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 and is currently affiliated with CWM, LLC. His career includes prior roles at LPL Financial, Cetera Wealth Services, and Granite Wealth Strategies. He also works as an insurance agent, selling life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services.

Omar Kemp is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Advisory Group, he worked at Fisher Investments for seven years and had roles at Cetera Investment Services, Foresters Advisory Services, and Teen Enrichment Network. 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’s integrated model emphasizes long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Eric Mcewan is a financial advisor with CWM, LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Wealth Services, LLC, Granite Wealth Strategies, and Linsco Private Ledger. Outside of advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering a range of retirement plan services and fiduciary processes.

Tonya Hirte is a financial advisor with Principal Financial Services in Portland, OR, holding Series 66, Series 63, and Series 65 licenses and bringing 13 years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2017 and previously held roles at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory duties, she serves as a director for the Gladstone Education Foundation, promoting educational services and community programs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through 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 across several Charles Schwab entities since 2009, including Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Scott Gerlach is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 11 years at Cordant, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening combined with discretionary and non-discretionary portfolio management to build client programs.

Karrie Spencer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Her prior experience includes seven years at Fisher Investments before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and other investment vehicles.

Alan Bacharach is a financial advisor with Primerica Advisors in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including tenure at Guardian Life Insurance Co of America since 1998. Outside of his advisory role, he participates in the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Maxwell Baumann is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank NA, and Bank of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Joshua Bullis is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Vancouver, WA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years at T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management with access to financial advisors and online tools. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware rebalancing and tactical allocations.

Dylan Younce is a financial advisor at Mariner with a Series 65 designation and 10 years of industry experience. His prior roles include positions at Zacks Investment Management, Personal Capital Advisors Corporation, Fisher Investments, and Mercer Global Advisors Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party platforms, with a notable emphasis on integrated tax and accounting capabilities alongside traditional portfolio management.

Alexander Krenek is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation. He has experience at Mercer since 2026 and previously worked at CAPTrust and Southern Wealth Management. Prior to his advisory career, he was affiliated with LMU Loyola Law School and Santa Clara University. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and incorporates multi-factor tilts, low-cost index vehicles, and tax management strategies.

Shima Salehi is a CFP® licensed financial advisor with 15 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Summit Trail Advisors, LPL Financial, BMO Bank, and BancWest Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kaytie Salzman is a financial advisor at J. W. Cole Advisors, Inc. in Portland, OR, holding Series 63 and Series 66 licenses with 11 years of industry experience. Her prior work includes roles at Atria Wealth Management, Avantax Investment Services, TD Ameritrade, and M Holdings Securities. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm offers a variety of managed program options and access to multiple third-party investment advisers and digital advice platforms.

Courtney Mersereau is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Vision Capital Management for eight years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of strategies and vehicles such as ETFs, mutual funds, and separate account solutions.

Sarah Berry is a CFP® with 22 years of experience in financial advising, currently with Mercer Global Advisors Inc. in Portland, OR. Her prior roles include positions at Lion Street Financial, Raymond James Financial Services, McGee Wealth Management, and Waddell & Reed. Outside of her advisory work, she owns rental property managed by a third-party company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment and planning services.

Kelly Jandreau is a financial advisor with Allworth Financial, L.P. based in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at KMS Financial Services, Inc. and Securities America, Inc., among other firms. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, utilizing both discretionary and non-discretionary asset management, and employs technology to manage held-away retirement accounts without accessing client login information.

Traci Henderson is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at RBC Capital Markets, Wells Fargo Advisors, and Stifel Nicolaus & Co. Inc. prior to joining her current firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard investment advice, retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs.