Nicole Burroughs is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Edward Jones, U.S. Bancorp Investments, and U.S. Bank. Outside of her advisory work, she serves on the Playground Committee for the Forest Creek Park Home Owners Association. 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, third-party money manager access, and brokerage and insurance product distribution.

Larissa Grantham is a CFP® professional with 18 years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Versant Capital Management and Stepp & Rothwell. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and includes supplemental strategies such as direct indexing and tax-loss harvesting.

Peter Bang Knudsen III is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Portland Parks and Recreation, Northwestern Mutual, and Reed College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Brenda Mccombs is a financial advisor at Cerity Partners LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for 16 years at Cordant Wealth Partners. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s investment approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Busby is a financial advisor with Commonwealth Financial Network based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Commonwealth and its associated Canyon Financial Group since 2007, where he is a co-owner and partner of Canyon Financial Group LLC, also known as CFG Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Nicholas Astle is a financial advisor with Commonwealth Financial Network in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth and his own firm, Astle Investment Management, since 2015. Astle is a part owner of Astle Investment Management, Inc., an entity created for his securities business. 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, and compliance support. The firm offers various investment program structures, including discretionary model portfolios and personalized indexing options.

Paul Kingsland is a financial advisor with Money Concepts Capital Corp in Tigard, Oregon, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003 and also serves as president of The Kingsland Company PC, a CPA firm he solely owns and operates. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Dillon Kanhalikham is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets entities.

Bruce Bailey is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Bruce A. Bailey PC. Additionally, he serves as a referral partner for Netlaw, assisting clients with estate planning legal documents such as wills and trusts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Douglas Eikenberry is a CFP®-credentialed financial advisor with over 32 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations with services that include investment advisory, financial planning, and managed account programs.

Michael Neumann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has operated his own business, Michael R. Neumann, since 2010. Neumann serves as secretary and board member for the Association of Unit Owners of the Breakers condominium in Cannon Beach, OR. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Michael Devlin is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to his current role, he has worked with several mortgage and financial services firms, including Value Added Mortgage Group and Williamette Valley Bank. Outside of advisory work, he is involved in mortgage loan origination and operates Devlin Financial Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing a model portfolio approach supported by third-party managers and multiple advisory platforms.

Bryan Briand is a financial advisor with Primerica Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is a licensed real estate agent and is involved with LibertyID, a service focused on identity theft protection. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.

James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in community activities including serving on the finance committee of a local Catholic church and participating on the board of Discover Mt. Angel, a nonprofit organization. Additionally, she works with WealthWave in a marketing capacity and has experience as a math instructor at Chemeketa Community College. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network and managing approximately $1.7 billion in regulatory assets under management.

Mark Hunter is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has been involved in financial education as a Certified Financial Educator at the Heartland Institute of Financial Education. In addition to his advisory role, Hunter works as a driver for Student Transportation of America and TrackersEarth, providing services for public school transportation and summer kids camps. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Marie Clow is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been affiliated with various Steward Partners entities since 2015. Steward Partners Investment Advisory, LLC is an enterprise-scale, 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.

Douglas Perry is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors and Cascadia Wealth Management. Perry also sells life, disability, annuities, and long-term care insurance as an insurance agent. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax services, Core Family Office solutions, and employer financial-wellness tools.

Brian Lawrence is a CFA® charterholder and holds a Series 65 license, with 21 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 15 years at North Ridge Wealth Advisors. Savant Wealth Management provides wealth management, portfolio management, financial planning, retirement plan consulting, and family office 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 actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Gabriel Arreguin is a financial advisor with Principal Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Financial Services, he worked at Oregon Community Credit Union and was involved with TJ Forestry LLC. He also holds an insurance position focused on the sales and service of various life and annuity products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.