David Rayburn is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services through a network of investment adviser representatives using model portfolios and technology-enabled tools.

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 at Guardian Life and Park Avenue Securities with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Horace Mann Companies, GWFS Equities, Principal Financial Services, and Stancorp Investment Advisers. In addition to his advisory role, he is involved in offering insurance products beyond those provided through Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary tools and third-party advisory solutions.

Anthony Johnson is a CFP® professional based in Portland, OR, with 10 years of industry experience. He has worked at firms including Empower Advisory Group, JMG Financial Group, Ltd., and Fisher Investments. Outside of finance, he has experience associated with a Martial Arts Academy. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm’s approach integrates planning and managed accounts through proprietary platforms, focusing on long-term portfolio returns and client savings rates.

Roy Rasera is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 20 years of industry experience, including multiple roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, Rasera develops family-friendly educational video games and teaches financial concept courses. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Joshua Cepeda is a CFP® with 25 years of industry experience, currently with Focus Partners Wealth, LLC in Portland, OR. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Clearing, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

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 previously worked at KeyBank and Waddell & Reed Inc. Outside of finance, he operates a photography business. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider model with discretionary and non-discretionary management options and integrates services with KeyCorp affiliates.

Matthew Baird is a financial advisor with Guardian Life in Portland, OR, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, NYLife Securities LLC, and Rivermark Community Credit Union. Outside of his advisory work, he is involved in insurance activities separate from Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

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. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at VOYA since 2014 and is also associated with Water Tower Financial Services, LLC. Outside of her advisory role, she operates as an independent insurance agent focusing on fixed insurance products including annuities and individual life insurance. VOYA Financial Advisors, Inc. is a large enterprise that serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a variety of advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement client investment strategies, offering both discretionary and non-discretionary account management across a broad product shelf.

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 licenses and has been with Key Investment Services since 2017. Prior to that, she worked at Afortus Financial and SII Investments, Inc. Outside of her advisory role, she works as a delivery driver for DoorDash during non-trading hours. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform that integrates with KeyCorp affiliates.

Renato Powell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and combines platform services from Envestnet with portfolio design by internal and third-party managers, supported by affiliated KeyCorp entities providing additional financial services.

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.

Karly Bradbury is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC and Thrivent Investment Management. Outside of finance, she operates a wedding and event coordinating business and creates original artwork through her own creative services venture. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, delivering services primarily on a non-discretionary basis with some discretionary management available.

Edward Wagner is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Cetera Wealth Services, CETERA Advisor Networks, and WILLIS. Wagner also engages in investment advisory activities related to fixed insurance and annuity products through SageView Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, 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 assets across more than 1,100 advisors.

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 based in Portland, OR, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 1999. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.