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.

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 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.

David Prom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked with Transamerica since 2012 and concurrently with World Financial Group since 2002. He also serves as a Certified Financial Educator at the Heartland Institute of Financial Education and provides estate planning software information through Netlaw, Inc. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

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 31 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 role, she serves as Treasurer of the Barrington Heights Neighborhood Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Timothy Schreck is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. He 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, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards while incorporating 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 12 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 a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

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. in Lake Oswego, OR, with 24 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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 with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Voya, he worked at Equitable Advisors, LLC and has held various roles including ownership and management positions in construction and remodeling through PNW Residential, LLC, and wine production consulting with Anton Farms, LLC. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.