Justin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Steward Partners entities since 2009. Outside of his advisory role, Lindsey serves as treasurer and board member of Lakeridge Lacrosse, a high school lacrosse club in Lake Oswego, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

Eric Wishan is a financial advisor with Carson Wealth and holds a Series 66 credential. He has 21 years of industry experience, including roles at LPL Financial from 2005 to 2018, and has been with Cetera Wealth Services and CWM, LLC dba Carson Group Partners since 2018. Outside of his advisory work, he serves as a Regional Director for the Northwest Region of the Ferrari Club of North America and as President of the Winlock Waters Lake 3 HOA. Carson Wealth operates as an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and offering tailored solutions such as custom indexing and alternative investments.

Troy Thompson is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently affiliated with Mercer Global Advisors Inc. and previously founded Thompson Advisory Services, LLC. In addition to his advisory work, he maintains a separate law practice. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, offering holistic financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing advice on a non-discretionary basis and delivering retirement-plan consulting and independent fiduciary services.

Nicholas Prelosky is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and US Bank. Outside of his advisory work, he hosts a podcast focused on current campaigns and issues in Oregon. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Leonard Nelson is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Nelson owns Northwest Investment & Retirement Group, LLC, a business name he uses for marketing insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of programs and financial services that combine fundamental and technical analysis with access to alternative investments and institutional resources.

Terance Helland is a financial advisor with Valic Financial Advisors, Inc. in Portland, OR, holding the Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works with AGIA. Outside of his advisory role, he serves as president of the Cedar Hills Toastmaster Club, leading efforts to grow membership and improve members' speaking skills. 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 UMA models for portfolio construction and management.

William Leder Jr. is a CFP® with 22 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services and Trusted Advisors, along with maintaining a self-employed practice since 2003. Outside of advisory work, he is a co-owner of an ice cream shop in Canby, Oregon. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs a discretionary, committee-overseen investment approach with a wide range of strategies and notable tax and administrative integration uncommon for a firm of its size.

Jay Edwards is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at AGIA, MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed, Inc. Outside of advisory activities, he is the owner of PACK2SUSTAIN, LLC, where he conducts research related to packaging materials and equipment. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by technology and model solutions.

Jeffrey Kantor is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Steward Partners entities since 2009. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Duane Rodewald is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. His career includes roles at Citigroup Global Markets from 2003 to 2009 and various Steward Partners affiliates since 2009. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

John Dakin is a CFP® professional with 20 years of experience and is currently affiliated with Valic Financial Advisors in Portland, OR. His career includes roles at Mass Mutual Investors Services, MetLife Securities, and Merrill. Outside of his financial advisory work, Dakin serves as a public address announcer for high school athletic events with the Portland Public Schools Department of Athletics and the Oregon School Activities Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes the use of centralized technology and model solutions in its advisory services.

Xin Good is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. Xin has worked at Transamerica Financial Advisors since 2018 and is also involved with Good RE LLC. Additionally, Xin has been affiliated with World Financial Group, Inc. since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a variety of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Jeffrey Gale is a CFP® with eight years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Portland, OR. He has worked with several firms including Legacy Wealth Partners, Inc., where he operates under a DBA servicing insurance and financial product clients. His background includes roles at NYLIFE Securities, LLC, and multiple wealth advisory firms. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional plans, and charitable organizations. The firm offers a variety of program types and tailors recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Ryan Berning is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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.

Leif Jorgensen is a Series 65-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC in Portland, OR. He has been with the firm since 2026 and has prior experience working at Oregon Health & Science University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active managers and offers multiple program options supported by a large advisor network.

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.