Alexx Gauthier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Krystle Mcentire is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has worked at Creative Planning since 2026 and previously spent seven years at Duncan & Haley, Ltd., with a brief tenure at Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing and long-term buy-and-hold approaches, supported by specialized offerings such as tax-loss harvesting and private market investments.

Carson Krigbaum is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2025, he worked at Alto Securities, LLC and Alto Solutions, and previously spent eight years at Dick Hannah Subaru. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Steven Altergott is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including KeyBank, CMG Financial, and MassMutual. 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 choices supported by non-binding recommendations and ongoing monitoring, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Wendy Stefani is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with VOYA Financial Advisors since 2014 and is also associated with the Lewis Stefani Group and Jewel Financial. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit organization focused on school selection and liaison activities. VOYA Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, balancing non-discretionary advice with broker-dealer offerings.

David Rayburn is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations within multiple program structures.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

Christopher Real is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, with prior roles at Horace Mann Investors and GWFS Equities. In addition to his advisory work, he is involved in offering insurance products outside of those provided through Guardian and its subsidiaries. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, with a variety of proprietary and third-party investment programs and account-level solutions.

Anthony Johnson is a CFP® professional with 10 years of industry experience. He is currently with Empower Advisory Group, where he has worked for two years. His previous roles include positions at JMG Financial Group, Fisher Investments, TD Ameritrade, and Primerica. Outside of finance, he was involved with Martial Arts Academy Bujutsu Gakuin Wushu Xueyuan for four years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model connected to its recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Roy Rasera is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 20 years of industry experience, including multiple roles at Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of his advisory work, he is involved in developing family-friendly educational video games and teaching financial concept courses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with solutions for both discretionary and non-discretionary advisory relationships.

Joshua Cepeda is a CFP® professional with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held roles at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jessica Gutierrez is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Her previous roles include positions at Morgan Stanley, E*TRADE Securities LLC, and U.S. Bancorp Investments, Inc. Outside of finance, she is a part owner of Ruff Roads Mobile Grooming LLC, a mobile pet grooming business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both single-point-in-time financial plans and optional managed account solutions.

Daniel Zamoshnikov is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, with prior experience at KeyBank, various insurance carriers, and Waddell & Reed Inc. Outside of his advisory role, he operates a photography business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group and its affiliated entities.

Matthew Baird is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, New York Life Insurance Company, and Rivermark Community Credit Union. Outside of his advisory work, he is involved in insurance activities beyond Guardian. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

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.

Dawn Depner is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Depner is also owner of Depner-Lewis Financial Services and operates as an independent insurance agent offering fixed insurance products, including annuities and individual life insurance. Voya Financial Advisors serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through a variety of program structures that emphasize recommendation-based, non-discretionary advice.

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.

Deborah Brown is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2017, following prior roles at Afortus Financial and SII Investments, Inc. Outside of her advisory work, she has participated as a food delivery driver for DoorDash during non-trading hours. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that integrate banking and capital markets services.

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.