Alice Haneman is a Series 66-credentialed financial advisor at Mercer Global Advisors Inc. in Portland, OR, with five years of industry experience. Her prior roles include positions at BancWest Investment Services, Bank of the West, and U.S. Bancorp Investments. Haneman is also licensed as an insurance agent and engages in insurance sales as part of her professional activities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services along with financial, tax, retirement, estate planning, and family office support. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Scott Gerlach is a Certified Financial Planner® with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Cordant, Inc. for 11 years and B|O|S for 2 years. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening with both third-party and direct security selection, offering access to alternative and private market solutions and a range of affiliated business services.

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 Guardian Life in Portland, OR, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, all with Guardian Life and its affiliated entities. Outside of his advisory work, he is a member of the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment programs.

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. in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes long tenures at KMS Financial Services, Inc. and Securities America, Inc., as well as roles with Arbor Point Advisors and OSAIC. Allworth Financial serves a diverse client base—including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations—and offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm employs a combination of quantitative and qualitative analysis through its Investment Committee to create customized investment strategies across various asset classes and model portfolios.

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.

Heather Williams is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also involved in outside insurance sales. Guardian Life operates Park Avenue Securities LLC, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Michael Fennessy is a financial advisor with Integrity Alliance, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Integrity Alliance, he worked at Lion Street Financial, LLC, Ameritas Investment Corp, and Guardian Life Insurance Co of America among others. Outside of his advisory role, he owns Fennessy Financial & Insurance Services LLC and engages in consulting and speaking on topics related to the defined contribution and retirement industry. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers, supported by its dual registration as an investment adviser and broker-dealer.

Korina Kaio Maddox is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation with five years of industry experience. She previously worked at Sigma Investment Management Co before joining Mercer, where she has been employed since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with multi-factor tilts and a variety of investment vehicles including ETFs, index funds, and private funds.

Mary Kirk is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, and Morgan Stanley. Outside of her advisory role, she is president of JMTL Reyven Co, Inc., a real estate investing business based in Clackamas, Oregon. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analyses across proprietary and third-party strategies.

Waiyee Wong is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2024, she worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. She is Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the investment of the Japanese Garden’s endowment. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Hans Manseth is a CFP® with 24 years of industry experience, currently working at Equity Services, Inc. in Portland, OR since 2002. He is involved in multiple business activities including ownership and management of investment-related entities and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes a range of advisory platforms, often incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.