Hugo Grimaldi is a financial advisor with Money Concepts Capital Corp in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 23 years of experience to his role. Prior to joining Money Concepts in 2003, he worked for over three decades as a CPA. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Laura Gorton is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at VALIC Financial Advisors since 2004 and is also associated with Agia, where she deals with non-securities insurance products. Additionally, she serves as Head Deaconess and a board member at her local church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to provide discretionary unified managed accounts.

Matthew Fulcher is a financial advisor with Eagle Strategies (New York Life) based in Portland, OR. He holds Series 66 and Series 63 licenses and has 26 years of industry experience, including over 27 years with New York Life Insurance Company. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and fiduciary responsibilities, primarily managing assets on a non-discretionary basis for both individual and institutional clients.

Paul Beard is a CFP®-certified financial advisor with five years of industry experience, currently associated with Mariner Wealth Advisors. His prior roles include positions at Cetera Advisors and Cascadia Wealth Management. Beard is also linked to MSEC, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on tax and accounting integration uncommon in large advisory enterprises.

Melinda Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with VOYA Financial Advisors since 2014 and leads the Lewis Stefani Group since 2015. Lewis serves as vice president of the Christmas for Kids Foundation, a nonprofit providing clothing for underprivileged children. VOYA Financial Advisors serves a broad client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Addison Ni is a financial advisor at Mariner in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Mariner, Ni worked at Northern Trust and Northwestern Mutual. Outside of finance, Ni has experience in the hospitality and restaurant industries. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Jeani Winterbourne is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of her advisory work, Winterbourne owns and operates a quilting service and works as a health coach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

George Kurosawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBanc Capital Markets Inc. and Fisher Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

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.

Reece Betcher is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at TIAA-CREF, Charles Schwab Bank, and Edward Jones. Mercer Global Advisors serves individuals, families, and a range of institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified portfolios with multi-factor tilts, and offers a variety of investment programs and client education initiatives.

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.

Christopher Busby is a financial advisor with Commonwealth Financial Network based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Commonwealth and its associated Canyon Financial Group since 2007, where he is a co-owner and partner of Canyon Financial Group LLC, also known as CFG Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

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.