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.

Angela Secolo is a CFP®-credentialed financial advisor with 27 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. since 2014. She also serves as treasurer for Friends of Netarts Bay WEBS, a nonprofit focused on environmental education and stewardship. Additionally, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, institutional clients, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures, with a focus on recommendation-based, non-discretionary investment arrangements.

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.

Nicole Burroughs is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and U.S. Bancorp Investments. Outside of her advisory role, she serves as a playground committee member for the Forest Creek Park Home Owners Association. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients, with services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers multiple program structures emphasizing recommendation-based advice, including wrap programs and third-party money manager access.

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.

Brian Nelson is a financial advisor at Osaic Advisory Services, LLC with a Series 65 credential and one year of industry experience. He is also involved with Tribe Financial Group outside of his advisory role. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a variety of investment management and financial planning services, utilizing multiple program models and proprietary as well as third-party platforms to build and monitor client portfolios.

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.

Michael Squier is a CFP® and ChFC® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc., having joined the firm in 2023, and previously worked at The Vanguard Group for 17 years. In addition to his advisory role, he serves as an adjunct professor at New York University, teaching a graduate-level course on Investment and Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, and provides specialized services including retirement plan consulting and charitable advisory.

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.

Brian Lawrence is a CFA® charterholder and holds a Series 65 license, with 21 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 15 years at North Ridge Wealth Advisors. Savant Wealth Management provides wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

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.

Leonard Nelson is a CFP® professional with 40 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors and KMS Financial Services, Inc. He is the owner of Northwest Investment & Retirement Group, LLC, a business name he uses for marketing insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Terance Helland is a financial advisor with Valic Financial Advisors, Inc. in Portland, OR, holding the Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works with AGIA. Outside of his advisory role, he serves as president of the Cedar Hills Toastmaster Club, leading efforts to grow membership and improve members' speaking skills. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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.

Scott Cornett is a CFP® professional at D.A. Davidson & Co. with 25 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. He is based in Vancouver, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm applies fiduciary standards and utilizes both qualitative and quantitative analysis in its advisory processes.

Jay Edwards is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at AGIA, MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed, Inc. Outside of advisory activities, he is the owner of PACK2SUSTAIN, LLC, where he conducts research related to packaging materials and equipment. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily 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 and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by technology and model solutions.