Nickolas Depner is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and 9 years of industry experience. He has been with VOYA Financial Advisors since 2015. In addition to his advisory role, he owns Water Tower Financial and acts as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals and institutions, offering financial planning, portfolio management, and retirement plan consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm typically provides non-discretionary recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Adam Cornwell is a CFP®, CFA®, and holds a Series 65 license with 19 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years with North Ridge Wealth Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a variety of actively managed strategies supported by affiliated accounting, legal, and trust services.

Durham Sundberg is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Cordant Wealth Partners for one year following a decade as a student. 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 uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized services including private-market investments, retirement plan consulting, and tax planning.

Rich Kelly is a financial advisor with Equity Services, Inc. in Portland, OR, holding a Series 63 designation and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. In addition to his advisory role, he owns and manages health and life insurance sales businesses in the Pacific Northwest. 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 offers multiple advisory platforms, using third-party asset managers and model portfolios, with a focus on both long-term strategies and options for shorter-term trading.

Alex Chan is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to this, Alex held roles at Allium Financial Advisors, SteelPeak Wealth, and UBS Financial Services, among others. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Stephen Astle is a financial advisor with Commonwealth Financial Network based in Scottsdale, AZ. He holds Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. Since 2015, he has been a part owner of Astle Investment Management, Inc., an entity created for securities business conducted at his branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Mark Lavalley is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2017 and affiliated with New York Life and NYLife Securities since 2012. Outside of advisory services, Lavalley works as an independent contractor brokering non-registered insurance products with various outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across multiple program types and manages a majority of its regulatory assets on a non-discretionary basis.

Noah Bylsma is a financial advisor at Mariner with five years of industry experience. He holds the Series 66 designation and has worked previously at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. He attended Portland State University for four years. Mariner serves a broad range of clients including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers.

Samantha Darnell is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at First Command in various advisory and insurance roles from 2012 to 2023. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with tax-aware and ESG overlay options, operating at scale with a large client base and extensive use of technology and model solutions.

Taylor Sokolowsky is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Key Investment Services, Taylor worked at Fisher Investments and KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Michael Parrott is a CFP® professional at Farther with one year of industry experience. He spent 19 years at KBF CPAs prior to joining Farther. Based in Vancouver, WA, Parrott holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. 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 portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds.

Stephanie Taul is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes nine years at First Republic Securities Company, LLC and a year at J.P. Morgan Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Scott Wilson is a financial advisor at VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 credential with 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his primary role, he is involved in several financial-related business activities, including ownership of Water Tower Financial and serving as an independent insurance agent. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, and offers advice primarily through non-discretionary programs and multiple managed account structures.

Kory Johnson is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Valic Financial Advisors since 2012 and has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves 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 discretionary unified managed accounts using technology-driven platforms and models.

Ying Chen is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 66 and Series 63 licenses and 11 years of industry experience. She has worked at Eagle Strategies since 2023 and is also associated with Cornerstone Wealth Strategies LLC. Outside of her advisory work, she is a notary public and a passive investor in Willamette Valley Vineyards, Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Reed Lindhe is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Townepark and Oregon Trail Recovery. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

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.