Carl Marker is a financial advisor at Pinnacle Wealth Advisors with 37 years of industry experience. He holds the Series 63 designation and previously worked for IMS Capital Management from 1988 until its acquisition by Pinnacle in 2025. Outside of advising, he manages a small residential property business. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to individual and qualified retirement plan clients. The firm uses diversified portfolios tailored to client profiles and incorporates alternative investments, option strategies, and tax considerations in its approach.

Malaika Maphalala is a financial advisor at Natural Investments with 17 years of industry experience. She holds the Series 65 designation and has been with Natural Investments since 2009. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion using a long-term, diversified investment approach centered on socially responsible funds, and operates as a public-benefit LLC owned by a perpetual purpose trust.

Joshua Gay is a financial advisor at Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at MML Investors Services, MassMutual Life Insurance, Convex Logistics, and Chick-Fil-A. He also maintains life and health insurance licensure in multiple states. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients with nine advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a diversified investment approach that includes individual securities, mutual funds, ETFs, and alternative investments.

Rachael Schweiger is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Pinnacle Wealth Advisors since 2024 and previously spent ten years with Security First Advisors, Inc. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that serves individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified portfolios tailored to each client’s profile and using a range of investment vehicles including alternative investments and covered-call option strategies.

Brian Timm is a financial advisor with Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 license and four years of industry experience. His prior roles include positions at IMS Capital Management LLC and Security First Advisors, Inc. Outside of his advisory work, he has been employed at Kaiser Permanente since 2011. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as qualified retirement plans. The firm employs diversified investment strategies tailored to each client’s profile and utilizes third-party managers and a comprehensive web-based planning tool.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.

William Freeman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual/United of Omaha since 2005. Outside of his advisory role, he is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

James Miller is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, and Morgan Stanley DW Inc. In addition to his advisory role at Prospera, he owns White Horse Capital Management LLC, where he provides financial advice and services. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Sandie Rodda is a financial advisor with Zacks Investment Management, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Morningstar Investment Management LLC, Allianz Life Insurance Company of North America, and Invesco Distributors, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and sponsors multiple wrap-fee and unified managed account programs.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, B. Riley Wealth Advisors, and Brookstreet Securities. Outside of advising, he is the CEO and owner of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee work. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of direct investment management and a turnkey asset management program featuring both in-house and third-party investment models, including alternatives such as private REITs and private credit.

Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Dawn Torres Gale is a CFP®, ChFC®, and Series 65-licensed advisor with four years of industry experience. She is currently with Plancorp, LLC and has previously worked at Compass Planning Associates, Creative Money LLC, Insight Financial Strategists, and Our Money Goals. Plancorp, LLC provides wealth management, financial planning, and pension consulting services to individuals, business owners, trustees, charitable organizations, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process supported by documented Investment Policy Statements and offers both discretionary and non-discretionary management, along with in-house tax preparation and cash management solutions.

Michael McDonald is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, U.S. Bancorp Investments, Wells Fargo Investments, and Cetera Wealth Services. Outside of his advisory work, he is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives, offering a range of portfolio management and consulting services supported by multiple model portfolios and third-party managers.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Voyager Wealth Management and HBW Advisory Services. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through multiple advisory platforms, emphasizing personalized investment strategies managed by its network of investment adviser representatives.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

Joshua Davis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. His prior experience includes ten years at TIAA and a combined six years at Morgan Stanley. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for 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 process that integrates both passive and active management, overseen by an internal Investment Committee.

Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. He previously worked at Secondhalf Planning & Investment, LLC, Kms Financial Services, Inc., and Valic Financial Advisors. He is also involved in fixed insurance advisory activities with Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active managers and uses quantitative, momentum, and fundamental analysis.

Thomas Delaney is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has previously worked with firms including Financial Advocates Investment Management, LPL Financial, and Waddell & Reed. Delaney is involved with Bedford Management LLC, a non-investment-related business entity established for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Peter Gruenes is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, E*TRADE Securities, TD Ameritrade, T. Rowe Price Advisory Services, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm combines proprietary and third-party methodologies to offer point-in-time financial plans and optional managed account solutions within an integrated model linked to Empower’s recordkeeping and administrative platforms.

Andrew Laws is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Michael R. Neumann Corp. and Wells Fargo Investments. Outside of advising, he has worked as a ride-share driver for six years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.