Nicole Guimonds is a financial advisor with First Command Advisory Services in Vancouver, WA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Fisher Investments, Citizens Securities, and Edward Jones. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using centralized portfolio management and preapproved third-party managers.

Brenda Mccombs is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cordant Wealth Partners and Morgan Stanley in various roles over nearly two decades. Brenda is based in Portland, OR. Cerity Partners advises a diverse client base, including individuals, families, trusts, and institutional investors, with approximately $166.2 billion in assets under management. The firm provides customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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 at Key Investment Services LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Fisher Investments and several other financial firms. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

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.

Stacy Hollender is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Kestra Advisory Services LLC and Kestra Investment Services LLC in 2021, Hollender worked at Spc and Sigma Financial Corporation from 2012 to 2019. She also serves as a registered field assistant with Parthenon Wealth Advisors and Kestra Advisory Services, focusing on operational duties and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and a range of investment solutions, managing approximately $79.8 billion in assets and serving unique clients such as sovereign wealth funds.

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 Guardian Life, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, Bryan is an independent licensed real estate agent and is involved with LibertyID, a service focused on identity theft protection. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with financial planning and consulting, leveraging proprietary and third-party platforms to tailor client relationships.

Timothy Smith is a financial advisor at Concurrent Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial and Raymond James Financial Services. Outside of advisory work, he is involved in providing fixed insurance advice through separate agencies. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth and investment management, financial planning, and retirement plan services. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors.

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 with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He is involved in providing financial education as a Certified Financial Educator with the Heartland Institute of Financial Education. Outside of his advisory role, Hunter works as a driver for several organizations including Student Transportation of America and TrackersEarth summer camps. 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 both advisory and broker-dealer services, delivering investment advice through proprietary and third-party model portfolios with 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.

Josh Mc Clellan is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Personal Capital Advisors Corporation and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through both point-in-time plans and optional managed account solutions.