Brian Timm is a financial advisor with Pinnacle Wealth Advisors in Clackamas, OR, holding a Series 65 license and four years of industry experience. His prior roles include positions at IMS Capital Management LLC and Security First Advisors, Inc. Outside of his advisory work, he has been employed at Kaiser Permanente since 2011. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that offers discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as qualified retirement plans. The firm employs diversified investment strategies tailored to each client’s profile and utilizes third-party managers and a comprehensive web-based planning tool.

Jodi Brush is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with several firms, including HBW Securities LLC and HBW Advisory Services LLC, and has been with Founders Financial Securities and Voyager Wealth Management since 2017. Outside of advising, she is involved in managing a property business through The Voyager Group LLC. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management programs, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based education and co-advised private wealth solutions.

William Freeman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mutual/United of Omaha since 2005. Freeman is a 50% owner of Oregon Ultimate Alliance LLC, which operates professional ultimate frisbee teams in Oregon. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions through a network of Investment Advisor Representatives.

Troy Haugen is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he manages several local businesses, including a coffee shop and an ice cream shop in Gresham, Oregon. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a long-term, fundamental analysis-driven approach, utilizing internal management, affiliated platforms, and independent managers to construct diversified portfolios.

James Miller is a financial advisor with Prospera Financial Services, Inc. He holds the Series 66 designation and has 25 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Miller is also the owner of White Horse Capital Management LLC, where he provides financial advisory services. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Sandie Rodda is a financial advisor with Zacks Investment Management, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Morningstar Investment Management LLC, Allianz Life Insurance Company of North America, and Invesco Distributors, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and sponsors multiple wrap-fee and unified managed account programs.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, where he provides life insurance and annuity products. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, with portfolios that typically include mutual funds, ETFs, and select option strategies.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Dawn Torres Gale is a CFP®, ChFC®, and Series 65-licensed advisor at Plancorp, LLC with three years of industry experience. She previously worked at Compass Planning Associates, Creative Money LLC, Insight Financial Strategists, and Our Money Goals. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, and charitable organizations, offering wealth management, financial planning, pension consulting, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and provides both discretionary and non-discretionary management.

Jerald Halverson is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. His current role includes responsibilities at both Citizens Bank NA and Citizens Private Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers specialized services including tax and estate structuring, ERISA plan advisory, and business consulting for multigenerational families and closely held businesses.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Michael Mcdonald is a financial advisor with Western Wealth Management LLC in Happy Valley, OR, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at Western Wealth Management since 2016 and concurrently with LPL Financial, LLC since 2015. Outside of his advisory work, Mcdonald is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 representatives using model portfolios and a range of investment strategies across multiple asset classes.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.

Dick Schulz is a financial advisor at Foundations Investment Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities. Outside of his advisory work, Schulz founded Jesus' Family Ministries, a nonprofit focused on family values, and has authored a book on the subject. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves a diverse client base, including individuals, trusts, estates, and registered investment companies, offering tailored portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

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.

Joshua Davis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has prior work history at TIAA, Metropolitan Life Insurance Company, and MSI Financial Services. Joshua is based in Oregon City, OR. 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 combining passive and active managers with quantitative, momentum, and fundamental analysis.

Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously spent 12 years with Secondhalf Planning & Investment, LLC before joining Wealth Enhancement in 2025. Outside of his advisory role, he is involved with Wealth Enhancement Group as a financial advisor specializing in fixed insurance. 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 approach that combines passive and active management supported by quantitative, momentum, and fundamental analysis.

Thomas Delaney is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has previously worked with firms including Financial Advocates Investment Management, LPL Financial, and Waddell & Reed. Delaney is involved with Bedford Management LLC, a non-investment-related business entity established for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.