Samantha Darnell is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at First Command in various advisory and insurance roles from 2012 to 2023. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with tax-aware and ESG overlay options, operating at scale with a large client base and extensive use of technology and model solutions.

Taylor Sokolowsky is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Key Investment Services, Taylor worked at Fisher Investments and KeyBank NA. 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 decisions supported by non-binding advisor recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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. with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes nine years at First Republic Securities Company, LLC and a year at J.P. Morgan Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Scott Wilson is a financial advisor at VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 credential with 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his primary role, he is involved in several financial-related business activities, including ownership of Water Tower Financial and serving as an independent insurance agent. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, and offers advice primarily through non-discretionary programs and multiple managed account structures.

Blair Carpenter is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and La Paloma. He is based in Camas, WA. 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 integrates financial planning services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

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. Rodenkirch is also the Director of NexGen for the Oregon and Southwest Washington Chapter of the Financial Planning Association, where he oversees activities aimed at supporting young financial planning professionals. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers, with ongoing oversight and due diligence.

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.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and the Lewis-Stefani Group. Outside of his advisory role, he works as an independent contractor installing custom blinds and drapes. Voya Financial Advisors serves a broad range of clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based advice over discretionary 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.

Samuel Slusser is a financial advisor at Cerity Partners LLC with a Series 65 designation and 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 provides customized wealth management and related services to a broad national client base, including individuals, families, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Kaysi Whelan is a financial advisor with Eagle Strategies (NY Life) based in Beaverton, OR, holding Series 63 and Series 65 designations and six years of industry experience. She has worked with several affiliated firms, including WB Financial, LLC d/b/a Strata Financial Partners and Ritrovare Financial & Insurance Solution. Outside of her advisory role, Whelan serves as Fund Chair for the Beaverton Area Chamber of Commerce Scholarship Fund and is a member of its Mentor Committee. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within the New York Life affiliate structure.

Randy Tennant is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Sequent Planning, Futurity First Insurance Group, Pruco Securities, Prudential Insurance Company of America, and COUNTRY Capital Management Company. Tennant is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes Envestnet’s platform for discretionary unified managed accounts with optional tax-aware and ESG overlays.

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.

Harold Weight is a financial advisor with Commonwealth Financial Network in Beaverton, OR, holding a ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been with Commonwealth and Multiplan Financial Services, Inc. since 2013. Outside of advisory work, he serves as Vice-President of Multiplan Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary and customized portfolio management options.

Geoffrey Gabala is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Portland, OR. He has one year of experience in the industry, including a prior role at Northern Lights Advisors, Inc. Before entering the financial advisory field, he worked in various positions across construction and development firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.