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.

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. 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.

Kyle Watt is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management using both model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund.

Michael Jeanfreau is a financial advisor at Mariner with Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and the University of Phoenix. Outside of his advisory work, he serves as President of the Board for the Nystrom Jeanfreau Foundation, a charitable organization, and is a Squadron Commander and volunteer search and rescue pilot for the Civil Air Patrol. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, discretionary portfolios supported by internal research and third-party managers and offers integrated tax, family office, and financial wellness services uncommon for a firm of its size.

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.

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.

James Sager Jr. is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and was previously with The H Group, Inc. and FocusPoint Solutions, Inc. His practice is based in Portland, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach combining passive and active managers, overseen by an internal Investment Committee.

Kenton Chadwick is a Series 66-licensed financial advisor with six years of industry experience. He is currently with D.A. Davidson & Co. and previously worked at Ameriprise, Raymond James Financial Services, and Wells Fargo. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides specialized retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Rolf Ellingsen is a financial advisor with VOYA Financial Advisors, Inc. in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes over two decades with U.S. Bancorp Investments, Inc. and operating his own advisory firm, Rolf Ellingsen LLC, since 2013. He also works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse clientele, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and access to third-party managers through various program structures, emphasizing non-discretionary, recommendation-based advice.

Gabriel Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner Wealth Advisors, he worked at Dutch Bros Inc., Starbucks, and Taco Bell. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon among large advisory enterprises.

Justin Kimmer is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2015. Based in Portland, OR, he provides advisory services within a large enterprise firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary-standard advisory model with both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based investment strategies.

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.