Pat Chuturbhuti is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Their work history includes roles at Park Avenue Investment Advisory, Guardian Life Insurance Company of America, and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 through proprietary programs and third-party platforms, along with financial planning and consulting services tailored to client needs.

Pamela Young is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with VOYA Financial Advisors since 2014 and has operated her own advisory practice since 2010. Outside of financial services, she co-owns and creates handcrafted soap through Rain Valley Soaps. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and other advisory services. The firm combines in-house and external strategists with technology-driven tools to implement tailored investment strategies through a mix of discretionary and non-discretionary account management.

Amy Wong is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Vames Wang Sosa Hood for three years and was employed at Khalsa Pain Relief Clinic for nineteen years prior to entering the financial advisory field. 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 that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Dean Eisenbraun is a financial advisor at Allworth Financial, L.P. based in Vancouver, WA, with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Arbor Point Advisors, Securities America, Inc., and Morgan Stanley. Outside of his advisory role, he manages multiple limited liability companies involved in bookkeeping and monthly financial review activities. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, utilizing both quantitative and qualitative investment analysis to provide customized strategies and specialized portfolios.

Robert Horwitz is a CFP® with two years of industry experience, currently serving at Mercer Global Advisors Inc. He has previously worked at Thompson Advisory Services, Childfree Wealth, Protected Investors of America, and Money Quotient. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified portfolios using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Benjamin Yerke is a Financial Advisor at Creative Planning with 12 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning, he worked at Morgan Stanley and E*TRADE, and TD Ameritrade. Outside of his advisory work, he is a photographer involved in Benjamin Yerke Photography. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Matthew Shipman is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has worked primarily with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he is a 50% owner of RealEquity, LLC, which plans to engage in real estate investments. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Shannon Rozairo is a CFP® professional with seven years of industry experience, currently advising at Cerity Partners LLC since 2026. Prior to joining Cerity Partners, Shannon spent eleven years at Cordant, Inc. in various advisory roles. Cerity Partners serves a wide range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, offering customized wealth management solutions that incorporate both discretionary and non-discretionary investment management along with financial planning and other services. The firm employs a client-specific investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, and provides access to alternative and private market solutions through affiliated platforms.

Robert Roels is a financial advisor at D.A. Davidson & Co. in Portland, OR, with five years of industry experience. He previously worked at Umpqua Private Bank for seven years. Outside of his advisory role, he serves as a contract consultant for Prosapient, providing consulting on financial market surveys. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Pete Honiotes II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2024. His prior roles include positions at Fisher Investments, Northwestern Mutual Investment Services LLC, Mark Wise, Schwab Private Client Investment Advisory Inc, and Charles Schwab. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Christopher Werner is a financial advisor with Commonwealth Financial Network based in Lake Oswego, Oregon. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Wells Fargo Advisors Financial Network LLC for eight years. Werner is a co-owner and board member of Epsilon Technology Corp, a role outside of his investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with investment management teams that oversee discretionary model portfolios.

Isaac Presley is a CFA® charterholder with 15 years of industry experience. He currently works at Cerity Partners LLC and previously spent 15 years at Cordant, Inc. (formerly Private Wealth Northwest). Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, and tax services. The firm’s investment approach incorporates client-specific profiles, quantitative screening, and access to alternative and private market solutions for qualified clients.

Christopher Markarian is a financial advisor at &PARTNERS with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years before joining &PARTNERS. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, utilizing both proprietary and third-party strategies.

Lester Kennedy is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various entities affiliated with Bankers Life since 2021. Prior to his career in financial services, he spent 30 years at ALS Group USA Corp. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis methods to tailor portfolio allocations aligned with clients’ goals and risk tolerances.

Brian Little is a CFP® professional with 17 years of industry experience, currently serving at Valic Financial Advisors since 2008. He holds the Series 66 designation and has also been involved with Agia and Positive Housing. Outside of his advisory role, he is involved in managing residential rental properties and has invested in rental housing supporting nonprofit organizations focused on drug and alcohol rehabilitation. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 and providing options for tax and ESG overlays.

John Mcewan is a CFP® with 46 years of industry experience, currently with Carson Wealth. His prior roles include positions at LPL Financial, Cetera Wealth Services, Granite Wealth Strategies, and CWM, LLC. He also works as an insurance agent selling life, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Eric Mcewan is a financial advisor with Carson Wealth and holds a Series 66 designation. He has 19 years of industry experience, including roles at Cetera Wealth Services, Granite Wealth Strategies, and Linsco Private Ledger. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, using model portfolios overseen by an Investment Committee and offering tailored investment solutions.

Tonya Hirte is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Principal Financial Services since 2017. Prior to that, she was employed at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory role, she serves as a director for the Gladstone Education Foundation, which supports educational services and community programs in Oregon. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Miles Mason is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to this, he worked at Bank of America and Merrill, with tenures spanning from 2005 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jake Anderson is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked within the Charles Schwab organization since 2009, including roles at Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.