Lee Melvin is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with various entities within the Steward Partners organization since 2010. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Yury Dzhishkariani is a financial advisor at Farther in Portland, OR, holding a Series 65 designation with no prior industry experience before joining Farther in 2026. His career history includes roles at Northwestern Mutual, U.S. Bank, Kia America, and several other companies across different sectors. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Darius Jones is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2012, with a break from 2016 to 2018 when he was employed at Reverse Mortgage North West. Jones also has a longstanding affiliation with World Financial Group, Inc., spanning over 25 years. He is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and proprietary platforms, serving clients via a large network of advisors and multiple program platforms.

Jade Thelin is a financial advisor with Eagle Strategies (New York Life) based in Portland, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Eagle Strategies since 2017 and New York Life since 2009, with prior experience at Southern Ridge Wealth and currently operates Legacy Wealth Partners, Inc. Outside of advisory work, she serves as a board member of the Southern Highlands Golf Club in Las Vegas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate structure.

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.

Chad Bunger is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding the ChFC® designation and Series 63 license with 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, delivering financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Elizabeth Granum is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Principal Financial group since 1999 and Principal Financial Services since 2003. Granum also serves as a bank officer supporting Principal retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. 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 U.S. military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patricia Dunn is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various firms including Fidelity Debt Reserve, Rescue One Financial, and Debtmerica. Outside of finance, she is the owner of a floral arrangement business and performs as a classical singer at civic and private events. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, supporting discretionary and non-discretionary management.

Trent Rosenbloom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2014. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. Benjamin F. Edwards serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies.

Lisa Troutman is a financial advisor at Kestra Advisory with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2015 to 2023. Outside of her advisory role, she serves as an operations manager assisting clients through SHC Financial and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jack Tucker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Transamerica since 2012 and also has roles with World Financial Group and Revolution Financial Management. Outside of his advisory work, he serves as Treasurer for the Oregon Golf Association Golf Course Men's Club, a nonprofit organization that organizes local tournaments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated mutual funds and insurance products.

Travis Brown is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes six years at Key Bank prior to joining Key Investment Services, where he has worked since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in selecting investment models, provides ongoing monitoring, and offers access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Brian Joelson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with various Steward Partners entities since 2009. Outside of his advisory role, he is a limited partner involved with maintaining real estate properties in Oregon. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions, with ongoing monitoring and consulting options.

Will Dietz is a CFP® with 23 years of experience in the financial services industry. He is currently a managing member and co-owner of Iron Mountain Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2014. His work includes fixed insurance sales and operating a private entity to facilitate securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Joel Romero is a CFP® professional with 18 years of industry experience. He is currently with Mariner and has previously worked at Fisher Retirement Solutions LLC, Fisher Investments, and Gwfs Equities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside specialized financial wellness and family office offerings.

Wendi Ouellette is a CFP® with 26 years of industry experience, currently affiliated with Allworth Financial, L.P. She has held roles at multiple firms including Arbor Point Advisors, Securities America, and Delta Financial. Wendi is based in Portland, OR. 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 strategies integrating core-satellite, index allocations, and specialized models such as Buffered Equity ETFs, employing third-party sub-advisers and technology to manage held-away accounts.

Hugo Grimaldi is a financial advisor with Money Concepts Capital Corp in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 23 years of experience to his role. Prior to joining Money Concepts in 2003, he worked for over three decades as a CPA. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Ronald Pompel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with firms including World Financial Group and Integrated Benefits Inc, and serves as a board member of Metro East Web Academy, a public K-12 school. Additionally, he is involved with Senior Medicare Health Care Plans, assisting clients with Medicare options. Transamerica Financial Advisors serves a broad client base, including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Oumy Kane is a financial advisor with Empower Advisory Group in Beaverton, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Empower Financial Services, Inc., Kane worked at Wells Fargo and Merrill, and has owned two businesses focused on children’s clothing and coaching. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Douglas Lindsey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with various Steward Partners entities since 2009. Lindsey is also the managing member of The Lindsey Group, LLC, a holding company related to the Trost book merger. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services alongside discretionary and non-discretionary portfolio management.