valic Financial Advisors primarily serves U.S.-domiciled 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 for portfolio construction and management.

Lauren Smith is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Equitable Advisors and five years at AxA Advisors. She is also active as a representative with United Financial NW and conducts insurance sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and delivers education and support services, using a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Travis Harper is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Mcgee Wealth Management, and Raymond James Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing fundamental and quantitative analysis and various risk management tools.

Greysen Stefani is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with four years of industry experience. He holds a Series 66 designation and has prior experience at Moss Adams LLP and Me Bar LLC dba Level. Stefani serves as Treasurer for the Christmas for Kids Foundation, an organization that provides warm clothes and basic necessities to children and families through ongoing fundraising efforts. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

Matthew Mansfield is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wealth Strategies Northwest. He also engages in insurance sales outside of Guardian Life. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary account management.

Susan Nakashima is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at HP Inc and Agia. She is also licensed as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and discretionary unified managed accounts on Envestnet’s platform.

Mark Vermillion is a CFP® professional with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include work at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party account managers, and private funds within an enhanced open architecture framework.