Caitlyn Ruiz is a financial advisor at Empower Advisory Group with a Series 65 license and less than one year of industry experience. Her prior work includes roles at MagnaCare and Ultra Bright Lightz, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Xin Good is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 65 and Series 63 licenses with seven years of industry experience. Xin has worked at Transamerica Financial Advisors since 2018 and is also involved with Good RE LLC and World Financial Group, Inc. outside of the primary advisory role. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, with options for discretionary and non-discretionary management.

Jeffrey Gale is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds the CFP® designation and has eight years of industry experience. Since 2025, he has operated under the DBA Legacy Wealth Partners, Inc. to service clients with insurance and financial products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives while managing the majority of its assets on a non-discretionary basis.

Ryan Berning is a CFP® professional with nine years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Laura Zoucha is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at TIAA-CREF and Tiaa since 2018, and previously held roles at Amerivest Investment Management LLC and TDAmeritrade Inc. in the Portland, OR area. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Alexx Gauthier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

William Venturi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at Aviara Wealth LLC, Secfi Securities, LLC, and OpenInvest. Mariner Wealth Advisors provides investment management, financial planning, retirement consulting, and specialized tax and family office services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs customized portfolio strategies overseen by an internal committee and integrates tax and accounting services alongside traditional advisory offerings.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has been with D.A. Davidson since 2001 and holds the Series 63 and Series 65 designations. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with assets over $20 million, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Peter Johnson is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. Before joining Principal in 2021, he worked at firms including Gregory Baker, Waddell & Reed, and Molina Insurance Group. Outside of advising, he is a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes addressing emotional support during divorce in Multnomah and Clackamas counties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Wendy Stefani is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has been with VOYA Financial Advisors since 2014 and is also associated with the Lewis Stefani Group and Jewel Financial. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit organization focused on school selection and liaison activities. VOYA Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, balancing non-discretionary advice with broker-dealer offerings.

Kristen Klocko is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fisher Investments and Park Avenue Securities. Outside of her advisory work, she also works as a bartender in Portland, OR. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and a range of investment advisory programs.

Marcus Groeneveld is a Certified Financial Planner® (CFP®) with 16 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2023. Prior to joining CWM, he held roles at Fisher Investments and Ameriprise Financial Services, Inc. Marcus serves as treasurer for a nonprofit soccer club, FC77, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis with model portfolios and a combination of fundamental and technical analysis.

Steven Potter is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Benjamin F. Edwards since 2016. Potter also serves as a custodian for an investment-related account in Clackamas, Oregon. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of actively and passively managed portfolios, combines custody and execution services, and supports both employee and independent-contractor advisors.

Brendan Price is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Bank of the West, and BancWest Investment Services. He serves on the Board of Directors for the Make-A-Wish Foundation of Oregon, where he assists with budget approval and fundraising. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Mia Heinrichs is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Carson Wealth, and Northwest Capital Management. Outside of her advisory role, she is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Amelia Gaspary is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, she is involved in health and wellness through her business, Alchemy by Amelia, based in Portland, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory and financial planning services.

Robert Dcruz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Eagle Strategies since 2018 and with New York Life and Nylife Securities since 2009. Outside of his advisory work, he is a passive investor in Willamette Valley Vineyards, a winery in Oregon. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a notable focus on retirement plan clients and insurance-related advisory solutions.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

Lauren Aigner is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 designations. She has six years of industry experience, including prior roles at Merrill and JPMorgan Securities LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative tools in its investment recommendations.