Dustin Hume is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, equity research, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

George Kurosawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBanc Capital Markets Inc. and Fisher Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Thomas Delaney is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has previously worked with firms including Financial Advocates Investment Management, LPL Financial, and Waddell & Reed. Delaney is involved with Bedford Management LLC, a non-investment-related business entity established for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Calvin Sumner is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Arbor Point Advisors, Securities America, and Kms Financial Services, as well as managing Sumner Financial Group since 1978. In addition to his advisory work, he manages Sumner Consulting LLC, which provides financial and retirement services, and is involved in selling life and health insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing proprietary tools and third-party platforms.

Grace Ong is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. She has 14 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is a Medicare and health insurance agent at Senior Advocate Services, offering Medicare Supplemental and Advantage plans. 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 through proprietary and third-party model portfolios, supporting a range of discretionary and non-discretionary investment programs.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Angela Secolo is a CFP® professional with 27 years of experience in the financial services industry. She has been with VOYA Financial Advisors, Inc. since 2014. Outside of her advisory role, she serves as Treasurer for Friends of Netarts Bay WEBS, a nonprofit focused on environmental stewardship and community education. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment options.

Reece Betcher is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at TIAA-CREF, Charles Schwab Bank, and Edward Jones. Mercer Global Advisors serves individuals, families, and a range of institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified portfolios with multi-factor tilts, and offers a variety of investment programs and client education initiatives.

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.

Michael Squier is a CFP® and ChFC® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc., having joined the firm in 2023, and previously worked at The Vanguard Group for 17 years. In addition to his advisory role, he serves as an adjunct professor at New York University, teaching a graduate-level course on Investment and Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, and provides specialized services including retirement plan consulting and charitable advisory.

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.