Nathan Brown is a CFP® and ChFC® with 10 years of industry experience, currently serving at Farther Finance Advisors since 2024. He has previously worked at My Personal CFO, Kimsa Total Wealth, and Pacific Capital Resource Group. Outside of his advisory role, Brown is the founder of End Gov't Tips, which creates and publishes financial and tax education content, and serves as CFO and business consultant for Synergy India Ventures. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary and customized model portfolios with algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI tools under internal review controls.

David Stockton is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within affiliated Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. It serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Lance Cannon is a financial advisor with CWM, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Bank of the West, Allstate Insurance Company, and Merrill. Outside of advisory work, he is involved as a financial officer and business owner of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Sharon Gerlach is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds a ChFC® designation along with Series 63 and 65 licenses and has 26 years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Co, M Holdings Securities, Inc., and Wells Fargo Advisors. She serves as a board member of her condominium association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types tailored to client objectives and specializes in non-discretionary asset management within an integrated New York Life affiliate structure.

Samuel Niesslein Jr. is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Oregon State Credit Union. He is a member of the Rotary Club of Philomath, Oregon, where he participates in community service activities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Janet Tooley is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica since 2012 and is also involved in WealthWave and Epsilon Construction LLC. Tooley served as treasurer of Auburn Adventist Academy for ten years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party investment models with discretionary and non-discretionary options.

Mark Brady is an advisor at Guardian Life and holds the Series 66 designation. He has experience working with Guardian Life Insurance Company, Park Avenue Securities, Westpac Wealth Partner, and BlackRock, among others. His background includes roles in wealth management and financial services across multiple firms over several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and investment advisory services.

Collin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. He holds a Series 66 designation and has been associated with various Steward Partners entities since 2009. Outside of his advisory work, he participates as an extra in TV and film productions in Portland, OR. Steward Partners Investment Advisory is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kevin Sahli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 and has held roles within affiliated Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

Kyle Dodrill is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. in Portland, OR. His prior roles include positions at Deschutes Investment Consulting, Empirical Wealth Management, and Cambridge Investment Research. Outside of finance, he assists occasionally with floral design at Swoon Floral Design. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, supported by client education and integrated affiliated service lines.

Stephen Engle is a CFP® professional with 10 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2025 and previously spent a decade at Thompson Advisory Services, LLC. In addition to his advisory role, he was involved with The Engle Group dba ELR Legal Search from 2009 to 2019. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, providing financial and tax planning services. The firm employs a disciplined asset allocation strategy focused on equities, global diversification, and high-quality fixed income, delivering advice on a non-discretionary basis and offering fiduciary retirement-plan consulting.

William Hall is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and New York Life Insurance Company. Outside of finance, he operates a photography business providing editing and printing services. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Jacob Nelson is a financial advisor at Osaic Advisory Services, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Securities America, Inc. and the NorthWest Investment and Retirement Group. Before entering the financial industry, he held positions in the hospitality sector. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and related advisory offerings through multiple program models and a variety of proprietary and third-party platforms.

Michael Larlee is a CFP® with 23 years of industry experience and has been with D.A. Davidson & Co. since 2015. He holds the Series 66 designation and is based in Lake Oswego, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Jordan Orr is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at NetLaw, Uber, WFGIA, Wealthwave, and Doordash. Transamerica Financial Advisors serves a wide client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of fee-based wrap programs, model portfolios, and access to third-party money managers.

Lauren Reed is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. She previously worked at The Partners Group and Geneos Wealth Management. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with robust tax and accounting integration and offers specialized family office and employer financial wellness solutions.

Caitlin Walker is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at D.A. Davidson & Co. and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Arthur Chandler is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Morgan Securities for 16 years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies that span equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Michael Bloomquist is a financial advisor at Eagle Strategies (NY Life) based in Portland, OR, holding the Series 66 designation with three years of industry experience. His work history includes roles at Cornerstone Wealth Strategies, NYLIFE Securities, New York Life Insurance Company, and UBS Financial Services Inc. prior to joining Eagle Strategies. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and predominantly manages assets on a non-discretionary basis.