James Roundy is a CFP® professional with five years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at McGee Wealth Management, Catherine Store, and Songwon Elementary School. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and financial planning services.

Pat Chuturbhuti is a financial advisor with Guardian Life and Park Avenue Securities in Portland, OR, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has held roles at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment programs.

Pamela Young is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with VOYA since 2014 and has operated her own advisory business since 2010. Outside of her advisory work, she is a co-owner and artisan of Rain Valley Soaps, a handcrafted soap business. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures and emphasizes recommendation-based, non-discretionary relationships.

Dean Eisenbraun is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, with 18 years of industry experience. He holds a Series 66 credential and has worked previously at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory work, he manages multiple business entities involved in bookkeeping and financial administration. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs both discretionary and non-discretionary approaches, utilizing technology to manage held-away employer retirement accounts.

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 and Series 66 and 63 licenses. Prior to joining Creative Planning, he worked at Morgan Stanley for three years, E*TRADE Securities and Capital Management for five years, and TD Ameritrade for three years. Outside of his advisory role, he manages a photography business based in Oregon. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services through various affiliated entities.

Matthew Shipman is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2013. He is involved as a part owner in several business ventures, including a 50% interest in RealEquity, LLC, and a 5% ownership stake in APN (Advanced Practice Network) DBA Fiscalyze. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm employs a mix of model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with a range of investment options and lending solutions.

Shannon Rozairo is a CFP® professional with seven years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity Partners, Shannon worked for 11 years at Cordant, Inc. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, 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.

Fred King is a CFP® with 21 years of experience in the financial industry. He is currently associated with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after previously working at The H Group Inc and The H Group Washington, Inc. in various capacities from 2004 to 2026. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management overseen by an internal Investment Committee.

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.

Kevin Anema is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience at Oakwood Capital Management, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers 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, supported by an internal Investment Committee.

Isaac Presley is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC and was previously with Cordant, Inc. (formerly Private Wealth Northwest) for 15 years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

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.

Logwone Mitz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as prior experience with Lyft and World Ventures. Outside of his advisory work, he serves on the board of Financial Beginnings Oregon and participates in community organizations such as the Northwest Independent Baseball League and youth scholarship foundations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Crabb is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Financial Advocates Investment Management, LPL Financial, Capitol Family Office, Abrahamson Wealth Advisors, and KMS Financial Services. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

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.