Candace Stogin is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 7 years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC and Securities America, Inc. She is currently affiliated with Allworth Financial and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers alongside technology solutions to manage held-away accounts.

Arthur Chandler is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following 16 years at Wedbush Morgan Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a range of investment management programs, financial planning, and private-fund management, using strategic and tactical asset allocation alongside manager selection and various investment strategies.

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.

David Prom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also a Certified Financial Educator with the Heartland Institute of Financial Education since 2017. Additionally, he provides information on estate planning software as an independent contractor for Netlaw, Inc. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

Travis Poulos is a CFP® with 18 years of experience in the financial industry. He is currently with Mercer Global Advisors Inc. and has previously worked at The Vanguard Group and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory and comprehensive financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, alongside various packaged and tax-managed programs.

Joshua Keller is a Series 66-licensed advisor with Valic Financial Advisors in Missoula, MT, with four years of industry experience. Prior to joining Valic, he worked at Agia and spent ten years with Billings Public Schools. Outside of his advisory role, Keller serves on the board of the Greater Yellowstone Valley United States Bowling Congress, helping to support local bowling programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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 UMA models and operating at scale with over 1,200 advisors.

Pia Snyder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2001. Outside of her advisory work, she serves as Treasurer for the Barrington Heights Neighborhood Association, where she provides information to residents and acts as a community watchdog. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes a network of advisors and multiple program platforms to deliver services, relying primarily on model portfolios and third-party managers for investment execution and discretionary authority.

Timothy Schreck is a financial advisor at D.A. Davidson & Co. in Portland, OR, with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co. Inc. for 21 years before joining D.A. Davidson in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with at least $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Eugen Trifan is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Portland, OR, and has eight years of industry experience. His work history includes roles at Agia, Equitable Advisors, Axa Advisors, Edward Jones, and self-employment. Outside of his advisory work, he serves as secretary of the Portland chapter of the American Association of Individual Investors (AAII). Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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 portfolio models with National Financial Services as custodian.

Ryan Myers is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Outside of his advisory role, he works part-time as a snowboard instructor at Mt Hood Meadows Ski Resort. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a range of program types tailored to client goals, with a focus on non-discretionary asset management and advisory services connected to insurance and annuity products.

Cassondra Johnson is a financial advisor at Valic Financial Advisors with 25 years of industry experience. She holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. Johnson has worked at Valic Financial Advisors since 2000 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Timothy Semlick is a CFP® with 19 years of industry experience, currently affiliated with Principal Financial Services. His prior experience includes over a decade at Charles Schwab, working with both the bank and the brokerage divisions. Outside of his advisory role, he is involved in insurance sales and service, covering fixed life, fixed annuities, disability income, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jessica Tierney is a CFP® professional with 10 years of experience in the financial advisory industry. She currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at The H Group, Inc. and Tejera & Associates, LLC. 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 uses a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Houston Thom is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and eight years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., GWN Securities, and Iron Mountain Wealth Management, LLC. Outside of his advisory work, he is involved with Wealthbridge Advisors Inc. in Lake Oswego, OR. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Franz is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He has held his current position since 2013 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a variety of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under the Advisers Act fiduciary standard.

Matthew Tabor is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Guardian Life Insurance Company and Myatt & Bell, P.C. Additionally, he is licensed as an attorney with the Oregon State Bar Association. Primerica Advisors serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs along with financial planning and consulting solutions.

Jerod Patterson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds a Series 66 designation and has previously worked at Boise Cascade Co, Securities America, Inc., OSAIC, and AW Securities. 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 using a variety of model strategies and provides both discretionary and non-discretionary services, incorporating technology to manage held-away retirement accounts without client login credentials.

Mario Foncea Roman is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Equitable Advisors, LLC and has entrepreneurial experience as owner of PNW Residential LLC, a construction and remodeling business, and Anton Farms LLC, which provides wine production consulting. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, access to third-party money managers, and brokerage and insurance product distribution.

Derek Dukart is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lion Street Advisors, Lion Street Financial, Park Avenue Securities, and Guardian Life Insurance Company. Dukart is also the owner of Duke Financial Partners LLC, a business involved in insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering a variety of advisory and brokerage services through multiple investment platforms and approaches.

Michael Harter is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Agia and CNH Finance. Outside of his advisory role, he is licensed to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting through a large network of advisors. The firm utilizes unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.