Michael Parrott is a CFP® professional at Farther with one year of industry experience. He spent 19 years at KBF CPAs prior to joining Farther. Based in Vancouver, WA, Parrott holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Clinton Legeyt II is a financial advisor with Valic Financial Advisors in Camas, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works with AIG Capital Services, Inc. since 2019. Outside of his advisory role, he is employed as a personal trainer at Cascade Athletic Club, providing one-on-one and group fitness training. 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.

Stephanie Taul is a financial advisor at Citizens Securities, Inc. in Vancouver, WA, holding Series 63 and Series 66 designations with 15 years of industry experience. She previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Scott Wilson is a financial advisor at VOYA Financial Advisors, Inc. in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lehman Brothers Inc. and Robertson Stephens, Inc. Outside of his primary role, Wilson is involved with financial advisory and insurance-related businesses under entities such as Water Tower Financial and the Lewis Stefani Group. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary management across a broad product shelf.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Kory Johnson is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Valic Financial Advisors since 2012 and has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves 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, financial planning, and discretionary unified managed accounts using technology-driven platforms and models.

George Kimble is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Fidelity Assurance and Allstate Insurance. Outside of his advisory work, Kimble is an agent for Agia, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Nicholas Rodenkirch is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Johnson Bixby. Outside of his advisory role, he serves as the Director of NexGen for the Financial Planning Association's Oregon and Southwest Washington Chapter, overseeing activities and member engagement for the group. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary and non-discretionary portfolio options and integrates services with KeyCorp affiliates.

Wesley Hall is a financial advisor with D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Jeffrey Strittmatter is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Russell Investments Financial Services, Invesco, Cetera, and Regions Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advisory programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base primarily with non-discretionary assets and does not target high-net-worth or corporate clients.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of financial advising, he works as an independent contractor installing blinds and drapes. Voya Financial Advisors, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategies implemented through client-specific investment policy statements and model portfolios, offering both discretionary and non-discretionary account management.

Xavier Granja is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2016 and maintains a concurrent role with AGIA, where he is involved in non-securities insurance products. Valic Financial Advisors serves 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, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

Brent Mc Kee is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cambia Health Solutions and XPO Logistics. Outside of his advisory role, he serves as Treasurer for the Heron Lakes Men's Club, where he oversees financial matters and expense monitoring. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Todd Mckee is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Agia, Valic Financial Advisors, and CUNA Mutual Group. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial planning and investment management services, combining in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary solutions.

Samuel Slusser is a financial advisor at Cerity Partners LLC in Portland, OR, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cordant Wealth Partners, RVK Inc., and the University of Idaho Latah County Extension. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm delivers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.

Randy Tennant is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Futurity First Insurance Group, Sequent Planning, LLC, Pruco Securities, LLC, Prudential Insurance Company of America, COUNTRY Capital Management Company, and Merrill. Tennant is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves 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, financial planning, and discretionary unified managed accounts using third-party model managers, supported by a network of over 1,200 advisors and a technology-driven platform.

Kaley Perkins is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and six years of industry experience. Prior to joining Valic Financial Advisors in 2020, she worked at Gunderson, LLC for four years and was involved with Woopalooza Marketing for five years. She is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services. The firm utilizes a discretionary unified managed account platform with tax-aware and impact overlays, supporting a large client base through more than 1,200 advisors.

Geoffrey Gabala is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Northern Lights Advisors, Inc. and several companies outside the financial sector. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Kenton Chadwick is a Series 66 licensed financial advisor at D.A. Davidson & Co. with seven years of industry experience. His prior roles include positions at Ameriprise, Raymond James Financial Services, and Wells Fargo. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Stephen Hickman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked for 17 years at Fisher Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other techniques, while also offering a range of affiliated legal, trust, and retirement plan support services.