Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent and Columbia Associates Wealth Management Group, Smith worked at PricewaterhouseCoopers LLP. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and a range of operational tools and third-party solutions.

Edward Hassan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, JPMorgan Securities LLC, Morgan Stanley, and Merrill. He is currently based in Hillsboro, OR. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model that combines platform technology, strategist portfolios, and manager due diligence, with an emphasis on non-discretionary asset management.

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 at VOYA Financial Advisors, Inc. with 36 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked with the Lewis Stefani Group since 2015, VOYA Financial Advisors since 2014, and Jewel Financial since 2011. 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 with counselors. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios, investment policy statements, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of investment adviser representatives.

Kristen Klocko is a financial advisor with Guardian Life holding a Series 66 designation and 11 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior experience at Fisher Investments and Osaic FA, Inc. Outside of her advisory role, she works as a bartender in Portland, Oregon. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting solutions.

Marcus Groeneveld is a CFP® with 16 years of industry experience, currently serving as a wealth advisor at Carson Wealth in Lake Oswego, OR. His prior experience includes roles at Ameriprise Financial Services and Fisher Investments. Outside of his advisory work, Groeneveld serves as treasurer for a nonprofit soccer club. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion and more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement services, utilizing an Investment Committee that manages model portfolios and offers tailored investment solutions.

Steven Potter is a financial advisor with Benjamin F. Edwards & Company, Inc. in Portland, OR, holding Series 63 and 66 credentials and bringing 26 years of industry experience. He has worked at Benjamin F. Edwards since 2016 and previously at Stifel and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a broad range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party investment strategies.

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 Carson Wealth with a Series 66 designation and two years of industry experience. She has previously worked at Ameriprise Financial Services and has experience in both financial services and the education sector. Heinrichs is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Carson Wealth operates as an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Amelia Gaspary is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Investments and operates a health and wellness business called Alchemy by Amelia in Portland, Oregon. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management 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.

Christopher Real is a financial advisor at Guardian Life and Park Avenue Securities with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Horace Mann Companies, GWFS Equities, Principal Financial Services, and Stancorp Investment Advisers. In addition to his advisory role, he is involved in offering insurance products beyond those provided through Guardian. Park Avenue Securities, 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 advisor-led discretionary management and model-based strategies, along with access to proprietary tools and third-party advisory solutions.

Anthony Johnson is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previously worked at JMG Financial Group, Fisher Investments, TD Ameritrade, and Primerica. Outside of finance, he has a background in martial arts instruction through Martial Arts Academy Bujutsu Gakuin Wushu Xueyuan. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm emphasizes long‑term portfolio returns and annual rebalancing within an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Roy Rasera is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 20 years of industry experience, including multiple roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, Rasera develops family-friendly educational video games and teaches financial concept courses. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 16 years of industry experience. Her career includes roles at WealthWave, HIFE College Planning Program, Net law, Inc., and World Financial Group. She also works as a college consultant helping high school students identify majors and find suitable colleges and offers digital estate planning document services through a referral role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, providing both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and supports retirement plan clients through affiliated entities.

Michael Denbo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as involvement with Black Bronze Media LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services while serving a large participant base relative to its advisor headcount.

Joshua Cepeda is a CFP® with 25 years of industry experience, currently with Focus Partners Wealth, LLC in Portland, OR. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Clearing, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kimberly Perrault is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets Corporation for 12 years before joining D.A. Davidson in 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.